Planning Forms

Awareness and intentionality are essential to living a life by design. Use these forms to help you plan your day, week, month, or quarter to ensure that the choices you are making are in alignment with your goals. These forms will help you create more awareness and identify your goals and priorities.

Creating a Vision Statment

Your vision statement is what your business will become in the future. Clarifying your vision gives you a sense of purpose and provides focus. Use this form to clarify your vision creating focus for your future.

NAR 2023 Home Buyers and Sellers Trend Report

Learn the characteristics of today’s home buyers/sellers and understand the latest data in Real Estate collected by the National Association of Realtors

Customizing KDNA Goals

In this webinar, Cortney Morris guides you through our worksheet allowing you to customize your KDNA goals specific to your business plan.

Planning For Success

In this webinar, we create clarity and position you to adapt to win. We discuss what it takes to succeed in a changing market, creating your yearly calendar, and crafting a plan that will align with your goals and vision.

Level Up Your Listing Game

In this webinar, Kate Patulski interviews top listing agents who share their perspectives, insights, and strategies

Closing The Gap Between Nurturers and Leads

In this webinar, Kate Patulski helps you close the gap! You will learn how to distinguish the difference between nurturer and lead, and develop the thinking and skillset necessary to move a nurturer into a lead position.

How Hiking The Camino de Santiago Transformed One Entrepreneur: An Interview with Allie Fuller

In this SMART webinar, Kate and Cortney interview Allie Fuller. In 2022 Allie took time off from her business to walk 500 miles along the Camino de Santiago in Spain. This is a pilgrimage that has existed for 1,000 years! In this webinar, Allie shares her experiences, the lessons she learned, and how they relate to business.

Attracting Talent That Sticks

During this webinar Ron Patulski guides you through identifying your value prop, values, and culture. He talks about how to ensure that you attract talent that sticks.

For Ops: Becoming More in a Changing Market

This webinar focuses on how administrative professionals can become more effective in their role. Kate talks about how to better understand an agent, top reasons why agents fail, and how to support and empower your team using KDNA.