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About
Property Academy
Business Academy
Resources
Contact
PMW Clients:
Monthly Progress Report
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Full Name
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Progress Start Date
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Progress End Date
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3 biggest accomplishments I am most proud of from the last month
3 greatest lessons learned from the past month
3 most significant personal improvements made in the last month
3 biggest risks taken in the past month
3 important relationships improved in the past month
3 things I need to stop doing in the next month to become the ultimate me
3 things I need to do more of in the next month to become the ultimate me
People I need to cut or see less of in the next month in order to create the life I want
People I'd like to spend more time with in the next month to create the life I want
If I could redo the previous month over again, I would change these 3 things
What is your end of year business target? Has it remained the same or has it changed?
What was your previous monthly business target? Was it achieved? If not, why do you think it wasn’t achieved?
Are you on track to accomplish your 12 month goal? If not, elaborate further. What has to change in order for you to get back on track?
What is your target for this quarter?
What is your game plan to ensure you hit your targets for the current quarter?
What needs to happen for the month ahead to get back on track, or if on track, what more can be done to accelerate things?
What is the month ahead's target?
What are your three top priorities for the month ahead?
What skills are you going to develop for the month ahead that will help grow your business?
Are you currently working on any live deals at the moment?
Have you done any deals in the last month? If so, what was the strategy, numbers and the proposed exit?
Have you raised finance in the last month? If so how much funds and what are you aiming to do with those funds?
How many financial presentations have you done over the past month?
What was the key lessons learned from what worked well to what didn’t work well with your financial presentations?
Have you onboarded any preferred investors this month? If so, provide a high level overview of what each investor is looking for.
How many preferred investors did you take through the strategic sales process?
What were the key lessons learned from what worked well to what didn’t work well with your preferred investor strategic calls?
Have you grown your network this month by making new and strengthening existing relationships?
Have you assembled your power team as well as grown and strengthened those relationships?
Do you have referral commissions in place with members in your power team as well as others that you can generate an income from referrals?
How much income have you generated as well as have in the pipeline from referral commission this month?
Have you established strategic Joint Venture partners this month? If so, do you have a clear plan of action in order to see the JV accomplish what it’s set out to achieve? Provide a high level overview of each JV partnership formed.
Have you attended any business, property or personal development training or events?
What was your lead generation / marketing strategy to source property over the last month?
What was your lead generation / marketing strategy to attract preferred investors and private investment over the last month?
What was your marketing and social media strategy to build your personal brand over the last month?
What was your marketing and social media strategy to build your business brand over the last month?
What is your current lead generation / marketing strategy to source property for the month ahead?
What is your current lead generation / marketing strategy to attract preferred investors and private investment for the month ahead?
What is your current marketing and social media strategy to build your personal brand for the month ahead?
What is your current marketing and social media strategy to build your business brand for the month ahead?
How many viewings did you do this month?
How many offers made. Provide high level overview of the outcome of offers
What has been your source of investment capital and raising finance efforts been up until now?
What actions were put into systemising and automating your business this month?
What have you outsourced within your business in order to be more efficient and get more done?
Have you employed anyone in your property business this month? If so who are they and what will be their role and responsibilities. If not who do you have in mind as your next strategic hire and what will that help with in your business?
Is there anything in your business or personal life that you could or must outsource in order to have more time to focus on the most important priorities of the business?
Have you reviewed and updated the business cashflow forecast? Are you on or off track? Amend to provide accurate information for the month just past and amend for the rest of the year ahead.
Upload your business cashflow forecast...
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How many hours where you able to put into building / growing your property business each week?
What percentage of the time you put into your property business would you say was income generating tasks?
What are your 3 biggest challenges in your property business right now?
Followers / connection growth over the last month. List each platform and how many connections / followers your had and what they have grown too
How many times did you post content on your social media platforms?
How much time did you allocate in the past month to plan, curate and produce content across your social media platforms? Where you consistent?
What worked well over the last month with both your personal and business social media marketing?
What has been your biggest lessons learned from the previous months social media efforts?
What must change in order to improve your results from social media?
What is your personal and business social media goals for the month ahead?
What have you done in the last month to improve on your overall fitness, energy levels, health and wellness?
What are you planning on doing for the month ahead to improve your overall fitness, energy levels, health and wellness?
What personal development materials have you been studying in the last month?
What personal development study are you planning on focusing on for the month ahead so that it’ll have a positive knock on affect across all areas of your life?
What did you do last month that really stretched your comfort zone?
What was the biggest distractions last month? What could you have done so that it won’t happen again? What measure's have you put in place so that it doesn’t happen again?
Who do I have to become to be the kind of person that can attract opportunities, investment, that can be taken seriously, that can achieve big things, and do big deals? What kind of habits, routines, mindset shifts, and so on, do I have to adopt in order to achieve my ultimate self?
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