Your own numbers from whatever CRM you use. No account, no connection, nothing to sign up for. Works the same whether you're on Follow Up Boss, kvCORE, Sierra, Lofty, or a spreadsheet.
Legacy
Impact
Order
Profit
Sales
Your level shows up once you finish Step 6.
STEP 1
Lifestyle Congruence Calculator
Not what you think it costs. What it costs. Every category, honestly — this is the number everything else on this page is built on, and guessing here makes the rest of it useless. Tap a category to open it.
Part 1 · Personal expenses
Housing & Utilities▾
Transportation▾
Insurance & Healthcare▾
Daily Living▾
Family & Dependents▾
Debt Payments▾
Savings & Future▾
Entertainment & Life▾
Miscellaneous/Buffer▾
Total monthly personal expenses$0
Annual personal expenses$0
Part 2 · Basic business expenses
Basic Business Expenses▾
Total monthly business expenses$0
Annual basic business expenses$0
Total monthly — personal plus business$0
Annual, everything in$0
Your three numbers
The worksheet stops at what you spend. These are what you need to earn — which is a bigger number, because you pay tax before you pay rent.
Survival ×1
—
Bills paid, nothing else
Growth ×1.3
—
Plus breathing room
Scale ×1.56
—
Plus money to reinvest
STEP 2
Your last twelve months, closing by closing
Type them in below, one row per closing — or paste an export and it will fill the rows for you. Source, address, purchase price, GCI, your net, close date. Column order doesn't matter and headers are optional. Step 3 uses this to work out what each source is actually worth.
CSV, tab-separated, or a PDF production report — or paste an export below
Source
Address
Purchase price
GCI
Net
Close date
1 closing entered
STEP 3
Your conversion rate
The number almost no agent can produce on demand. Two ways of reading it: which sources convert, and which stage leaks.
By lead source
Leads received on the left. Closings fill in from your upload — correct any of them by hand. What comes out is which sources pay you and which ones you have been subsidising.
Source
Received
Closed
Portal leads (Zillow, Realtor, etc.)
Converts —Average per deal —Worth per lead —
Open houses
Converts —Average per deal —Worth per lead —
Door knocking
Converts —Average per deal —Worth per lead —
Database / sphere
Converts —Average per deal —Worth per lead —
Geo farm
Converts —Average per deal —Worth per lead —
Circle prospecting
Converts —Average per deal —Worth per lead —
Referral partners
Converts —Average per deal —Worth per lead —
Other / walk-in / unknown
Converts —Average per deal —Worth per lead —
Total leads0
Total closings0
Your conversion rate—
By funnel stage
Five stages between a lead and a closing. One of them is costing you more than the other four combined.
These four stages are estimated from your leads and closings against industry averages — spread evenly, because nobody can tell where your leak is without your real numbers. Everything else on this page is yours and is accurate. Go pull the four real ones this week; that is the homework.
Your funnel
Lead → appointment set0.0%
benchmark 10%
Appointment set → met0.0%
benchmark 75%
Appointment met → signed (BRBC or listing)0.0%
benchmark 50%
Signed → in escrow0.0%
benchmark 70%
In escrow → closed0.0%
benchmark 90%
Your weakest stage
Not yet — and that is the point
Estimated stages cannot show you a leak, because we spread the gap evenly instead of guessing. What we can tell you: at your rate it takes — leads to produce one closing. Pull these four numbers from your CRM this week and switch the toggle — that is when this page tells you something nobody else can.
What to practice
Your first assignment. Appointments set. Appointments met. Agreements signed. Went into escrow. Four numbers, last twelve months. If your CRM cannot produce them, that is its own finding — and it is a bigger one than whatever the numbers would have said.
STEP 4
What that actually means
Your numbers, read back to you.
Closings you need
—
Fill in Step 1 and Step 2 first.
Leads per closing
—
How many it takes you today
Your true rate
—
Lead to closing, all sources
Your target—
Closings needed—
Your current pace0 closings
The gap—
Leads a yearEnter Step 1
Leads a month—
Leads a day—
Trending up. Last quarter annualizes to 0, ahead of your trailing 0. Name what changed and keep doing it.
Your gap can't be calculated until Step 1 has your expenses and Step 2 has your net per closing in it.
If you lifted your rate to %
From your rate today—
Leads you'd need—
Leads you'd stop buying—
STEP 5
All three numbers, and what each one costs you
Survival, Growth, and Scale side by side at your real conversion rate. Pick your number by what the week looks like, not by which sounds best.
Fill in Step 1 and Step 2 and all three plans build themselves.
Closings spread over twelve months, leads over eleven. Escrows keep closing while you are away; prospecting does not.
Your week, by source
Split your goal across the sources you'll actually work. Conversion pulls from your own numbers in Step 3 wherever you have them.
Pick at least one lead source.
Closings here0.0 / yr
Leads needed0 / mo
Connections0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Open houses hosted0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Doors knocked0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Outreach touches0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Farm touches0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Dials0 / mo
Closings here0.0 / yr
Leads needed0 / mo
Partner touches0 / mo
Pick your sources and your week builds itself.
STEP 6
Find your vital need
Answer honestly, top to bottom. The first box you can't check is the only thing you work on for ninety days. Everything above it waits.
LEVEL 1 — SALESCreating cash
LEVEL 2 — PROFITCreating stability
LEVEL 3 — ORDERCreating freedom
LEVEL 4 — IMPACTCreating transformation
LEVEL 5 — LEGACYCreating permanence
Your vital need
Lifestyle congruence
Level 1 — SALES. This is the only thing you work on for ninety days. Every level above it stays exactly where it is until this one is solid.
STEP 7
Your prescription
Five modules, one per level. Only the one matching your vital need opens. The rest stay locked on purpose — that is the entire framework, and it applies to a web page the same way it applies to your business.
1Sales — creating cashYour level
Steps 1 through 5 did the diagnosis. These four questions are the ones that decide whether the diagnosis turns into closings.
The verdict
Conversations you need a week—
Fill in Steps 1 to 3 and this becomes a real number.
Written follow-up cadenceNo
If it is not written down it is not a cadence, it is a mood.
2Profit — creating stabilityLocked
Locked until Level 1 is solid. Working here first is exactly the mistake this whole page exists to stop.
The verdict
Lead spend as a share of GCI0.0%
Target: under 15%. Above 20% and the leads own you.
All business expenses0.0%
Target: under 35% of gross.
Closings just to pay for leads0.0 deals
That many close before you earn a dollar.
Months you could survive with zero closings0.0 months
Target: 3. Under 1 and every decision is a panic decision.
Business debt$0
Nothing owed. Protect that.
3Order — creating freedomLocked
Locked until Level 1 is solid. Working here first is exactly the mistake this whole page exists to stop.
The verdict
Enter the hours you actually work in a week and this prices the cost of your own low-value time — the number almost nobody runs on themselves.
4Impact — creating transformationLocked
Locked until Level 1 is solid. Working here first is exactly the mistake this whole page exists to stop.
No calculator here, and that is not a cop-out. Level 4 is not a math problem — it is a clarity problem, and clarity comes from writing it down and saying it out loud.
The say-it-out-loud test
Your mission, in wordsNot written
Write it. An unwritten mission is a feeling.
Honest client feedbackNo
Without it you repeat the same friction on every transaction and never find out.
Your assignment: say that sentence out loud to three people this week and ask them to repeat it back. If they cannot, it is not the mission — it is a paragraph you are attached to.
5Legacy — creating permanenceLocked
Locked until Level 1 is solid. Working here first is exactly the mistake this whole page exists to stop.
If you landed here, congratulations — it is a short list. Level 5 is about what survives you, and the test is uncomfortably simple.
The verdict
Someone runs this without youNo
If the answer is nobody or you, there is no business here — there is a person with a good year.
Two-deep on that roleNot mapped
One internal option, one external. Always. Nobody should be able to hold you hostage.
Unprompted referrals last year—
Legacy is measured in people who advocate for you when you are not in the room.
Next reassessment on the calendarNot set
Every ninety days. Forever. That is Level 5 in one habit.
STEP 8
Your ninety-day plan
One need. Ninety days. If it isn't written down with a day and a time on it, it's a mood.
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Velocity LA 2026 · prepared · reassess in ninety days