The planner that turns your income goal into
today's to-do list.
the agent plannerBuilt from 3,000 closings. Four minutes every morning. The Agent Planner connects your quarterly income target to the conversations, appointments, and follow-ups that actually produce it, so you stop guessing and start closing.
Undated. Three editions from $49. Free U.S. shipping on orders over $99.
how it worksThree layers. Set the quarter, score the week, work the day.
ONCE A QUARTERSet the Quarter
Turn your income goal into the number of closings, appointments, and conversations it takes to get there. Then map the 90 days ahead.
every fridayScore the Week
Track four numbers: conversations, appointments set, appointments held, and contracts written. A reflection page helps you correct course while there's still time.
every morningWork the Day
Block time for lead generation, put a date on every follow-up, and set your priorities before the day starts making decisions for you.
One system. Three ways to run it.
Most agents don’t need more motivation. They need a place where the business actually gets run. The Agent Planner is built around the same principle behind everything we teach at Agent Maker: consistency comes from structure, not effort. This annual edition gives you a full year of planning in one book, with daily schedule pages, client and lead tracking, and success tracking tools that help you see your business clearly instead of guessing where the next deal is coming from.
Because it’s undated, you can start the day you open it, whether that’s January or July. The coil binding lays completely flat, so it stays open on your desk while you work through your day.
What’s inside
Undated monthly calendar views for all 12 months
7-day weekly planning pages (Monday through Sunday)
6am to 8pm schedule planning pages
Client and lead tracking tools
Success tracking tools throughout
Self assessment tools
Notes pages
Access to all Agent Maker digital content
Specs
Format: Undated 12-month annual planner
Trim size: 6.25" x 9.125"
Page count: 390 pages
Cover: Softcover with soft touch lamination
Interior: White paper
Binding: Black metal coil binding for lay-flat use
CR# AMHCQ2027
Ninety days is long enough to change the direction of a business and short enough to stay focused while you do it. The quarterly edition of The Agent Planner is designed around that window. Each week gives you space for your rocks, your action items, and a 6am to 8pm schedule, so your priorities and your calendar live on the same page instead of competing with each other.
At the end of the quarter, a Monthly Activity Chart helps you look back at what you actually did, which is usually where the real clarity comes from. It’s undated, so you can begin any quarter, and the coil binding lays flat for everyday use.
What’s inside
Undated monthly calendar views for 3 months
7-day weekly planning pages (Monday through Sunday) with space for rocks, action items, and a 6am to 8pm schedule
Client and lead tracking tools
Success tracking tools throughout
Self assessment tools
Monthly Activity Chart at the end of the quarter
Notes pages
Access to all Agent Maker digital content
Specs
Format: Undated 3-month quarterly planner
Trim size: 6.25" x 9.125"
Page count: 280 pages
Cover: Softcover with soft touch lamination
Interior: White paper
Binding: Black metal coil binding for lay-flat use
CR# AMSPQ2027
This is the new and improved second edition of The Agent Planner, built for agents who want a planner that feels as intentional as the business they’re building. It follows the same quarterly structure: each week holds your rocks, your action items, and a 6am to 8pm schedule, with client and lead tracking and success tracking tools woven throughout so planning and execution stay connected.
The cloth hardcover is made to travel with you, from listing appointments to showings to the desk at the end of the day. An elastic band keeps it closed, and two ribbon markers (cream and black) let you hold your place in both your week and your tracking pages. It’s undated, so you can start any quarter.
What’s inside
Undated monthly calendar views for 3 months
7-day weekly planning pages (Monday through Sunday) with space for rocks, action items, and a 6am to 8pm schedule
Client and lead tracking tools
Success tracking tools throughout
Self assessment tools
Monthly Activity Chart at the end of the quarter
Notes pages
Access to all Agent Maker digital content
Specs
Format: Undated 3-month quarterly planner, 2nd edition
Trim size: 6.25" x 9.125"
Page count: 280 pages
Cover: Hardcover, cloth over board
Extras: Elastic closure band and 2 ribbon markers (cream and black)
Interior: White paper
Binding: Saddle-stitch binding with square edges
CR# AMHCQ2027
Pages you write in that will get you where you want to go.
Quarterly Plan
Your income math and a 90-day map, so every week ladders up to a number.
Daily Pages
Includes rocks, action items, and a 6am to 8pm schedule for time blocking.
Weekly Scorecard
The four numbers that predict your closings, plus a reflection page to adjust.
Client and Lead Tracking
Every follow-up gets a date, so nothing depends on you remembering.
Self Assessment and Notes
Tools to look honestly at what you did, and room for everything in between.
Digital Content Access
Built to work alongside the Lead, Buyer, and Seller Mastery frameworks.
SEE INSIDE THE AGENT MAKER PLANNER
Meet Jonathan Harris
Jonathan Harris is the founder of Agent Maker and the creator of the Lead Mastery framework. After two successful decades running his own real estate business and studying how top producers build referral-driven businesses, Jonathan developed the Lead Mastery system.
Today, his courses have helped agents transform their databases into powerful lead generation engines and turn simple conversations into lasting client relationships and thriving businesses.
Shop Products
Lead Mastery Course
$497
The Lead Mastery Course trains you to create opportunity on demand — regardless of market conditions. Across 21 structured lessons, you’ll learn the psychology of influence, the language of trust, and the daily systems that turn conversations into clients consistently. This course breaks down prospecting without pressure, scripts that feel natural, objection handling that builds confidence, and a repeatable rhythm that keeps your pipeline full. Lead Mastery removes fear, replaces guesswork with clarity, and gives you a predictable framework for generating business — every week, every month, every year. Once purchased, you'll receive instant access to our on-demand Lead Mastery video training course.
Lead Mastery Book
$29.99
Lead Mastery gives agents the one skill that changes everything: the ability to create opportunity on demand. This book breaks down the psychology of influence, the science of trust, and the exact communication frameworks that turn conversations into clients consistently. Paired with the Lead Mastery course, you'll learn scripts, templates, daily rhythms, objection-handling systems, and a proven prospecting method that removes fear and hesitation. If you want confidence on the phone, a clear message, and a steady pipeline you control — Lead Mastery is the blueprint.
Agent Maker Planner
$49
The Agent Maker Planner is a daily operating system designed to turn intention into consistent, measurable action. Built for real estate professionals, it combines goal-setting, time blocking, lead and pipeline tracking, and follow-up systems with quarterly planning, weekly scorecards, key metrics, and reflection prompts—keeping you focused on what drives results.
30-Day Bootcamp
$47
Generate $90K in the next 90 days and build the systems that make that possible so you can make sales on repeat. The Agent Maker 30-Day Bootcamp is for real-estate agents who are ready to execute.
4 1-Hour Live Zoom Trainings with Jonathan Harris
Weekly Monday Check-Ins
Peer Group Accountability
Frameworks for Reflection + Planning
A Repeatable System
Make Your Goals Tangible with the Free Revenue Calculator
Discover exactly what’s possible when you map out your numbers and plan with intention. Our free Revenue Calculator gives you a clear picture of potential earnings and actionable next steps to reach them.
FAQs
Don’t see your question here? Contact our team to learn more.
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Lead Mastery focuses on building a relationship-driven business by leveraging a combination of your database, sphere of influence, and referral network rather than relying solely on advertising or cold marketing.
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Not at all. New agents use Lead Mastery to quickly build a foundation, while experienced agents use it to organize and scale the relationships they already have. (All without spending ours on the golf course, “networking.”)
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No. The course teaches you how to build your database from scratch and how to systematically grow it over time.
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Yes. The Top 50 strategy and communication framework is specifically designed to increase referrals by strengthening relationships with your most influential contacts.
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Most agents can begin implementing the database structure, communication system, and prospecting frameworks immediately after starting the course.
