The SmartPlan™ templates are free. You only pay for two hours of training on how they are built and how to use them with clients. A single purchase is $350 for Individual Training (one-on-one) and $200 per user for Group Training. See Our Services for more details.


The templates are proprietary and confidential to protect both the end user (you) and me and governed by a license which must be agreed to by every participant. The SmartPlan™ license is for one user.

SmartPlan™ License Agreement

The templates or any derivitive of the templates cannot be copied, shared or distributed in any form to third parties without my written permission. And, under no circumstances can the templates be displayed in public in any form including Websites.


A printed (and signed) copy of the SmartPlan™ you created for a client CAN and MUST be given to clients that engage in a listing or buying agreement since the resulting fee plan becomes part of the agreement. Listing and buying agreements are confidential so we are protected. Clients should be reminded that the agreement and SmartPlan™ you created for them is confidential. A copy of any plan you create must NOT be given to clients without an executed real estate contract.


I believe it is imperative that I personally provide the training for several reasons.

  • I need to understand how you work to best advise you on how to use them,
  • I need to understand your market to advise you on how to set competitive hourly rates,
  • Not all jurisdictions are the same and it is important for me to understand your unique requirements, and
  • I cannot get a sense of your proficiency and understanding without having the personal contact.
  • It is important that I know you have grasped the concepts and can use them appropriately. Hence, no canned instruction. Also, buying only a portion of the coaching is not permissible. It DOES take the full two hours to adequately cover the important concepts on how they are built and how to use them with clients.

It is a very intense 2 hour training consultation. The SmartPlan™ is MicroSoft Excel based so you will need Microsoft Excel (Office 2003 or greater) on your computers. It is extremely important that participants know their way around Excel spreadsheets and workbooks from a basic understanding and navigation. It's OK if you don't but there may be additional time required at $175 per hour.


I only accept payment via PayPal's business interface. You do not need to be a PayPal member to use this service. Note: There will be a $10 processing fee added to the price to cover out of pocket cost and administrative handling.

Go to Our Services to place an order.

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