KPT LAB: Build Your Business Plan | Build Your 2027

What will you offer in 2027? What will you charge? How much business will you need, and how will the work fit into the hours you actually want to spend working?

These are decisions worth making before the new year begins.

As I built my mortgage business into a top 1% practice, intentional planning helped me connect my goals to the relationships, activities, and use of time that supported them. In this KPT LAB, we’ll use those practices to build a practical plan for your business.

I’ll guide the morning through approachable exercises. After lunch, you’ll have protected time to work on your offers, numbers, or schedule, with help available when you need another perspective.

I’m personally inviting 20 women whose goals I know and whose experiences and connections can help one another grow. The first 12 to register for this lab will have a seat. Together, we can ask better questions, challenge assumptions thoughtfully, and see opportunities that are harder to spot alone.

What you’ll work toward:

• A focused lineup of products or services.
• Working prices and clear boundaries around what’s included.
• Revenue and sales targets grounded in your business.
• A realistic allocation of your time.
• Progress on a specific piece of your 2027 plan.

AGENDA:

9:00–9:30 | Welcome and your starting point
Clarify what you want from 2027 and the business decision you most need to make today. Returning participants can share what they’ve learned since October.

9:30–10:30 | Your offers and pricing
Consider whom you serve, what you offer, the result customers receive, and how your pricing and scope fit together.

10:30–10:45 | Break

10:45–11:30 | Connect your numbers and time
Translate revenue goals into sales or client targets, then check whether delivery, marketing, and administration fit your available hours.

11:30–Noon | Feedback and your afternoon project
Test your thinking with a partner and choose what you’ll build or refine after lunch.

Noon–1:00 | Lunch on your own

1:00–2:15 | Focused coworking
Work on your packages, pricing, revenue model, or weekly schedule. Kim will be available for questions and brief guidance.

2:15–2:30 | Break and optional check-in

2:30–3:45 | Continue building
Develop your plan and identify any assumptions that need further testing.

3:45–4:00 | Progress and next steps
Capture your decisions and schedule your next action.

DETAILS:

Bring your laptop and charger, calendar, current offers and prices, and any revenue, expense, or delivery-time information you want to use. Estimates are welcome, and your financial information can remain private.

You do not need to have attended October’s lab.

This session stands on its own.

Join us December 1 for Make It Happen, where we’ll turn direction into marketing activities and a first-quarter action plan. Labs will continue quarterly in 2027.

All KPT members, including Local members, qualify for the member ticket price.
Membership is not required to attend.

Reserve your seat. Registration is limited to 12 women.