Apex
James Carrington . Brand Ambassador
Step 6 of 9 . Intake
Goals and markets
Class of 30,000 . Brand Ambassador #04217
JC
Intake Your business plan Goals and markets
Three quick passes. Apex turns these into your lead plan on the next step.
Step 6 of 9
55 %
intake complete
1 Goalsincome and volume
2 Marketscities and zips
3 Ideal clientwho you serve
Pass 1 . Goals

What does a great year look like?

Set the number you are chasing. Apex sizes everything else, the markets, the budget, the lead plan, off this.

Target GCI . next 12 months
$450,000
that is roughly $18.0M in closed volume
Annual GCI target $450,000
$120K$1.5M
Timeframe 12 months
6mo24mo
Transaction goal
24
closings in the window. Roughly 2.0 a month.
Pass 2 . Markets

Where do you win deals?

Add the cities and zips you farm. Star your home turf. Apex geocodes each one and pulls live median price so the lead plan is priced to your ground.

Add at least one market to keep going. You can change these any time.
Tap the star to set your primary market. The lead plan weights it heaviest.
Pass 3 . Ideal client

Who do you serve best?

Pick the buyers and sellers you want more of. This shapes the audience and the creative Apex builds for you.

BuyersHelping people purchase
SellersListing appointments
LuxuryHigh end and estate
First timeNew to ownership
Typical price band
Under $400K $400K to $900K $900K to $2M $2M plus
Final check

Your plan, in one look.

Goals
GCI target$450,000
Timeframe12 months
Transactions24
Volume$18.0M
Markets
Primary median$0
Ideal client
Price band$400K to $900K
Nothing locks until you confirm. These numbers shape your lead plan on the next step. You can adjust any of it later without re-doing intake.
Website Socials Listings CRM mirror Headshots 6Goals and markets 7Lead plan 8Build 9Launch