Power Tools | February 2025

GOALS DON’T MATTER IF YOU DON’T HAVE A PLAN
At this point, you will likely have some exciting goals in mind for your business this year. To turn these goals into reality, it’s essential to have a solid plan in place. With a clear roadmap, you’ll be well-equipped to achieve your objectives and reach new heights. Following the example of successful businesses, here’s how to plan to reach your goals.
Analyze last year’s data. Before you can know where you’ll go in 2025, take a look at where you’ve been in 2024. How many leads did you generate? Where did those leads come from? What was your lead conversion ratio—how many leads did you need to get before you landed a new customer? When you sold those customers, what was the average revenue you took in per sale? 
Determine how many leads you need in 2025. Based on your total revenue goal for this year and your average revenue per sale last year, how many customers will you need to get in 2025? Then, based on how many leads you needed to generate last year to get one customer, how many leads will you need to generate this year? Get that number of leads, and you should bring in the number of customers you need to achieve this year’s revenue goal.
Determine the things you need to improve. What do you need to do better in order to reach your revenue goal this year? Do you need to improve what you’re doing to generate leads? Do you need to get better at converting those leads into customers? Do you need to get better at closing sales with the customers you convert? Do you need to bring in more revenue per sale?
Write down what you’ll do. Put on a piece of paper, in a computer file, or on your phone the things you’re going to do every day, every week, and every month that will improve your performance and lead you to achieving your goals this year.
Stay focused. Concentrate on consistently completing these activities every day, every week, and every month. Make it a priority to complete the tasks that your business plan requires. That’s how to make your dream for this year become a reality.
The Jim Passi Team at Citywide Home Loans proudly serves Illinois, Wisconsin, Michigan, Indiana, Georgia and Flordia. If you are looking to buy a home or refinance, we have you covered. Apply Now to get started.
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Jim Passi - Citiwide Home Loans

Jim Passi
Regional Manager
NMLS# 158000

1121 E. Main Street, Suite 121
St. Charles, IL 60174
Mobile: 847-899-1813
Email: jim.passi@alamedamortgage.com

It was quite apparent that Jim works hard and cares very much about the satisfaction of his clients

My husband and I closed last week on our first home with Jim Passi and Citywide Home Loans. I received Jim’s name from a friend and I am happy to say that Jim did not disappoint. As a first-time home buyer, what we knew could fill a thimble but Jim could not have done anything to make the process easier for us. He was quick to respond to all of my questions, and there were many! He explained everything along the way, sometimes several times throughout the process. It was important to Jim that we understand everything. Jim made himself available to us as much as humanly possible and there was never a time when we were waiting more than a reasonable amount of time for an answer to any question we had. He also helped us secure an appraiser and an attorney. It was quite apparent that Jim works hard and cares very much about the satisfaction of his clients. Jim and his team helped us understand everything they needed from us to make the home purchase as smooth as possible. Jim even patiently listened while I had a bit of a meltdown midway through the loan process. He continued to reassure me along the way that everything would be ok and lo and behold, it was. My husband and I are very happy with the outstanding customer service we received from Jim and his team at Citywide Home Loans. We will gladly pass his name along in the future to friends or colleagues who are interested in buying a home. Thank you, Jim and Citywide Home Loans! It was a pleasure working with you!
Becky M.