For Agents
90-Day Prospecting Planner
Work backwards from a revenue goal to the dials you owe each morning
What it does
Inside the workbook.
The goal, divided by your real conversion rate, into today.
WHAT YOU GET
- A 5-tab workbook: START HERE · PLAN SETUP · WEEK BY WEEK · DASHBOARD · FAQ
- 2 charts that update themselves as you type
- Realistic example figures already filled in, so you can watch it work before you replace them
- A plain-English START HERE guide built into the file, plus a 11-question FAQ
WHY THIS ONE
- Works in FREE Google Sheets. Also opens in Excel. No add-ons.
- One-time purchase. No subscription, no account, no upsell.
- Nothing connects to your bank or your software. You type the numbers in yourself.
- Input cells are unlocked and formulas are protected so a stray paste cannot break the math — and there is NO password, so you can unlock and change anything.
- Every formula was opened in a calculation engine, fully rebuilt, and checked against values worked out independently of the file. If one disagreed, it would not be on sale.
HOW IT WORKS
1. Download and open the file. Nothing to unzip.
2. Read the START HERE tab — about two minutes.
3. Type your numbers over the examples in the blue cells.
GOOGLE SHEETS
File > Import > Upload > choose the file > Replace spreadsheet. No XLOOKUP, no LAMBDA, nothing that breaks on import.
INSTANT DOWNLOAD
Available immediately after purchase under Purchases and Reviews. Nothing ships.
REFUNDS AND SUPPORT
Instant digital downloads cannot be returned automatically through Etsy. Message me — if something is broken or not what you expected, I will fix it or refund you.
AI DISCLOSURE
This workbook was built with AI assistance. Every formula in it was then opened in a calculation engine and tested against independently calculated values before it was listed. The math is checked, not assumed.
This is a digital file only. No physical item will be shipped.
The proof
Every figure, worked out twice.
Before this workbook was listed it was opened in a calculation engine, rebuilt, and every headline figure was compared to a value computed independently in code from the same seed inputs. This is an excerpt of that ledger.
- BuildGenerated from a written spec, opened in a calculation engine, fully rebuilt.
- RecomputeEach figure worked out again in code — never read back from the sheet.
- CompareCell by cell, to a stated tolerance. One disagreement and it does not go on sale.
| Sheet | Cell | Expected | Calculated | Figure | |
|---|---|---|---|---|---|
| PLAN SETUP | F5 | 13 | 13 | ✓ | Jobs the goal requires |
| PLAN SETUP | F6 | 52 | 52 | ✓ | ppointments required |
| PLAN SETUP | F7 | 289 | 289 | ✓ | onversations required |
| PLAN SETUP | F8 | 1,314 | 1,314 | ✓ | Dials required over 90 days |
| PLAN SETUP | F11 | 102 | 102 | ✓ | Dials per week |
| PLAN SETUP | F12 | 26 | 26 | ✓ | Dials per prospecting day |
| PLAN SETUP | F13 | 5.67 | 5.67 | ✓ | Hours a week that takes |
| PLAN SETUP | F14 | 144 | 144 | ✓ | Dials the hours can carry |
Questions
Before you buy.
Will it work in free Google Sheets?
Yes. File > Import > Upload > choose the file > Replace spreadsheet. Every formula was written to work in Google Sheets as well as Excel - no XLOOKUP, no LAMBDA, no add-ons, no script permissions to approve.
Why can't I type in some cells?
Those are formulas, locked so a stray paste cannot break the math. There is no password. Review > Unprotect Sheet in Excel, or Data > Protected sheets in Google Sheets, opens the whole thing if you want to change something.
I don't know my connect rate or close rate. What do I put in?
Start with the defaults - roughly one dial in five reaches a decision-maker, roughly one conversation in six becomes an appointment, roughly one appointment in four becomes work. Replace them with your own figures after the first month. The plan gets more honest as you do.
The planner says my goal does not fit my hours. Now what?
One of four things has to move: the goal, the close rate, the average job size, or the hours. There is no fifth option. Deciding that in week one is the single most useful thing this file does.
How do I start it on a different date?
Type your first Monday into the top row of WEEK BY WEEK, then fill the column down by seven days a row. Every date-driven number - the week numbers, the ahead-or-behind math, the revisit dates - keys off that column.
Does it work in free Google Sheets?
Yes. Every workbook is built with an older, universal formula vocabulary so it imports into free Google Sheets without add-ons, and it opens in Excel as well. You get both in one purchase.
How was it tested?
The workbook was opened in a calculation engine, fully rebuilt, and 22 figures were compared to values worked out independently in code from the same seed inputs. One disagreement would have stopped the release. An excerpt of that ledger is on this page.
Get it
90-Day Prospecting Planner — $14.99
Instant download on Etsy. Google Sheets and Excel versions in the same purchase. No subscription, ever.
Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.