Plan Your Best TC Year Yet: Setting 2026 Goals with the GPS and 4-1-1

If you're a Transaction Coordinator ready to grow your business in 2026, it starts with having a clear and focused plan.

The GPS and 4-1-1 planning system helps TCs at all levels — from brand new to established — map out their year with clarity and intention. When implemented correctly, it keeps you focused on what matters and helps you avoid the overwhelm that comes from doing too much at once.

What Is a GPS?

GPS stands for Goal, Priorities, and Strategies.

1. Goal:
Choose one measurable, impactful goal for the year. For example: “Close 200 transactions and generate $85,000 in revenue.”

2. Priorities:
Select three major focus areas that will support that goal. For example:

• Retain and grow existing agent relationships

• Improve efficiency and workflows

• Increase visibility and lead generation

3. Strategies:
Each priority should be supported by five actionable strategies. For example:

• Send monthly update emails to all current agents

• Streamline internal systems using Open to Close

• Launch a new lead magnet each quarter

• Conduct one discovery call each week

• Ask for reviews and referrals after each closing

What Is the 4-1-1?

The 4-1-1 is your tactical plan. It helps you break down your annual and monthly goals into weekly focus items. This method ensures you are consistently working toward your larger goal without losing direction.

Each month, set measurable business goals aligned with your GPS.
Each week, plan specific actions — marketing tasks, follow-ups, file management improvements, or outreach.

Consistently reviewing and adjusting your 4-1-1 keeps you proactive instead of reactive.

Build the Business You Want in 2026

Inside The TC Exchange, we teach this system as part of our LAUNCH and GROW phases — helping TCs develop focused, scalable business plans. Whether you want to take on more agents, raise your pricing, or create a better work-life balance, it starts with having the right strategy.

Join the TC Exchange or explore our coaching programs to get support and structure for your 2026 goals.