What’s the Big To-Do?

By Maegan Carrasquillo, Staff Writer

For those of you new to the real estate business, as things even out a bit you might find yourself less on the go. Instead of wondering what to do with the time on your hands, here’s a to-do list of sorts with suggestions you can do every month as well as reminders for things you might want to schedule during specific times of year.

CHECK IN – This is the most important part and it’s threefold.

With Your Clients – ensure you’re communicating effectively and appropriately on both sides. Set boundaries for your hours if needed, but you’re their advisor so keep them in the loop on what’s happening.

With Your Goals – Check your goals for all aspects of life regularly to see if you’re on track and they’re still viable and attainable. If plans aren’t working, perhaps make a few adjustments.

With Yourself – Are you fulfilled, spending enough time with friends or family? Do you feel like yourself? If not, we’re all works in progress. Invest in you.

SOCIAL MEDIA – For many social media is a big part of business. Time for an audit.

Scheduling – Block off time for social. Keep it a tool not a distraction. Create a content calendar to post relevant content in various formats, on different platforms, at the best time.

Reach & Analytics – Follow past, present, and potential clients to know what’s going on in their world. Check your analytics to see what’s working and go from there.

Build Your Skill – EXIT’s Techinar and webinar content can help you learn new techniques.

Automate –  Automate with EXIT Ad Center or Premier Partner options.

CONTACTS – Time for a CRM or to update your database.

Client Preferences – In your contact lists/databases, note preferred methods of contact. Reach out at some point to ensure their information is still current and active.

Personalization – Personal attention goes a long way. Handwritten notes and pop-bys show real care and concern.

MARKETING – Set a goal to accomplish, as well as a budget, and be sure it’s trackable.

Automate – Try EXIT’s Ad Center’s numerous digital ad designs and campaigns, or one of EXIT’s Ancillary Network of companies specialize in marketing.

DIY Options – EXIT’s new Marketing Center on the Resource Center has everything you need with digital and print pieces, shareable YouTube and podcast content, and much more!

Data Tracking – Even if it’s just with yourself, set a seasonal marketing meeting to review results and adjust messaging or budget where necessary.

SCHEDULE – Whether writing it or typing it, find a way to track your time that works for you to stay on top of tasks.

Prioritization – Take care that family time, vacations, and wellness are included on your schedule, as well as office trainings, meetings, or events for the public. Try to attend as often as possible.

Stay on Top of Things – Check back on your schedule to ensure you’re realistically allotting enough time for each task (bonus for the chronically tardy who schedule appointments a half hour earlier than needed).

Dates of Note – Keep track of certain dues and classes that vary by state/province to keep your license active (local board dues are often paid in January, EXIT Membership Fees are due by July 1st, Continuing Education is often needed every 2 years on your birthday to renew your license).  

For other helpful tips to navigate the market in 2023 text ACHIEVER to 85377 or visit exitrealty.com/achiever today!

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