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REALTOR - DAILY SUCCESS PLAN
MONDAY - PRIORITY PROSPECTING
9-11: 2 hours of prospecting
TARGET PROSPECTS
- Expired Listings
- FSBO
- Neighbors of new listings
- Internet Leads
Referral Partners
Loan Officers- Builders
- Title Companies
- Photographers
- Stagers
- Insurance Agents
- Home Inspectors
- Electricians
- Plumbers
- CPAs
- Probate Attorneys
- Divorce Attorneys
Call and ask for referrals!
TUESDAY - UPDATES
9-11: 2 hours providing updates to sellers & buyers
Sellers
- TRANSACTION STATUS
- CONTRACT DEADLINES
- POSSIBLE ADDENDUMS
- INSPECTION REPAIR STATUS
- APPRAISAL UPDATES
- CHECK ON COMMUNICATION WITH CLOSING AGENT
Buyers
- TRANSACTION STATUS
- CONTRACT DEADLINES
- POSSIBLE ADDENDUMS
- INSPECTION UPDATES
- APPRAISAL
Ask For The Referral & Review
“Do you have any friends, family, or co-workers that are looking to buy or sell in the near future?”
“Is there anything that would prevent you from giving me a 5-star review?”
WEDNESDAY - PAST CLIENTS
9-11: 2 hours prospecting past clients
Take 2 letters of the alphabet to create your list using last names
Example:
Week 1 last name A and B
Week 2 last name C and D
so on….
CALL SCRIPT
- Remind them who you are and what business you did together
- Ask how they are doing
- Thank them for being a client and ask how everything is going with their house
- CTA (Call-To-Action) - Do you have any friends, family, or coworkers that might be looking to buy or sell in the near future?
EXTRA OUTREACH
5 Handwritten Notes Per Week
(birthdays, home anniversaries, etc.)
BE CONSISTENT!
THURSDAY
Pre-Approved and Looking
9-11: 2 hours of calling your pre-approvals
- Re-connect with your pre-approved and lookings
- Confirm appointments for the weekend
- Keep them motivated / Future Cast
Ask for Referrals
“Do you have any friends, family, or co-workers that are looking
to buy or sell in the near future?”
YOU GOT THIS!
FRIDAY
SPHERE OF INFLUENCE
9-11: Marketing strategies to sphere of influence
- Facebook/Instagram Paid Ads
- Weekly Video Tip on Social Media
- Tik-Tok Video
Content Ideas
- Give the most frequently asked question and answer
- Share a checklist for buyers
Did You Know? (definition of a Real Estate term) - Current Market Trends
- Share Client Testimonials
- Photos of Home Buyer’s Transactions
YOU GOT THIS!
DOWN TO BUSINESS
DAILY
13 “Hellos” Per Day
Sellers | Buyers | Past Clients | Referral Partners | Sphere Of Influence | Contract Updates | Prospects
DAILY
5 Personal Notes Per Day
Birthdays | Home Anniversaries | Thank You | Just Because
WEEKLY
3 In Persons/Pop Bys Per Week
Showing Properties | Builder Visits | Past Client Visits | Community Events
WEEKLY
1 Per Week Video Tip
Sphere of Influence
MONTHLY
1 Per Month Event Hosted
Happy Hour | Appreciation Dinner | Holiday