We’re officially into holiday season territory, which means plans, plans, plans—for your well-deserved break, but also for your business in the new year.
Another year makes for more experience, more wisdom, and more numbers under your belt. While we’ve focused on more immediate topics like how to keep your CRM up to date and sell to your nurtured clients when they’re ready, now is the time to zoom out and see how those topics and many more fit into the bigger picture of your business.
And what better way than to hit two birds with one stone, with a plan for the new year? That’s why we’re excited to showcase our latest calendar resource. It’s a list. It’s a calendar. And it’s jam-packed with resources, all in one place.
But enough talk. Let’s get into what makes this checklist shine.
A list, for both brokers and agents.
First and foremost, this checklist is designed with both brokers’ and agents’ needs in mind. Whether you need to keep an eye on your brokerage as a whole or you need to focus on keeping track of past and current clients, we’ve got you covered.
A calendar, divided into quarters.
Think less about the days of the week, and more about the seasons of the year. And since different selling seasons call for different software, we’ve split this guide to mirror your goals every quarter.
From tax prep at the beginning of the year to riding the waves of the busy season in the summertime and more, every quarter focuses on specific goals based on the ebb and flow of what that time period means in real estate.
Plus, we’ve woven review points for your business strategy throughout, so you know what to check and when to check it, which keeps you on top of your business.
A preview of our quarterly themes:
- Q1: Reflection.
- Q2: Busy season.
- Q3: Slowing down.
- Q4: Quiet season.
A hub of resources, to meet your goals.
Finally, we couldn’t resist making sure that this checklist would be jam-packed with further resources.
Whether it’s the first quarter and you’ve just realized that your agent marketing tech stack could use updating, or your brokerage performance is leveling off and it’s time to add some new recruits, we’ve included Lone Wolf solutions that could be just right for filling in the gaps.
New year, new plans.
No matter what, it always pays off to be prepared. Now that you’ve gotten a peek at this handy checklist, find it available to you anytime as a printable, interactive resource below.
