Hey guys,

Just another tip from years of trial and error.  The two things most agents I work with struggle the most are LEAD GENERATION and APPOINTMENT SETTING.  As we are all being squeezed into smaller and smaller spaces these days and in this online/cost cutting economy, this holds true for both the home office and our work stations at the various brokerages we affiliate with.

The two most powerful VISUAL (versus online) things I have done in the past year are to buy a dry erase board with a monthly calendar on it AND two file organizers, one for LISTINGS and one for BUYERS.

As you can see in the attached pictures, I break down the # of appointments I have (and color code them) for BUYERS, LISTINGS, and RECRUITING (for those of us in profit share or residual companies).  I also then track my conversions monthly, BUYER AGREEMENTS SIGNED, LISTING AGREEMENTS SIGNED, SALES PENDINGS...and of course, CLOSINGS.

This calendar is large and hangs over my desk, reminding me daily that I need to SET appointments, GET buyer and seller contracts, in the first steps towards closings.

THEN...also at my desk I have my two file organizers...the type where the files stack like a staircase so each one can be seen over the one below it (see photo).  I use one for LISTINGS and one for BUYERS, and in front of each I keep a spreadsheet of my BUYER SEARCHES (in my MLS you can print this out showing when you created it, the last time it found something for your buyer, and most valuable, when THEY last logged in) as well as my LISTINGS (including expiration date).

The best thing is, all I have to do each morning is get to my desk and I've got an automatic to do list (check in with buyers, sellers, and above all, set NEW appointments).  FOCUS!!!