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Starting the year without a plan? Is like going dancing without shoes

Real Estate Agent with Coldwell Banker Brokers of the Valley CalBRE 01885132 /01996450

Business Plans, Business Plans, Business Plans...Yes we hear it drummed into us day after day for the last month of the year and the first month of the next year...but we don't hear much more about it other than that.

I found the most beneficial way to plan is to do it every 6 months, and review where you are every 3. I write my down my year end goal at the end of each one and see how close I am getting to achieve them.  I really feel l the best thing to do is keep on top of it, and do regular reflections on whats worked in 6 months and what hasn't worked. I end of saving a lot of time and wasted expense that I would have been for not if I just did it once a year.  

Simple Business Plan

1. Year end goal, 6 month goal, 3 month goal, monthly, weekly (set production and volume goal)

2. Copy what worked from last year, improve on what sort of worked, drop anything that didn't.

3. Clean up Database (have a tighter sphere you can spend more time developing relationships)

4. Contact Database at least once per year if you have a smaller database you can contact them more than once either on the phone or person to person...(don't hide behind emails)

5. Streamline systems - Don't give your clients a bunch of paper work to impress give them simple clean to the point data that can REALLY impress. (they won't read the big book of stuff).

6. Get out, get out socialize, get involved, be seen hiding behind your desk isn't going to get you noticed.



Posted by

Giselle Lampe



Pat Champion
John Roberts Realty - Eustis, FL
Call the "CHAMPION" for all your real estate needs

Great post and topic there are some really great ideas for success in the upcoming year. Thanks for sharing.

Jan 29, 2013 05:14 AM
Jerry & Giselle Lampe
Coldwell Banker Brokers of the Valley - Napa, CA
Lampe & Lampe Napa Valley Realtors

It's simple but sometimes that's the key. Thanks for commenting Pat


Jan 29, 2013 05:22 AM