3 Huge Mistakes Agents Make and How to Avoid Them

Real Estate Broker/Owner with Broadpoint Properties Cal BRE #01324959

real estate daily plannerWhat Is Pipeline Planner?

If you haven’t heard the news yet, I’ve launched a brand new version of my real estate planner on Kickstarter just two days ago. I’m gratified to see all the support that I’ve received thus far, and hope you will check it out. In Pipeline Planner, I’ve built on the feedback from my previous edition, which was endorsed by ABC Shark Tank’s Barbara Corcoran. In reference to the previous version, she said:

“This clever book is a business coach and an accountability tool all in less than 250 pages. Read it, use it, and watch your productivity skyrocket!” —Barbara Corcoran

In creating the new version, I’ve also taken into account changes to the real estate industry over the last three years—including social media, productivity, and lead generation trends among others.

Real Estate Agents Aren’t Perfect (Rather… I’m not Perfect)

As someone who has experience in several roles in the real estate industry and as someone who has a little bit of life experience at this point, I’d say I’ve made a lot of mistakes. That’s the thing about real estate, you can be in the industry for 5, 10, 20, or even 30 years and there is still something to learn. If I had to reflect on my career thus far, I’d say that like most, I've learned from experience. What is it that Henry Ford said? “Failure is simply the opportunity to begin again, this time more intelligently.” I’ve worked with thousands of agents and can see that many of us have the same challenges in real estate, and that’s why Pipeline Planner was born.

3 Biggest Mistakes Made by Real Estate Agents

Here are the three biggest mistakes agents make, and what can be done about fixing them.

  1. Lack of planning. In order to meet your monthly, weekly, and annual business and income goals, you need a good solid plan. You cannot just wake up in the morning, hop onto Facebook or Snapchat, and expect the buyer and seller prospects to flow in. You’ve got to have a plan.

    Not only does Pipeline Planner have a business goal setting section in the front matter, but it also contacts weekly planning and reflection pages and monthly reflection pages. The prompts, reflective questions, and information provided on these pages provides a pathway to more working your plan with intention.

  2. Lack of Clarity. One of the best ways to get what you want is to really hunker down and focus on your business. Not only is it about the data, but you also need to reflect on your own character traits and the things you succeed at in business.

    Each week, Pipeline Planner has a journaling and notes page with a thought-provoking question and a motivational quote—both created to help increase your own clarity about your business. And, if you like journaling, I’ve even created a 65-page full color journal and motivational quote book, which will give you additional space and time to really have a heart-to-heart with your business.

  3. Focus on outcome over process. I’ve met lots of agents that are so focused on the data that they do not realize the most important aspect of the real estate business: if you continue your daily processes no matter the market, you will have continued success in real estate. This could mean always sending an email newsletter on a certain day of the week, regular social media posting, or phone calls scheduled at certain times. Focusing on the process will lead to positive outcomes.

    The Hot Tips & Bright Ideas section of Pipeline Planner will provide you with a weekly tip about a process or activity that will help you to see increased success and more closings.

If you have experience in the field of real estate, then you have likely been through the wringer on more than one occasion. Nevertheless, a good daily planner and the discipline to use it can help you stay the course. I’d be honored and humbled if you could go check out the Kickstarter campaign. If you like what you see, feel free to back the project and share it with your friends and colleagues. To borrow a phrase from Barbara Corcoran, “watch your productivity skyrocket!”


Re-Blogged 2 times:

Re-Blogged By Re-Blogged At
  1. Ginny Gorman 10/17/2016 10:51 PM
  2. Janet Kuehn- Charleston SC Homes Call 843-225-8890 11/17/2016 03:58 AM
Real Estate Technology & Tools

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Peter Mohylsky, Beach Expert
PrimeSouth Properties - Santa Rosa Beach, FL

Thanks for the suggestion, I certainly will explore further.

Oct 17, 2016 12:21 PM #1
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Melissa Zavala, I will will be reblogging this tomorrow for sure.  You do a great job for Realtors!!!

Oct 18, 2016 01:57 AM #2
Richard Iarossi
Coldwell Banker Residential Brokerage - Crofton, MD
Crofton MD Real Estate, Annapolis MD Real Estate


Thanks for the tip about focusing on the process. That's one of those things that should be pretty obvious, but needs reminding every once in a while.


Oct 18, 2016 06:15 AM #3
Dave Zirnhelt
Snap Up Real Estate - Kamloops, BC
Online Marketing & SEO Expert for Real Estate Pros

Pretty cool concept Melissa.  I posted to our followers here, https://www.facebook.com/SnapUpRealEstate/posts/1505382916144368 

Did you see the Entrepreneur On Fire version of an organizer?

Oct 18, 2016 07:25 AM #4
David Alan Baker Laveen & South Phoenix Realtor
Keller Williams Realty Phoenix - Laveen, AZ
Your local Expert

That is a good concept, and great your getting it out there

Oct 18, 2016 07:27 AM #5
Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Good afternoon Melissa Zavala ,

So glad to see your post featured! Excellent concept..thank you for introducing it to us.

Oct 18, 2016 07:45 AM #6
Jeff Dowler, CRS
eXp Realty of California - Carlsbad, CA
The Southern California Relocation Dude

Hi Melissa

Such a well deserved feature! My biggest take-a-way, personally, is to focus on the process. It's definitely an area where I need to continue to focus and can improve.


Oct 18, 2016 08:21 AM #7
Todd & Devona Garrigus
Garrigus Real Estate - Beaumont, CA
Broker / REALTORS®

Melissa Zavala I need to get me a copy of your Pineline Planner! I'm putting it in my business budget...

Oct 18, 2016 08:23 AM #8
Mateen Karzai
H and D Real Estate - Mission Viejo, CA
Real Estate agent serving Southern Orange County.

Hello Melissa,


Thank you for the wonderful information.


Oct 18, 2016 02:02 PM #9
Sham Reddy CRS
H E R Realty, Dayton, OH - Dayton, OH

Thanks for great tips!!!

If you ontinue your daily processes no matter the market, you will have continued success in real estate. This could mean always sending an email newsletter on a certain day of the week, regular social media posting, or phone calls scheduled at certain times. Focusing on the process will lead to positive outcomes. 

Oct 18, 2016 09:39 PM #10
Chris Lima
Atlantic Shores Realty Expertise - Port St Lucie, FL
Local or Global-Allow me to open doors for you.

Thanks for sharing, Melissa.  Ah, the old focus on the process....Yes!

Oct 18, 2016 09:46 PM #11
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

Melissa knows best and here is the proof....

Oct 18, 2016 11:42 PM #12
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Melissa Zavala, figure you would have more people commenting on this one, maybe later today.


Oct 18, 2016 11:56 PM #13
Carol Lynn Johnson
Re/Max Elite Realty - Franklin, NC
Residential Specialist

I am guilty of #3.......very detail oriented and focus on the small stuff vs. big picture.  Working on it though.

Oct 19, 2016 12:10 AM #14
Harry F. D'Elia III
RentVest - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

Congratulations on your featured article. We are looking forward to the next one.

Oct 19, 2016 12:38 PM #15
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Melissa Zavala - Thanks for inviting me to join the Kickstarter campaign.

Journaling is what I have learned at Peak Producers training from Buffini & Company - and their ReferralMaker CRM helps me with almost everything that this planner has to offer - so pardon me, if I skip it for now.

Oct 19, 2016 03:32 PM #16
Macy Babb ... North Georgia Realtor
Re/Max Around Atlanta Realtor - 404-234-6166 - Cartersville, GA
Realtor, SFR, HUD/REO Certified

Great Info...looks like something I will have to do

Oct 20, 2016 02:02 AM #17
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Melissa Zavala

Broker, Escondido Real Estate, San Diego County
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