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Changes that have worked for me

By
Real Estate Agent with Compass CA DRE# 01215160

We are now well into the month of January, in fact, the end is in sight. Our colleague Endre Barth has challenged us to share what changes we have made in the last couple of years that have worked. If you haven't read his post, "What Changes Did You Make Last Year or the Year Before That Worked?"

Question Mark

In 2018 I became more focused on setting face-to-face meetings with past clients, my sphere, other business owners, etc. The format of these one-on-ones varies - we might take an early morning hike together, have breakfast, coffee, lunch, or attend an evening event. I learned I really enjoyed this focus, enjoyed the time I spent with others. It has resulted in business referrals too, and keeps me top of mind. When I do my quarterly business planning, I set monthly numbers to meet, which varies depending on what else is going on. Most typically I plan 4/month, and generally exceed that. This practice continues today.

In 2019 I began to track on a daily basis what I call my "Triple Play," a term from Richard Robbins of RRI, my favorite coaching program. In brief, this consists of setting 3 ways to reach out to people to generate business. Most often I pick 1) video messages, 2) emails, 3) phone calls/texts. Again, quarterly I calendar which days I will do this, and then track it daily. There is pressure on me to stay consistent, to get it done, but it's very satisfying to give myself a star each day. Am I perfect? No, but only miss a day every month or so without making it up. That's a much better record than before I began to track.

Triple Play plan

These two practices are now a part of me and I'll not stop any time soon. What new changes will I incorporate in 2020? I'm excited to find out!

 

Comments(123)

Macy Babb ... North Georgia Realtor
Re/Max Around Atlanta Realtor - 404-234-6166 - Cartersville, GA
Realtor, SFR, HUD/REO Certified

Great Information...THANKS for sharing.  

Jan 21, 2020 05:51 AM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Good morning, Macy Babb ... North Georgia Realtor - I'm sure you have tips and ideas in your practice that we'd find helpful. Please share if you'd like.

Jan 21, 2020 05:56 AM
Debb Janes
Nature As Neighbors - Camas, WA
Put My Love of Nature At Work for You

I like your star ideas on your calendar. For some reason, getting a gold star on papers as a kid really thrilled me to the core. It might be fun to buy some of those stars and use them as a treat each day for accomplishing the touches. Do you reach out to a specific number of SOI members or contacts each day? 

Jan 21, 2020 08:20 AM
Eva B. Liland Century 21 Doug Anderson
Century 21 Doug Anderson - Lancaster, CA
Glad to be of Service 661-714-1643

Glad to see so many stars Lottie Kendall . It sounds like you have a great system that works for you! Have a prosperous 2020 and beyond.

Jan 21, 2020 11:14 AM
Patricia Feager, MBA, CRS, GRI,MRP
DFW FINE PROPERTIES - Flower Mound, TX
Selling Homes Changing Lives

Lottie Kendall - Anyway I look at it, you are always a BRIGHT STAR here on ActiveRain. Congratulations on the FEATURE! Your worth ethics, accomplishments in real estate, the way you treat others, how you organize and make changes - you truly are a phenomenal woman! 

I wish you beauty, peace, good health, love, and happiness 24/7.

Jan 21, 2020 12:04 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Hi Debb Janes EcoBroker and Bernie Stea JD - I set a minimum of 2 videos, 2 emails, 2 telephone calls each day. I often exceeed that, but have discovered if I am to be consistent and have it become a habit (which it has) I need to be realistic and work around other demands of each day. 

Jan 21, 2020 01:08 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Thank you, Eva B. Liland Century 21 Doug Anderson - wishing you a successful and fun-filled 2020 also.

Jan 21, 2020 01:09 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Patricia Feager, MBA, CRS, GRI,MRP  - real estate is definitely the right business for me - after 23 years I'm still as excited as ever about doing my very best for each and every client--they deserve nothing less. I'm constantly looking for ways to add value.

One recent client was having a very difficult time letting go; at Rachael's suggestion I gave her the gift of a energy worker/spiritualist to do a house cleansing with the client; it was perfect for her, and really helped her let go and move on with life. When we can add that value to someone's life, it's a win!

Jan 21, 2020 01:12 PM
Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi
NMLS #216987, IL Lic. 031.0006220, WI Licensed. APMC NMLS #175656 - New Lenox, IL
708.921.6331 - 40+ yrs experience

I like the concept of the 3 "touches" with your customers, Lottie Kendall ... I'm warning you ... I'll be borrowing your idea!!  Thank you!

Gene

 
Jan 21, 2020 02:32 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi - borrow away, my friend. Such a simple idea, not an original one, but my "3 touches" has been a great habit for me to develop. It is now entrenched.

Jan 21, 2020 03:33 PM
AndreaBFerreira CRS - SRS - CLHMS
Keyes Co. - Davie, FL
Miami Dade, Broward and Palm Beach County in FL

Good idea.. and simple.... thank you .. I will try that.. Have a great day!

Jan 22, 2020 06:51 AM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Good morning, AndreaBFerreira CRS - SRS - CLHMS - for me, often simple is best; little changes can be sustainable. Best wishes to you.

Jan 22, 2020 06:56 AM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Lottie and thanks for sharing what is working, consist is always a key with past clients.  Can I reblog this sometime.

 

Jan 22, 2020 07:44 AM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Hello Will Hamm - consistency is the name of the game. Sure, reblog any time you wish. Enjoy the day, Will.

Jan 22, 2020 07:56 AM
Georgie Hunter R(S) 58089
Hawai'i Life Real Estate Brokers - Haiku, HI
Maui Real Estate sales and lifestyle info

Marking the calendar is a good way to hold yourself accountable, and the stars are a good reinforcement!

Jan 22, 2020 02:51 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

I like the stars, Georgie Hunter R(S) 58089 - I guess it's the kid in me that likes the visual reinforcement 

Jan 22, 2020 02:53 PM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

I've been doing a lot I'd face to face meetings too this month and will keep it going.  It's fun to see past clients 

Jan 23, 2020 04:15 AM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Hi Lise Howe  - it is fun to share face-to-face time with past clients and our sphere. I'm glad you are enjoying doing so.

Jan 23, 2020 06:46 AM
Ricardo Mello
Manhattan Miami Real Estate - Manhattan, NY
Manhattan & Miami Real Estate Agent

Great post!

Feb 05, 2020 07:18 PM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Thanks, Ricardo Mello - how about you? Any changes for the better for you?

Feb 05, 2020 08:56 PM