PLANNER + ORGANIZATION TIPS

Make the most of your Pipeline Planner by checking out these tips

MIND MAP

Using a mind map helps to generate new ideas and get random thoughts on paper. Use the 18 Notes & Ideas pages to get the creative juices flowing.

JOURNALING

Research shows that keeping a journal increases clarity. Use the thought-provoking questions on the Notes & Ideas pages as a way to consider your business and your life.

TO-DO LISTS

Got lots to do and worried about what you will forget? Make notes in the Today’s Targets or daily schedule areas of the pages of the planner.

TODAY’S TARGETS

Research shows that too many items on a list will cause information overload. Focus on the 3-4 activities each day that are closest to the money and closest to your success as an agent.

PROSPECT & LEAD CALCULATORS

Not sure how many leads and prospects you need in order to meet your goals this season? Use the charts, tables, and calculators in the Introduction in order to gain clarity on your sales outcomes.

PRODUCTION ANALYSIS CHART

Having a hard look at previous production can reveal a lot about what you can expect in the coming season. Use the production analysis chart in the Introduction in order to identify areas of focus for increased success.

FROM PHONE TO PLANNER

You may be chatting on your phone with your client and need to jot down key data such as MLS numbers or loan limits. That’s where the planner comes in.

PIPELINE AT A GLANCE

Going through the day, you may sometimes forget about that new sign call lead that left you a message. Use your daily Pipeline at a Glance in order to keep a record of daily new leads and prospects.

MILEAGE TRACKER

Mileage for business is tax deductible. Keep a record of your mileage using the daily pages.

EXPENSE TRACKER

Ordered some flyers or took a client to lunch? Note your expenses in the expense section of each of the daily pages.

GOAL SETTING

Clearly defining your goals allows you to realize what you want, visualize them, and create a plan to make them happen. There’s plenty of space for that and prompts to help you set effective business goals.

TIMEBLOCKING

Those who time block have found it effective to use different colored highlighters to block certain time chunks—prospecting (yellow), appointments (green), etc. You can do the same in the daily schedule section.

WEEKLY MILESTONES

A good week starts with a good plan. We’ve got an entire page each week for you to note your key goals for the 7-day period.

WEEKLY WRAP-UP

Reflection on a regular basis leads to increased success. The weekly pages will help you to regularly assess your progress toward meeting your long term goals.

MONTHLY REVIEW

The best way to stick to the plan and make changes accordingly is with regular assessments. Use these monthly pages to stay on track and make changes as needed.

SELF – REFLECTION

Each of the daily pages includes a spot for self-reflection – from lessons learned to wins, no matter how big or small.

GET FREE PRODUCTIVITY TIPS AND UPDATES!

Sign up to get real estate wisdom, announcements, exclusive invites and productivity tips delivered directly to your inbox.

LARGE BROKERAGE OR SMALL?

OUR AGENT AMBASSADORS COME FROM THEM ALL