4 Easy Changes for a More Organized Business12/23/2021
REAL ESTATE IS EASY…
Just to clarify: Selling real estate and being a Realtor can be extremely hard. Realtors work with people, and people will surprise you with challenges every day, but the actual mechanics of keeping track of clients and transactions does not change very much. With the right systems in place, it can be easy. The catch, of course, is that most agents never put those systems into place. As a matter of fact, like the graphic above, many spend more time running around putting out fires, handling surprises and avoiding the work of creating systems than they need to.
Time IS like money - you spend it or you save it. One way to save it is to invest in ways that make it grow and earn you more. Unfortunately, by the time most agents find they need systems, the job feels too big to tackle. So, here are 4 small and easy changes to start you on the road to a more organized business.
- SET A WORK SCHEDULE AND POST IT - Decide what hours you will work each day. Write them down and let your family and your clients know.
Example: M-Th 8:30 am to 4:30 pm, Fridays, 11am to 6pm, Saturdays from 9am to noon and Tuesday and Thursday evenings by appointment.
If you wake up Monday morning and you have no set appointments, go to work anyway and work from 8:30 am to 4:30 pm as scheduled. Spend that time doing the prospecting, file management and client follow-up that never seems to get done. Just this change alone will free up your non-working hours, allowing you to spend them with family, hobbies, friends, etc.
- CREATE A DATABASE - At the least, Gmail is a database. Your data base should include the following for all customers and clients: Full Name, Address, Phone, Email, Classification (seller, buyer, past client, friend, etc), special dates (Birthday, Anniversary, Home Anniversary, etc) and notes.
- USE CHECKLISTS: Don’t push yourself to do more, be more, earn more – push yourself to be consistent. Your business will grow when you create consistencies. Consistency comes with checklists. You should have some sort of checklist for every aspect of your business, whether it is an electronic “action plan” or a paper checklist. The good news is that you do not have to create them yourself. Your broker has access to checklists for new buyers, new listings, pending sales, post-closing follow-up and everything in between. If your franchise provides you with a free CRM, there are action plans that you can apply to clients. DotLoop and Zipforms provide task lists for tracking your transactions. Any time you forget to do something, you should make yourself implement a checklist to track that activity. Where will you find the time to do this? Re-read the part about setting a work schedule.
- SCHEDULE ACTIVITIES JUST LIKE THEY ARE APPONTMENTS – Schedule 1 hour twice a week to update your pending files. Schedule 1 hour a week to call all your sellers and give them feedback and updates. Schedule 1 hour each week to call and update all of your current buyers. Schedule 2 hours each week to reach out to past customers and clients and schedule 30 minutes/day to update your social media channels. Treat these as appointments and schedule your other appointments around them. If your sellers know they will hear from you every Tuesday morning, they are much less likely to call you all hours of the day, seven days a week. You will be amazed at how orderly and controlled your days will become when you take command of your schedule.
Is this all overwhelming? Then just do #1 and start working a consistent schedule. Once the benefits have proven themselves to you, you will be ready to take the next step. I heard a diet expert say that it does not matter at all which diet you choose. Weight Watchers, Keto, Paleo, Whole 30, Atkins…they all work. What matters is the moment you make the decision to actually follow one. That rang true to me and rings true with getting your business organized as well. What systems you implement, and how you implement them is not important. What is important is that you make the decision to begin implementing systems. Good Luck and call me if I can help in any way!