Now that we are in week 6, hopefully you are developing new marketing habits. You probably now need to alter your business plan.
::::::::::::SCREECH::::::::::::::What is that? You don’t have one?
Businesses fail because they fail to plan.
I cannot say or stress the above ENOUGH! It is imperative to work on business planning at least semi-annually so you can stay in tune with your goals. My BIG business plan is done annually on my birthday (Oct 2) and implemented by November 1 – not the cliche January 1 that everyone else does! I usually do a “reset” around June.
So find a template (your title or marketing rep can get you one) for your business plan, pick a date and LOCK yourself in the office with no distractions for 1-2 days.
Your key elements of the business plan should include:
- Vision of Your Business
- Past Year Results (Closed Transactions)
- Future Year Goals (Transactions)
- The Numbers Game (how many leads, contacts, clients, escrows, closes)
- Lead Sources
- System “TO DO” List
- Progress Chart
- Daily Task List
How do you stick to the plan? I have checklists in evernote, google tasks and a spreadsheet. Probably a little overkill. I just got my paws on Melissa Zavala’s book “The Essential Daily Planner for Real Estate Agents“.
What Melissa has done is she put a 26 week planner together in a book (I personally still write my daily must do tasks down on a piece of paper!) The front of the book has GOALS. Towards the back of the book – it has a mini business plan also so you can take a self-assessment and set your income goals!
In this book you put your daily tasks (marketing and prospecting) along with notes, appointments, expenses and the “highlight of the day”. I am a BIG believer in affirmations so I know I will be putting an affirmation in there!
I love this daily planner so much that I have contacted Melissa and she was kind enough to give me a coupon code to pass on to you. Simply click this link and then use coupon code “W9JK5FZU” to get 15% off.