3 minute read

WHAT'S THE BIG TO DO?

MAEGAN CARTER, STAFF WRITER

A record number of people became real estate agents across North America over the last few years. For those of you new to the business, coming up for air after this rapid-fire market, you may find more time on your hands. Here are some monthly suggestions and reminders for things you might want to schedule now that you have the chance:

1. Check In

This is the most important thing you can do and it’s threefold.

- With Your Clients

Communicate effectively and appropriately, on both sides. Set boundaries for your hours if needed, but you’re their advisor so be sure to keep them in the loop on what’s happening.

- With Your Goals

Check your goals for all aspects of life regularly to see if you’re on track and they’re still viable and attainable. If plans aren’t working, perhaps make a few adjustments.

- With Yourself

Are you fulfilled, spending enough time with family and friends? Do you feel like yourself? If not, we’re all works in progress. Invest in yourself!

2. Social

For many, social media is a big part of business. Time for an audit.

- Scheduling

Block off time for social. Keep it a tool not a distraction. Create a content calendar to post relevant content in various formats, on different platforms at the best times.

- Reach and Analytics

Follow past, present, and potential clients to know what’s going on in their world. Check your analytics to see what’s working and build from there.

- Build Your Skills or Automate

EXIT’s techinar and webinar content can help you learn new techniques or automate with EXIT Ad Center or Premier Partner options.

3. Contacts

Time for a CRM or to update your database.

- Client Preferences

In your contact lists/database, note preferred method of contact. Reach out at some point to ensure their information is still current and active.

- Personalization

Personal attention goes a long way. Handwritten notes and pop bys show real care and concern.

4. Marketing

Set a goal to accomplish, as well as a budget, and be sure it’s trackable.

- Automate

Try EXIT’s Ad Center’s numerous digital ad designs and campaigns, or one of EXIT’s Ancillary Network of companies that specializes in marketing.

- DIY Options

EXIT’s new Marketing Center on the Resource Center has everything you need with digital and print pieces, shareable YouTube and podcast content, and much more!

- Data Tracking

Even if it’s just with yourself, set a seasonal marketing meeting to review results and adjust your messaging or budget where necessary.

5. Schedule

Whether writing it or typing it, find a way to track your time that works for you to stay on top of tasks.

- Prioritization

Take care that family time, vacations, and wellness are included on your schedule, as well as office trainings, meetings, or events for the public, and you should try to attend as often as you can.

- Stay on Top of Things

Check back on your schedule, to ensure you’re realistically allotting enough time for each task (Bonus for the chronically tardy who schedule appointments a half hour earlier than needed).

- Dates of Note

Keep track of certain dues and classes that vary by state to keep your license active (Local Board Dues are often paid in January, EXIT Membership Fees are due by July 1st, Continuing Education is often needed every 2 years on your birthday to renew your license).

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