RealtorPlaner
BusinessOrganizer
My Pa p e r O b s e s s i o n
Month: _____________________________________________________________________________ Year: _____________ Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Month: _____________________________________________________________________________ Year: _____________ Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Month: _____________________________________________________________________________ Year: _____________ Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Month: _______________________ Year: ____________ Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Monthly Goals | Month ______________ Year ______ Upcoming Listings
Monthly Theme
Notes
Name: ____________________________
___________________________
_____________________________
Address: __________________________
___________________________
_____________________________ _____________________________
__________________________________ Promotion Days / Holidays
_____________________________
1. _________________________
_____________________________
Name: ____________________________
2. _________________________
_____________________________
Address: __________________________
3. _________________________
_____________________________
__________________________________
4. _________________________
_____________________________
Phone: (_______) _______ - __________
5. _________________________
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6. _________________________
_____________________________
Phone: (_______) _______ - __________
Name: ____________________________ Address: __________________________
Social Media / Videos Brainstorming
__________________________________
____________________________________________________________
Phone: (_______) _______ - __________
____________________________________________________________
Name: ____________________________
____________________________________________________________ ____________________________________________________________
Address: __________________________ __________________________________
Top 3 Things To Focus On This Month!
Phone: (_______) _______ - __________
1. _____________________________________________________________
Name: ____________________________
2. _____________________________________________________________ 3. _____________________________________________________________
Address: __________________________ __________________________________
Goals
GCI Goal:
Phone: (_______) _______ - __________
Hours Prospecting: ________
$ _______________________________
New Leads: ______________
Monthly Marketing Goals
Listing Appts Set: _________
# Open Houses ____________________
Listing Appts: ____________
# of Blog Posts ____________________
Name: _________________ Day: ______
New Listings:_____________
# of Videos Made __________________
Name: _________________ Day: ______
Listings Cont: _____________
# of Social Posts ___________________
Name: _________________ Day: ______
Listings Closed:____________
# of Newsletters ___________________
Buyers Closed: ____________
# of Mailings _____________________
# Inventory ______________
# of Networking___________________
Birthdays Name: _________________ Day: ______ Name: _________________ Day: ______
Name: _________________ Day: ______ Name: _________________ Day: ______ Name: _________________ Day: ______
Weekly Prospecting Sheet
DATE_________
Start Time____
Name
Phone Number
End Time____
TOTALS: Time Prospected: ____ Contacts: _____ Listing Appts Set: ____
Buyer Appts Set:_____
Weekly Activity Tracker Date:
# of Contacts Open Houses Advertising/Promotion Cold Calls Warm Calls Community Involvement Doors Knocked Expireds Contacted B2B Contacts Floor Time Follow Up Program FSBOs Contacted Mailings Sent Networking Meetings Attended Absentee Owners Contacted Past Clients Contacts Referrals Given Referrals Received Sphere of Influence Contacts Face-to-Face Visits Social Media Updates Website/Blog Posts Email
TOTALS
YEAR-TO-DATE
Copyright Š 2014 Trulia, Inc.
# of Appts
Time Spent
Dollars Spent
# of Listings
# of Sales
from ________ / ________ / ________
Monday
Tuesday
Wednesday
8 ______________________________
8 ______________________________
8 ______________________________
830 ____________________________
830 ____________________________
830 ____________________________
9 ______________________________
9 ______________________________
9 ______________________________
930 ____________________________
930 ____________________________
930 ____________________________
10 _____________________________
10 _____________________________
10 _____________________________
1030 ___________________________
1030 ___________________________
1030 ___________________________
11 ______________________________
11 ______________________________
11 ______________________________
1130 ____________________________
1130 ____________________________
1130 ____________________________
12 _____________________________
12 _____________________________
12 _____________________________
1230 ____________________________
1230 ____________________________
1230 ____________________________
1 ______________________________
1 ______________________________
1 ______________________________
130 _____________________________
130 _____________________________
130 _____________________________
2 ______________________________
2 ______________________________
2 ______________________________
230 ____________________________
230 ____________________________
230 ____________________________
3 ______________________________
3 ______________________________
3 ______________________________
330 ____________________________
330 ____________________________
330 ____________________________
4 ______________________________
4 ______________________________
4 ______________________________
430 ____________________________
430 ____________________________
430 ____________________________
5 ______________________________
5 ______________________________
5 ______________________________
530 ____________________________
530 ____________________________
530 ____________________________
6 ______________________________
6 ______________________________
6 ______________________________
630 ____________________________
630 ____________________________
630 ____________________________
7 ______________________________
7 ______________________________
7 ______________________________
730 ____________________________
730 ____________________________
730 ____________________________
8 ______________________________
8 ______________________________
8 ______________________________
830 ____________________________
830 ____________________________
830 ____________________________
to ________ / ________ / ________
Thursday
Friday
Saturday
8 ______________________________
8 ______________________________
________________________________
830 ____________________________
830 ____________________________
________________________________
9 ______________________________
9 ______________________________
________________________________
930 ____________________________
930 ____________________________
________________________________
10 _____________________________
10 _____________________________
________________________________
1030 ___________________________
1030 ___________________________
________________________________
11 ______________________________
11 ______________________________
________________________________
1130 ____________________________
1130 ____________________________
________________________________
12 _____________________________
12 _____________________________
________________________________
1230 ____________________________
1230 ____________________________
________________________________
1 ______________________________
1 ______________________________
________________________________
130 _____________________________
130 _____________________________
________________________________
2 ______________________________
2 ______________________________
230 ____________________________
230 ____________________________
3 ______________________________
3 ______________________________
________________________________
330 ____________________________
330 ____________________________
________________________________
4 ______________________________
4 ______________________________
________________________________
430 ____________________________
430 ____________________________
________________________________
5 ______________________________
5 ______________________________
________________________________
530 ____________________________
530 ____________________________
________________________________
6 ______________________________
6 ______________________________
________________________________
630 ____________________________
630 ____________________________
________________________________
7 ______________________________
7 ______________________________
________________________________
730 ____________________________
730 ____________________________
________________________________
8 ______________________________
8 ______________________________
________________________________
830 ____________________________
830 ____________________________
________________________________
Sunday
Listing lead Sheet Name: ________________________________________________ Date: _______/________/______ Prospect Cust Contact Info Address: _____________________________________________________________________________________________ City: ___________________________ St: ________ Zip: ______________________ Email: _____________________________________________________________________ work home newsletter 1st Phone: (_______) _______ - ___________
2nd Phone: (_______) _______ - ___________ call text
Birth date: _______/________/______ Spouse/Sig Other ____________________________________________________ Kids: _____________________________________________ Pets: ______________________________________________ Source: _________________________________________________ Next Contact: _______/________/______ in cal Reason for Moving: _________________________________________________ Date Moving: _______/________/______ Social Media Friended on Facebook
Connected on LinkedIn
Followed on Instagram Followed on Twitter
Followed on Pinterest
Subscribed on YouTube
Other: ______________________________________
Followup Contacts: 1. _______________________________Date: _______/________/______ call email text soc media mail Notes: ________________________________________________________________________________________________ 2. ______________________________ Date: _______/________/______ call email text soc media mail Notes: ________________________________________________________________________________________________ 3. ______________________________ Date: _______/________/______ call email text soc media mail Notes: ________________________________________________________________________________________________ 4. ______________________________ Date: _______/________/______ call email text soc media mail Notes: ________________________________________________________________________________________________ 5. ______________________________ Date: _______/________/______ call email text soc media mail Notes: ________________________________________________________________________________________________ Notes: _______________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________
Realtor Referral Form | Month ______________ Year ______ Prospect’s Name: _________________________________________________ Source ______________________________ Email: _____________________________________________________________________ work home newsletter 1st Phone: (_______) _______ - ___________ call txt 2nd Phone: (_______) _______ - ___________ call txt Buyer Seller Past Client
Price Range of Property $ ____________________ Referral % _______________
Property Add. / Location Looking: ________________________________________________________________________ Notes: ________________________________________________________________________________________________
Referral Agent Name: _________________________________________________
Completed Paid Comm.
Email: __________________________________________________________________
Comm Amount $ ___________
Phone: (_______) _______ - ___________
Date Referred: _____ / _____ / _____
Followup Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________
Prospect’s Name: _________________________________________________ Source ______________________________ Email: _____________________________________________________________________ work home newsletter 1st Phone: (_______) _______ - ___________ call txt 2nd Phone: (_______) _______ - ___________ call txt Buyer Seller Past Client
Price Range of Property $ ____________________ Referral % _______________
Property Add. / Location Looking: ________________________________________________________________________ Notes: ________________________________________________________________________________________________
Referral Agent Name: _________________________________________________
Completed Paid Comm.
Email: __________________________________________________________________
Comm Amount $ ___________
Phone: (_______) _______ - ___________
Date Referred: _____ / _____ / _____
Followup Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________