Mid-Year Real Estate Reflection & Assessment

Wade Webb
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real estate business assessmentI don’t know about you but I cannot believe that we have already hit the half way mark to 2018?! We all know that what we measure gets improved!  This week we want you to take some time to reflect on YOU and your real estate business.  What have you accomplished in the first half of the year; and where do you want to go in the next 6 months.

See where you have been, where you are at and where you are going in 2018!!

MISSION/VISION REVIEW – What is my reason for doing this business?__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

YOUR PASSION – What do I love about my business?

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WHAT SETS ME APART FROM MY COMPETITION ?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

WHO IS MY IDEAL CLIENT?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

WHAT IS MOST IMPORTANT TO MY CUSTOMERS?

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WHAT WILL TRIGGER MY CUSTOMERS TO THINK OF ME?

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WHAT ARE MY TOP THREE TOOLS I’M USING TO REACH MY GOAL?

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HOW MUCH IS EACH TOOL CONTRIBUTING?

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REFLECTION ON THE PREVIOUS 6 MONTHS

1 – WHAT HAVE I DONE RIGHT?

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2 – WHAT HAVE I DONE WRONG?

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3 – WHAT DO I NEED TO CHANGE?

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6 MONTH NUMBERS

GCI ____________________________________

VOLUME________________________________

SIDES___________________________________

NUMBERS FOR NEXT 6 MONTHS

GCI____________________________________

VOLUME _______________________________

SIDES__________________________________

AMOUNT SAVED FOR TAXES_____________________

AMOUNT SAVED FOR RETIREMENT_______________________

GENERAL SAVINGS ACCOUNT____________________________

STRATEGIES/PROJECTS TO REACH MY GOAL?

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NEW TOOLS TO RESEARCH/IMPLEMENT?

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NEW OPPORTUNITIES AND THREATS TO MY BUSINESS/LIFE?

OPPORTUNITIES                                                                               THREATS

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PERSONAL GOALS

PERSONAL DEVELOPMENT – WHAT DO I WANT TO ACCOMPLISH IN 6 MONTHS?

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EDUCATIONAL CLASSES I WOULD LIKE TO TAKE?

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WEBINARS/YOU TUBE/TED TALKS/PODCASTS – WHAT DO I WANT TO LEARN?

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THREE BOOKS TO READ BY DECEMBER 31

1 - __________________________________________________________

2 - __________________________________________________________

3 - __________________________________________________________

FAMILY – WHAT DO I WANT TO DO WITH FAMILY?

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FUN/RECREATION/HOBBIES/VACATIONS

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HEALTH/FITNESS

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6 MONTH BUCKET LIST – WHAT DO YOU WANT TO HAVE?

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WHAT ARE THE MAIN TOPICS YOU WOULD LIKE TO WORK ON WITH YOUR COACH OVER THE NEXT 6 MONTHS?

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We trust this reflection and assessment will help you see the success and opportunities for an even better second half of 2018 and encourage you to take time and celebrate your successes in the first half of 2018.

Strength and courage,
Wade

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