Q1 2023 Review & Assessment Time For Agents.

q1 2023 review assessment for real estate agentsIt’s Q1 2023 Review & Assessment Time For Agents.

I cannot believe it myself the first quarter of 2023 has come to an end. Time really does fly when you’re having fun! Now is the time as a real estate agent to review your Q1. Are you behind your goals? Ahead of your goals? Just right where you targeted for your start to the year? We are now entering into one of the typically best quarters of the year; Q2. My question to you is… is it time to change things up? This week we look at some critical steps to take today if you are not on track:

1. Take Some Time To Look At Your Status

What is your current situation? What are your biggest challenges or issues you are facing? What were your goals and why you wanted to accomplish those goals?

2. Measure Your Quarter

What were your numbers for the first quarter? How many calls? How many appointments? How many presentations? How many Listings? How many buyer agreements? Don’t measure your quarter success solely on results but even more important is measure your quarter on activities. You have to be faithful with your activities to receive the success you deserve.

3. Growth Checklist

Based on the first quarter and what the numbers are saying what do you need to do different? What do you need to do more of? More leads, appointments, follow up, conversion, presentations and contracts this quarter? What changes need to happen to achieve your goals and breakthrough this next quarter in Real Estate.

4. Working On Your Business

How does your operation, systems and automation look right now? Do you have systems and checklists for everything in place? Are you leveraging with someone or something else that is generating you business while you are busy being busy or getting some sleep? Time to schedule that hour of power a day and work on your business and not always in it.

5. Time For Help?

Is it time to delegate the low dollar productive activities and free up time for you to focus on the high dollar productive activities? Remember someone or something else doing the low dollar productive activities as better than you doing them, right?

6. Sales and Marketing

Is what your spending and doing generating a return on your time and investment? How are you positioned in your marketplace? Is your unique value proposition to the customers being communicated in all your materials? Growing your business is no small task and there are many different moving parts.

7. Income and Expenses

How much are you spending? How much should you spend to meet your goals? Are you profitable? Do you take time and measure your expenses and the R.O.I.? Remember we are in this to make a profit and not all about the gross income being less than the expenses.

8. Technology

Is technology ruling you or are you ruling the technology? How much technology is enough? Am I relying solely on technology and not enough on old fashion full contact with people belly to belly? We all need to embrace technology because it isn’t something that will just go away. In the same breath we need to not just rely on technology because sales always has and always will be a full contact sport.

So there you have it 8 solid points to help you turn your year around and really make Q2 the best quarter of your year. Click to download your complimentary 2023 Agentsboost Business Plan!

Take the time to look at your first quarter numbers and your goals and refuel your “why” for crushing it in the second quarter of this year. I dare you!

Strength and courage,
Wade

Mid-Year Real Estate Reflection & Assessment

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