Top real estate agents know that meaningful relationships, not sales pitches, build lasting pipelines. This checklist ensures you consistently provide value, deepen connections, and stay energized.
Send 3 highly personalized, non-real estate related 'value add' messages (e.g., local events, articles) to past clients.
Repeats: dailyCall two people from your Sphere of Influence (SOI) just to check in, logging key life updates in your Notes Checklist.
Repeats: dailySchedule or execute one face-to-face coffee or lunch meeting to deepen a professional relationship or community tie.
Repeats: daily