Work less by leveraging the time and skills of others to help complete tasks for you. This package has everything you need from setting goals to operating a productive office.
What You Receive
Marketing Plan Template
Do you have a marketing plan? Do you know what you’re marketing, who you’re marketing to and how much of a budget you have to work with? This template gives you direction on six essential areas you need to create a successful marketing plan and campaign.
Monthly Target Form
What are your targets? For the year? For the month? How many listings or clients are you aiming for? What dollar volume do you plan to achieve? Behind every successful operation there are clear targets. This form supports you and your team by setting out targets in a clear and concise manner. Post it on your bulletin board so you can all stay on track and see your progress.
Office Inventory List
Do you often run out of paper, file folders, printer cartridges or other essential supplies and have to drop what you’re doing to run out and buy what you need to continue working? Our office inventory list will help you manage your supplies. Each week use this form to keep track of what you have in stock, what you’re running low on and what you need. You’ll never run out again.
Office Meeting Agenda
QuickA highly functioning team is proactive and productive and in meetings the team is on task to provide information and make decisions. This form provides a template to give you and your team clear direction, priorities and goals so that meetings are focused and productive.
DetailedManaging office meetings can be challenging. This form is a detailed meeting agenda that provides clear direction, priorities and goals for a week, month and year. It ensures your meetings will be focused and productive.
Referral Form
When you and your team refer clients to another REALTOR®, do you have a system to protect your referral fee and manage your referrals? This is vital if your referrals don’t buy or sell for some time.
This form identifies the brokerage sending the referral and the brokerage receiving it, the client(s) being referred and the expected referral fee. With this form you don’t have to rely on a hand shake or a verbal agreement. It’s all in writing in a fast and easy retrieval system.
Task List (Daily, Weekly, Monthly, Yearly)
TemplateOrganize your daily, weekly, monthly and yearly tasks. Use our examples as a starting point, and then customize it to address your needs.
SampleThis list includes samples of tasks to be completed daily, weekly and monthly. Use our example as a starting point to help customize your Task List Template.
Weekly Goal Achievement
Does your business have goals? What steps are you taking to reach them? Challenge yourself and your business by having weekly goals to achieve. This form supports you by outlining potential ways to increase your business, and then keeps track of your progress. Use this form and watch your business soar.
