Buffini & Company Blog

Success Takes Planning

If you want to set yourself up for success in 2021, now is the time to start planning for it. Our most successful clients use this time of year to create a plan to help them succeed in the coming year. Planning is one of the most important tasks you’ll do in your business. It allows you to focus on your priorities throughout the year and lessens the chance of being sidetracked by setbacks or challenges along the way.

3 Steps for Planning Your Year

1. Create a strategy. A strategy outlines what you want to accomplish during the year and how you’ll try to do it. A business plan is a type of strategy for your business. It features your goals, a working budget and a list of daily, weekly and monthly activities you’ll need to do to achieve your goals and reach success.

2. Tactics. What are the activities you have to do to achieve your goals? It’s your calls, personal notes and Pop-Bys, as well as client parties and lunches. These are the tactics you use to serve your clients and set the stage to ask for referrals. By staying in touch with a phone call or delivering a Pop-By, writing a personal note or inviting them out to lunch or to a client party/event. The more you connect with your clients, the easier it will be to ask for referrals.

3. Tracking. We developed Referral Maker® CRM to take the guesswork out of working by referral. All of the core activities are loaded into the real estate CRM system; you just have to log in and look at your dashboard to see what you have to do for the day and week. Once you complete the activity, check it off and this real estate CRM will track your activities for you. Once you set your goals, Referral Maker will not only tell you how close you are to achieving your goal, it’ll break down how many contacts you’ll need to make each day in order to get the number of referrals you’ll need to close your target number of deals. It’s that simple!

Want to test out Referral Maker® CRM for your real estate business? Sign up for your free trial of this quality real estate CRM today!

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