• Ask questions and allow people to talk about themselves, their feelings, and their families. This can go a long way to establishing a lasting relationship. The answers also help you build a history.
• Do I have a formalized written marketing plan?( This plan should outline your target audience, marketing channels, and specific strategies for each channel, helping you stay focused and organized in your marketing efforts).
• What action habits should be expected daily, weekly, and monthly? When consistently practiced, these habits can lead to significant progress and success in your career. For
example, daily habits could include reviewing your active leads and planning your day, weekly habits could involve reaching out to a certain number of prospects, and monthly habits could consist of evaluating your overall performance and adjusting your strategies accordingly.
• Do I start each morning by organizing my day, reviewing my active leads, and focusing on transactions nearest completion?
• Am I prioritizing the followup of my daily active leads? The highestquality leads get priority.( Active leads are those who have shown interest, such as those
who have requested more information or expressed a desire to move forward and are more likely to convert, so they should be given more attention in your followup strategy.)
• Will I practice great tenacity in daily followups of active leads( this concept is critical)? Tenacity here means persistent and determined followups crucial for converting leads into sales. It’ s not just about making the initial contact but about consistently following up to keep your product or service in mind for the prospect.
• Am I wellfocused on being present or“ out there” while communicating with others? I will convey energy, focus, and determination. I will execute my plans to the best of my abilities, ensuring every interaction is meaningful and productive.
• My responsibility is to assist the customers in making the best decisions for their financial needs.
• Professionally, completing transactions is our responsibility. Fiduciary duty, which is the legal obligation to act in your client’ s best interests, is everpresent.
• How many real estate, loans, or other completed tasks are my goals to be closed monthly?
• An envisioned and crystalized amount of gross revenue anticipated to gain for a specified period, such as a month or a quarter— could prove extremely helpful.
• Am I working effectively with coworkers, superiors, subordinates, and independent contractor vendors with mutual respect and dignity and understood objectives to close the transactions?
• Do I have the best office technology, phone technology, email marketing systems, customer relations management system( CRM), network marketing, and industryspecific software to do the most professional job?
• Do the people around me, including support staff and other kindred folks, share my values about business, loyalty, relationships, and customer followup? Surrounding yourself with likeminded individuals who share your values can provide community and support, enhancing your journey towards success.
• Do I associate with others with kindred values who share my desire for success, selfmotivation, and tenacity? Surrounding yourself with selfmotivated and tenacious individuals can be inspiring and help fuel your determination to succeed.
Do I have a formalized written marketing plan?( This plan should outline your target audience, marketing channels, and specific strategies for each channel, helping you stay focused and organized in your marketing efforts).
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