It’s the beginning of the year, a time when many of us set goals for our businesses and personal lives. However, many people will forget about these goals within a few months because they haven’t made SMART goals. SMART goals are Specific and written, Measurable, have an Achievable outcome, are Realistic in time and skill and are Time-based. These goals tap into your strengths to help you achieve the numbers you want to this year in regards to closings, leads and referrals. Here’s how to set them.
1. Picture success. Visualization is a powerful tool that allows you to focus on the most important aspects of success. It’s more than choosing an arbitrary number to shoot for—it involves seeing how achieving your goals will impact your life. When you take the time to see every detail of the future you’d like to live, it can motivate you to achieve your goals.
2. Break it down. Goals are easier to achieve when they’re broken down into smaller pieces. Break down your large goals into smaller goals, including 10-day goals and 3 month goals. Think of these goals as milestones that will keep you motivated and will make achieving your goals a bit easier.
3. Track. We can’t stress enough the importance of tracking. When you document your activities and results, you create a clearer picture of your progress and provide motivation when you need it most.
We created Referral Maker® CRM to make it easy and fun to work by referral. Referral Maker allows you to do more than document your connections with your database, you can track your activities, plan your business and even set and manage goals for your business and life. Visit ReferralMaker.com to learn more and get on track to achieve your goals this year.
Want to make sure your team is on track to reach their goals this year? With Referral Maker® CRM for Teams, you can generate powerful new reports that provide insight into your team’s productivity, transactions and lead progress. No more wondering what your team your team is up to and how many transactions they have in the pipelines. Just open the correct report and get all the information you need, in real time. Continue reading
The wait is over! We’re excited to launch the Referral Maker® CRM Team Dashboard, available for purchase in November 18. This all-new Teams feature is designed to give you powerful insight into performance of your team every day. Continue reading
Do you want to be more successful in 2017? Taking time to plan now allows you to adopt the habits you’ll need to succeed before the New Year begins. This allows you to get a jump on 2017 and start the year right. Here are seven tips to help you become more effective, efficient and successful in the coming year. Continue reading
As we head into the last quarter of the year, are you on track to meeting your goals? Whether you’ve managed to stay on track or you’ve fallen off course, let Referral Maker CRM help you get and stay on the path to success. If success is on your agenda this year, read on: Continue reading
Referral Maker Mobile allows you to keep your business in your pocket.
If you’re like most people, you run your life from your smartphone; why not run your business from it, too? We live in a tech-driven age where mobile isn’t just convenient, it’s par for the course. In order to stay on top of each aspect of your business—from your relationships to daily activities—it’s crucial to have the tools you need to drive your business right at your fingertips. Continue reading
Planning is an essential part of creating better habits.
January offers a fresh start to replace bad habits with better ones. Identifying bad habits is the easy part. The hard part is developing good habits to replace them. After all, it takes time and practice to develop a habit, whereas it doesn’t take much to create a bad one. Make this the year you revamp your habits with these tips: Continue reading
Get ready for a great 2016!
The New Year is almost here. Now is the time to commit to having your most productive year yet! Get motivated to take your business to the next level, tackle any challenges that come your way and achieve success. Here are three timeless tips to help you make 2016 your best yet. Continue reading
Do these three activities and you’re sure to have a great 2016.
Although the year is winding down, it doesn’t mean that it’s time to coast for the rest of the year. Before you take a necessary rest over the holidays, take some time to put these activities into your calendar next year. Planning for these activities now will not only remind you to do them; it’ll ensure that you do, in fact, do them. Continue reading
Pick up the phone and call your clients to thank them for their business and referrals.
Thanksgiving is the perfect time to reflect on what you’re grateful for in your life and business. Being grateful not only benefits your health and wellness; it can also help you boost your business as well. Continue reading