Tag Archives: tracking

How to Be More Effective in the Coming Year

Businessman checking the time in office


Is one of you goals to become even more successful in 2018? Now is when many agents and brokers begin to think about what they’d like to achieve in the coming year. Whether or not you’ll succeed in achieving those goals depends on the habits you’ve developed over your career. Your habits do more than help you succeed; they also decide how effective and efficient you are as an agent. If you want to improve, look at your habits first. Continue reading

Let Referral Maker CRM Help You Track Your Business Expenses

business expenses


While many real estate professionals would like to make more money each year, they may find that their bank accounts aren’t filling up as quickly as they’d like, despite closing more deals. They may scratch their heads and wonder where all the money went. Even the best salesman can find himself behind the eight ball when it comes to making ends meet and building a successful business. When you don’t have the luxury of a steady paycheck, it’s important to make the money you do earn stretch to cover the lean times. Although creating a budget is important, it’s only part of the solution. The other part is tracking your expenses. Keeping track of what you spend means you can keep more of what you earn, which in turn helps your business thrive financially. It’s important to develop a tracking habit so that when you get busy, you’re still able to make time to record and update your expenses. Continue reading

Are You on Track to Reach Your 2017 Goals?


Many people set goals for their businesses and other areas of their lives in January, only to forget all about them by March. However, it doesn’t have to be that way. After all, you set goals for a reason—to help you live the life you want to live and run the business of your dreams. If you’ve fallen off track, now is the perfect time to recommit to your goals. Here’s how: Continue reading

Set SMART Goals in 2017

Set SMART goals in 2017


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.

Reconnect with Your Goals

Reconnect to goals

The summer is a busy time in real estate, as buying hits a fever pitch in many areas around the country.  It’s also a time when many busy real estate agents find it easy to lose sight of the goals they set at the beginning of the year. While some may have outright forgotten, others may feel so overwhelmed by their to-do lists they may not get around to doing their daily lead generating tasks, or even take a break. Although it’s busy now, it may slow down again in a few months. The leads you generate now will help carry you through the slower times of the year. Regardless of how busy you are, it’s important to stay on track if you want to achieve your goals. Luckily, Referral Maker® CRM makes it easy to stay on track. Here’s how: Continue reading

Take Your Referral Maker Marketing System to the Next Level

Follow up with a phone call a few days after you've sent your Marketing Flyers to touch base with your clients.

Follow up with a phone call a few days after you’ve sent your Marketing Flyers to touch base with your clients.

Sending your marketing flyers and eReports each month is only the beginning of your marketing system. While doing this is sure to keep you on the top of your clients’ minds, there’s so much more to do! If you want to improve the chances of staying on the minds of your clients, here are a few tips. Continue reading

3 Ways to Stay on the Path to Success

These tips will help you stay on track.

These tips will help you stay on track.

How close are you to achieving your goals this year? If you’re well on your way, congratulations! If you’re not there yet, there’s still time to catch up. Sometimes all you need is a surge of motivation. Get back on track with these simple tips: Continue reading

Stay on Track for Your Best Year Ever

Writing in and reviewing your journal is a great way to stay on track.

Writing in and reviewing your journal is a great way to stay on track.

We’re halfway through the year—are you on track to reach the goals you set in January? This is the perfect time to review your progress so far this year. Hopefully, you’ve been tracking your activities with a CRM, such as Referral Maker® CRM. However, tracking is just the start. In order to reach your goals, it’s essential to check in several times throughout the year to review your successes, setbacks and prepare for any potential roadblocks. Continue reading

3 Reasons to Track Your Numbers

Accountability is the top reason to track your numbers.

Accountability is the top reason to track your numbers.

Want a surefire way to stay on track to reach your goals? Track! Tracking has many benefits and may even help you to reach your goals. Here are some of the great benefits of tracking:

It makes you more accountable. Whether you’re tracking your daily lead generating activities or you’re tracking your runs each week, tracking holds your feet to the fire and keeps you accountable to your goals. Knowing that you have to document your activities makes you more likely to make them a habit, and less likely to forget to do them.

It helps you to grain perspective. When we’re trying to achieve our goals, it’s easy to lose perspective along the way. If you have a bad day or experience a setback, it can make you feel like a failure. However, when you track, you’re able to look back on your progress over time and see that a day that doesn’t go your way is a small hiccup in the grand scheme of things.

It’ll motivate you to reach your goals. Knowing that you have to account for your goal-oriented activities each day helps you to stay motivated on those days when you’re just not feeling it. Also looking back at the successful completion of milestones also provides motivation when you need it the most.

Referral Maker® real estate CRM makes it easy to track your daily activities and reach your goals. Referral Maker reminds you what to do each day to meet your milestones and achieve the goals in all areas of your life. Visit ReferralMaker.com to learn more and to start your 30-day free trial.