4 Ways to Stay on Track This Summer


Midsummer is the perfect time to review your goals and your progress toward them. Are you on track to achieving all you hope to this year? Checking in with your goals is only one of the reviews to do at this time of year. Here’s a list of ways to ensure you stay on track in your business.

1. Review your goals in Referral Maker CRM. Although you should check in and review your goals more often—ideally once a week—doing a more comprehensive review at midyear will help you assess whether or not you’re on track and help you figure out ways to get back on track if you find you’ve drifted. Review the goal and the milestones you’ve reached, assess what’s worked and what hasn’t and think of new milestones to help you reach your goals.

2. Commit to daily lead generation. Lead generation is essential to ensure you have a pipeline full of leads in the fall and winter months. However, it’s easy to let it go by the wayside when you get busy or when the sun is calling you. To help you stay on track, make lead generation fun. Use this time of year to ramp up your Pop-Bys! Referral Maker CRM can make delivering Pop-Bys easy—download the app to plan your route and make the most efficient use of your time.

3. Network with other high-achieving professionals. Whether you meet them at an event or as part of a Buffini Group, other like-minded professionals can help motivate you to stay on track for your goals. Additionally, you’ll share tips and strategies to help boost productivity, solve challenges and share your wins.

4. Send your monthly marketing materials each month. Keep sending your monthly materials on time each month to stay consistent. Remember, consistency builds trust, which is essential to building relationships with your clients.

Referral Maker CRM can help you stay on track all year. Track your activities, update your database, set goals and more. Visit ReferralMaker.com for more information.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>