The One Thing that’s Keeping You from Reaching Your Goals

Reviewing your goals periodically can help you to see the bigger picture.

In December or January, we think of the goals we want to accomplish during the year—complete 10 transactions, boost our sales by 20%, run a marathon, etc. However, by November, we’re either ready to celebrate what we’ve accomplished or we’re on to the next thing. Most of us remember to set goals for our businesses and personal endeavors, but how many of us take time during the year to review the goals we’ve set? Reviewing goals is vital to creating new tangible goals for the coming year. If you don’t review your progress, you may end up working towards unrealistic goals or goals that aren’t right for the direction you want to go.

To have a successful 2014, target any areas of improvement from 2013. Your assessment should have three parts:

1. Assess your finances
Your finances should play a role in developing your goals for 2014.

• How many transactions did you close in 2013?
• How many referrals did you generate?
• What was your total revenue and expenditures?
• How do your actual numbers compare with your goals?

2. Assess your goals

• Which goals were difficult/easy to achieve?
• Why was the goal hard to achieve, and what setbacks did you face?
• What could you have done to achieve this goal?

3. Assess your database
If you haven’t taken the time to review your database, this is the perfect opportunity to do so. Evaluate and re-categorize your A+, A, B and C clients. That way you know who to focus on in the coming year.

Your answers to these questions will help you develop new goals to achieve in the year ahead.

Referral Maker™ CRM real estate software will help you track your progress towards your business goals. In fact, it helps you reach the numbers you want to achieve by using your business goals to create a daily list of proactive lead generating activities that will put you on the path to success. Visit Referral Maker CRM to learn more and to start your free 30-day trial today.


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