Use the Dashboard of Referral Maker CRM to Plan Your Day

The Dashboard of Referral Maker CRM will help you plan your day.


Productivity check: How do you feel at the end of a typical day?
A.) I feel awesome! I’ve checked everything, or nearly everything, off my to-do list and I feel super-duper!
B.) Totally drained. I feel like I haven’t gotten anything done—I spent most of the day putting out fires, and I would give anything for a nap.

If you’re like many agents, you may fall into category B. Although you would love to feel like you had a really productive day, little tasks always pop up during the day, causing you to shift your focus from the activities that matter the most to your business to putting out fires.

How you spend your time is often the difference between struggle and success. You can improve your chances for success by restructuring your day to boost your productivity. Here’s how:

Prioritize. Competing priorities are a huge source of stress in the workplace. However, instead of letting the stress paralyze you, decide which activity deserves your attention first. Where should you direct most of your energy?

Time block your schedule. If you feel like you don’t have time to make your calls, write personal notes and do Pop-Bys, make time for them. You don’t have to spend all day calling your clients; instead, spend one hour each morning (or afternoon—whatever works best for you) calling the clients listed on the Priority Action Center of Referral Maker. Dedicate 20 minutes at the end of your day just writing personal notes. Scheduling time to do your activities will ensure that you do them consistently every day.

Manage your personal time. Scheduling time for rest is just as important as scheduling time to do your daily activities. We all need time to recharge our batteries, and having a day off or a vacation to look forward to may even help us adhere to our schedule of activities and make us more productive. On your calendar in Referral Maker CRM, schedule your non-negotiable days off including your holidays, vacations, family events, etc.

Be disciplined. Adhering to a schedule takes discipline and commitment. However, the discipline pays off when you feel like the master of productivity at the end of the day.

Referral Maker™ CRM real estate software makes streamlining your day easy and fun. The Dashboard of Referral Maker CRM takes the guesswork out of prioritizing your day by featuring all of the activities that will benefit your business. In addition to listing your daily to-dos and appointments, the Dashboard features a tracking tally of the activities you’ve completed to Win the Day and Win the Week. Visit the Referral Maker website for more information and to start using Referral Maker CRM real estate software today.

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