Playbook · Business and growth

30 Day Action Plan

The must-do activities for your first 30 days: reach-outs, logging and the habits that keep a pipeline full.

Must do's for all reach outs:

Log every call, text, or email in the CRM—don't rely on memory

Tag every lead with their status (hot, warm, lukewarm, etc.)

Update notes with: What you discussed, timeline or motivation and next follow-up date

Check your Top 25 list daily—prioritize those top contacts

Use reminders or tasks to stay organized

Week 1:

  • On Monday secure an open house for Saturday noon-2pm.
  • Record a short intro video and post it to social media
  • Post a market update on Instagram and Facebook
  • Watch an objection handling training video
  • Allocate 2 hours to building your business. Example: Vip Buyer Program, Sellers package
  • Go on 3 coffee dates/ outtings

Must do's for all open houses:

Prepare marketing materials and social posts.

Advertise on facebook groups and ask friends and family to share.

Door knock 10 doors on each side of the listing and 10 accross the street inviting them.

Let them know that when the house sells you will come let them know the sale price as it reflects what their property might be worth.

Buy snacks and drinks for the open house.

Have a draw basket to win a GC of the winners choice or a bottle of wine.

Add all attendees to your database.

Post a live video while there advertising the property.

Week 2

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