Resources
Resources
Interactive guides for running a real estate business — an audit you can actually finish, a review that does its own arithmetic. Free, no sign-in, nothing to hand over, and a printable PDF with every one.
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Database Health Check
Twelve checks to run before January, and the three that matter if you only have an hour.
Checklist Annual audit · run it in the same month every yearYear-End Numbers Review
The five numbers that tell you what actually happened this year — and what to change next year.
Worksheet December or early January · about ninety minutesLead Sheets
Buyer and seller intake, on paper, filled in while they are still on the phone.
Template Buyer and seller · print and keep by the phoneTask Delegation Guide
Who owns each task, by area of the business.
Matrix Sixty-four tasks · sorted by who should own themEmail Inbox Processing Standard
Daily triage, transaction correspondence and routing, for agents.
Standard Daily · five passes, six templatesQ4 Energy Map
Staying balanced when the quarter gets busy.
Worksheet October to December · fill it in and print it10 High-Trust Touchpoints
Ten things to add to a buyer funnel, in the order a relationship actually forms.
Checklist Ten touchpoints · find your earliest gapBuyer Questionnaire
The consultation, before anyone gets in a car.
Questionnaire Thirty-six questions · eight sections7 Funnels to Attract Leads
Seven ways a stranger becomes a client, and the stages each one runs through.
Audit Seven funnels · check your balanceThe First Month Sets the Pattern
Whether you are honoring the systems you already have.
Self-audit January · sixteen statements, four areasClient Appreciation Planner
A December thank-you for your clients, planned from November: the format, the guest list, the timeline and the follow-up.
Planner November and December · your own dates, week by weekMore are on the way. Six years of newsletter resources are being rebuilt as interactive guides, roughly one a month. If there is one you remember and want back sooner, tell us and it moves up the list.
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