Goal tracker
m² realty
month:
monthly goal tracker
theme:
month in review
initial consultations
start
goal:
in
completed:
/
active listings:
/
prospecting:
conversion rate:
week one
week two
goal/actual
bday cards
/
open houses
local's guide
goal/actual
bday cards
/
/
open houses
/
/
local's guide
/
social media planning
social media planning
lunch & learn/training
lunch & learn/training
prospect follow-up
/
buyer follow-up
prospect follow-up
/
listing follow-up
/
buyer follow-up
/
*networking events
/
listing follow-up
/
/
*blog post
*one-on-one w/ team lead
*closing follow-up
week three
/
week four
goal/actual
bday cards
/
open houses
local's guide
goal/actual
bday cards
/
/
open houses
/
/
local's guide
/
social media planning
social media planning
lunch & learn/training
lunch & learn/training
prospect follow-up
buyer follow-up
listing follow-up
/
prospect follow-up
/
/
listing follow-up
*community service
*neighborhood farming
/
buyer follow-up
/
/
*review goal performance
/
*
monthly totals
mailed cards
prospects called
local guides
texted
end
active buyers:
open houses
seller calls
networking events
buyer calls
teamm
² training
/
notes
m² realty
continuing education (june 10th deadline)
monthly goal tracker
REALTOR code of ethics (july 10th)
referrals
name
referred by
followed up
name
referred by
followed up
name
referred by
followed up
referred
to
status
referred
to
status
referred
to
status
pop-ins
upcoming events
type/location/contact/date
event:
1
at
with
on
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on
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on
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with
on
5
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with
on
event:
6
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with
on
date:
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with
on
location:
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with
on
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at
with
on
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at
with
on
event:
11
at
with
on
date:
12
at
with
on
location:
13
at
with
on
notes:
14
at
with
on
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with
on
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with
on
date:
17
at
with
on
location:
18
at
with
on
notes:
19
at
with
on
20
at
with
on
date:
location:
notes:
notes:
event:
sphere of influence
name
company
name
company
name
company
name
company
name
company