Patrick Cox

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 2 at with on 3 at with on 4 at with on 5 at with on event: 6 at with on date: 7 at with on location: 8 at with on 9 at with on 10 at with on event: 11 at with on date: 12 at with on location: 13 at with on notes: 14 at with on 15 at with on 16 at 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