Increase Productivity With Time Blocking

Boost your productivity with time blocking! Learn to allocate specific time blocks for tasks, activities, and goals. A proactive plan ensures better focus, increased efficiency, and a more balanced life.

• Time Blocking Handout
• Blank Week Planner Page

Find Freedom Through Systems

Leveraging systems, processes, and checklists can help you run a successful business. During this learning sprint, we explore strategies that save you time and help you meet your clients’ needs.

• 10 Checklist Templates
• Blank Month Calendar Template

Maximize Your Pop Bys

Pop By marketing can be a lucrative lead generation source. Learn creative ways to tap into your SOI and past clients and increase your business.

Essential Time Management Skills

Learn essential skills for effective and efficient time management. Discover how to improve, evaluate, and make changes to your processes and systems.

• Essential Time Management Skills Worksheet

Monthly Goal Setting

Setting goals regularly is linked to improved performance and success. Each month we guide agents through a quick exercise that helps them set and achieve a personal and professional goal.

• Goal Setting Worksheet
• VIDEO – full length (Use the first time you do the activity)
• VIDEO – short version (Use when you have done the activity in the past and only need a quick activity introduction)

Independence Day, July 4, 2023 (Pop By)

Your referrals really light my business on fire! Create a small gift bag with sparklers, a small American flag, and glow sticks.  Attach the tag and your business card to the gift bag.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

World Chocolate Day, July 7, 2023 (Pop By)

Thank you for being the SWEETEST part of my day. Give your SOI an assortment of small chocolate bars, chocolate-covered almonds, or hot chocolate dry mix. Attach the tag and your business card.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

National Lottery Day, July 17, 2023 (Pop By)

I’m LUCKY to have clients like you! Pop by past clients and give them instant lottery tickets that feature the word “lucky.” Attach the tag and your business card.

Example tag available from Esty seller EspressoDesignWorks.

Sponsor a Back-to-School Activity (Community Outreach)

• Consider sponsoring a back-to-school activity, such as collecting donations of backpacks, school supplies, or teacher-requested classroom items (tissues, glue sticks, crayons, etc.).
• Ask a teacher from your power sphere or a local school what supplies are most needed.
• Leverage social media accounts to promote the campaign. Be specific about what items are needed and when and where people can drop off items.
• Advertise during July and August so items are ready to be delivered at the beginning of the school year.
• Share pictures on social media during the entire process to get people engaged.
• Consider asking your vendors to collaborate with you, such as a Title Company, Home Warranty, Inspector, Photographer, Home Stager, or Mortgage Company. The greater your reach, the more successful the activity.
• The benefit is that the student families may choose your services over a competitor long after the school year ends.