Realtor Planner Business Organizer - Real Estate

RealtorPlaner

BusinessOrganizer

My Pa p e r O b s e s s i o n

Month: _____________________________________________________________________________ Year: _____________ Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Month: _____________________________________________________________________________ Year: _____________ Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Month: _____________________________________________________________________________ Year: _____________ Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Month: _______________________ Year: ____________ Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Monthly Goals | Month ______________ Year ______ Upcoming Listings

Monthly Theme

Notes

Name: ____________________________

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Address: __________________________

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_____________________________ _____________________________

__________________________________ Promotion Days / Holidays

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1. _________________________

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Name: ____________________________

2. _________________________

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Address: __________________________

3. _________________________

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__________________________________

4. _________________________

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Phone: (_______) _______ - __________

5. _________________________

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6. _________________________

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Phone: (_______) _______ - __________   

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Name: ____________________________ Address: __________________________

Social Media / Videos Brainstorming

__________________________________

 ____________________________________________________________

Phone: (_______) _______ - __________

 ____________________________________________________________

  

Name: ____________________________

 ____________________________________________________________  ____________________________________________________________

Address: __________________________ __________________________________

Top 3 Things To Focus On This Month!

Phone: (_______) _______ - __________

1. _____________________________________________________________

  

Name: ____________________________

2. _____________________________________________________________ 3. _____________________________________________________________

Address: __________________________ __________________________________

Goals

GCI Goal:

Phone: (_______) _______ - __________

Hours Prospecting: ________

$ _______________________________

New Leads: ______________

Monthly Marketing Goals

Listing Appts Set: _________

# Open Houses ____________________

Listing Appts: ____________

# of Blog Posts ____________________

Name: _________________ Day: ______

New Listings:_____________

# of Videos Made __________________

Name: _________________ Day: ______

Listings Cont: _____________

# of Social Posts ___________________

Name: _________________ Day: ______

Listings Closed:____________

# of Newsletters ___________________

Buyers Closed: ____________

# of Mailings _____________________

# Inventory ______________

# of Networking___________________

  

Birthdays Name: _________________ Day: ______ Name: _________________ Day: ______

Name: _________________ Day: ______ Name: _________________ Day: ______ Name: _________________ Day: ______

Weekly Prospecting Sheet

DATE_________

Start Time____

Name

Phone Number

End Time____

TOTALS: Time Prospected: ____ Contacts: _____ Listing Appts Set: ____

Buyer Appts Set:_____

Weekly Activity Tracker Date:

# of Contacts Open Houses Advertising/Promotion Cold Calls Warm Calls Community Involvement Doors Knocked Expireds Contacted B2B Contacts Floor Time Follow Up Program FSBOs Contacted Mailings Sent Networking Meetings Attended Absentee Owners Contacted Past Clients Contacts Referrals Given Referrals Received Sphere of Influence Contacts Face-to-Face Visits Social Media Updates Website/Blog Posts Email

TOTALS

YEAR-TO-DATE

Copyright Š 2014 Trulia, Inc.

# of Appts

Time Spent

Dollars Spent

# of Listings

# of Sales

from ________ / ________ / ________

Monday

Tuesday

Wednesday

8 ______________________________

8 ______________________________

8 ______________________________

830 ____________________________

830 ____________________________

830 ____________________________

9 ______________________________

9 ______________________________

9 ______________________________

930 ____________________________

930 ____________________________

930 ____________________________

10 _____________________________

10 _____________________________

10 _____________________________

1030 ___________________________

1030 ___________________________

1030 ___________________________

11 ______________________________

11 ______________________________

11 ______________________________

1130 ____________________________

1130 ____________________________

1130 ____________________________

12 _____________________________

12 _____________________________

12 _____________________________

1230 ____________________________

1230 ____________________________

1230 ____________________________

1 ______________________________

1 ______________________________

1 ______________________________

130 _____________________________

130 _____________________________

130 _____________________________

2 ______________________________

2 ______________________________

2 ______________________________

230 ____________________________

230 ____________________________

230 ____________________________

3 ______________________________

3 ______________________________

3 ______________________________

330 ____________________________

330 ____________________________

330 ____________________________

4 ______________________________

4 ______________________________

4 ______________________________

430 ____________________________

430 ____________________________

430 ____________________________

5 ______________________________

5 ______________________________

5 ______________________________

530 ____________________________

530 ____________________________

530 ____________________________

6 ______________________________

6 ______________________________

6 ______________________________

630 ____________________________

630 ____________________________

630 ____________________________

7 ______________________________

7 ______________________________

7 ______________________________

730 ____________________________

730 ____________________________

730 ____________________________

8 ______________________________

8 ______________________________

8 ______________________________

830 ____________________________

830 ____________________________

830 ____________________________

to ________ / ________ / ________

Thursday

Friday

Saturday

8 ______________________________

8 ______________________________

________________________________

830 ____________________________

830 ____________________________

________________________________

9 ______________________________

9 ______________________________

________________________________

930 ____________________________

930 ____________________________

________________________________

10 _____________________________

10 _____________________________

________________________________

1030 ___________________________

1030 ___________________________

________________________________

11 ______________________________

11 ______________________________

________________________________

1130 ____________________________

1130 ____________________________

________________________________

12 _____________________________

12 _____________________________

________________________________

1230 ____________________________

1230 ____________________________

________________________________

1 ______________________________

1 ______________________________

________________________________

130 _____________________________

130 _____________________________

________________________________

2 ______________________________

2 ______________________________

230 ____________________________

230 ____________________________

3 ______________________________

3 ______________________________

________________________________

330 ____________________________

330 ____________________________

________________________________

4 ______________________________

4 ______________________________

________________________________

430 ____________________________

430 ____________________________

________________________________

5 ______________________________

5 ______________________________

________________________________

530 ____________________________

530 ____________________________

________________________________

6 ______________________________

6 ______________________________

________________________________

630 ____________________________

630 ____________________________

________________________________

7 ______________________________

7 ______________________________

________________________________

730 ____________________________

730 ____________________________

________________________________

8 ______________________________

8 ______________________________

________________________________

830 ____________________________

830 ____________________________

________________________________

Sunday

Listing lead Sheet Name: ________________________________________________ Date: _______/________/______  Prospect  Cust Contact Info Address: _____________________________________________________________________________________________ City: ___________________________ St: ________ Zip: ______________________ Email: _____________________________________________________________________  work  home  newsletter 1st Phone: (_______) _______ - ___________

2nd Phone: (_______) _______ - ___________  call  text

Birth date: _______/________/______ Spouse/Sig Other ____________________________________________________ Kids: _____________________________________________ Pets: ______________________________________________ Source: _________________________________________________ Next Contact: _______/________/______  in cal Reason for Moving: _________________________________________________ Date Moving: _______/________/______ Social Media  Friended on Facebook

 Connected on LinkedIn

 Followed on Instagram  Followed on Twitter

 Followed on Pinterest

 Subscribed on YouTube

 Other: ______________________________________

Followup Contacts: 1. _______________________________Date: _______/________/______  call  email  text  soc media  mail Notes: ________________________________________________________________________________________________ 2. ______________________________ Date: _______/________/______  call  email  text  soc media  mail Notes: ________________________________________________________________________________________________ 3. ______________________________ Date: _______/________/______  call  email  text  soc media  mail Notes: ________________________________________________________________________________________________ 4. ______________________________ Date: _______/________/______  call  email  text  soc media  mail Notes: ________________________________________________________________________________________________ 5. ______________________________ Date: _______/________/______  call  email  text  soc media  mail Notes: ________________________________________________________________________________________________ Notes: _______________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________ _____________________________________________________________________________________________________

Realtor Referral Form | Month ______________ Year ______ Prospect’s Name: _________________________________________________ Source ______________________________ Email: _____________________________________________________________________  work  home  newsletter 1st Phone: (_______) _______ - ___________  call  txt 2nd Phone: (_______) _______ - ___________  call  txt  Buyer  Seller  Past Client

Price Range of Property $ ____________________ Referral % _______________

Property Add. / Location Looking: ________________________________________________________________________ Notes: ________________________________________________________________________________________________ 





Referral Agent Name: _________________________________________________

Completed  Paid Comm. 

Email: __________________________________________________________________

Comm Amount $ ___________

Phone: (_______) _______ - ___________

Date Referred: _____ / _____ / _____

Followup Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________

Prospect’s Name: _________________________________________________ Source ______________________________ Email: _____________________________________________________________________  work  home  newsletter 1st Phone: (_______) _______ - ___________  call  txt 2nd Phone: (_______) _______ - ___________  call  txt  Buyer  Seller  Past Client

Price Range of Property $ ____________________ Referral % _______________

Property Add. / Location Looking: ________________________________________________________________________ Notes: ________________________________________________________________________________________________ 





Referral Agent Name: _________________________________________________

Completed  Paid Comm. 

Email: __________________________________________________________________

Comm Amount $ ___________

Phone: (_______) _______ - ___________

Date Referred: _____ / _____ / _____

Followup Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________ Date: _____ / _____ / _____ Notes: ______________________________________________________________________