Business Organization

Get your real estate business on a solid foundation with systems and techniques for time management. Learn how to set and achieve business goals and separate your business from the pack of look-a-likes.

Listing Walk-Through Checklist

It's time to do your first walk-through of a new listing - do you know what you are looking for? Make sure you get all the details right the first time and use our Listing Walk-Through Checklist! You'll have all the details you need, ready and at your fingertips when you start marketing the property.

Branding Ideas for Small Businesses and Entrepreneurs

Brand identity has become such an important part of marketing that it is virtually impossible to identify even a single successful company that has not invested heavily in their brand. Unfortunately, few small businesses - and even fewer entrepreneurs or sales people associated with larger organizations - think about the importance of creating a brand.

Simply put, a brand is a visual representation of who you are, what you offer, and what experience the client will have when using your products or services. Brands function as "memory markers," allowing potential customers to quickly tap into an emotional, logical, and cultural experience associated with a brand. A brand is not just a logo, but logos, slogans, color palettes and materials that together create a visual representation that foretells the customer experience and identifies your business.

Download this white paper to learn why branding is critical to your success, what branding mistakes to avoid, how to identify with your target audience, what the parts of a brand are, and what your branding objectives should be.

Client Appreciation Event Checklist

Remember your save the date cards and check in with your vendor! What else? Oh! Don't forget the thank you notes! We cover all of this and more in this easy-to-follow checklist for client appreciation events.

Agent Car Kit Checklist

You wouldn't believe how impressed potential buyers and sellers will be by how prepared you are when you implement this car kit!

Open House Checklist

In order to make a strong impression at an open house, you need to slow potential buyers down - way down - so they have time to build a relationship with you. While having everything done on this checklist may be a lofty ambition, you will reap the rewards later.

Daily Task Management Sheet

With space for appointments, contacts, tasks and notes, this printable worksheet can provide your day with much needed structure so that you can achieve your goals.

New Listing Checklist

This editable Word Document is a great starter for creating your own new listing checklist. Consider the extra steps you take, eliminate the ones you don't need, and you will always have a system to follow for new listings.

Becoming a Market Expert: The 20 Things You Need to Know

If you want to be viewed as a market expert, you must completely understand your local market. Most of this information is easily accessible from your MLS. Every agent must be able to analyze for their marketplace.

Peak Performance - What It Is, Why It's Important, and How You Can Get There

"Peak performance" is a concept that cuts across socio-economic classes, across both work and leisure activities, across race, gender, and sexual orientation. We find peak performers in all walks of life, in all parts of the world. The achievement of peak performance can be seen anywhere and everywhere. But it's not seen often.

Our Peak Performance white paper sets a simple reason for this as its foundation: peak performers are not born, they are created.

Denise Lones, a peak performance expert, has guided hundreds of clients to achieve peak performance in their businesses - from real estate agents, to managing brokers, to small business owners and entrepreneurs. Discover how you too can enjoy the benefits of peak performance and download this white paper today.

Client Intake Form

If you file by paper, then use this handy form for your client intake to make sure that you cover all your bases when you add a new potential client to your database.

Task Schedule

Once you have completed this document, the tasks can go directly into your Dinosaur book or however you manage your tasks. Remember, if these do not represent "now" business, they can be done during your hour of power!

Lessons Learned From Tax Season

If you're like most real estate agents, then you find it difficult to track the finite details of your business - your money, the results of your advertising, client retention, days on market numbers, list-to-sale price ratios. The list is truly endless. But, just like filing your income taxes, tracking is an essential task. Have you learned your lesson from last tax season?

How Much Should I Spend On My Marketing?

This is perhaps the most important question a real estate agent - or any business owner, for that matter - could possibly ask. Its significance stems from the fact that your marketing is the engine that drives your business. Without a power source to propel it onwards, your business will stall out and eventually stop completely.

Systems to Organize Your Business Paperwork

Tips for an easy to use and maintain file management system.

A Shocking Phone Call

You know something is very wrong with our industry when a top producing agent - and I'm talking a major player here - calls to inform me that she's going to be getting out of the market.

What Have You Done Wrong Lately

Have you recently looked long and hard at your business? A daily examination of our businesses - both the good and the bad - is an opportunity to take action and improve.  If we’re always on top of exactly what’s happening, there will be no surprises and we will be better able to deal with the losses and life's speed-bumps when they happen.

Accountability Why You Need It And Why It Works

Discover the power of accountability and the impact that it has on peoples' lives.

Building Tomorrow's Business Today

The challenge with the real estate business is that often when you work the hardest is when you get paid the least. In real estate you don't get paid when you call a client, you don't get paid when you list a house, you don't get paid when you do a mailout, you don't get paid when you work on your marketing, and you don't get paid when you do CMA's.