Your Business Production Tracker for Realtors
$37
This Production Tracker will help you organize your active clients, your pipeline, and total sales volume. I have additional tracking added here that allows you to also track your expenses (your CPA will love that!) and your habits.
This guide is for any Realtor who is not active enough in their CRM or doesn't have one:
Track your existing clients so nobody "falls through the cracks".
Monitor your pipeline for follow up, remember: The fortune is in the follow up.
Make notes on which lender is helping that client. #Organization đ
Track your sales volume and commission. This is a huge motivator!
You can use the tab for my habit tracker to stay consistent with your actions. This how you create repeatable growth in your business.
You can use my expense tab to monitor your monthly expenses. This helps you know exactly how much commission you need to earn to sustain your business and lifestyle.
One of the biggest takeaways for me, was tracking where all my closings were coming from. Then I used my Business Plan to focus more on those lead sources.
You'll also learn trends about your business. If you use this tracker every year you can learn what your busy seasons are and when business tends to be lighter for you. This can help for planning out your year.
Shawna P
I love the production tracker, it is so helpful for me in the sense of detail, I'm a visual person so this tracker helps me visualize where I'm at, where I'm heading and where I need to be to make my monthly/quarterly/annual goals. In the past I used a very basic tracking system to where I knew who I was working with in that moment & the outcome I had with that client, this here covers past, present, and future. It's going to be so helpful to my success for the year and years to come.