May Checklist: Four Tasks Every Real Estate Agent Should Complete

The spring selling season is underway and, if business is good, you’re juggling a full plate of deal negotiations, listing appointments, open houses, and client showings. With your busy schedule in mind, this month’s to-do list can be accomplished in just one hour every week.

A busy real estate agent checks in with a client

◻ Week of May 10: Take stock of your progress in 2015

If you set goals at the beginning of the year, now is a great time to check-in. Are you where you wanted to be in May?

Celebrate your successes so far, and re-evaluate those plans you haven’t touched since January. There’s nothing wrong with tabling a goal that no longer seems relevant; it’s better to focus your energy on things that matter now. If you need a little help, check out 5 apps that will help you keep your 2015 resolutions.

◻ Week of May 17: Evaluate your style profile

Like it or not, your personal appearance makes an impression on potential clients, other agents, and homebuyers at your open house. What does your wardrobe say about you?

The key to dressing in the real estate industry is to stay comfortable while still looking professional. The variety of appointments you may have in a single day requires versatile pieces that easily transition from one environment to the next. Read our style tips for real estate agents to start building a wardrobe that works for you.

◻ Week of May 24: Brush up on sources of school information

Families looking to move over the summer in order to minimize school disruption will be starting to search in earnest this month. Familiarize yourself with any recent changes in attendance borders to help you effectively serve buyers requesting particular school districts.

Some buyers may ask for help identifying “good” schools. In order to comply with the Fair Housing Act – and to help your clients make the right decision for their personal needs – the best thing you can do is direct them to independent, objective sources of information like GreatSchools.org. Better yet, build a list of local contacts that can arrange school tours. That way your clients can make their own assessment and direct their home search confidently.

◻ Week of May 31: Start planning a client appreciation event

Client appreciation events can be a great way to stay top of mind and generate referral business. The key to a successful event is beginning preparations early so you have plenty of time to arrange all the details. Make it a goal this week to decide on the type of event you’d like to hold and a tentative date.

Not sure what to do? Photo ops for pets and children are perpetually popular. If you want to wait until the holiday season, consider hosting a happy hour with complimentary gift-wrapping. Whatever you choose, be sure it’s something that will appeal to your client base.

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