4 things successful agents do every morning

Larissa Gardner
4 min read

Like brushing your teeth and drinking your morning cup of coffee, there are certain morning routines and rituals that the most successful and productive agents have in common.

As the old saying goes ‘Rome wasn’t built in a day’ and a successful real estate business most definitely can’t be built in a day either. So it’s important to remember every seemingly small admin task, blog post idea and every follow up call you make puts you one step closer to further business growth and sets you on the path to success.

We all know that effectively running a real estate career and agency lies in a mountain of details, procedures and daily tasks. The key to having a successful one is to give particular focus and regular attention to the four following areas that are the life blood of your business.

What four things do successful agents do every morning?     

1. Set and review goals.

A great way to start the day is to sit down and spend some quality time thoughtfully planning out your daily strategy. Note down what you want to achieve for that day and set very specific achievable goals for yourself. You could use an old fashioned pen and paper to-do list or time management app (like Wunderlist, Toggl or MyLifeOrganized) to prioritise tasks (whatever works best for you). On your to-do list decide how much time you’ll spend on each task based on the time you have available and the urgency of each task. Don’t forget to schedule in some buffer time for interruptions and coffee breaks.

It can also be a good idea to make time each week, perhaps on a Friday or Monday morning, to review your longer term goals and projects, and to track the progress you’re making. This way you’ll either feel satisfied that you’re making progress or you’ll know you have to dedicate more time to the project the following week.


2. Tackle admin work.

The huge amount of mundane day-to-day tasks needed to keep a real estate business running smoothly can seem overwhelming at times. Sometimes you just have to bite the bullet and get the boring things out of the way and get on with your day. Using each morning to chip away at some admin tasks can not only keep the huge pile of paperwork on your desk at bay but also helps to remind you of other tasks that may have been put on the back-burner that need your attention.

Returning every email, phone, text or website enquiry that came in overnight is one of the first things you should do. Next, attack the paperwork, such as contracts, agreements and rental records, then file them away in the appropriate file. Lastly, jot down your meetings, upcoming open houses, inspections or phone calls you have for the day and prepare whatever you need for each one to go off without a hitch.

3. Focus on lead generation.

You should always make some time, no matter how brief, to focus on lead generation in the morning. Take a second to organise your database. Even if you only update 10 records that day you’re still making progress. You could try reaching out to homeowners with expired or private sale listings and see if they need your assistance. Alternatively, take 10-15 minutes to reconnect with an old client. See what their current situation is or if they know anybody in need of your services to up your referral business.

4. Spend a moment on marketing.

The most successful agents make time every day to work on promoting themselves and their business. In the morning, take a moment to review your marketing strategy and update your tactics as required. For instance, you could update your agent profile on Homely by refreshing your sold properties, writing a review for your suburb, contributing to a Q&A topic or connecting with your followers. Other marketing tasks could include planning out your social media updates for the month and ad spend. Finalising the design for your marketing collateral and business cards. Brainstorming ideas for your blog. Updating the information on your website by adding in neighbourhood events, info for upcoming open houses, refreshing your listing photos and updating the sold properties.

  Homely Agent Finder
Homely Agent Finder

Getting into the habit of planning out your day and tackling a few of the above tasks every morning will help to boost your efficiency and productivity for the rest of the day. Developing a business focused morning routine helps to bring in a steady stream of leads and has a great effect on your businesses growth.

Larissa Gardner
Larissa Gardner is the Marketing Manager at arguably Australia’s best looking real estate website homely.com.au. With a superb devotion to product innovation, user-centred design and innovative marketing platforms for real estate agents, homely.com.au helps millions of Australians find their next home.

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Hi Larissa,

Actually, a good agent would set their goals the night before and have someone else do their admin work as this is not dollar productive work ….. face to face meetings with buyers and sellers always make the real dollars.

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