Slides from a webinar presentation for real estate agents on how to increase sales productivity, streamline processes, and improve time management from Broker, Trainer and Author Melissa Zavala.
Melissa ZavalaAuthor, Speaker, Trainer, and Real Estate Broker
2. www.melissazavala.com
Today’s Agenda:
ü Simple strategies for increasing your productivity this season
ü Tactics for improving the efficiency of your day-to-day workflow
ü Time-tested daily systems to maintain your performance
ü Tips for identifying ways to save time
ü Best practices for balancing time working on your business and in your business
ü Overview of available success tools, apps, and hot products
ü Questions + Answers
6. www.melissazavala.com
Do you have peaks and valleys
in your business?
“All of life is peaks and valleys. Don’t let the peaks get too
high or the valleys get too low.” –John Wooden
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The truth is…
“[Success] has less to do with what’s done in a
business and more to do with how it’s done. The
commodity isn’t what’s important—the way it’s
delivered is.”
--Michael Gerber, The E-Myth Revisited
13. www.melissazavala.com
Identify Your Strengths
DISC Assessment
• Decisive (Dominance)
• Interactive (Interpersonal)
• Stability
• Cautious
Take a disc assessment test at
www.tonyrobbins.com/ue/disc-profile.php
Other Strengths Identifiers:
Strengths Finder 2.0 by Tom Rath
Stand Out by Marcus Buckingham
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Consider Time Wasters3
• List all the real estate activities
that can be done by someone
else.
• Delivering signs
• Delivering flyers
• Meeting a home inspector
• Scanning documents
• Ask yourself: Do I really have to
do this or can someone else do it
for me?
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Identify Support Staff4
• Am I doing things that I
shouldn’t be doing?
• “But it only takes a few
minutes…”
• Can preferred providers
(sales representatives,
lenders, etc.) help?
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Create a Process for Everything5
• Make a list of regimented
activities
• Write down the process
for each activity
• Note who is responsible
for each activity in the
process
• If there is a process for it,
you may not have to do it
yourself
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Some Areas of Business that
Require Processes
• Listing Management
• Social Media Posting
• Marketing to Sphere of
Influence
• Transaction File Management
• Email Marketing
• Internet Lead Management
• Daily Prospecting
• Expired or FSBO Prospecting
19. www.melissazavala.com
Sample listing process
ü Prior to listing appointment…
ü Research property—order title, create CMA, generate listing agreement and
other required documents
ü Listing appointment—standard presentation (somewhat scripted, on
iPad, hard copy, or sent previously via email)
ü After listing appointment…
ü Schedule photographer
ü Order sign post
ü Prepare listing as draft for MLS
ü Receive photos
ü Order flyer and Just Listed capture postcards
ü Make listing live on a Wednesday or Thursday
ü Syndicate listing on Friday
ü Post open houses to syndication sites
ü Prepare for open house on the weekend
20. www.melissazavala.com
Create a Schedule6
• Schedule repeats each week
• Sync across all devices
• Use scheduling apps
• Only break schedule in an
emergency (an angry client is
not an emergency)
• Don’t go to sleep until all
tasks are completed
36. www.melissazavala.com
Simple Tips to Remember
1. In General
- The goal is to be deliberate and systematized
- Every client or prospect needs to have the same experience
- Stick with it!
2. Process Tips
- Be the rainmaker, and focus only on what you do best
- Some fires put themselves out…
- Stick to the schedule unless it is an emergency
3. Technology Tips
- Use regular and systematized drip campaigns
- Schedule social media posting in advance for the entire week
- Select a CRM that does the work for you
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Recap: Your Productivity Plan…
• Create a system for everything
• Put as many activities on autopilot as possible
• Focus on process rather than outcome
• Outsource annoying tasks and time wasters
• Live by your schedule
• Know your value
• Control your day—don’t let your day control you!