Reality Check! 5 Steps To Take Before Setting Next…


As an agent, when it comes to increasing your business in the new year, you need an actionable plan before the year starts if you want to be intentional and strategic about achieving your goals.

New markets require new approaches and tactics. Experts and industry leaders take the stage at Inman Connect New York in January to help navigate the market shift — and prepare for the next one. Meet the moment and join us. Register here.

As an agent, when it comes to increasing your business in the new year, you need an actionable plan before the year starts if you want to be intentional and strategic about achieving your goals.

Whether you’re already looking at where to spend your marketing budget or currently combing through a summary of your transactions to estimate an end-of-year total transaction volume, here are five steps to taking a real look at your 2022 performance to more effectively bring your aspirations to fruition in 2023.

Reflect on your most memorable achievements

Before you get into the micro-details, think of the big picture with gratitude and curiosity. What top three memorable achievements come to mind from the last year? Consider asking a colleague of yours or teammate what they consider was your best win for the year.

Did you receive kudos on a particular big sale or handle a difficult client with patience and tact? What accomplishments made you most proud from this last year? Thinking about these achievements will put you in the right energy for drawing up your goals for the next year.

Review the numbers

Take a walk through your financial year. Pull up your CRM, spreadsheets, all your data and compare year-over-year gains, then set your financial intentions for this next year. Be realistic though, as the market today is no longer on the unprecedented upswing it was for the last two years.

Develop measurable takeaways that will help you market your results. For example, did you double your closings year-over-year? Did you…