What To Tally

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When you are progress tracking, there are also some things you’ll want to tally.
In the beginning, total your numbers up monthly. Later in your game, you can review them less often. As you become more consistent at winning, your processes will need less fine-tuning.  

Keep a running tally of the following: New leads, Contacting, Engaging, Qualified, Under contract, Listed In MLS, Offer made, Offer accepted, Active closing, Closing scheduled, Closing complete (won).

The best way to start your tally is to set this up on your app. Keep a simple list running from your data export. Then, each set period of time, transfer it onto the paper next to your map. 

This allows you to easily look at your numbers. You can see how many levels you’ve passed, how often and how quickly.  You can also see if there are stages where your pipeline slows down.

 Even if you don’t need to assess your numbers as often, always tally them. 

Be consistent with tracking so that your data is always there for you. Whenever you want to review your processes and systems, you can look at exactly what is happening in your game. 

ACTION STEP: Block off time in your calendar every week for progress tracking using your pipeline. Then, block off time at the end of every month to compile your month end’s total numbers. Start to do this every month. You can use the time blocking calendar resource you downloaded earlier but I’ll link it again in this module.    

Challenge Time!  

I want you to challenge yourself with a quarterly challenge to see how high you can get each number on your tally list! I recommend three months because lead turnover usually requires between three to six months. 

It’s best to set your challenge timeline realistically. This allows you to see the results of your farming effort over a longer period of time. It’s not fair to yourself to base your real estate success on 30 days. One month is not a realistic response time to turnover over a lead and significantly move them along a pipeline.
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