Daily Action Worksheet

Sandra Scott of HomeTrust Mortgage shared one of her planning tools with me and I loved it! I made a few modifications of my own and present to you the Daily Action Worksheet.

Often, what keeps people from reaching their potential is commitment to the small things. It is the incremental, steady tasks that will strengthen relationships, build your reputation and get the phone ringing with referrals. This worksheet includes the following:

1. Active/Pending Calls (Client/Prospect) – Phone calls are a great tool to gather information, offer assistance and follow up. Make sure you are positive, confident and looking to help.

2. Realtor Calls - The good news is that there aren’t as many to call this year. Find a core group of Realtors and make sure you stay in touch by phone as much as possible.

3. Pop In’s – I feel a pop-by to Realtor’s and other referral partners is good every three weeks or so and should be accompanied by SOMETHING.  Be creative and you will be remembered.

4. Personal Notes or Letters – Thank you notes for referrals or closed loans. Letters to prospects or other individuals.

5. Other Letters or Emails – Database marketing.   It's essential!

 The next two items are a direct result of the first five - Referrals Received Today and Applications. Doing the first five actions daily will gain you more referrals and applications. It really is as simple as that.

Each section then has a place for you to note the Next Step. There is almost always an action you can calendar in at this point. A follow up phone call, email, letter or drop in.

The most import part of this form is the ASK? column to the far right.  I have found the most successful originators to be those that consistently ask for referrals.

Using this form to keep track of your efforts will result in greater performance on your part. There is not an athlete out there that doesn’t keep track of their performance on some level. You are a professional and should consider your business in the same light…. Always looking to improve and gain greater returns.

Comments

[Trevor Billingsly]

Great idea... thank you for sharing it with us!! Hopefully I can get my day more focused and be more productive. Now if I could just get rates to go back below 5, things would be great!