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Top 4 Ways to Get Organized for the New Year


2018 is finally here — which means not only do you get to enjoy the start of a new fiscal period, you can also enjoy the chance to tackle work with a fresh, rejuvenated mindset. If one of your resolutions was to be more organized at work this year, the following tips may help. By keeping these suggestions in mind, you can enjoy a year in the real estate business that’s more productive, lower-stress, and ultimately more fruitful.

Clean Up Your CRM

Your CRM is one of your most powerful tools for keeping track of who you’ve done business with, who’s interested in doing business with you and where each of your business deals stand. In the new year, make sure your CRM is accurate and up-to-date. Delete multiple entries for the same people, remove or archive people you know you’ll no longer be doing business with, and ensure your contact info is all current.

Start a Newsletter

Stay top-of-mind for former and current clients this year by starting a newsletter. Create a print or email newsletter that contains helpful information about the local real estate market, interesting news about the industry at large, and updated info about listings. You can be seen as a valuable, trustworthy resource for information and be the go-to person when someone you know is ready to sell or buy a property.

Take Advantage of Your Digital Calendar

Use a digital calendar tool in order to make sure you’re on top of everything this year. Enter appointments and meetings into your calendar — but also include goal deadlines, important industry events, holidays, and more. By keeping all important dates in one place that you can easily access no matter where you are, you can ensure no events slip your mind — and that you remember to appropriately celebrate or notate special dates to clients, your social media following, and more.

Outfit Your Car

Spend a lot of time in your car? Make it more convenient and comfortable than ever. Incorporate tools that still allow you to do business on the go, like a hands-free phone system, a mobile printer and even a coffee machine for the car. (Yes, they’re real!) One of the great parts about investing in all of this business stuff for your car is that you may be able to deduct it from your taxes as a business expense in the next year.