375: How to Sharpen Your Real Estate Systems Before Next Year

Your database is the most important system you'll ever build, so start there with our FREE Database Template: hustlehumblypodcast.com/starthere. Want the rest of the tools we mention? They're all on our products page: hustlehumblypodcast.com/products (and that's why there are no ads this week!).
The humidity is finally breaking in Louisiana, and with it comes that fall urge to buy pumpkins, clean out the database, and get the holiday cards going. If you've been in survival mode all year, this is your sign to take a deep breath and take inventory.
In this episode, we're sharpening our systems in preparation for the next year. We walk through the systems every Realtor needs, the ones that are nice to have, and the shiny things that try to derail you every fourth quarter. You enter your next season the way you leave this one, so let's tidy up now.
Plus, Alissa shares the listing appointment that sent her into a comparison spiral (glossy brochures were involved), and what happened when she stayed true to her own process.
Here's what we cover in this episode:
Why fourth quarter is the perfect time to tidy up your business
How to clean your database and reach out to people while you do it
The must-have systems: intake, presentations, database, listing prep, contract to close, email templates, safety, and tracking
Why your intake notes from a slow year could make next year your best one
The listing appointment that almost made Alissa ditch her process
Nice-to-have systems: closing gifts, Friday shutdowns, newsletters, office days, and vendor lists
A fun, unexpected email idea for your list using your Realtor resume
Shiny things: why new software, CRMs, and broker switches ramp up this time of year
Polishing the details like headshots, bios, and online profiles
Being intentional with volunteer commitments, expenses, and marketing budgets
Taking stock of your happiness and fulfillment in this career
Key Quotes & Takeaways:
"Simple systems, stronger relationships. That's really all you have to focus on." - Katy
"How I work with these people next year is only as good as the notes I took this year." - Alissa
"If you find yourself writing an email over and over, write it well once and save it." - Alissa
"Whatever you want next year to look like, that is going to happen now." - Katy
"Sorry, my marketing dollars have already been committed." - Katy
Products, People & Previous Episodes Mentioned:
Episode 58: Why Systems Are the Answer
Episode 166: Email Marketing/Real Estate Newsletters
Episode 178: Spruce Up Your Biz
Episode 188: Task Frequency/What To Do and When To Do It
Episode 310: The Four Core Systems Every Realtor Needs
Hustle Humbly Community
Buyer & Seller Transaction Checklists
Listing Agreement & Buyer Brokerage Cover Letters
3 Day Resume
Trello
ShowingTime
NAR NXT (New Orleans)
Leave us a review at RateThisPodcast.com/HustleHumbly
Get your FREE Database Template
Email Templates 101
Agent Systems 101
All Resources
Submit your topic ideas and toasts to [email protected]
Music:
Straight A's by Connor Price
The Good Life by Summer Kennedy
Be The One by Matrika