There are plenty of excuses for why things don’t get done in our businesses. The best tool in combating those uninspiring justifications is a personalized business plan that fills us with purpose, gives us direction, and most importantly, motivates us to take action.
Ya Gotta Keep it Simple!
Start your business planning process by considering the following ten foundations, which are critical to the growth of your mortgage business.
- Time Management
- Sales scripts and presentation
- Marketing/Lead Generation
- Database Management
- Customer “Wow” Service
- Tracking/Metrics
- Building Referral Partnerships
- Standard Operating Procedures
- Team Building
10. Specialized Knowledge
Select those foundations that you feel will make the biggest impact on your business next year. Once you have decided on the foundations that you will include in your business plan, then, simply write five goals for each foundation.
But, don’t stop there!
Under each of your 5 Goals for every Foundation you selected, you must then give yourself 5 specific Action Steps to take that will help you achieve each goal.
Here’s an example:
Foundation: Building Referral Partnerships
Goal: Add 20 new Realtors into my database who are actively sending me leads by the end of 2017.
Action Step #1: Select 3 networking events that I can attend every month in which I will be around Realtors and enter into my calendar.
Action Step #2: Ask my current “raving fan” Realtors to provide me with a warm introduction to 1 or 2 of their peers.
Action Step #3: Schedule one weekend per month to pop-in at open houses.
Etc….
You can have as many goals and action items as you like, but a good number to start with is either 3 or 5. If you’ve got some support from an Assistant, then go with 5. Otherwise, start with 3 so that your Business Plan is manageable.
Remember…Goals without Action Steps, is like a buried treasure without a map-If you don’t know how to get to it, you’ll likely just give up on it.
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