The 1-3-5 Goal Setting Template for Real Estate Training

Understanding the 135 Goal Setting Template

Welcome to Set Sail Real Estate Training, where we navigate the waters of real estate together! I’m Coach Mark, broadcasting from our headquarters in Phoenix, Arizona. In the dynamic world of real estate, having a clear roadmap is essential. That’s why today, I want to introduce you to one of my favorite coaching tools: the 135 Goal Setting Template. This method provides clarity and structure, helping you set achievable goals that will steer your career in the right direction. Whether you’re a new realtor or a seasoned professional looking to refine your strategies, this template can help you reach new heights in your business.

The 135 Goal Setting Template is a straightforward yet powerful tool designed to streamline your goal-setting process. It encourages you to establish one primary business objective, identify three key strategies to achieve that objective, and then break those strategies down into five specific tactics. This method allows you to maintain focus while outlining actionable steps to guide your daily, weekly, and monthly activities.

The Importance of Clarity in Goal Setting

Before diving into the template, it’s essential to understand why clarity is so vital in coaching and real estate. Many realtors, especially those just starting, often feel lost when determining their daily tasks. By using the 135 template, you can establish a clear direction, ensuring that every action you take aligns with your overarching goals. This clarity fosters a sense of purpose, keeps you motivated, and ultimately leads to success.

Step 1: Define Your One Main Business Objective

The first step in the 135 Goal Setting Template is to identify your one main business objective. This objective should be specific, measurable, and attainable. For example, let’s say your goal is to close 24 transactions this year, consisting of 12 listings and 12 buyer sales. This clear and quantifiable objective serves as your North Star, guiding your strategies and tactics.

Example Objective:

• Close 24 transactions: 12 listings and 12 buyer sales.

Step 2: Identify Your Three Key Strategies

Once you have your main objective in place, the next step is to outline three key strategies that will help you achieve that goal. These strategies should focus on the core areas of your business that will drive results. While you can certainly have more than three strategies, focusing on the most impactful ones is crucial for effective execution.

Sample Strategies:

1. Manage Your Database/Sphere of Influence (SOI)
2. Implement Open House Strategies
3. Utilize Geographic and Demographic Farming

Strategy Breakdown:

1. Manage Your Database/Sphere of Influence (SOI)

Managing your database is a critical strategy for any realtor. A strong database allows you to nurture relationships and generate referrals consistently. Here are five tactics to incorporate:

• Monthly Touch Program: Send two communications each month to everyone in your database—a mailer in the first week and a follow-up touch on the 15th.
• Quarterly Calls: Make personal phone calls to your database at least once every quarter. This connection shows you care about your clients beyond just transactions.
• One-to-One Meetings: Schedule face-to-face meetings with key clients and prospects. This personal touch helps strengthen relationships.
• Handwritten Notes: After meaningful interactions, send handwritten notes to express your appreciation and solidify connections.
• Quarterly Pop-Bys: Drop by your top clients’ homes with small gifts or tokens of appreciation to keep the relationship warm.

2. Implement Open House Strategies

Open houses are a fantastic way to showcase properties and engage with potential buyers. Here are five activities to boost your open house success:

• Minimum Two Open Houses per Month: Aim to host at least two open houses every month to maximize exposure.
• Door Knock Invitations: Personally invite neighbors to your open house by door knocking. It builds community and encourages attendance.
• Preview Active Homes: Before your open house, preview five active listings in the area. This knowledge helps you discuss the market intelligently with potential buyers.
• Social Media Marketing Campaign: Promote your open house through social media and your database, generating buzz and attracting visitors.
• Skillfully Ask for Appointments: During the open house, use your communication skills to ask for appointments with interested parties.

3. Utilize Geographic and Demographic Farming

Farming strategies can establish you as the go-to realtor in your community. Consider these five tactics:

• Monthly Newsletter: Create a consistent monthly newsletter for your farm area. Include market updates and community events to keep residents engaged.
• Neighborhood Events: Host at least two events per year to bring neighbors together. This fosters community spirit and increases your visibility.
• Drinks on the Driveway: Organize casual gatherings at your home or in the community to create relaxed interactions with potential clients.
• Volunteer in the Community: Get involved in local charities or events. Volunteering allows you to meet like-minded individuals and increase your network.
• Build a Local B2B Networking Group: Establish connections with other local businesses to create mutually beneficial relationships.

Step 3: Break Down Strategies into Five Tactics

With your strategies in place, it’s time to develop five specific tactics under each strategy. These tactics should be actionable and calendar-friendly, ensuring you can easily integrate them into your daily routine.

Example Tactics for Each Strategy:

Managing Your Database/SOI:

1. Send out monthly mailers and follow-ups.
2. Make quarterly phone calls to clients.
3. Schedule two face-to-face meetings per week.
4. Write handwritten notes for every meaningful interaction.
5. Plan quarterly pop-bys for A+ clients.

Open House Strategies:

1. Schedule two open houses each month.
2. Door knock and invite neighbors to open houses.
3. Preview five active homes before each open house.
4. Launch social media campaigns for open houses.
5. Practice asking for appointments during open houses.

Geographic and Demographic Farming:

1. Design a monthly newsletter for your farm area.
2. Organize two community events annually.
3. Host casual gatherings like drinks on the driveway.
4. Volunteer with local organizations.
5. Create a business-to-business networking group.

Creating Your Calendar

Once you have established your tactics, the next step is to incorporate them into your calendar. Organizing your time effectively is key to achieving your goals. Here’s how to do it:

1. Daily Tasks: Identify which tactics need to be completed daily and allocate time for them. This could include sending out mailers or making phone calls.
2. Weekly Focus: Dedicate specific days to focus on particular strategies. For example, set aside time every Tuesday for open house preparations.
3. Monthly Goals: At the beginning of each month, review your 135 template and adjust your tactics as needed. Celebrate your successes and refine areas where you may have fallen short.

The Power of Consistency

One of the most important takeaways from using the 135 Goal Setting Template is the power of consistency. The more consistently you implement your strategies and tactics, the more successful you will be. Remember, real estate is a relationship-based business, and building connections takes time and effort.

Measuring Success

As you work through your goals, it’s crucial to measure your progress. Keep track of the number of transactions closed, the growth of your database, and the engagement from your open houses. By analyzing your results, you can make data-driven decisions and adjust your strategies as needed.

The Community Connection

In real estate, being involved in your community is not just beneficial; it’s essential. The relationships you build will create a network of referrals and repeat business. Your visibility within the community can set you apart from the competition. Remember, people do business with those they know and trust.

Conclusion

The 135 Goal Setting Template is a powerful tool that can help you navigate your real estate career with confidence and purpose. By defining your main objective, identifying key strategies, and breaking those strategies down into actionable tactics, you can create a clear path to success. Remember to stay consistent, engage with your community, and measure your progress regularly.

If you’re ready to set sail on your real estate journey and need further assistance, feel free to reach out to me for a free copy of the 135 Goal Setting Template. Let’s work together to unlock your full potential in the exciting world of real estate!