Week 1–2: Foundation
Your first two weeks are about getting set up and building systems.
- ✓Complete brokerage onboarding and training
- ✓Set up your CRM and import your SOI
- ✓Order business cards and set up email signature
- ✓Create or update your social media profiles
- ✓Set up your daily schedule and time-block prospecting
Month 1: Activity
Month one is about activity - make contacts, set appointments, and learn through action.
- ✓Make 25+ prospecting contacts per week
- ✓Attend at least 2 open houses (host or visit)
- ✓Shadow an experienced agent on a listing appointment
- ✓Preview 10+ homes to build market knowledge
- ✓Complete all required brokerage training modules
Month 2: Pipeline
By month two, you should be building a pipeline of potential leads and opportunities.
- ✓Follow up with all SOI contacts at least once
- ✓Start hosting your own open houses
- ✓Write and send your first market update email
- ✓Begin posting real estate content on social media
- ✓Set your first listing or buyer appointment
Month 3: First Deals
Month three is where your consistent activity starts paying off. Aim for your first signed client - whether buyer or seller.
- ✓Convert at least one lead to a signed agreement
- ✓Submit your first offer or list your first property
- ✓Evaluate your lead sources and double down on what works
- ✓Set goals for months 4–6
- ✓Celebrate your progress!