RTRE 33 – How the hell do you stay organized while you grow a business?

It’s a legit question, right? We’re all struggling with this one, so tune in as we discuss what’s working and what’s not working for us.

We are re:Think Real Estate – The real estate podcast bringing you the best the industry has to offer.
Chris Lazarus – www.sellectrealty.com
Nathan White – www.linkapm.com
Christian Harris – www.sea-town.com

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Rethink Real Estate Podcast Transcription

Audio length 36:38

RTRE 33 –  How the hell do you stay organized while you grow a business?

[music] [Chris] Welcome to re:Think Real Estate, your educational and hopefully entertaining source for all things real estate, business, news and tech. 

[Christian]: I am Christian Harris in Seattle, Washington.

[Nathan]: Hi, I am Nathan White in Columbus, Ohio.

[Chris]: And I am Chris Lazarus in Atlanta, Georgia. Thanks for tuning in. 

[music] [Chris]: Hey everybody and welcome back to re:Think Real Estate. I am Chris Lazarus here with Nathan White and Christian Harris. What’s up guys?

[Christian]: Hey how is it going?

[Nathan]: What’s up?

[Chris]: What is up? So we were just talking before the show and realized that you know what, we think a lot of people have trouble with organization. So, if you are like most real estate agents you know staying organized is one of the hardest things to do while trying to grow a business. So…I mean Christian, Nate are you guy? I mean is this a challenge for you?

[Christian]: I would say yes even though I consider myself a pretty organized person, it still is…it can get overwhelmed. You know we were kind of chatting with Nate offline and I told him about the CRM I use with…the backbone of not only my business when I was an individual agent, but now the backbone of my brokerage and I extended it to all my agents. Because as you talk to most agent and sustain organized whether that is…keep track of your content…doing…you probably have an excel sheet that is pretty conversant, you know, if you’re an excel guru. 

But really I have a key for everyone. Get a CRM that works for you, that you’re gonna use. You know my CRM of choice is Realvolve because it is so flexible on the work flows. You can use it for everything from just keeping track of your clients to managing the buyer workflow, the seller workflow. Leads. I use it to manage my podcast guest. I use it for my onboarding. For my agents. Very flexible but without it you know I would be having everything in a calendar. It would be a mess. 

Obviously there is ancillary tools to help you stay organized. But really I would say a CRM. Finding one. Using it. Get it set up. You have to hire someone to train you on it. It could be challenging I mean but Nate that is passed to you. I mean you paid for a CRM and you know, I have extended workflows to you but you still have kind of a roadblock. What is keeping you from using it?

[Nathan]: I m a lazy [censored]. That is what keeping me. 

[Christian]: No you’re not , you get like 800 thousand miles a year.

[Nathan]: So yeah you know you bring it up, it is funny. Like I am sitting here looking and had my thoughts and notes from earlier this week about things I need to tackle and like literally it says “CRM must complete”. What is keeping it form is form is me and dedicating that time, allocating the time to set it up. I fear the set up and putting the front end work. I know…

[Chris]: It is a lot of work. 

[Nathan]: Maybe because I know that it will benefit me. You know like we were talking prior to the show, you know it is like “What would make my life better?” Ultimately if I get this CRM loaded I think will help from an organizational standpoint. No doubt, I look at my own daily life that my wife and I, you know, we sit down every Sunday and we say “Alright what is on the calendar”. We have a shared google calendar and we plan our week. Just because you know we got work and life and kids and day care and advance and all that stuff. And it’s…heck I don’t know how people did it before without it. But it makes it easier. 

So from a transactional standpoint I know it will help me. Even at the end of the day say “Oh I have looked at the service that will load everything for you above like 250 bucks”. I am like…no right, I have the CRM that will do that. I just don’t use it. So I need to do the work on it and I have not done the work. And so I just…I gotta put time into it. I really what I fear when we were talking is I…like the other day I forgot to send out the total improvisers when I should have. And I was like “Oh [censored].” That is not a big of a deal right. I mean you can…One of the things that somebody can go and do and have the utilities turn on pretty quick but what about the day when I [censored] up big and what if I miss something big. 

CRMs can perform many roles but just from a task management side it can help circus those loads from a critical area. You know, the ones that….you know the reasons we have, you know, insurance for. It can help prevent that. So you know we can talk more about it but you know I got a lot of work to do, obviously. 

[Christian]: Yeah that is probably my biggest anecdotal reason for being organized whether that is a CRM or something else. I used to work in a big franchise and there was a gal that worked across the hall form me. And she’s been doing real estate for 30 years. And her quick CRM was a yellow notepad. And, you know, I try not to look down on that you know being a tech person I am like “OK if that works for her”. But than I see her running around with her head cut off all the time and stressed out all the time and I am like “That is not how I want to run my business.” At 30 years in you should not be that chaotic and so that is my anecdotal like that is why you need these work flows and CRM so that you can take that 24 hours in a day that everyone has and do more with it, better.

[Chris]: So my mother in law, similar time in the industry but she doesn’t do the yellow notepad. She did post-its. So, for the first 4 or 5 years of our office, all around her computer monitor were post-it notes until the pc update came and she got…what is it like the little post-it app. So now she has the post-it app on her desktop. Literally, like 80 or 90 post-its. Oh it’s so bad. So, Nate you’re having trouble with finding the time to set it up. Christian. How…

[Nathan]: Wait, got back.

[Chris]: OK.

[Nathan]: I am not having the trouble finding the time to set it up. 

[Chris]: OK.

[Nathan]: I am having the trouble of just…I just need to do. It’s not…I can allocate the time.

[Chris]: OK.

[Nathan]: I just need to do it. So let’s not to say I am having the trouble finding the time. I am just being lazy.

[Chris]: OK well.

[Christian]: Stay…I was gonna say is kind of the daunting task of like being afraid of taking that first step? I mean it seems like that is a very common reason agents don’t implement new technology or CRM. They never get around to kind of tackling…

[Nathan]: I would agree with you.

[Christian]: They will much rather go “I will look at emails, I will go check my emails and there is this thing I know I should do this big thing but I never get around to it”.

[Nathan]: Right, right. I just need that. I just need to allocate the time. It is not the inability. There is the fear there you’re absolutely right. So I would agree with you Christian. 

[Christian]: And what do you think the best way for agents to tackle that is? Because I mean it is not uncommon, you know, that sentiment.

[Nathan]: No.

[Chris]: So Nate you know you need to do it.

[Nathan]: Yes.

[Chris]: You said that you can allocate the time. Will you commit to doing this and updating our audience on how it impacts your business as you get it done?

[Nathan]: Sure, I mean I’ve got no issue to doing it. Well [laughter] apparently I have an issue.

[Chris]: Yeah you do.

[Nathan]: Now that you’ve put me on the spot yeah I do, you know. And, interesting enough that the CRM that I have, that Christian you know he mentions he shared workflows with me as [inaudible] and I have had it now…What is the time in, 6 months Christian? Probably since we started.

[Christian]: Probably about that yeah.

[Nathan]: I payed close to another 600 or a grant for this whatever it is. Not used it right. And so I guess I am just in the business of throwing away money. But…

[Chris]: I know I am.

[Nathan]: But we’re gonna interview Kendyl Young who is will Realvolve. Right. Later, and that will be interesting. Yeah no this is good. This puts me…It is a challenge. I like the challenge. But it is also the accountability piece.

[Chris]: Sorry I am not sorry. I do mean to put you on the spot with this.

[Nathan]: It is OK and like I mean yeah, again God help me we don’t circle back a month from now and go “Nathan how is the CRM?” And I go back to “I haven’t done anything with it [laughter]..”

[Chris]: No no no that is not allowable. We can’t…

[Nathan]: Yeah that is what won’t happen. 

[Chris]: Next time we record we are asking you about this. So you need to have some sort of update. 

[Nathan]: I have some…we can do weekly updates and what not. But yeah it is…it will make me feel better about purchasing something and actually using it. As we talked it is…I can’t even you know most…I think most agents you know get one of these shiny objects and you know, 6 months later “It didn’t work” and I am like “What did you do?”. And “Nothing”. And so…

[Chris]: That is exactly wat I have been preaching to people. [laughter] I tell my agents that all the time.

[Nathan]: You’re right.

[Chris]: Like it works only as long as you use it. 

[Christian]: I mean do you guys have a recommendation? Because I mean obviously, Nate you’re struggling with this, with implementing this that is unique to agents. I mean I feel it myself and I am a pretty driven person, you know, I feel that, you know, mentally I say “OK first thing in the morning after kind of organizing my day of you know priorities or my week in priorities, the first thing I want to do is the hardest thing that takes most mental energy that I really don’t want to do”. But I know it’s gonna have the biggest impact in my business. 

Now I continually know that but I still feel myself resisting and wanting to do all the “ Oh the garbage needs to be taken out, oh I should check my email”. So you know practically speaking how do agents tackle their proclivity to not do the hardest thing first or not to implement something they know is gonna have the biggest impact on the business?

[Nathan]: You know that is a good question.

[Chris]: It is.

[Nathan]: I think it is a personal, internal…I like that you put it. I have never even thought about it that way. You say you know the hardest…Whatever is the most difficult do it first and get it out of the way. I mean your mind is the freshest. You probably are more focused.

[Chris]: I like that.

[Nathan]: That may be better for me. I may even you know after…you know everybody knows I go to the gym and do my things right? But you know I go the gym, do my workout, hit the office and maybe the first part of my focus and this goes back you know in one of the episodes we talked about micro macro planning here. But taking and prioritizing that from you say…say 8:30 to 9:30 or whatever time allocation I want to do. And making that thing almost like checklist-ing and get that out of the box. 

And maybe that will create such a substantial weekend for the day is you know that domino effect. The rest of the day is even better. Instead of you know loathing like “Oh I gotta sit down and do this. That’ why I work out in the morning right. I don’t want to think about all day “Man I gotta run 12 miles later or whatever”. It is like “Hey get it over with”. You know, so I don’t know. I don’t know the answer but I like…I like your thought.

[Christian]: I do to. I don’t always do it but when I do do it, it works great.

[Chris]: Yeah I like the way you approach it by getting the hardest thing done first. I have been doing the…ever since our episode with Abhi Golhar I have been doing the miracle morning program. So I have been up 5 am, 4:30 am going through the whole savers routine and really getting focused for the day and than one thing that I try and do is I put my to-do-list together. 

And my to-do-list may have anywhere from 5 to 10 things. But I make a commitment. I priorities them. I knock out the top 3 priorities everyday. It doesn’t matter if it is…I am usually not able to do it first thing in the morning because most days first thing in the morning for me that is agent time. 

So my gents come in the office and I have time dedicated to them. Either through training or coaching. But on…so usually it is like noon or the afternoon before I am starting to hit those priorities out. But I definitely agree that on those days where I have knocked out something big in the morning it has changed the momentum for the day, right. It gets the momentum going and it really like once it gets going more good starts to happen. So I really like what you’re doing Christian. I think I may try and steal that when I can.

[Christian]: Do it steal it.

[Chris]: Yeah.

[Nathan]: You know it is funny I man I wish….I can sit here and probably do but I could probably call Realvolve and ask them. I really have been like…I don’t know the last time I have even locked into my CRM. Like that bad. [laughter] [Chris]: Mine was this morning when I told agents…I taught them how to use a CRM. But mine is not even built out. Like I was just telling them how to connect with like Facebook leads and “This is how you bring in your Zillow leads. This is how create a deal and this is how you update and keep on track of what you need to be doing with your people.”  I am not…

[Nathan]: You’re right. And so let’s…can we circle to something here and this is good. Somebody brought it up to met he other day. You know they were talking about the AI think and you know AI. We all talk about AI. But here again I think CRM is great but I want to be mindful and I am the perfect example. You gotta use it. But I think there can be what I call overuse of something like this that you rely on it too heavily and you subvert having those poignant conversations or the relationships with the people. 

For whoever listens to this, your CRM is not a replacement for you. It is to help you stay organized and do some other things. But there’s never gonna be anything better and I called 2 past clients yesterday just to say “Hey what’s up?” There is more value to that than the CRM s just be mindful that these are great tools but they’re not a replacement for you. I can really confirm it.

[Chris]: Well hang on Nate. So the CRM is not designed to send the message to your client on your behalf. The CRM like when you use it properly is designed to say “Hey Nate you need to call Neil Smith and Catherine Webster today and tell them hey what’s up”. It is designed to make sure that your database like you’re going through and everybody is getting touched every year. And by touched I mean contacted.

[Christian]: Yeah you weirdos.

[Chris]: I mean you never know with what is going on in the media. But…[laughter]. It is designed so that you’re not leaving anybody out. You…It is not sitting there to say “Hey you know I am gonna let my software automate everything for me”. It does…it can automate to a certain extend. You can I know with Realvolve you can tie in a BombBomb and you can do video email through our CRM there which is pretty cool. But again, it is not to replace you. It is a tool to make sure that you are operating at your optimum level. 

[Christian]: Yeah and I would say the automation is not designed to like marketing automation type thing. It is designed…I mean it is going like you said it is a tool and is gonna reflect how you do business. So if you’re scared to death again from the telephone you can set it up to have you know email templates and stuff. Now I don’t think that is as effective as you know making a phone call and having a meeting or whatever or you can send text messages though it. 

But the idea is to…it is just to stay on top of the people that you need to stay on top of. You know, or keep track of the process. It definitely automate sin the sense of I mean every real estate transaction, 80% of it is probably gonna be the same. Right. And so why reinvent the wheel every time? Just let the workflow follow that so it automatically baits on the dates, the critical dates there. It automatically sends you reminders or checklists or prompts you with an email template. You can automate that kind of stuff but that is all back end like it…the agent doesn’t see technology replacing you. It is just reminding you to do your job.

[Nathan]: Yes and to answer the listeners question if somebody is wondering. It ha been since December since I logged into my.

[Chris]: December.

[Christian]: For a hot minute.

[Nathan]: Yeah.

[Chris]: That is when we started this podcast

[Christian]: It is OK. A couple of days…like people like you because they get all that money but they don’t have to actually provide anything.

[Nathan]: Yeah it is like a gym membership you know that’s…

[Chris]: Yeah yeah, that was your new year resolution [laughter].

[Nathan]: 3 weeks and than you don’t use it for a year and that God.

[Chris]: And they can get all their money off of people like you. That’s good stuff. So Christian because you’re big…Like the CRM is an integral part of your business. How did you go about getting it set up? What was that process like? How much time did you put into it? And for the time that went into it, how much time did it save you?

[Christian]: It was daunting to set up but I say that like when I first got into real estate I quickly realized I needed something like that. I tried out like 5 different CRM before the tech company I was following finally said “We found the holy grail CRM is Realvolve”. And so I checked it out, because I mean just using it is simple enough. If you are organized enough to have your contacts in a CSB file all in one Excel file. If you’re not that’s kind of the first step you need to do because you can mainly blow all your contacts but that is a pain in the [censored]. So the easiest way is to acquire al of your contacts wherever they are, get them in an excel file because really if you’re starting in real estate that’s the first thing you need to do anyway. 

Because if you’re gonna do email campaigns with mailchimp or BombBomb or have a CRM you’re gonna have to import it form an Excel file. So doing that is kind of a big first step and than importing it. And than you kind of have to organize it depending on how you like to have your database you know. Because the data in there is only gonna ne as good as…our saying is that the data is not gonna be as good as the data you have in there. 

Now that is obviously email addresses and phone numbers but also categorizing buyers, sellers. The quality of the lead if they’re leads you categorize them by A through D or inverse. So you get into the leads of that stuff. 

I don’t want you to get too stressed out about that but the biggest thing is getting your contacts in there. There is something like Realvolve that has got workflows which are really I think…are really what makes it so amazing. And makes it stand out from a regular CRM. And that can be pretty daunting. 

Now you can buy workflows which are pretty build out which is initially what I did. I believe we bought…I believe I bought Kendyl’s with her Diggss package and kind of reverse engineer them to figure out how the workflow worked and than built my own. But if you’re not you know processes oriented, hire someone. Talk to someone who is. I mean I am always happy to help people to work through this stuff. Like Nathan I gave you the workflows and kind of tutored you how to get set up an make it less conversant but initially I think it took 2 weeks over Christmas break to build out those workflows from scratch. For me.

[Chris]: That is quite the commitment. So with the 2 weeks that you put into this, how much time do you think it saved you since doing it?

[Christian]: Oh my God. It’s…I mean it is like…I don’t want to exaggerate and say it is a backbone of running my business. Like…everyday I mean not only for the context but for managing upcoming listing, for current transactions. You know I modified them once I opened my own brokerage and so the agents have back seats to this and that is really big selling point for us. 

It is like “Lets us take care of all of that transactional systems stuff and, you know, so that you can do your job better”. Because you know agents don’t want to think about CRMs and workflows and that kind of stuff. So like “Hey it is built out, you put in the dates and it will remind you, here’s your email temples, here’s your reminders, here’s your checklist system”.

[Nathan]: And for those that are listening at Realvolve all these shameless plugs we have given we would love to…[laughter].

[Christian]: A free for a year membership would be awesome [laughter].

[Chris]: You have to bring that up with Kendal when she comes on next week.

[Christian]: Kendyl Young.

[Chris]: Yeah Kendell Yong. For those of you who haven’t met Kendyl she is awesome. She is the owner of Diggs, which is just out of Glendale California. But…

[Christian]: Is it?

[Chris]: So it has been instrumental to you. The organization because I mean Christian we have talked about you and how organized you are on other episodes. It is really to the point of like you could write a textbook on being organized. 

[Christian]: Well a little OCD.

[Chris]: Well…don’t give yourself so much slack there. So how can Nate best utilize this as he starts to build out his CRM, Christian?

[Christian]: I mean I would say that the most basic thing he needs to do is give some context in there. So I mean I don’t know if that is gonna require exporting from something or reading a SIS file from scratch but I mean without context your CRM is not gonna be any good. There is nothing to do with it, you know. That is the kind of first big step.

[Chris]: Now with your CRM do you have to g in and manually add every single person like once…Not for like your initial database but as you get new people are you sitting there doing data entry like everyday and updating everything everyday?

[Christian]: I think it depends on how you run your business. I mean if…if I meet someone on the street and thy talk about wanting to buy a house you know, and I want to stay in touch with them, yeah I would have to make a new entry. But It takes you know a minute to do that. If it is, you know, if you buy Zillow leads or other stuff, you know, that is another APIs there is ways to basically…in auto import you know these things on the fly and tags, start workflows. I mean you can automate all that kind of stuff I you want to get into like marketing and lead generation automation. It is very flexible. So what…what do you think Nate? Are you feeling overwhelmed by the task or are you excited about the prospect?

[Nathan]: I mean…am I feeling overwhelmed? Yeah. But you guys know me. I love a good challenge. So it is daunting but I am really curious to see…I don’t want to say my quality life sucks but what it does it do…what does it…when I get that set up, what does it free up for me and allow me to do? Whether it be business, personal, whatever. I gotta…I gotta believe and I pretty much know the answer already without doing it. But it will free up time and then it is what I do with that time and how I allocate hose resources or that time once I get it. 

But it is daunting and I am sitting here staring at my calendar going “Alright you just got the time blocked”. You know I am a firm believer in that and you know I will allocate 2 hours a day for 2 weeks or whatever it may be, just to go in there and start putting in contacts, looking at the workflows that are in there that you shared with me. Or just crating like a daily like “Alright my goal is to put 20…20 of my contacts a day into my CRM. Right I mean if I did that, that is 100 in a week. That is 200 in my phone. I’ve got about 800. So it is a lot. But I just gotta set goals and do it. 

[Christian]: Sure.

[Nathan]: And training for a race and any of that stuff for me you just go on and do it. 

[Christian]: And I will say I think it helps to think about it strategically first “Alright what role is my CRM gonna play in my business” or “What kind of people am I gonna put in my CRM”. You don’t want to put everyone you know in there. You wanna put people that like have…you have meaningful relationships with. That there might be a next step some point with real estate. 

Like I started telling my new agent like “Here is how to export your contact and important them to your CRM”. And he’s like “Well I’ve got this you know whatever this mailing list form fidelity. I am gonna import all thousands”. And I am like “No do not do that. Do not clutter up your CRM with people you don’t know that are off a mailing list.” Like if you are able to warm them up and become a potential you know client Ok put them in there but you don’t want to clutter it up with you know people you don’ know personally or mailing list stuff.

[Nathan]: So than, I mean I probably know the answer to this, but would you suggest that I think maybe for me I would be best to go back in just start with past clients. Just start there.

[Christian]: Yeah I mean that is a good place you know and if you…And I mean you do have all these people in your phone right?

[Nathan]: Yeah.

[Christian]: Yeah. And you’re an apple user?

[Nathan]: Yeah.

[Christian]: So you can export them from iCloud into a CSB file or you now I think there is alike a 3 dollar program you can buy in an apple store and they’ll do that for you. So don’t waste your time man handling and putting them…downloading them to a CSB file and organizing them and importing them. You will save days of data entry.

[Chris]: Oh yeah. 

[Nathan]: OK you can expect a phone call because I will probably…[laughter].

[Christian]: That is fine. I’ve got it all.

[Nathan]: We do have a…I do have a colleague in the office. She is really awesome with that kind of stuff so she may be able to help me as well.

[Christian]: I have already, you know, ran that. Tip me up. I’ve got a PDF that I give to my agents. Like “Here is the most common areas that people have their contacts and how to export their stuff into a CSB file”.

[Nathan]: Ok cool. 

[Chris]: Awesome. So we’ve talked a lot about the CRM and helping to stay organized and keep in touch with our people, really suing the CRM as the backbone of our business. But one you have the CRM how do you organize your day? What does you day look like? Because it is so easy to have our day interrupter. Christian you were saying earlier like how you are trying to tackle the big task first so you’re not getting distracted by things like taking the trash out. How do you organize your day so that you can continue to make progress on growing your business?

[Christian]: Yeah I think like Nathan alluded to, time blocking is huge.

[Chris]: Yeah. 

[Christian]: You know I mean for me the way I do it I’ve got my personal calendar. Which is also an integrated business calendar. But whatever there is a calendar feature in the CRM. I personally keep it totally separate. I don’t want my tasks from my CRM ended up in my Google calendar. They’re separate things. 

So basically I will try to kind of an a perfect day I will do what you do. I will get up. I will map out the priorities for the day or for that week so that when I get to the office I am like “OK this is the thing I need to do” as opposed to “Well let’s see what is on my email” and than before you know it you have wasted 2 hours of your day or whatever. You know I always like to…one of the books I read on productivity said that “Email is someone else’s priority for you”. And I am like “Yeah that is true”. You gotta organize your day so that…

[Chris]: That’s good. I like that.

[Christian]: You are in control of your time not someone else is demanding you do all those things. And that is all email is. So…

[Chris]: Tat is good. I like that one. 

[Christian]: But anyway I think just prioritizing it first. I mean obviously there is gonna be fires that come up. There is gonna things that you do but once you take care of it you get back to your priority. 

[Chris]: Nate so when you’re time blocking how does that…like how does that work? Like, what is your normal day blocked into?

[Nathan]: Alright so my calendar. You want to talk about it. So I use a shared calendar again with my wife just for organizational purpose. But like how…I just literally I go into block. I create like a top where I use my Google calendars I have anything that maybe partnered into a transaction, which again I am not the best at this. But I do own some. 

So here like this day has got “Gym 5am to 8am”. Than I have a large segment of off this time, 8am to 3 pm. Or 3:30 pm. But in that 8 am to 3:30 I have got closing, I’ve got…I have a couple of other appointments. I load these in there. Same thing with the day at office. Say 8 am to 3:30 pm but I got podcast in there. I had an appointment with America’s floor source. I’ve got a title commitment to it at a certain point in the day and I just block out that time. 

Because 1, my wife knows “Hey he’s gonna be going to work” and 2, it is my commitment to get things done. So when I go to look to the CRM I am like “Alright fine” you know, I can look at my week and I can either just plan everyday from 8:30 say until 10:30 or whatever you know I can time block CRM and I go in and I use that. 

And when I time block it is so that I don’t have other distractions right. You know what you’ve gotta do and you know how to focus so you don’t overlap stuff. Now we all know realtors, we’re gonna have stuff pop up. You need to have a…you might have a time  block for your CRM from 8:30 to 10:30 but you’ve gotta do a closing at 10. That is fine. We allocate that time. And that is what I would say be smart about doing. And on the same breath don’t get distracted if you don’t hit your goal. I mean I didn’t wake up on time today. That happens, right. So what I do? I go back and do it tomorrow. I wake up on time. Just you’re gonna fail and that…

[Chris]: Absolutely. 

[Nathan]: Be OK with that.

[Christian]: Yeah some failures learn on another.

[Chris]: Jut keep trying. 

[Nathan]: So listen if failure was a competition ii would win. So…

[Christian]: As long as our trajectory is going in the right direction.

[Nathan]: That is right. So just block that time out and make that commitment to yourself. And again that is why I failed my CRM. It is not that I don’t work and I don’t do thigs. I have not committed to blocking that time out and making it a point. Nothing more. I just gotta do that.

[Christian]: Yeah.

[Nathan]: So when I sit down this week, I am not gonna do it this week. But when I plan my next week I am gonna time block from my CRM and go and do it. Hopefully I hit all 5 days like I envision it already and what I want to do. But I have not sat down to time block with my wife yet. And I keep repeating, time block with my wife. Why? Because I am still a father, I am still a husband. I have responsibilities outside of just being a real estate agent. And I am also the agent that, you know, you have heard me before, but I am not available 24/7 either. So again time block, time block, time block. It creates a lot of success and I think it would help any agent. 

[Chris]: Oh yeah.

[Nathan]: And I could do that.

[Chris]: You know, I do something similar but what I typically do is…so I time block in the morning and I have usually from about 9:30 to noon all time blocked for different appointments, trainings, scheduling. All that stuff takes place in the morning. After lunch I do what I call P1 scheduling which is always priority 1. So, my noon through 5 is for whatever my priority 1 is. As I knock out priority 1, whatever was priority 2 moves up the ladder. And I just keep going down the run with that. 

Something I have been focusing on for the last few days, actually a few weeks and it has helped me keep a tight priority in focus as to what is getting achieved. And I like it because it is flexible. So sometimes priority 1 may be scheduling interviews, sometimes it may be actually interviewing people. Sometimes priority 1 is paying the agents. Sometimes…Every Tuesday and Thursday priority 1 is paying the agents first. Every…you know…it is flexible that way. So whatever I set my priorities first in the morning when the afternoon hits I know that that is what I am working on. So that is…I think that all of us are doing some form of time blocking to maximize our productivity either way.

[Christian]: Yeah and I will say that this is primarily organizational CRM.

[Chris]: Organization.

[Christian]: So that stuff. The tendency I think is that is kind of thinking day to day operational and tactical. I will say that you know if…while we’re talking about time blocking, that you definitely want to set aside time for personal and professional development. For most people is gonna be you know reading a book that is challenging outside of their comfort zone, whatever you know investing in yourself. 

I think that is obviously doesn’t translate to day to day. Usually we have to [inaudible] but I think it is critical for continuing to think outside the box and push yourself and get new ideas. That is definitely something that you need to kind of time block. I try to do that in the mornings you know, sit down and write for a while. Sit down and read.

[Chris]: Absolutely. That’s one of the corner stones of growing a career, is professional development and that is on a personal level that is kind of hard to beat. Alright everybody this has been a great week talking about something that is usually not so fun to talk about. But I think the impact is here. When you row in your business is important to make sure that you have that back…that backbone in place that is gonna keep you organized so that your clients aren’t falling through the cracks. Because frankly if your client fall through the cracks they’re not gonna be clients for very long. This has been re:Think Real Estate. Thank you so much for tuning in. Join us next week when we’re back here with Kendyl Young from Diggs. Have a great day everyone.

[Nathan]: Peace.

[Christian]: Later.


[Chris]: Thanks for tuning in this week’s episode of the re:Think Real Estate Podcast. We would love to hear your feedback so please leave us a review on iTunes. Our music is curtesy of Dan Koch K-O-C-H, whose music can be explored and licensed for use at dankoch.net. Thank you Dan. Please like, share and follow. You can find us on Facebook at Facebook.com/rethinkpodcast. Thank you so much for tuning in everyone and have a great week. 


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