Business Tips

How to Make Organization a Priority

woman looking at digital planner

Dale Carnegie quote

Work smarter, not harder” is a common phrase in the business world. Getting and staying organized is a way real estate agents can get better with time management, which can result in more focus and having more time to get things done.

Maybe it was your goal for 2022 to be more organized. Or maybe halfway through the year you are now taking stock and looking to grow in this area. Regardless, as you look for tools to help you both personally and professionally, a good planning system can improve your life dramatically. Consider these options, as recommended by other RRC members. These planning tools can help agents reduce stress, accomplish more and have more free time.

Ninja Planner

Ninja Selling is a popular sales system taught nationwide. The planner is a daily, weekly and monthly guide that contains all of the features and steps needed to follow the Ninja system.

Paper vs. Digital Planners

Paper Planners

Pros:
—More variety in planner style
—Can view multiple pages at once
—Often larger than tablet or phone
Cons:
—Pens/markers bleed through pages, making opposite sides difficult to read
—Can be heavy to carry around

Digital Planners

Pros:
—Rearranging plans is much easier
—No need for a printer, printer ink or paper
—You only need to purchase a digital planning app once
Cons:
—Looking at a screen all day can be bad for your eyes
—If the battery on your device dies, you can’t access the planner

Franklin Convoy 2-Page-a-Day Planner

The green and white pages that started it all continue to support those who appreciate a straightforward design and comprehensive structure. Naturally, these classic pages still feature quotes that provide daily motivation and inspiration. Agents love the page for appointments, calls and to-do lists, and the second page for jotting down notes and numbers.

Amplify

Amplify Planner is a woman-owned business and offers an expansive and flexible solution to fit your planning needs. It has a great structure of balance and freedom for a quarterly planner with unique daily, weekly and monthly layouts, and a yearly planner with weekly and monthly layouts.

Boss

The Boss Personal Planner started as an essential time-management tool for getting more organized, becoming more productive and running a business. This digital planner is a roadmap for covering both long-term aspirations as well as day-to-day goals.

Top Producer

Top Producer is a web-based customer relationship management (CRM) system that helps agents personalize follow-up communications and manage clients from initial contact to repeat business, along with referrals. The app has a calendar that allows users to choose between month, week and day views, with the ability to navigate among time periods. Users can also sync appointments from iCloud, Google or Microsoft calendars.

Want more tips on how to stay organized? Watch the recording of “Cure Your CHAOS: Clean Up Your Data and Stay Organized” at CRS.com/webinars.

Photo: iStock.com/grinvalds