Daily Routine SOP
Purpose
To provide a structured daily routine that maximizes productivity, maintains client relationships, and creates consistency in lead generation and business growth.
Morning Routine (7:00 AM – 9:00 AM)
- Wake up, personal prep, light exercise or mindset routine
- Review calendar and priorities for the day
- Check emails and respond to urgent items
- Review hot leads and CRM follow-ups
- Morning motivation or podcast (optional)
Lead Generation & Prospecting (9:00 AM – 11:00 AM)
- Follow up with new leads in CRM
- Reach out to past clients or sphere (calls, texts, video messages)
- Door knocking or farming (if scheduled)
- Circle prospecting or open house invites
- Log activities in CRM
Midday: Appointments & Admin (11:00 AM – 2:00 PM)
- Listing appointments, buyer showings, or virtual consults
- Client care and active file management
- Respond to offers, negotiate deals
- Coordinate with lawyers, stagers, photographers, inspectors, etc.
- Lunch break (with intention—can double as networking)
Marketing Power Hour (2:00 PM – 3:00 PM)
- Google Business profile updates
- Schedule upcoming content or campaigns
- Record quick video updates or market insights
Afternoon Appointments / Field Work (3:00 PM – 6:00 PM)
- Showings, listing presentations, inspections, or open house prep
- Deliver Pop Bys or drop off marketing materials
- Community involvement or visibility (school pickup, event attendance)
Evening Routine (6:00 PM – 8:00 PM)
- Dinner and family time
- Light admin if needed (email catch-up, quick tasks)
- Reflect on the day: What moved the needle?
- Plan tomorrow’s top 3 priorities
End-of-Day Wrap-Up
- Update CRM with new notes or contacts
- Confirm next-day schedule and appointments
- Set follow-up reminders
- Clear workspace and mentally shut down
Key Tips
- Time-block and treat appointments with yourself seriously
- Stay consistent—even small efforts compound
- Use a digital or physical planner to track goals and progress
- Leverage automation when possible (email drip campaigns, reminders)