# Daily Routine SOP

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### **Purpose** 

*To provide a structured daily routine that maximizes productivity, maintains client relationships, and creates consistency in lead generation and business growth.*

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#### **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

\- Post to social media (story or scheduled post)

\- 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)** 

\- Work on newsletter, social media posts, or listing write-ups

\- 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)