# Monthly

# Monthly Routine

### **<span class="s1">Objective</span>** 

To stay organized, proactive, and growth-focused by completing key business-building tasks each month that drive consistency, accountability, and long-term success.

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#### <span class="s1">**Timing**</span> 

Complete during the first 2–3 days of each month, or set a recurring calendar event titled “Monthly Reset.”

<span class="s1">**Business Review**</span> – Review previous month’s GCI, deals closed, and lead sources. Identify new leads added, nurtures created, and pipeline opportunities. Log and analyze top-performing marketing or social content. Check budget vs. expenses (ads, marketing, systems). Update any active or pending deal tracking sheets.

<span class="s1">**Marketing &amp; Content Planning**</span> – Plan newsletter topic and send date. Schedule or create at least 8–12 social media posts. Record a monthly market update or educational video. Update Google Business Profile with new content or photos. Refresh listing templates or marketing materials as needed.

<span class="s1">**Database &amp; CRM Maintenance**</span> – Clean up old or inactive contacts. Add any new contacts from open houses, networking, etc. Assign follow-up tags, campaigns, or reminders. Send check-in emails or texts to past clients and warm leads. Print or prep any direct mail or Pop By items for the month.

<span class="s1">**Goal Setting &amp; Strategy**</span> – Set 1–3 main business goals for the month. Identify one skill to improve or habit to strengthen. Review your yearly business plan or production tracker. Schedule learning or accountability check-ins if needed.