Weekly Routine
Objective
To follow a consistent weekly workflow that supports business growth, client service, and marketing—all while maintaining personal balance and focus.
Weekly Planning Session (Every Sunday or Monday AM)
• Review calendar for the week
• Set 3 business priorities and 1 personal goal
• Schedule time blocks for lead gen, appointments, and admin
• Plan social media posts or schedule them
• Update CRM with any tasks or reminders
Weekly Activity Breakdown
Monday – Market Awareness + Setup
• Review market stats and MLS hot sheets
• Send weekly update to active buyers and sellers
• Plan your weekly social media themes and posts
• Confirm appointments and showings for the week
Tuesday – Lead Generation Focus
• 2 hours of focused prospecting (calls, texts, emails)
• Reconnect with past clients and referral partners
• Follow up with open house leads
• Update CRM with results and notes
Wednesday – Content + Marketing Day
• Create social media, email, or video content
• Record a quick “market tip” or “listing preview”
• Post to Google Business profile
• Print or prep any farming/mailers
Thursday – Appointment & Client Care Day
• Attend/listing showings, inspections, or staging consults
• Call all active clients with updates
• Prepare offers or listing paperwork
• Add personalized touches (Pop By prep, thank-you notes)
Friday – Admin + Wrap-Up
• Update all active files and paperwork
• Submit necessary documents
• Review wins & lessons from the week
• Plan weekend open houses or showings
• Touch base with your accountability partner (if applicable)
Weekend – Visibility + Personal Balance
• Host open houses or do community drop-ins
• Rest and recharge—balance fuels performance
End-of-Week Wrap-Up Checklist
• Did I complete all scheduled lead gen sessions?
• Did I nurture existing relationships or clients?
• Did I show up on social at least 3 times?
• Did I move my top 3 priorities forward?
• What can I improve next week?