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Daily
Daily Routine is where consistency meets momentum. This section outlines the structure I follow each day to stay focused, productive, and intentional with my time. From morning mindset to lead generation, client appointments, marketing efforts, and end-of-day ...
Weekly
Weekly Activities are the heartbeat of a consistent real estate business. This section outlines the repeatable weekly habits that keep my pipeline full, relationships warm, and marketing efforts in motion. By committing to a structured weekly rhythm—one that b...
Monthly
Monthly Tasks Monthly Tasks are the anchor points that keep my business running smoothly and strategically. This section outlines the key actions I complete each month to stay consistent with lead generation, client communication, marketing, and personal acco...
Yearly Planning
The Yearly planning section is where I pause, reflect, and reset. Once a year, I take a high-level look at my business—what worked, what didn’t, and where I’m headed next. This isn’t about setting vague resolutions; it’s about making data-driven decisions, ref...
Cloud Solutions
My solution to organize myself and my business lies in leveraging the comprehensive cloud tools within Google Business Suite. These tools enable me to streamline workflows, enhance collaboration, and stay connected from anywhere, ensuring I can manage my tasks...
My Personality Profile
Understanding my DISC personality is essential for maximizing my strengths, improving communication, and making more informed business decisions. By knowing my natural tendencies—how I approach challenges, interact with others, and process information—I can ad...
Remarketer
Remarketer CRM is the engine behind your Book of Business—designed specifically for real estate professionals, it helps you stay top-of-mind, organized, and in control of your client relationships. With Remarketer, every contact is more than just a name; it’s ...
Logos and Design
Logo & Design is where the visual identity of my brand comes to life. This section outlines the guidelines I follow to ensure all of my marketing is consistent, professional, and instantly recognizable. From my logo usage and color palette to font choices and ...
Signage
Signage plays a powerful role in my overall marketing strategy—it’s often the first impression a potential client or buyer will have with my brand. This section outlines the standards and systems I use for all physical signage, including For Sale signs, Open H...
Business Cards
Business Cards may be small, but they carry big weight when it comes to making a lasting impression. This section outlines the standards I use for my business card design, layout, and distribution. From logo placement and brand colors to contact info and QR co...
Newsletters- Mailed Monthly
Newsletters are a key part of how I stay connected, provide value, and remain top-of-mind with my database. This section outlines the systems and strategies I use to create and send consistent, engaging newsletters—whether monthly, quarterly, or tied to specif...
Pop By's
Pop By is a relationship-based marketing strategy that allows me to stay personally connected with my sphere in a meaningful and memorable way. This section outlines my system for delivering small, thoughtful gifts or branded items to past clients, referral pa...
Farming Program
Farming Program is my long-term strategy for building market presence and brand dominance in a specific geographical area. This section outlines the systems I use to consistently connect with homeowners in my chosen farm through a combination of direct mail, d...
Social Media Marketing Resources
This section focuses on the marketing resources available to help agents maintain a consistent and authentic presence on social media through organic activity. It is designed to support brand awareness, sphere engagement, and overall visibility. For strategies...
Productivity
In this section, you’ll take a hard look at how much your time is actually worth—and what that means for how you run your business. By calculating your effective hourly rate based on your annual income goal and working hours, you’ll gain a clearer picture of t...
Tenant Presentation
Tenant Presentation is the initial consultation where the agent outlines the complete process of helping a tenant find and secure the right rental property. It’s an opportunity to set expectations, build trust, and showcase the full value of working with a pro...
Home Inspection
Home Inspection is a key milestone in the buying journey, offering clients clarity on the true condition of the property. This stage is about more than just finding flaws—it’s about empowering clients with information. The agent’s role is to coordinate the pro...
The Full Sellers Journey
Selling a home is more than putting a sign on the lawn — it’s a journey. As a Complete Agent, your role is to guide your seller from the very first conversation to long after the deal is done. This systemized, concierge-level approach creates unforgettable cli...
RECO
The Real Estate Council of Ontario (RECO) is the regulatory body that oversees real estate professionals in Ontario. Established under the Trust in Real Estate Services Act, 2002 (TRESA), RECO’s mandate is to protect the public interest and ensure that real es...
Policies and Procedures
This section outlines the official Century 21 Heritage Group Ltd. Rules and Procedures Manual. It serves as the foundation for how we operate, communicate, and represent the brokerage in all real estate transactions.
How to Access App
Go to https://app.agentsuccessapp.com/login On a Computer or... Download the App on your Phone - Available on Play Store and App Store
Why Use The App
Why Every Agent Should Use the Agent Success App The Agent Success App isn’t just another tool—it’s a game-changer for realtors who want to stay accountable, productive, and on track to hit their goals. Here’s why every agent should use it: 1. Stay Consisten...
Using Google Calendar for Appointments, Time Blocking, Recurring Events, and Reminders
Purpose This guides real estate agents in using Google Calendar to manage appointments, time block their schedules, create recurring events, and utilize reminders to stay on task. Scope Applies to all agents participating in The Complete Age...
My DISC
Created by going to www.tonyrobbins.com/disc
Getting Started
If you have not signed up for Remarketer the instructions for Sign up and using Remarketer can be found on Youtube Here https://www.youtube.com/playlist?list=PLvldoI7WI1__uJkBM3NMkE_q3FkcKEiv5 _________________________________________________________________...
Nurturing
In each persons profile you have the ability to turn on an off the automated newsletter. Auto Newsletters are for the GTA market only. Custom newsletters can be sent in place of the automated ones but must be triggered monthly. Occasional Greetings will be...
Custom E-Newsletters
Custom Emailed Newsletter This section focuses on the system I use to create and send personalized email newsletters that keep me connected to my database in a meaningful way. Unlike generic drip campaigns, my custom newsletters are crafted with intention—fea...
Resources
Logos & Design Creating a Personal Brand Within the Century 21 Framework Maintaining a consistent and professional brand presence is key to standing out in today’s market — and it starts with proper logo use and design standards. In this section, you’ll...
Social Media SOP
Social Media SOP: Staying Relevant & Consistent Purpose Maintain a strong, consistent presence on social media by following a clear posting and engagement system that builds trust, visibility, and audience connection. Platforms I Use Instagram (Feed,...
Google Drive
Objective This section outlines how I use Google Drive to keep my business organized, accessible, and secure from anywhere. With clear folder structures, naming conventions, and sharing settings, Google Drive acts as my digital filing cabinet—housing...
Reminders
Objective To use the built-in Reminders app on my iPhone or Android as a personal assistant for time-sensitive tasks, follow-ups, and day-to-day business activities—ensuring nothing slips through the cracks. Daily Uses Add quick reminders for tasks li...
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 ...
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 bus...
Monthly Routine
Objective To stay organized, proactive, and growth-focused by completing key business-building tasks each month that drive consistency, accountability, and long-term success. Timing Complete during the first 2–3 days of each month, or set a recurring ca...
Yearly Planning
Yearly Tasks SOP: Reflect, Refocus, and Realign Objective To intentionally review the past year, refine my business plan, and reset clear, measurable goals that align with my long-term vision. This process is about reflection, accountability, and building ...
Spotlight Mailed Newsletter
https://homeania.com/newsletterprogram/ Click on the Link above to find more information on the C21HG custom newsletter program
How to Calculate
How to Calculate Your Hourly Rate To calculate how much you should pay yourself per hour, follow these steps: 1. Set Your Annual Income Goal Determine how much you want to earn in a year. This is typically your target income from your real estate business...
Less Productive Tasks
Less Productive Tasks Agents Should Delegate or Outsource These are common tasks that, while necessary, don’t directly generate income and are often worth less than your calculated hourly rate. Delegating these allows you to stay focused on high-value activ...
High Valued Tasks
High-Value Tasks for Real Estate Agents Lead Generation & Prospecting • Making prospecting calls (past clients, sphere, leads, expireds, FSBOs) • Door knocking or hosting local community events • Attending networking events or referral-building gro...
Showing Procedure
Step-by-Step Procedure: 1. Pre-Showing Preparation • Confirm the showing appointments with listing agents or via scheduling systems (e.g., BrokerBay, ShowingTime). • Review MLS details for each property, noting key features, disclosures, and access instruc...