Book Of Business (Sphere Of Influence)

The Book of Business is the foundation of every successful agent’s career—it’s your personal database of past, present, and future clients, and it deserves to be treated like gold. This section focuses on building and maintaining an organized CRM (Customer Relationship Management) system to ensure no opportunity ever slips through the cracks. A strong CRM isn’t just a place to store names and numbers—it’s a living, breathing tool that tracks relationships, follow-ups, birthdays, referrals, and key milestones. When used effectively, your CRM becomes your most powerful asset, helping you stay consistent, build trust, and grow your business year over year.