Annual Business Preparations: Reflecting on 2021 and Planning for a Successful 2022

The time has come to reflect on the past year and prepare for business in 2022. Annual planning is one of my favorite ways to get excited about the coming year! I always appreciate the chance to sit down and reflect on what worked for my business, what didn’t, and what opportunities I have to make next year even better. Since we are traveling to Mexico this month, it feels good to get ahead of the game and prep now!.

Every year around this time, Living Room Realty hosts a business planning class. This year, I’m bringing my takeaways from the course and meeting with one of my colleagues to begin 2022 planning. It’s so nice to brainstorm with someone you trust who can keep you accountable and on track with your goals! Plus… I consider myself to be a “left-brained” gal and this colleague is always full of creative ideas.



Outside of business and income goals, my central 2022 goal is to concentrate on the client experience. The past two years have proven just how important it is to stay motivated and passionate about every individual client. Here are a few ways I intend to connect further with every client in 2022!


  1. Client holiday gifts!
    Going forward I am getting ahead of the game in preparation for holidays. I learned the hard way how difficult it is to design the presentation and manage delivery myself. From now on, I will be outsourcing to a local business. This year I was reminded of the importance of asking for help and keeping it local, whenever possible!

  3. Revamping my buyer and seller kickoff meeting. 
    Any opportunity to improve efficiency, I’ll take it! Next year, I am to be more creative with client onboarding and address buyer/seller questions up front. As the market changes, these questions change too! And, boy has the market been crazy lately.

  5. Planning client events
    I’ve been looking at outdoor venues in the Portland Metro area and fun (distanced) activities to host for those comfortable. When the spring rolls around, I am looking forward to having my clients connect and form friendships. I adore each of my clients and I’m sure they will all adore each other!

  7. Troubleshooting my Customer Relationship Management (CRM) program.
    2022 is going to be the year of organization. My first major task of the year will be reorganizing client information in a new CRM program to make communication easier and more efficient.
To my fellow agents, reach out with your 2022 goals! Let’s collaborate and bounce ideas off each other. 2021 was a fantastic year of growth — I gained wonderful new clients, I watched my business grow before my eyes, and I watched my hard work pay off! I’m looking forward to seeing everything the upcoming year has to offer. Happy holidays everyone!