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.
- 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!
- 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.
- 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!
- 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.