Executive Summary: Building a thoughtful holiday client appreciation plan in October prevents last-minute stress during November and December. In this guide, inspired by the Agents of Abundance framework, Realtor and mentor Dawn Loding explores how to audit your CRM, run low-stakes direct mail tests, and structure your holiday touchpoints to maintain real human connection without
Plan Client Appreciation Before the Holidays Arrive Read More »
For the past two weeks, we tested the exact business systems we spent so much time setting up. We committed to running our plan as designed instead of changing it every three days. During that time, we looked closely for blind spots, especially within the steps we use to stay connected with clients and our
Fine-Tune Your Business Without Starting Over Read More »
Last week, we talked about running a plan long enough to see how it actually handles the real world. Once things get moving, you start hearing the rattles, noticing the friction, and realizing what’s missing. This week, let’s look at one specific part of that setup: your client relationship system. November and December naturally open
Is Your Client Relationship System Ready? Read More »
At the end of September, we talked about allowing the plan to change. A good plan should respond to what we learn rather than asking us to ignore reality. But there is an important step that has to come first: before you adjust anything, you have to run the plan long enough to learn from
Run the Plan Before You Change the Plan Read More »