Daily Prospecting To-Do List: Here's a great example:

 

 

1. Call Past Clients

   

- To-Do: Call 5 past clients to check-in and discuss any new opportunities or updates.

 

2. Contact New Real Estate Agents

   

- To-Do: Call 3 new real estate agents to schedule introductory meetings.

 

3. Send Annual Mortgage Review Questionnaires

   

- *To-Do: Email 4 annual mortgage review questionnaires to clients and plan to follow up within a week.

 

4. Reach Out to Financial Advisors

   

- To-Do: Make 5 calls to financial advisors to discuss potential meetings and collaboration benefits.

 

5. Write and Send Cards

   

- To-Do: Write 5 thank you cards using Send Out Cards and send birthday cards to all past clients who have birthdays this month.

 

Checklist:

 

- [ ] 5 calls to past clients completed

- [ ] 3 meetings with new real estate agents arranged

- [ ] 4 annual review questionnaires sent

- [ ] 5 financial advisors contacted

- [ ] 5 thank you cards written and mailed

- [ ] Birthday cards sent to all past clients with birthdays this month

 

This version is more action-oriented, clearly outlining the tasks you need to complete each day.