Additionally, consider evaluating your team’s performance and making any necessary changes to improve productivity and efficiency.
Here are 3 areas to get your business cleaned up and how to stay organized once you have completed the spring-cleaning process. Spring cleaning your business involves decluttering and revitalizing your:
- Systems and Processes
This can include organizing physical clutter, reviewing and refreshing your business plan, evaluating and updating your marketing strategies, and streamlining your operations procedure.
When you focus a couple of hours to spring cleaning your business you can improve
- Increase productivity
- Set your business up for success for the next season.
How To Organize Business Systems
To organize your business systems, you should start by identifying the processes that are critical to the operations of your business.
Now that we are entering a new quarter you should have:
- Monthly Systems
- Quarterly Systems
- Yearly Systems
Once you have identified these systems/processes, document them and create clear guidelines and procedures. You can then implement tools such as:
- Project management software (PMS)
- Customer relationship management (CRM) systems
- Accounting software to streamline your processes and increase efficiency.
Make it a priority to review at least every quarter to see what is working and what isn’t will help ensure they remain effective and efficient.
Put this reminder in your phone right now!
Make sure your project management software, customer relationship program and your accounting program are also available in an app so you can follow these tasks and deadlines on your laptop and app.
Trello is a good project management tool.
Asana is another project management tool that is a popular one.
Create a system for file organization and cloud storage.
- Google Workspace
- One Drive
Again, make sure you can access by laptop and phone.
Develop an efficient workflow process, including automation tools when possible. By implementing business automation tools, you are bringing value to your business and freeing up your time.
Tallyfly works great with Gmail, Outlook, Slack and more. This program automates all your workflow, forms, tasks, etc. Take a look at it to see if it works for you.
Regularly review and evaluate your online organization strategies to identify areas for improvement or if you have a Real Estate Business Manager then this person will keep your business tools and systems running smoothly on the operations end so you can focus on nurturing your clients and growing the business.
3 tips to organize your social media calendar:
Here are three tips for organizing your social media calendar:
- Plan ahead: Set up a content calendar that outlines what you want to post and when. This will help you stay consistent and avoid last-minute scrambling.
- Use a scheduling tool: Tools like Hootsuite, Buffer, or Later can help you schedule posts in advance, so you don’t have to worry about posting in real-time.
- Mix up your content: Don’t just post the same type of content over and over. Mix it up with a variety of posts, including photos, videos, and links to relevant articles or blog posts. This will keep your followers engaged and interested in what you have to say and by inviting them to your website to read blogs, preview listings, videos, etc you are increasing the SEO for your website. WIN-WIN!
Client Onboard Process:
What is your process for onboarding a new client?
Do you have a Welcome Kit for them?
Are all your materials up to date?
Don’t have a New Client Welcome Package? Let’s discuss what your package should include and not include. Schedule a call with me today.
Hire the right person to help you. Again, this could be your Real Estate Online Business Manager.
This is your online business card and is crucial to your success.
If you haven’t listened to my podcast on websites you can find it here as well as in the episode resources below.
By having the following you will make a killer first impression:
Link to your newsletter
Link to your social media platforms
Investor, Renter, etc.
Check your links – correct broken
Awards, quoted, etc.
Facebook and Google Code
Bio – update
Brokerage – update
This should be on your tasks for every year
- New head shots – couple of different outfits
- New poses
- Review Branding
3 Tips to Cleaning Up Your Social Media:
- Audit your online presence: Go through your social media profiles and delete any posts, photos, or comments that could be seen as inappropriate or offensive.
- Update your platform cover and all the profile information.
- Be mindful of future posts: Before you post anything online, ask yourself if it aligns with your personal and professional brand. If in doubt, it’s best to err on the side of caution and not post it.
If you missed my podcast on how to have a stellar social media presence, you can find it here as well as in the episode resources below.
Media List Audit
Create a list of where you are showing up:
We all avoid the F word, but you must know how you’re doing with your finances. Listen to Episode 9: 5 Bookkeeping Tips to Finish Out Your Year.
You need to review what expenses are:
Monthly, quarterly, yearly
Subscriptions – if you are not using or not beneficial close it. Even if it is $5.00 a month. If you are not benefitting from the subscription close it and save $100.00 a year!
Are you profitable?
Look for ways to free up revenue.
What is your finance system?
How do you pay yourself?
Set aside your quarterly payments so you don’t get penalized.
This is another area your Real Estate Business Manager can help you.
You will be amazed at how much head space you will free up when you have your finances in order and you now where your money is going and where to save.
Car maintenance is essential to keep your vehicle running smoothly and to prevent breakdowns. Regular maintenance tasks, including proper maintenance, can also improve fuel efficiency and extend the life of your car.
Check the brakes
Windshield wiper fluid
Your Mobile Office – replenish supplies and remove what you are not using
Keep the car clean from the inside and out.
This is your other office and it must be a place you and your clients enjoy hanging out.
If you would like to learn more about How to Create a Mobile Office, I have included in the Show Notes a link to that podcast.
By taking the time now to spring clean your business and implement efficient systems, you can have peace of mind and significantly improve how your business operates. You can access all the links mentioned in this episode in the resources below, and if you need further assistance, there is a link at the bottom to schedule a call with me as well.
Episode 9: 5 Bookkeeping Tips: https://www.kimhughes.com/5-real-estate-bookkeeping-tips-to-finish-out-the-year/
Episode 12: How to Create a Mobile Office: https://www.kimhughes.com/how-to-create-a-mobile-office/
Episode 15: Goal Setting Roadmap: Social Media: https://www.kimhughes.com/goal-setting-roadmap-part-1/
Episode 20: Websites 101: Understanding Some Basics About Your Website: https://www.kimhughes.com/websites-101-understanding-some-basics-about-your-website/
Connect with Kim:
Are you struggling to set up systems and processes for your business? Let’s talk about how I can help you build a solid foundation with the right systems in place.