EPISODE 188: What to Do and When to Do It
Struggling with how to create a manageable real estate schedule? You’re not alone. In this episode, we break down how to realistically structure your day, week, month, and year as a working realtor. From daily non-negotiables to quarterly admin tasks, this conversation will help you build a schedule that works for you—not against you. We’re not here to pressure you with cold calling or unrealistic routines. Instead, we want to give you permission to simplify and streamline your business.
Ditch the Guilt and Find Your Rhythm
We kick things off with a discussion about daily tasks. Spoiler: There’s no cold calling block in our calendar. Instead, we focus on meaningful database touches, email check-ins, and intentionally using social media. If you’ve ever felt guilty for not having a perfectly color-coded calendar or daily 555 contact plan, this is your permission slip to stop the shame spiral and start focusing on what actually moves your business forward.
Time Audits and Top Priorities
We share how a simple 3-day time audit helped us become more aware of how time was really being spent—and how much time was being wasted. Once you know where your time goes, you can plan around it. We also explain how to plan ahead for the next day and the power of a startup and shutdown routine. Daily planning doesn’t need to be intense—just intentional.
What to Do Weekly
Not every task needs to be done daily. We walk through realistic weekly routines like office days, sales meetings, and flexible work blocks. If you’re trying to figure out how to create a manageable real estate schedule, knowing what belongs in a weekly rotation—like checking in with your database, reviewing transactions, and prepping content—can make all the difference.
Monthly and Quarterly To-Do’s
Some things only need your attention once a month or even quarterly. We talk about monthly newsletters, finance check-ins, and desktop cleanups. For quarterly tasks, think: database cleanup, updating buyer/seller packets, and reviewing your business strategy. Keeping these tasks off your daily radar reduces overwhelm and gives you space to focus on clients and closings.
Real-Life Advice from Agents Who Get It
We call out the unrealistic advice from industry coaches who preach 90-minute appointments three times a day or constant lead generation. That’s not practical for most agents—especially those juggling family and life responsibilities. This episode is about working smarter, not harder, and designing a real estate schedule that fits your season of life.
Break the All-or-Nothing Mindset
We close by addressing perfectionism. You don’t need to do every task every day. Maybe your “top three” goals take a week or two—and that’s okay. The key is forward movement. If you’re wondering how to create a manageable real estate schedule that fits your life, start with what’s urgent, what can wait, and what can be outsourced. Then block off your calendar accordingly—especially for your office day and off day.
Resources Mentioned:
- Time Audit Strategy
- Real Estate Task Frequency Checklist (part of the Time Management for Agents course)
- Past Episodes on Morning Routines, Sprucing Up, Taking a Day Off, and More
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