How To Prepare for a Successful Year in Real Estate

The new year is a key point in time when people stop putting off important decisions and commit to buying or selling property. However, if you’re not properly prepared, you won’t be in the best position to take advantage of the opportunities that come your way.

Fortunately, there are various strategies you can use to ready yourself for the upcoming activity. For example, you can set SMART goals to work towards, use template designs to save time, and create a content calendar to maintain your social media presence.

In this post, we’ll share several methods to help you stay productive and organized to set you up for a successful year in real estate. Let’s get started!

1. Set SMART Goals

Goals are an important part of any marketing strategy since they provide a clear purpose and help you keep track of your progress. Naturally, you’ll have overarching goals to secure more clients or sell more homes, but the idea here is to set more specific goals that are achievable in the very near future.

To do this, it’s best to set SMART goals which are much more well-defined and less intimidating than working towards huge objectives that can sometimes cause you to feel disheartened. These goals will be:

  • Specific
  • Measureable
  • Achievable
  • Relevant
  • Time-bound

For example, if you know you want to score more leads, you might decide to start a newsletter or host/attend community events. Alternatively, if you’re trying to build brand awareness, you can increase your online presence through your social accounts. So, you might commit to publishing two new posts a week.

2. Use Template Designs

Many realtors spend a significant sum of time creating social media content, running online ads, making print marketing materials, and sending promotional emails. However, these tasks can be very time-consuming and take you away from your overarching goals.

The good news is that you can make your life easier by using professional-looking templates that you can customize with your own unique brand colors, images, and details. At Jigglar, you’ll find a whole library of pre-made layouts for newsletters, postcards, flyers, infographics, and social media posts:

Use design templates to stay productive

You’ll make all your edits using an intuitive visual editor, so it’s great if you have no design experience. Then, when you’re happy with your design, you can save the template to your own personal dashboard, download it to your computer, or send it to your email address.

3. Create a Content Calendar

Keeping to a consistent social media posting schedule can be challenging. It requires a lot of work like coming up with topic ideas, creating visual assets, writing content, and uploading it to your preferred platform. That’s why it can be a good idea to create a content calendar to maintain your social media presence more easily.

This way, you can schedule content ahead of time, so that blog posts and social posts get published automatically (without needing any manual input). Additionally, you can brainstorm your content in batches which can increase creativity and productivity. Plus, it can be easier to develop a social series or cultivate your brand voice.

Not only that, but a content calendar can be utilized across all mediums and platforms, so you can plan your blog content, social content, email content, and more in one go. Better yet, with everything laid out, it can be easier to plan your real estate marketing budget.

4. Use Checklists

A key part of succeeding as a realtor is establishing trusting relationships with your clients. One way you can help people out is to use checklists which you can present during meetings or make them available for download on your website.

Better yet, Jigglar offers checklists for a range of different purposes like moving checklists and buying checklists:

How to have a successful year in real estate by using checklists

This is something that you can give your clients for free which shows that you’re happy to go above and beyond to deliver great customer service. Better yet, it can help educate first-time buyers, and help move the process along swiftly.

5. Nurture Leads

As we discussed, a new year inspires change in many people, so it can be the ideal time to reach out and engage leads. There are tons of ways to do this. A content calendar and an active online presence can help you attract new clients.

But, there are also some more active ways to nurture leads. For instance, you can send newsletters or postcards with high-quality designs and strong branding:

How to nurture leads with marketing materials like postcards

The personal touch of print marketing materials can also help you establish trust and develop stronger client relationships.

What’s more, you have the option to host events and open houses, or offer complimentary appraisals. Plus, it can be a good idea to host contests and giveaways online with rewards like gift cards or free real estate consults.


A new year can evoke change and inspiration which means tons of people might be ready to sell their homes, or be thinking about buying a new property. Therefore, it’s important to prepare yourself properly so that you can work more productively and achieve greater success.

To recap, here are five ways to prepare for a successful year in real estate:

  1. Set SMART goals.
  2. Use template designs.
  3. Create a content calendar.
  4. Organize your work using checklists.
  5. Nurture leads.

At Jigglar, we provide a large selection of marketing materials like calendars, newsletters, flyers, agent profiles, and more. Better yet, all templates are fully customizable so you can add your brand details, logo, and contact details. And, you can try Jigglar for free for 14 days!

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