# Daily Routine & Monthly Scorecard — Full Reference

## Tom Ferry Daily Routine for Estate Agents

### Pre-Work (06:00–07:30)
- Wake early, hydrate
- Exercise or movement (30 mins minimum)
- Mindset: gratitude, visualisation, affirmations
- Review goals and daily plan

### Power Hour (08:00–09:00)
- Lead generation ONLY — no email, no admin
- Prospecting calls, follow-ups, database touches
- Non-negotiable hour

### Morning Block (09:00–12:00)
- Valuations, viewings, client meetings
- Active selling and relationship building

### Admin Block (12:00–13:00)
- Emails, paperwork, compliance
- Buffer tasks batched together

### Afternoon Block (13:00–16:00)
- Follow-ups, offer negotiations, vendor updates
- Content creation (video, social media)
- Networking and relationship building

### End of Day (16:00–17:00)
- Review: what worked, what didn't
- Plan tomorrow's top 3 priorities
- Update CRM/pipeline
- Shutdown ritual

### Weekly Rituals
- Monday: Team WIP meeting, set weekly targets
- Friday: Weekly scorecard review, celebrate wins
- Sunday evening: Plan the week ahead

## Daily Habits Template

1. Identify top 3 priorities in life right now
2. Identify top 3 stressors
3. Design 5 supportive daily habits (specific, measurable)
4. Commit to 3: one tomorrow, one next week, one next month
5. Define who you need to BE to implement these

### Example Agent Habits
- 10 prospecting calls before 10am
- 1 social media video per day
- Review pipeline, follow up 3 warm leads by noon
- 30 minutes exercise
- Plan tomorrow before leaving office
- 15 minutes learning/reading

## Firewave Monthly Scorecard

### GOST Business Planning Framework
- **Goal:** One big inspiring goal for the year
- **Objective:** Specific, with metrics and timeframe
- **Strategy:** One sentence — HOW
- **Tactics:** Multi-channel activities

### Monthly Tracking
- Instructions won
- Valuations conducted
- Sales agreed
- Completions/exchanges
- Average fee %
- Total GCI written
- Direct mail pieces sent
- Content published (videos, blogs, social)
- Database contacts added
- Prospecting calls/conversations
- Networking events attended
- Referrals received

### Quarterly Review
- Execution score (% of planned actions completed)
- Revenue vs target
- Pipeline health
- Lead source analysis
- Team performance metrics

## Real Estate Black Belt Progression

| Belt | Turnover | Focus |
|------|----------|-------|
| White | £150k or less | Learn |
| Yellow | £300k | Chase |
| Green | £500k | Support |
| Blue | £750k | Brand positioning |
| Red | £1,000,000 | Leverage |
| Black | £2,000,000+ | Team development |

### EBU (Effective Business Unit) Structure
- Agent only: 3–4 sales/month
- Agent + 1 CSM (admin): 5–6 sales/month
- Agent + 2 CSMs (admin + sales support): 7–8 sales/month
- Agent + 3 CSMs (admin, marketing, sales): 10+ sales/month

### WIP Meeting Agenda
**Daily:** Yesterday review, carry forward, today's appointments, prospecting calls, buyer calls, KPIs, exchanges/completions
**Weekly:** New instructions/sales in area, current stock review, marketing activities, interest levels, offers, vendor expectations, prospecting results, team goals review
