Foreclosure Shop   Educational Resources
 

Print Goal Setting Worksheet

Worksheet
One of the most difficult steps after goal setting is goal keeping. How do you stay accountable to the goals you set for yourself? Track them!

We've put together a worksheet to help you in tracking the daily activities needed to reach your goals. (For more information on Goal Setting, see our article entitled "Focus Your Drive -- With Goals for '05!".)

Download worksheet as a: PDF Version also available Adobe PDF Excel Version also available Excel Spreadsheet

Here's how to use the Worksheet:

  1. Each month, print out one copy of this worksheet and enter the month up top next to "Month:"
  2. Each day, enter the quantity of each activity that you performed in the space provided. As you book appointments, mark them down under the appropriate prospecting heading.
  3. As you close your deals, add it to you "Done Deals" list at the bottom.

At the end of the month, look back over your completed worksheet and take in what you've done. Here are some helpful suggestions for analyzing your activity:

This Article is an excerpt from the 16 Page Print Edition!

Are YOU getting the print edition of ForeclosuresMass Monthly?

Get a FREE copy* of this month's newsletter (worth $49.97!) when you pickup your Real Estate Investors ONLY Free Gift (worth over $267.97!)

First Name:

Email Address:

* Next 37 17 investors only!

  1. Which prospecting method gets you the most appointments?
    By dividing the total number of appointments obtained from door knocking by the number of properties visited, the number of appointments obtained from letter writing by the number of letters sent, and the number of appointments obtained from phone calling by the number of calls made, you can get your three ratios for each method. For example, if you sent 200 letters and booked 10 appointments from them, you'd know that you have a 5% appointment ratio with letter writing.

  2. Which prospecting method are you not using to its fullest?
    Different methods work better for different personality types and we typically go with whichever is the most "comfortable" for us. Are you avoiding one method because you're not comfortable with it? Could your letters, notes or phone scripts use some refinement? Look back, make some adjustments and move forward into the next month.

  3. How are your ratios compared to last month?
    Did your ratios in a certain area go up or down based on a recent change to your approach? What did you change? What else can you change? Forever evolve your method to improve your effectiveness. We've had folks tell us of letters that got them up to a 30% call back. Those kinds of results don't come from a first draft. It comes from trial, error, tracking and constant refinement.

Use this worksheet every day to track your activities, and you'll be amazed at the results!

Download worksheet as a: PDF Version also available Adobe PDF Excel Version also available Excel Spreadsheet

 

What did you think of this article? How did this article help you? Let us know, and we just might include your response in the Mail Bag section of the newsletter!
Name: Email:

Did you like this article? You May Also Like:
Jeremy Cyrier Success Story: Husband and Wife Team Know it Pays to be Sincere when Making Deals
Jeremy Cyrier, The Cyrier Sales Team
As a real estate broker and investor, Jeremy is always on the lookout for good investments for both himself and his customers. Through weekly emails from ForeclosuresMass, Jeremy is notified of foreclosed properties listing up-to-date, accurate data. Not too long ago, Jeremy was notified of a foreclosed apartment complex that peaked his interest. This is what transpired...
Kevin Norton Agent Success: Pulling The Trigger: Do You Have What it Takes?
Kevin Norton
Getting involved in the foreclosure market can reap great rewards, as long as you take the time you need for study, research and observation. The more you know in any business - especially foreclosures - the more success you'll enjoy...
Kevin Norton Success Strategies: Six Tips for Buying Properties at Traditional Auctions
Kevin Norton
Traditional auctions aren't for the faint of heart; purchasing properties as-is at auctions can be risky - unless you know what you're doing. A 13-year veteran at the auction game, Kevin Norton gives you his top six strategies for buying properties at auctions - including how to determine value without using an appraiser, how to place a winning bid, and what to do if you get cold feet after the fact. (Sign your name the right way and you can offload that property to another investor. Really.)
Dominic Kirchner Success Story: One Deal, $90,000...
Dominic Kirchner II, Exit Realty Center
Full-time realtor and professional investor, Dominic Kirchner II, received his Foreclosures Mass email one Friday afternoon. After reviewing the stats, he quickly downloaded the data and sent out inquiry letters to the people who had received foreclosure notices...
Karen Hurd Feature Article: Preserve Your Real Estate Wealth with 1031 Exchanges
Karen Hurd, Compass Advisors
The 1031 exchange gets its name from the section of the IRS code under which it falls - and as such, it's a technical, document-driven process that must be managed by a 1031 expert - or Qualified Intermediary - such as Karen Hurd. In her article, Karen explains the ins and outs of 1031 exchanges, when to use them, and how to ensure your exchange is transacted smoothly in order to prevent audits.
Kevin Norton Interview with the Expert: Kevin Norton Reports from the Foreclosure Trenches
Kevin Norton
Having ridden out the late 80's market downturn in Massachusetts, REO and auction expert Kevin Norton has seen a thing or two. In his report from the trenches, Kevin gives a first hand account about how this market differs from the last downturn and why investors should anticipate Title fraud due to "no doc" loans, tightening insurance standards, and even 5% cash deposits at the large style auctions.
Dolly Di Pesa Interview With The Expert: Three biggest tax-related mistakes
Dolly Di Pesa, President, Di Pesa & Company, CPA's
With April 15th just days away, there's little that can be done at this point to change the reality of your 2005 tax return. That said, you can still have a substantial impact on your 2006 return. We caught up with CPA Dolly Di Pesa at her office in Quincy for her take on how professional real estate investors can avoid significant tax-related mistakes in the coming year...
Joan Talmadge Success Strategies: Buying and Renting a Vacation Home - Making it Work
Joan Talmadge
Renting a home has become a very popular vacation alternative; an ongoing trend which continues to drive up rental rates. If you're considering making one of your investments available as a vacation rental, you won't want to miss the five tips offered by vacation rental expert Joann Talmadge.
Robert Giuliana Success Strategies: Finding a Reputable Credit Counseling Company
Robert Giuliana, Author, Save that Mortgage!
People who experience foreclosure need expert advice to help them regain their financial footing. The good news is that there are plenty of organizations out there eager to provide it. The bad news is that not all of them are reputable. Author and mortgage expert Robert Giuliana provides a wealth of resources to help you and your clients locate proven, reputable professionals who can provide credit counseling. And, just as important, Robert alerts you to the red flags that can give away companies that shouldn't be trusted.
Steven Goselin Interview with the Expert: Don't Let Mold Become *Your* Problem
Steve Goselin, EnviroTech Clean Air, Inc.
Finding mold in a building can literally bring a real estate deal to a crashing halt. No matter how much or how little mold there is, as the seller you’re responsible for clean up – or selling the property “as is” with full disclosure. In his article, mold remediation expert Steve Goselin explains why mold is causing problems in the real estate industry and what you can do to ensure it doesn’t become your problem.

Copyright © 2003-2009 ForeclosuresMass Disclaimer/Policy Media Inquiries
ForeclosuresMass is a division of ForeclosuresMass, Corp. For more foreclosures, visit: RI CT NH VT ME MA DE CA MD PA NJ