Goal Setting 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!".)
Here's how to use the Worksheet:
- Each month, print out one copy of this worksheet and enter the month up top next to "Month:"
- 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.
- 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:
* Next 37 17 investors only!
- 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.
- 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.
- 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!
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