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"I think we had a great meeting in Savannah. The comments received in your presentation were all positive. Thank you so much for what you did for us. It was a big help to ensure a great meeting for us. You always go the extra mile." Maurice Johnson,Realty World


Monthly Meeting Checklist July 7th, 2017 | Posted in General Real Estate, Other Interests, Real Estate

We have been providing several different meeting and goal checklists this week.  Here’s another to wrap up the week – a monthly meeting checklist.

As with the other checklists, we encourage you to customize for your business!  If you don’t have weekly meetings, be sure to still review it because there might be something you’d like to add to this monthly meeting checklist.  If you have bi-monthly meetings, maybe there are some things that you’d want to NOT include twice in a month from this checklist.

You get the idea – make it yours!  Make it functional for you and your team.  Use it to success for you, your team, and your clients!


Date __________________________    Name:__________________________

Best money-saving idea to implement:_____________________________

Who is responsible?________________________________________________

Best money-making idea to implement:____________________________

Who is responsible?________________________________________________

Best time-saving idea to implement:________________________________

Who is responsible?________________________________________________

Best customer-service idea to implement:__________________________

Who is responsible?________________________________________________



Time-Saving Checklists for Real Estate allows you to turn your business into auto-pilot real estate. Every checklist Walter used in his real estate business. Don’t design your own, when they’ve already been done for you.  This is for every process in your business.

The book includes a data CD, which makes it quick and easy for implementation by you, your assistant, or other members of your team.

Call 800.792.5837 and ask for the $50 blog special on Time-Saving Checklists for Real Estate.  Check out the content details here:



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