Starting out in real estate can feel overwhelming. There’s always something to do, but it’s not always obvious what will actually move your business forward.

This “Day in the Life” guide gives you a simple, proven structure to follow. It outlines the key activities successful agents focus on each day — from contacting new leads to following up with clients and keeping deals on track.

Think of it as your daily playbook. By following this routine, you’ll know exactly where to spend your time and how to build momentum in your business.

1. Time-Sensitive Priorities

  1. New Leads: Contact brand new leads within 1–5 minutes of registration.
  2. Property Viewers: Call contacts who have viewed a property 3+ times.
  3. Lead Sheets: Have the Buyer Information Lead Sheet and Seller Information Lead Sheet ready to take down client info during calls.

2. Prior to Lead Generation

  1. Review New Listings: Start your day by reviewing all new listings in the last 24 hours in Allen County.
  2. Match Listings: Use the reverse search feature to connect hot buyers with new listings, team listings, or open houses.
  3. Enter New Leads: Add any open house attendees, referrals, or other leads not already in Brivity.
  4. Review New Leads: Review leads from the past 7 days to ensure their Stage, Status, Description, Listing Alerts, and details are correct.

Top Agent Daily Bonus Activity: Call brand new Canceled/Expired Listings and FSBOs (For Sale By Owner) before 8:30 AM.

3. Lead Generation Daily Routine

Priority #1: Call Hot & Prospective Clients

  • Review your Hot List.
    • Leads looking to buy/sell in the next 90 days.
  • Reach out to Hot & Prospective Buyers/Sellers who haven’t heard from you in the last 7 days.
  • Call Sphere A+ & Sphere A contacts who haven’t received a call in the last 30 days.
    • These are clients you have done multiple transactions with, or have received multiple referrals from.
  • Set appointments to show properties or write offers.

Priority #2: Call Recently Active Leads

  • Website Visitors: Call recent visitors and use the homes they viewed as talking points.
  • Market Report Viewers: Engage with leads who viewed Market Reports to offer a personalized CMA.

Top Agent Daily Bonus Activity: Call recent website visitors and Market Report viewers more frequently.

Priority #3: Complete Tasks

  • Review and complete “Due Today” and “Overdue” tasks, starting with the highest priority.

Priority #4: Call “Watch,” “Nurture,” and “Unqualified” Statuses

  • Nurture: Call if no call in last 30 days.
    • Leads looking to buy/sell in the next 3-12 months.
  • Watch: Call if no call in last 90 days.
    • Leads looking to buy/sell in the next 1-2 years.
  • Sphere B: Call if no call in last 90 days.
    • Leads you have had 1 deal or referral from.
  • Unqualified: Call if no call in last 7 days.
    • Leads you have called, but not yet connected with.
  • Past Clients: Call if no call in last 90 days.

Top Agent Daily Bonus Activity: Find additional opportunities until you achieve 3 nurtures or 1 appointment.

4. Additional Lead Generation Opportunities

Sphere Outreach

Call Sphere C (friends and family who you have not yet had a transaction/referral from) contacts who haven’t been called in 6 months. Update info and strengthen the relationship.

Circle Prospecting

Time block to circle prospect (calling homes in the close vicinity of an upcoming open houe) for listings or invite neighbors to open houses.

FSBOs and Canceled/Expired Listings

For Sale By Owner - Call these leads early in the day, ideally before 8:30 AM.

Current Client Updates

Check in with under-contract clients and active listing sellers. Review tasks and next steps.

Social Media Lead Generation

Use Brivity Marketer (graphic design software) weekly to create posts that generate leads (listings, market updates, client stories).

5. After Lead Generation Daily Routine

  • Check Notifications: Review your Brivity notification bell.
  • Add Listing Alerts: Keep leads engaged with alerts.
  • Add Market Reports: Send to contacts who need them.
  • Homework and Servicing: Complete follow-up tasks like CMAs or inspection responses.
  • Appointments and Open Houses: Prep and attend appointments or host an open house.