You can save time for yourself and be proactive in providing more details for your clients with proactive emails sent to your clients weekly, especially during the contract to close period. Since all markets are different, I cannot write the template for you, but you can use the lists I have provided to help you know what to discuss. You can write it in paragraph or bullet point form. Remember to always personalize the email you send to the client. Save them in your templates files in Outlook, in your CRM or in Canned Responses in Gmail.
I am attaching the spreadsheet for you to record your transactions this year with the goal of knowing where your money went, how many transactions you did and where your business came from. I suggest you complete this for last year’s transactions and see how it helps you, and then you can tweak or add any fields that would benefit you and your usage of the spreadsheet.
I suggest you save this as a template and do a “save as” for 2017 and 2018, etc., so you have a clean form to start with every year.
Instructions to Make it Work for You
- I have added formulas in the first row as an example. You will need to modify them since the commission rate or fee varies, as do columns H, K, L, N, and O have variable rate numbers. I put numbers in there to show how it works, but you will need to change them for your use. And you will need to add the formulas for each row below. This takes a bit of work to set up but will be valuable for years to come. If you don’t know how to work with Formulas, find a tutorial or video to help you understand it better.
- Once you have added your formulas, save it as a template. Then do a “save as” for each year you want to start using it.
- If you don’t like Excel and would prefer to do it on paper, you can use this as a guide for what you need to consider.