The Year-End Checklist

As we approach the end of another record-breaking year for The Toronto Real Estate Board as supported by the table of sales figures below, it is timely to consider your year-end business assessment checklist.


Aside from a review of your sales figures, whether it is based on gross commission income, number of buyer/seller transactions or even source of your transactions, these are some of the other items to consider as well.

  1. How do you currently track your clients, appointments and contact details?(CRM, Excel, Outlook, in your head. Provide as much detail as possible.)
  1. How do you currently track your deals, production, efficiency, profit/loss, and expenses? (QuickBooks, Broker does this, Excel, Accountant)
  2. What do you believe has been your greatest challenge in business thus far?
  3. Do you have an assistant? [ ] yes [ ] no Name(s)
  4. Do you work with a buyer agent(s)?

RATE your tools and activities on a scale of 1 to 10 in terms of effectiveness. 0 being not implemented, 1 being not effective at all, and 10 being extremely effective

Seller Package

Buyer Consultation Package

Database Marketing (CRM)

Client Newsletters


Laptop Listing/Buyer Presentation

Advertising, Magazines, Newspaper

Just Listed/Just Sold

Video Bio

Video Open Houses | YouTube

Farming, Direct Mail

Dialogues and Presentations

Websites, SEO, PPC

Facebook, Twitter, Linked In

Free Sites (Kijiji, Craig’s List)

These are a few of the topics you should review at year-end to ensure that your business plan for the next following year addresses any weaknesses or capitalizes on some of the strengths as you move forward.

Written by johnlusinkcoach

John Lusink, Regional Vice President, Canada Brokerage Operations/Broker, eXp Realty Of Canada, Inc.. A REALTOR® for over 30 years, Mr. Lusink has served in a variety of positions in both commercial and residential real estate from Business Owner to Broker and from Trainer/Coach to Marketing Manager. In addition to previously serving on TREB’s Professional Standards Committee, Mr. Lusink contributed to the Real Estate Council of Ontario’s Discipline and Appeals Committee for five years. Most recently, Mr. Lusink completed a second consecutive term as Chair of TREB’s Government Relations Committee and has been a Director for the Toronto Real Estate Board for the past six years. A Certified Commercial Investment Member for more than a decade, he is also a Certified Business Coach, a Seller Representative Specialist (SRS), Accredited Buyer Representative (ABR) designee and trainer, as well as a Council of Real Estate Broker Managers (CRB) designee and an FRI.

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