With the start of Quarter 2, I've been thinking about planning a lot lately.

 

Not because agents don't have goals — they do. The problem isn't the goal. It's that most plans get made once, filed somewhere, and quietly forgotten by the time life picks back up.

 

This one won't be.

 

 

When you make a decision before the week starts — before the tough day hits, before the slow showing season messes with your mindset — you stop reacting and start executing.

 

That's the whole thing.

 

Agents who consistently hit their numbers aren't working harder than you. They made their decisions before Monday arrived. They decided what the quarter was going to look like before it started. And then they got up every week and checked in.

 

Ninety days is the right unit of time for this. Long enough to build real momentum. Short enough that you can see the finish line from where you're standing.

 

Here's what a real 90-day plan does:

 

Pick your lead generation activities, commit to a weekly standard, and track it consistently. That's it. Consistency beats creativity — and a simple plan executed every week will outperform a complicated one every time.

Open the tracker below. Fill in your numbers. Then block 15 minutes every Monday morning to review where you are. That check-in is the whole system.

 

 

This isn't a worksheet. It's a working tool. Inside you'll find a structured plan that maps your annual goals down to weekly activity targets, with a built-in tracker to keep you honest all quarter long.

 

Take it and run!

If you've been wondering how to actually use AI in your business — not just copy-paste prompts, but build something that runs — this is the class.

 

I'm going live on April 3rd to walk you through five specific ways to use Claude inside your CRM workflow. We're talking Claude skills, Claude in Chrome, custom systems — the kind of setup that works like a VA without the overhead.

 

We're going beyond tips. We're building the system together.

🎧 Feeling stuck, scattered, or second-guessing yourself?

The Take It and Run podcast is built for that moment. Each episode gives real estate agents and business owners clear moves they can use right away, not hype and not theory. Kristi and Kelcie break down the habits, decisions, and discipline that lead to more confidence, more consistency, and more appointments. Press play, take one idea, and run with it.

😲 Don't sleep on these offers!

 

 

Use my code KRISTI30 for 30% off. Applies to monthly AND yearly memberships.

 

How to do it:

Speaking Season is here! I'll be on stage with Tom at the following Edge Events, where we take you behind the scenes of what’s really working to win more deals and scale your business. The Edge was designed for committed agents looking to maximize their efficiency and adapt their systems for today’s environment. You’ll learn cutting-edge strategies for attracting buyers and sellers, AI automation, closing deals faster by leveraging the data consumers care about today, and controlling the narrative in your hometown. Just one day is all it takes to master the skills, confidence, and knowledge to make you a listing leader in your city.

These are just the cities I'll be in! Check the full list for your area. 👇🏻

Taking the time to execute on these small tasks is what places you in a position serve more people and increase your earnings.

Don't forget

This exercise is primarily designed to 🗓️ SET APPOINTMENTS! Track your progress and pay attention to what’s converting. I’d love to hear what you discover.

Wanna make magic together?

I coach, consult, speak on stage, and occasionally break out into dance. Which one can we do together? ⤵️ 

** This is not a coaching solicitation to any current Tom Ferry coaching clients working with another coach**