Quarterly Goals & What My Recent Failure Taught Me...

Quarterly Goals & What My Recent Failure Taught Me...

HOW have we made it to the middle of 2024? I feel like this year is flying by, especially since it felt like the years before dragged a little. Am I alone on this? 

I know at the beginning of the year, we are all so excited to set goals and intentions and make this year “our year!”, but how are we doing so far? Have you stayed on track for your goals? Has the year taken you for a spin and not how you expected? 

For me, life has taken me for a spin, but in all the best ways! My faith is a big part of who I am, and through hard work, and alot of prayer and leaps of faith, I have seen God’s blessings in my life and business over the past several months. 


Celebrate your accomplishments & learn from failures:

I love re-evaluating my year from the goals I set at the beginning of the year and reflecting on accomplishments this far and celebrating all I have done. I also like to reflect on failures. Yes, they can be painful, but we can also learn a lot from them. They can let us know what we need to change to succeed in the future, or pivots to make. My favorite quote that I always have to keep reminding myself is “success is failing over and over without loss of enthusiasm.” Winston Churchill said that. Call me an optimist, but this quote speaks to me in a big way. 

To help you out and not let you feel too bad about yourself & failures, I will share that I had a failure earlier this year and how I am choosing to learn from it to become better. 

This failure actually hit me hard. I had to take some time to recover from it and crying in a closet was part of it. Being three years in real estate, I am often reminded that I still have a lot to learn in the industry and the mistake taught me that I needed to be studying the contracts more closely, especially with all of the changes that are coming to the industry. It was a good wake up call for me. (Don’t worry, it wasn’t anything that I will be taken to court for, but I never want to fail my clients, so any mistake, I take harshly.) 

This event also was a realization of my current time and season in business and motherhood. It made me sit down and re-evaluate where my priorities are and what I want in my real estate business, my brand new planner business, & motherhood in this time and season in my life. WOW! 

So you see? Failure can be painful and might make us want to cry in a closet, but it can teach us things that we may not realize otherwise. How beautiful is that! 

So after reflecting on the good & bad of the first half of 2024, let's look ahead and continue off the year with excitement and working hard. Set new goals based on today or continue on the goals you already made. It's not too late to change the course, that is the beauty of life!

 

My Process for Quarterly Planning:

I start by making big goals for each quarter. I create little steps that will get me to those quarter goals and I make the steps the goals for each month. From the monthly steps,  I am able to more easily come up with daily or weekly steps to reach my monthly goal which lands me closer to my quarter goal. I find it a lot easier to break our yearly 2024 goals into bite size pieces to make them more attainable. 

I got this concept from reading “The 12 Week Year” and it really does work!


Here is an example:

3rd Quarter goals: Have 2 closings & add 20 more good, potential clients to my email list

July Steps:

  1. Continue to help current buyers find a home
  2. Open Houses every weekend (meet new potential clients, meet neighbors, offer free CMA’s to close neighbors, grab emails)
  3. Create an email capture template on canva (Places to visit in my city)

August Steps: 

  1. Open Houses every weekend (meet new potential buyers, meet neighbors, offer free CMA’s for close neighbors, grab emails)
  2. Create an email capture template on canva (restaurants to try out in my city)

September Steps:

  1. Open Houses every weekend (meet new potential buyers, meet neighbors, offer free CMA’s, grab emails)
  2. Create an email capture template on canva (The best weekend activities for families in my city)

The activities are around accomplishing my 2 goals of finding/ closing another transaction and collecting more potential client emails to help convert them to potential clients in the future. 

I am not listing everything I do in a day to day in this example, and I hope you would have an email campaign in place to nurture these new potential client emails, but these specific tasks to focus on can help me move the needle to reach those 2 goals. My Mompreneur Planner that is specifically designed for moms in real estate has the layout design to help you break down your goals to bite size, actionable steps.

I hope this was helpful to you and that it helps improve your life, home and business even just a little more. 

I am here cheering you on! You’ve got this mama! 

Taylor 


Are you looking for a community of like-minded mom entrepreneurs to brainshare ideas, cheer each other on and collaborate? Join our free facebook page here! I can’t wait to get to know you more and help you build a balanced life that you love!

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