In this episode of Season 3, I dive into a fun thought experiment: What would James Clear, author of Atomic Habits, do if he were leading our real estate team? Instead of chasing big numbers, James would zero in on the small, daily wins that stack up into massive results.
I break down 20 practical habits that can transform your business when repeated consistently.
The James Clear twist: He’d emphasize systems over goals. Instead of “hit $20M in sales,” the focus is “do 5 prospecting actions daily,” because habits compound into outcomes.
Identity-Based Habits (Who You Are as an Agent)
1. Affirm daily identity: “I am a trusted advisor, not just a salesperson.”
2. Dress for success: Always show up looking professional, even for Zoom calls.
3. Daily gratitude text: Send one appreciation message to a client, colleague, or vendor.
4. Read 10 minutes of professional development each morning.
5. Weekly reflection journal: Write down wins, challenges, and lessons learned.
Lead Generation & Prospecting Habits
6. Call 3 past clients every morning before 10am.
7. Send 5 handwritten notes weekly.
8. Post one value-driven social media story daily (not just “just sold” posts).
9. Add one new contact to your CRM every day.
10. Role-play scripts 15 minutes with a teammate before prospecting.
Systems & Productivity Habits
11. Zero-inbox habit: Clear CRM tasks and emails before lunch.
12. Two-minute rule: If a client follow-up takes less than 2 minutes, do it immediately.
13. Block time for lead gen: Protect 2 uninterrupted hours each morning.
14. Prep listing packets the night before any appointment.
15. Use a daily checklist (appointments, calls, follow-ups, marketing posts).
Client Service Habits
16. Weekly seller update: Proactively call/text every seller with an update, even if no news.
17. Send “under contract” video update to every buyer/seller.
18. Pop-bys: Drop off one small gift weekly to a client or referral partner.
19. Ask for reviews at the moment of peak client happiness (closing, accepted offer).
20. Introduce clients to your ecosystem (title, mortgage, workspace, vendors) to deepen relationships.
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