Ultimate Success Formula

With all the talk about marketing tactics, shiny tech tools, and constantly shifting algorithms, it’s easy to forget what drives results in real estate.

Here’s the formula:

🏆 Set Appointments

📞 Go on Appointments

👥 Get Contracts Signed

🔁 Repeat

If you're a team leader or agent who wants consistent, scalable success, this needs to be the foundation of everything you do.

Set Appointments

Everything starts here. If appointments aren’t getting booked, the pipeline stalls.

This doesn’t mean waiting around for leads to come in. It means creating systems that actively generate opportunities consistently. 

That might look like this:

  • Following up daily with leads in the database

  • Reaching out to past clients or sphere

  • Running targeted email campaigns

  • Door-knocking or circle prospecting

  • Leveraging social media to start conversations

Team leaders: Track how many appointments each agent is booking weekly. If the numbers are low, the problem is likely in lead gen or follow-up.

Agents: If you’re not consistently on appointments, your top priority needs to shift back to conversations that create them.

Go to Appointments

It sounds obvious, but this is about more than just showing up. It’s about showing up prepared, confident, and ready to serve.

Whether it’s a buyer consultation or a listing presentation, this is the moment to build trust, ask the right questions, and position yourself as the clear choice.

What makes the difference?

  • Having a proven process

  • Asking deeper discovery questions

  • Listening more than talking

  • Knowing the market cold

  • Communicating with clarity and confidence

If appointments aren’t converting, this is the place to dig in and improve. Sometimes the fix is small: updating your buyer packet, practicing a stronger close, or getting clear on the value proposition.

Get Contracts Signed

This is where the effort turns into actual business. A signed agreement is the goal of every great appointment.

Whether it’s a listing agreement, a buyer broker agreement, or a signed purchase contract, this is the moment where commitment is created.

To get here consistently, you need:

  • Clear follow-up systems after the appointment

  • Strong pre-appointment communication

  • Confidence in articulating the next step

  • A smooth onboarding process

Many agents get this far and then hesitate to ask for the commitment. If that’s the case, the issue isn’t skill; it’s clarity. Know the path forward. Lead people through it with confidence.

Repeat

This is the step that separates top performers from everyone else. They don’t do this once or twice when things slow down. They repeat it every single week.

They have systems for follow-up, pipelines they review regularly, and tracking that keeps them accountable.

Leaders build team structures around this formula. They don’t allow the business to get stuck in busywork or burnout; they keep the focus on revenue-driving activities.

Simple Doesn’t Mean Easy

This formula works. Every high-producing agent I’ve ever coached follows some version of it with discipline and consistency.

It’s not complicated, but it requires clarity and commitment. If your business feels scattered or you’ve been chasing too many things without real traction, come back to this.

→ Are appointments happening every week?

→ Are you preparing to win the room when you’re there?

→ Are you asking for the signature?

→ Are you repeating the cycle with intention?

The agents and teams who stay rooted in this formula are the ones who grow predictably, serve powerfully, and lead businesses they’re proud of.

Ready to simplify and refocus? This is where it starts.

Previous
Previous

Use These Scripts

Next
Next

Gratitude Practice