A daily routine for consistent follow-up

Agents who earn steadily do not rely on motivation. They run a small routine every day. Here is a lightweight one for a solo agent.

Morning: the money hour

1. Open your list of who to contact today. Aim for 10 people, not 100.
2. Call the hottest first, then text the rest.
3. Log each conversation in seconds. Dictate the note.

Midday: transactions

• Check deadlines due this week: earnest money, inspections, appraisals.
• Send one proactive update to each client under contract.

Afternoon: showings and visits

• Line up the day’s showings in the shortest route.
• If you are driving past a past client, stop for a quick pop-by.

Evening: five-minute review

• Mark tasks done and create tomorrow’s follow-ups.
• Add personal details you learned today.

Make it stick

Attach the routine to something you already do, like your first coffee. Casavria’s Today screen is designed to be that first thing you open: a short list, one tap to act.

Questions

General information only, not legal, tax or financial advice.