Are you ready to kick off the 2021 financial year on the right foot? Putting in the work now will set up your business for a successful year ahead. In today’s Coaching on the Go I challenge you to reconnect with past appraisals to ensure you don’t miss any future opportunities.

Click to watch the video (or simply read the transcript) below to learn more.


Here is another Coaching on the Go Moment from real estate coach Caroline Bolderston.

I get excited around this time of year because we are wrapping up the 2020 financial year as we approach the end of June. It’s a moment where I spend time with my clients reflecting on the previous twelve months. We look at their stats, their numbers, how they ended up, what worked, what didn’t. But more importantly, setting up a plan for the new 2021 financial year.

I thought I’d share with you one of the initiatives that we put in place for most of my clients. Go through every single past appraisal. No matter how old it is. Reconnect with them.

Right now there are two things you can raise.

Update them on the current market

Give them an update as to what the market’s doing. What is the real estate climate currently, now that we appear to be through the worst of COVID and people are getting on with their plans.

What are their plans for the new financial year?

Have that end of financial year or start of a new financial year conversation. You might ask them ‘with the start of a new financial year, I often check in with clients I’ve had dealings with in the past, to see what your plans might be? Is there anything you’d like to achieve this new financial year in terms of real estate?’.

It’s a good conversation to be having and it’s a great initiative right now for you to get your pipeline as strong as possible as you move into the new first quarter of 2021.

Here is your challenge: How many of your past clients/past appraisals can you reach out to in the next 48 hours?

Wouldn’t it be great to see how many conversations you can have? Go for it. We’ve only got a few days left and it’s a whole new year.

If you have a genuine desire to serve your clients, work hard and become the best you can be – contact me via the section below to discuss how coaching can work for you.

Tags: Conversationsnew financial yearNext 48 hours?Past appraisalsUpdate current market

Caroline Bolderston

With over 17 years of industry experience Caroline has a track record of personal high performance and exceptional results. Taking her passion for Real Estate sales and her genuine interest in sharing her expertise to develop others, she was the creator of the Belle Property Academy which has delivered many $1M agents and high performing sales teams.