đ Time Blocking for Real Estate Agents: Productivity Worksheet
Overview
Purpose: Maximize focus, reduce decision fatigue, and prioritize highâimpact tasks using intentional time blocking.
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Step 1: Define Your Core Activities
Instructions: List the recurring tasks essential to your real estate business.
Activity Category
Examples
Lead Generation
Prospecting calls, door knocking, database outreach
Client Management
Showings, listing appointments, buyer consultations
Marketing
Social media content, email newsletters, property promos
Transaction Work
Paperwork, inspections, negotiations, transaction updates
Personal Development
Training, coaching calls, market updates
Admin/Operations
CRM updates, inbox cleanup, scheduling, file organization
Personal Life
Gym, family time, rest, hobbies
Tip: Categorize tasks by energy level. Save lowerâenergy tasks for afternoons or postâappointment blocks.
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Step 2: Identify Your Time Blocks
Instructions: Break your day into focused blocks with buffer time between them.
Time Slot
Focus Area / Task Example
8:00â9:00 AM
Morning routine planning
9:00â11:00 AM
Lead generation & followâups
11:00â12:00 PM
Admin tasks or property marketing
1:00â3:00 PM
Showings, client appointments, CMA prep
3:00â4:00 PM
Showings, client appointments, CMA prep
4:00â5:00 PM
Wind down, email cleanup, tomorrowâs plan
Tip: Block âprotected timeâ for lead gen at least 3x per week â itâs your business pipeline!
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Step 3: Weekly Template (Use or Modify)
Day
AM Focus Block
Midday Block
PM Focus Block
Monday
Weekly planning, lead gen
Buyer showings
Listing prep, emails
Tuesday
Followâups, calls
Marketing content
Admin tasks, trainings
Wednesday
Lead gen, prospecting
Client appointments
Paperwork & transaction updates
Thursday
Listing appointments
CMA & pricing research
CRM cleanup, scheduling
Friday
Review goals, lead gen
Content planning
Weekly recap & prep for next week
Tip: Use batching to reduce context switching (e.g., batch marketing or showing appointments).
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Step 4: Plug into Your Calendar
Use Google Calendar, Outlook, ClickUp, or a paper planner.
Colorâcode blocks by category. Set alerts for transitions.
Tip: Treat blocks like appointments â only reschedule with intention.
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Step 5: Review & Adjust Weekly
Friday Weekly Review Checklist: #
â What blocks worked well?
â Where did I get off track and why?
â What can I improve next week?
â Do I need to shift priorities?
â Are my highestâleverage tasks getting time?
Tip: Review your calendar like you review your finances â consistently and honestly.
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Best Practices for Time Blocking
Plan the night before: Reduce decision fatigue.
Avoid overbooking: Leave room for drive time or surprises.
Use buffer blocks: Add 15â30 mins between intense sessions.
Track your energy: Align key tasks with when youâre most productive.
Start small: Even 1â2 consistent time blocks can transform your week.
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