By Stephanie Goedl
July 10, 2026
Summer is the perfect halfway point to evaluate your goals and check in to see if your real estate business is on track to achieve them. If not, this is the time to either adjust those goals or tweak the activities that will move you toward them. This requires an honest assessment of all aspects of your business.
Review Production Numbers
Start with an overview of your business, beginning with how much money you’ve earned so far this year. From there, break it down by the number of listings you took, listings sold, buyers you worked with, and buyer transactions. Include any rental transactions, separating them by rental listings and tenant placement. Assign the amount earned to each of them.
What’s in your Pipeline?
Your pipeline consists of prospective buyers and sellers you are working with. You must have a clear understanding of where they are in the buying or selling process. Will they be ready to go in a week, a month, or a year? Identify what they need to do to be ready to move to the next stage. This will help you nurture and guide them while developing a relationship. Having a clear understanding of your pipeline will help you predict future revenue.
Identify Lead Sources That Convert
Once you have an overview of your earnings year-to-date and the type of transaction associated with it, it’s time to take a deeper dive into how you got there. Write down the initial source for each of those transactions. Was it from your phone calls, walking your farm, a networking event, a conversation in the grocery store, a social media post or ad, or a referral? If it was a referral, was it from a family member, a friend, or a past client? Match each lead that resulted in a closed transaction to its activity. This will give you a clear picture of which lead sources are generating income. You’ll also want to identify the lead source for each prospect in your pipeline, as you’ll need that information when you repeat this process in six months.
Create a Roadmap for the Second Half of the Year
Now go back to your goals to see whether your current activities will get you there. Identify the activities that will generate leads to keep you on track to reach those goals. The key is to put those activities on your calendar and stay laser-focused on them. This will be your roadmap for the rest of the year. Share your goals and that roadmap with someone who can be your accountability partner. Stay the course, and you’ll be celebrating come December 31st and beyond.

About the author: Stephanie Goedl is Chief Operating Officer and Broker/Owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services we provide contact us at 714.626.2000 or Careers@C21Discovery.com.













