2023 Dated Digital Planner for Realtors | Plan With Me | Digital Planning 2023

I'm gonna do a little flip through of my brand-new 2023 digital planner! So, come plan with me and I will show you all the fun stuff this planner has to offer and why you need it, and why your life will be so much better with it! That's not really the case but we can pretend like it is, right?

My name is Kasie Gray, I am a realtor a mom, and somebody who is just out here managing the most, therefore, I created a digital planner meant for realtors and people who are just really doing it all so this is my 2023 digital planner it comes with several covers. So you can choose what cover you want to use this is the index as you can see, there are tons of goal-setting pages, tons of productivity, pages home, and lifestyle trackers. Business planning and financial planning have a spot for different notebook sections and several different blank setups.

I'm just going to scroll through as we go and kind of explain the planner to you the goal setting and so much more you can find out more of this info I'll share all of mine once they're completed in my Facebook group planning for realtors. This is a spot for you to put stickers in this is the yearly overview a list of holidays. This is 365, so you can upload pictures or you can zoom in, and as you can see it's very high quality. So you can zoom in and just kind of like journal your thoughts for the day, write down your gratitude, whatever you please, and as I said, nothing is lost.

You can even put in a little picture for each day which is January, February, March, and so on and so forth. This is the vision board awkward for the year future self this year the plan self-assessment goals. Market stats, business goals, business monthly planning, monthly marketing plan, non-negotiable ideas, so each of these sections are linked and then each of these sections up here, where you can see the widget is linked up here, and that's on every single page. So if you want to go to your financial planning, you just tap up here and it will take you to that page. If you ever get lost, you can just head right back to the index which is located right there. Then for each month, we have the month they are linked to the week so you can tap here and it will take you to the week ahead and then it also is linked in each month to the plan for the month.

The business planning for the month the financial tracker and the reflection and then each week is linked. So if we want to tap on the week we can visit here and this is our week ahead and then we can have a link and then we have links to each individual page and the reflection so if you are wanting to go to Monday, you just swipe over or you can click Monday. It will take you there automatically and then you also have the links to all of these weeks' days in the week. This is how your daily setup is a little spot for your priorities your schedule business to do is a personal to-do spot to mark yourself care, your affirmation, and gratitude, track your month, your energy level your water, and then a little grid for if you need an extra to-do list.

Then a spot for you to know if you have calls that want to track those or want to have a little spot to journal in each day. So each of these is linked every day looks the same but obviously has a different day and that date is the same one and then this will help you not have to worry about having to date every single day. Then we have the reflection which looks like this so a spot for you to do your checklist wins.

My favorite thing about digital planning is if there's anything in here that you don't like you can always cover it up or switch it out there are tons of things that are written in but also tons of spots for you to continue to do the same habits every week. A copy and paste and so I'll take you through the additional pages next and we can look at those next and take you through each of these pages that we have for each month. This is the planning so your business goals personal goals important dates to-do list bucket list monthly commitment spot and then an additional spot for you to write in this is your monthly business plan land and so at the beginning of the planner you have different prompts.

So this is a spot to help you keep track of your clients that you're taking care of this month a blank spot for you know ideas and extra things that you need to handle. So this will be your monthly marketing plan and then you'll take screenshots of which three you want to do for that month and then put them into that month's monthly marketing plan. You can have a blank one or you can have you know a video and then there are different checklists to make sure that you're sticking with this three-pillar marketing approach or there's a spot for you to just write it in. Then on to finance, we have a spot for your goal the month is income savings build expenses varial expenses totals, and then an extra Blank Spot for you to write in.

This is your month in review so this is you know for you to track how many clients how many leads, how many whatever you would like to track, your Instagram followers, then this is to track your mood, you know, one being the worst and being the greatest and then a little spot for you to reflect on the month, in the past. Then an additional spot for you to write or fill in with pictures whatever makes you happy. So those are the monthly spreads, weekly spreads, and then daily spread.

And then we have all of the extra pages in the back. So this is our productivity section. We have routines and rituals you can just copy and duplicate these pages. So if you want to switch out your routines, you can do that this is your routine for the season. So like map out what is possible because I know like with kids your nap time schedules change your school schedules, change your sports, and schedules change.

So you can kind of map out your weekly routine for the different seasons that you're in. This is to help you build habit-stacking routines and this is a list of habits. So this is the habit tracker that we have built-in for each week. So this is mine, for example, so if you didn't want to come up with your own, you could always just go in here, take a screenshot and then import that to each week or you can take these tasks right here. Fill them into your habit tracker and then you have your habits tracker template for each week.

And then this is an additional habit tracker for the month if you would like we have an extra long to-do list for those days where you just have a million and one things to do. I plan on having this at the beginning of each month, just so that I can you know keep a running tab.

Then goal planner little section. You can duplicate this to you know set up your goals for um in different areas or you can take it and screenshot this big spot or this small spot to use in other areas. This is an event planner because we all know we love to plan events. So this will help you keep track of you know your budget discount, all those things, meeting notes, and then on to home and lifestyle. We have a Rebrand, we have a dream life, and we have self-care ideas and weekly cleaning schedules.

So same for this is the template for our weekly schedule checklist and so you can you know pick out what days you know Monday, Tuesday, Wednesday, Thursday, Saturday, and pick out what areas you're going to be doing or just implement this and copy this page into each week we have a cleaning schedule for the whole year. So we'll help you keep track of that quarterly cleaning ideas and monthly sleep trackers. You can fill in how many hours you slept from 1 to 11 for 31 days and then we have a workout plan so this can be for the month what your plan is for weeks and how to track it next up we have body measurements.

This could last you however long you would like and then we have a progress tracker. So before and after pictures then we have a meal planner snack ideas note,s shopping list, you can copy this for each week and implement that there and then. We have a recipe card section and a wish list section movie tracker movie watch list of things that you would like to watch and then we have a book tracker so you can reflect on the books that you watch and then we have a little spot for your why to fill that out funny things. Your kids said and all these Pages.

You can duplicate it as many times as you would like and Implement it in other spots and when it comes to business planning. This is where it gets good we have our closing tracker you can fill in these little houses as you close properties. We've got escrow, a tracker listing log, so keeping track of all of your listings that are happening your buyer lead tracker seller lead tracker investor tracker, 14 days to an organized business challenge, how to prep your listing photo shoot video, post planner.

Then we have your monthly business planning then we have your social media plan so you can use this for each week or just use this to stick to and then we have our prospecting schedule which you can use for each day each week or just when you feel like it a homeowner info sheet to fill out.

We're on to financial planning so we have our annual income tracker, debt tracker, savings tracker, a blank Financial overview, and then we have our note pages. So there are two of each different section. We've got graph dots blanks and then we have six notebook sections. So you can write down what this notebook section is titled so if you have you know a certain board that you're on and you want all the meetings to fall behind this and you can do that here or this is where you can track your clients and all of these can be found in the index and notebook sections right here.

So you can label them and know where you're going. So I hope you enjoyed that walk-through. It is quite a work of art if I do say so myself. If you have any questions, feel free to reach out to me or join our planning for realtors Facebook group where I will be sharing all of my filled-out examples and some tips for digital planning. More of this will be available on Etsy you can click the link down in my bio for more information and on my personal site!