12 Tips and Best Practices To Be a Successful Real Estate Agent in 2023 [Guide + Daily Checklist]


If you’re looking for some tried-and-tested tips to help you achieve your goals and grow your real estate business in 2023 📈, look no further.  

You’ll learn the daily best practices of top-producing agents, including tips to: 

  1. Step up your real estate farming game 
  2. Simplify lead management & convert more leads 
  3. Organize your database, and more 

Plus, you’ll get a free daily success checklist to help keep you on track! 📋  

Remember, it’s the small daily habits we commit to—the things we do day in and day out—that can ultimately determine whether we’ll be successful in business and in life. 🚀 So let’s get started! 



#1 - Keep really good records 📝

Digitally-accessible records help you provide first-class service.

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Every time you meet someone, put them in your real estate CRM

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Enter important dates—property anniversaries, birthdays, etc—so you can reach out on the day of

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Whenever you speak with a client, record details by entering notes

#2 - Never skip on critical follow-ups ✔️

Spend a minimum of 15 minutes a day on follow-up and use your CRM to prioritize and automate: 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Do your daily 5 in the Follow-up Coach

Follow-up Coach in Top Producer that surfaces contacts real estate agents should connect with

The Follow-up Coach in Top Producer surfaces the contacts you need to connect with and provides easy follow-up options 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Sign a couple of contacts up to receive a Market Snapshot report


A branded market report based on live MLS data

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Set reminders for buckets of contacts and reach out

#3 - Get a lead management system 

Use your CRM to help you:

  • Consolidate your leads. Top Producer CRM integrates with over 150+ lead sources

Lead providers that Top Producer supports

Just a few of the lead providers Top Producer supports

  • Make meaningful connections with social media insights
Social media insights in Top Producer CRM

Social media insights in Top Producer CRM

  • Record details & move them through your pipeline

#4 - Relentlessly follow up with new leads

Use an Automated Lead Response tool to consistently follow up with new leads during the first few days using various contact methods.  


Automated Lead Response available in Top Producer CRM

#5 - Broaden your territory and farm smarter 🌱🚜

If your farm area is cooling off: 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Expand your reach 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Know your audience so your marketing resonates 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Use tools like Smart Targeting so AI can tell you the households likely to sell 🤖 

Farm smarter with AI

#6 - Remind your sphere what you do for a living

Here’s a 12-month plan in Top Producer you can apply to your sphere:

12-month plan for your sphere

Snippet of the 12-month plan in Top Producer for your sphere of influence

#7 - Don't let your past clients forget you

Apply this 12-month plan in Top Producer after closing:


12-month Past Client plan in Top Producer you can apply after closing

#8 - Segment your database to market effectively

Tag your contacts to keep track of:

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Who they are: Buyer, seller, sphere, etc

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Their interests: Market your listing on the golf course to the right people & stay in touch with relevant content

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Geography: Keep track of the areas they like to make your marketing more relevant

#9 - Use technology to warm up your cold calls

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Learn about them before you call: Use social media insights to make meaningful connections. Is a cold call really cold if before you call you know they:

✈️ Are a pilot

🏌 Play golf

📚 Have kids that go to the same school as yours

👩🏼‍💻 Viewed your market report 3 times

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Connect email marketing to your phone call prospecting: Follow up an email with a call a day or two later

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM Warm them up with an email: Use the intel to see if they've opened it prior to calling

#10 - Categorize your buyers so you know who to focus on

Buyer categorization:

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM A: Ready to put in an offer within 3 months & have pre-approval

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM B: Same as 'A' but not pre-approved

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM C: Looking to put in an offer in 3-6 months

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM D: Looking to put in an offer in 6 months or later

#11 - Prioritize sellers to boost your sales

Seller categorization: 

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM A: Referred you 2 or more times in a year

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM B: Referred you to at least 1 person

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM C: Would refer if the opportunity came up, but hasn't yet

tp-bullet_transparent-Aug-10-2022-07-19-38-75-PM D: An indifferent past client

#12 - Send content that shows off your expertise

A quality market report works for all stages of the client lifecycle.  

Market Snapshots work for all stages of the client lifecycle

Branded Market Snapshot reports contain live MLS data and work for all client stages

And with the recent Market Snapshot upgrade, it’s now easier than ever to reach your audience. 

Recent Market Snapshot upgrade that doubles deliverability

Implement some of these habits into your daily routine and you'll reap the benefits in the future!

Download the guide below to get a daily success checklist 📋 to help keep you on track.



12 Tips To Be a Successful Real Estate Agent in 2023

+ Daily Success Checklist