With our coaching clients, we implement a productivity program – appropriately termed I.P.A.I.D.™. This process allows them to look back at every day and answer “yes” to the question: “Was I paid today?”

I also use this approach in planning for my week. Every Sunday morning, I have a routine that serves me well and allows me to be best positioned for getting the most from the upcoming week. I wake up earlier, get in a workout, and then jump in the home office before my wife and kids are up and ready for family time. I spend an hour planning and preparing for the week ahead; which puts me in the position to make every day of the upcoming week as productive as possible.

Here are the 8 things I look at in preparing for the week ahead:

1. Review Annual and Monthly Goals: Remind myself of the big picture. I reiterate the three big goals I set for the Massimo Group, and myself – and reflect on the monthly goals to support these.

2. Review Financials/Pipeline: Look at YTD sales and opportunities in our pipeline. I send out quick notes to my sales team for clarification or suggested next steps. All the information I need is included in our Infusionsoft CRM, and we support this with a few simple and shared Google Docs.

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3. Review Weekly Calendar: This calendar is shared in both my Infusionsoft CRM and Google, and includes all scheduled commitments. I re-evaluate their prioritization: are there any meetings I don’t need to attend, should reschedule, or better – can delegate? Remember your time is one of your most valuable assets. Spend it wisely.

4. Review daily To-Do List For Each Day of the Upcoming Week: Re-evaluate their prioritization – are there any items I can delegate, or simply delete?

5. Review Team Marketing Calendar: This is the calendar we created at the beginning of the year, I make necessary changes based on the level of a campaign’s effectiveness.

6. Review the Team WIG Sheet: At the beginning of the year, each team member set key Wildly Important Goals to support our overall team goals – and they share their weekly progress on a simple Google Doc. Again, everything is shared and transparent.

7. Outline Semi-weekly Blogs: Based on the calendar our team determined at the beginning of the year, and I will write these during the week. Topics are based on the calendar we set, but I will deviate if a current event will create a greater response/readership.

8. Reallocate My Schedule and Days as Needed: I do this by integrating my personal schedule, as my family is the priority – why the heck else are we working so hard?


One of the events I am planning for this week is a free, public webinar – which I will be co-hosting with LinkedIn Guru, Christine HueberClick here to join us on January 25th at 1:00 pm EST for “Building Your CRE Pipeline with LinkedIn”, where we will share how to best leverage LinkedIn to start building stronger relationships and securing prospects!

Here’s My Weekly Plan for Maximum Results
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