As we enter the final stretch of the year, most agents start shifting their focus to the holidays, downtime, or dreaming about their 2025 goals.
But we are agents of change—we are the agents who will win big next year, which means we are testing and tweaking our business plans right now.
If you want to increase sales, grow your business, and create a plan that actually works in 2025, there’s no better time than November and December to start trialing those new strategies and refining your systems. Think of it as a holiday “soft launch” for your business—one that gives you a clear advantage when January hits, a time when the average agent is just getting started.
Here are three focused, actionable steps to make the most of these next two months, so you’ll enter 2025 with a business plan that’s already proven to work.
Set Your 2025 Goals Now—and Make Them Actionable
Your SMART goals for next year should already be coming into focus. How many deals do you want to close each quarter? How much do you want your commission to grow by June? Set numbers you can work toward, and then reverse-engineer the actions needed to reach them.
If you’re like me, you’ll want to avoid overwhelm by setting micro-goals: small, specific targets that make big goals feel achievable. Rather than looking at a huge annual number, think about what you need to accomplish monthly, weekly and even daily to stay on track. The simpler your system, the easier it is to stay consistent and build momentum.
Now is the perfect time to break down your big 2025 goals into actionable steps you can practice in real time.
Test Drive Lead Generation Strategies
The business planning season is a time when we often overestimate our capacity for taking on new lead generation tactics. We often try too much at once, crash and burn.
Instead, use November and December to test one or two new lead-gen strategies in a lower-pressure environment. This will allow you to fine-tune them without the January rush.
With people generally more receptive around the holidays, try a “sphere-focused” lead-gen strategy, where you reach out to clients, potential sellers, or local contacts in a more personal way. Calls, friendly holiday updates, or even festive drop-bys can help gauge what resonates most. If you’re focusing on digital, try limited-run social media ads with holiday messaging to see what gets the most engagement.
Weekly Check-In Exercise
As you test these tactics, a regular reflection process will help you identify early wins and areas for adjustment. Set aside 10-15 minutes each week to review what’s working and what’s not.
Are you noticing a spike in responses to certain outreach? Is one lead-gen method producing more quality leads than another? This weekly check-in is your chance to pivot quickly, saving time and refining your plan before January.
To get the most out of this exercise, document what you tried, what succeeded, and what didn’t. Note which call scripts led to appointments, which ads saw the highest engagement, or which follow-up emails got the best responses. By reviewing weekly, you’re staying flexible and honing your plan, so it’s as strong as possible come January.
The goal is momentum. If you stay consistent, the payoff will be clear. By January, you won’t be scrambling to “start fresh.” You’ll already be several steps ahead with a tested, actionable plan that’s proven to work. So, while everyone else is easing into 2025, you’ll be hitting the ground running—with a business primed for growth, more sales, and real, sustainable success.
