It’s June, which means we’ve entered the summer vacation season. Yet, most real estate agents have no plans when it comes to taking time off. Most are also unaware of what happens to their business when they go on vacation because they don’t have an effective plan in place. 

So, I’m breaking down exactly how to prepare so you don’t lose business by taking some well-deserved time off. 

#1—Plan your calendar in advance

As a real estate agent, you want to be off when everyone else is off.

What you don’t want to do is take off in the middle of April or May or any time you know your local market is going to be busy. Because that’s when you can lose out on business. 

Taking time off when the masses are off is a really smart thing to do as an agent. But even with that, there’s no guarantee a client or prospect won’t try to get a hold of you while you’re on vacation. That’s where planning your time off in advance comes in. 

It’s important to know what days you’re working and what days you’re not working. Because it’s really easy for work to expand to fill all the time allotted for it. 

Being intentional sounds like this: 

“Hey, I’m working this day, I’m not working that day. I need to get everything I need to get done today so I can go enjoy myself tomorrow and get some well-deserved time off.”

There’s no study out there that shows working seven days a week is effective long-term. You might need to do that when you’re getting started, but everyone’s entitled to a little time off here and there. 

So, make it a priority to plan ahead in your calendar when you’ll be on and when you’ll be off. And make it intentional—take time off when other people are off so you can be available when the people you serve are most likely to need your help. 

#2—Know your goals when you’re working

We all have a 90-day period coming up over the summer. And you know as well as I do that making the best use of those days requires planning. 

That planning is based on your goals. So, what are your goals for the summer? What are you trying to get done? How many houses do you want to sell? 

Once you know the answers to those questions, you can then reverse engineer it. Assuming you’re tracking your numbers, you should be able to calculate the following: 

  • How many appointments do you need to go on? 
  • How many conversations do you need to have to get those appointments? 
  • How many people do you need to reach out to to have those conversations?

Then make those the minimum acceptable standard for your business on a daily basis.

So, if you’re taking a little extra time off, your kids are off from school, whatever you’ve got going on, you want to make sure you’ve got those activities locked in so you understand, Hey, if I do this, I did something to make money today.” 

We just had a meeting with our team, and one of our killer agents said, I’m not always going to do things that are going to get me paid, but I’m taking steps in my business that are getting me closer to commission checks. 

That is a brilliant mindset. And it’s exactly the kind of mindset you want to have when you ask and answer these questions for yourself: 

  • What are your goals?
  • Are they written down?
  • Are they up and visual?
  • Do you have a minimum daily standard for the days that you’re working? 

#3—Have a vacation plan

Lastly, you want to have a vacation plan. You’re going away. But before you do, you have to know who’s covering for you while you’re gone. Are you going to be fielding calls and trying to arrange coverage at the last minute, or do you have a system in place? 

Do you have a vacation buddy? By that, I mean do you have a friend in the office or someone on your team who can pitch in and help out? 

If you do that, you can direct all correspondence to them and really enjoy your time off. 

Then you’ve also got a plan, so when your client comes out of the woodwork because they want to see a home, now that you’re away (which is what always happens), you want to be able to make sure you’re not missing a beat in your business and vice versa. 

Do the same with checking messages and your CRM. Do you have someone who will do that for you, or will you block out an hour a day during your time off to make sure nothing is falling apart and everyone is getting attended to?

That’s what you want to look at. And there are things you want to lock in before taking off:

  • Pipeline building
  • Appointment coverage
  • Negotiation coverage

I’m not saying go out and prospect during your vacation, but make sure all the inbound activities, the low-hanging fruit, the inquiries, and the responses are covered. Your consumers still expect your business to keep going and keep serving them even when you’re on vacation. 

Your customers might fully support you taking some well-earned time off. But what they really care about is buying or selling a piece of property. 

Take this plan and implement it—not just now, but anytime moving forward when you’re taking a vacation or taking some time off. Because a real business owner has these plans in place. 

Otherwise, you’re just chasing things down, and you really don’t have a business.