Top-performing agents don’t wait until December to assess their production. They track, adjust and re-engage early so they can finish strong and set themselves up to hit the ground running in the new year.
Step 1: Know Your Numbers
To get to where you want to be, you first need to know where you are. Now’s the perfect time to take stock of your stats. One way Locations agents stay on track throughout the year is by using our proprietary Business Road Map tool. Developed by our in-house Technology Department, this tool leverages a variety of data points to measure client engagement and suggest actions to increase sales.
If you don’t have access to a similar business-planning tool, you could examine some of these metrics to gauge your business:
- Total closed volume and units vs. your annual goal
- Pending transactions expected to close before year-end
- Average days between closings—is your pipeline healthy?
- Lead sources—what’s producing results, and what needs attention?
If you’re behind your target, don’t stress—there’s still time. With one quarter left, a focused push now can create momentum that carries well into 2026.
Step 2: Reignite Your Pipeline
Now’s not the time to coast. Q4 is prime time for meaningful, relationship-building touchpoints. Fortunately, the holiday season presents many natural occasions to reach out to clients and prospects. tHere are some high-impact activities you can implement now to re-engage clients and generate new opportunities:
- Pop-Bys: Drop off a small, thoughtful seasonal item, like a pumpkin spice candle or a favorite holiday treat, with a branded tag and a quick note. These low-cost touches keep you top-of-mind.
- Client Appreciation Event: Host a simple fall coffee social, holiday photo event or year-end pau hana. Client gatherings create face-to-face connection where referral conversations follow naturally.
- Holiday Mailers & Cards: A personal, handwritten holiday note with a market update insert stands out in the stack of generic cards. Use this opportunity to remind your clients you’re their go-to resource. At Locations, we make sending holiday greetings easy. Our in-house Marketing Department creates four unique, eye-catching branded holiday mailers each year, and our farming experts handle mailing lists and postage—freeing agents up for in-person activities.
- Real Estate Reviews: Offer short, personalized “year-in-review” CMA reports. You can tie these reviews to equity growth, investment potential or tax planning. It’s a chance to position yourself as a strategic advisor, not just a transaction agent. Locations offers up-to-date, print-on-demand branded Real Estate Reviews, customized to various Oahu market areas.
- VIP Touches for Top Referrers: Identify your top advocates. Send a special holiday gift or extend an invitation to an exclusive event. Momentum grows when you intentionally nurture the relationships that already support your business.
Step 3: Finish 2025 With Purpose
The agents who win the year aren’t necessarily the ones who work the hardest in January—they’re the ones who stay focused and intentional in October, November and December.
This quarter is your springboard. Track your numbers, lean into relationship marketing and use seasonal touchpoints to reconnect with your sphere. A strong Q4 doesn’t just close gaps—it launches your next year with confidence and momentum.
Ready to make the final stretch count? Schedule a complimentary coaching session with a Locations Sales Coach to create YOUR Q4 Action Plan.
