Tijdmanagement in Tesoro

Top-performing agents zijn niet harder working - ze're smarter working. Ze spenderen 60-70% van hun tijd aan revenue-generating activities (viewings, negotiations, lead follow-up) versus gemiddelde agents die 30-40% spenderen (de rest: admin, reactive tasks, time-wasters).

Deze guide toont je exact hoe je je tijd optimaliseert met Tesoro CRM.

Morning routine (8-10 AM): Planning & Priorities

8:00-8:30 - Pipeline review (30 min):

• Open Tesoro Dashboard
• Review KPIs: new leads, active deals, closing dates
• Check Kanban board voor stagnating deals (>7 days in stage)
• Review Today's tasks en scheduled activities
• Prioritize top 3 MITs (Most Important Tasks) voor de dag

8:30-9:00 - Communication batch (30 min):

• Respond to overnight emails/messages
• Check voor urgent client requests
• Review nieuwe leads van afgelopen 24 uur
• Quick calls to hot leads (immediate response)

9:00-10:00 - Proactive outreach (60 min):

• Call warm leads die follow-up nodig hebben
• Send property updates naar qualified buyers
• Schedule viewings voor de week
• Run AI property matching voor nieuwe deals

Mid-day focus block (10 AM-1 PM): Revenue activities

10:00-1:00 - Viewings & meetings (3 hours):

• Property viewings met buyers
• Listing appointments met sellers
• Negotiation calls
• Valuation visits

Protect this time - no admin, no internal meetings

Afternoon workflow (2-5 PM): Mixed activities

2:00-3:00 - CRM updates & documentation (60 min):

• Log morning's conversations en viewing feedback
• Update deal statuses en next steps
• Add detailed notes voor future reference
• Create follow-up tasks

3:00-4:30 - Strategic work (90 min):

• Create new property listings
• Market research en comparables
• Prepare presentations voor upcoming meetings
• Email campaigns (property showcases, market updates)

4:30-5:00 - End-of-day review (30 min):

• Review today's accomplishments vs goals
• Complete any urgent tasks
• Plan tomorrow's top 3 priorities
• Set calendar voor next day

Evening (optional): Long-term growth

• Network events (1-2x/week)
• Learning/training (webinars, courses)
• Content creation (blog, social media)
• Client entertainment (dinners met VIPs)

Dashboard shortcuts

• Quick add: Use '+' button voor fast contact/deal/property creation
• Global search: Cmd/Ctrl+K voor instant search anywhere
• Filters: Save custom filters voor frequent searches
• Bulk actions: Select multiple items voor batch operations

Time-saving automation

Email templates:

• Create templates voor common scenarios
• Welcome emails, property showcases, follow-ups
• Use variables {{firstName}}, {{propertyAddress}}
• One-click sending met personalisation

Task automation:

• Auto-create follow-up tasks na deal stage change
• Set reminders voor viewing follow-ups
• Scheduled tasks voor periodic check-ins

AI property matching:

• Run automatic matches voor new buyers
• Schedule weekly property alerts
• Let AI suggest best properties instead of manual searching

Mobile workflow

• On-the-go updates: Log notes immediately na viewings (voice-to-text)
• Quick property photos: Upload tijdens site visits
• Instant nietifications: Never miss hot lead
• GPS check-ins: Track time spent at properties

Top time-wasters in vastgoed

1. Constant email checking (saves 60-90 min/day)

• ❌ Wrong: Check email every 5 minutes
• ✅ Right: Batch process 3x/day (morning, lunch, end-of-day)
• Turn off nietifications tijdens focus blocks
• Use filters voor urgent vs can-wait

2. Unqualified leads (saves 2-3 hours/week)

• ❌ Wrong: Spend equal time on alle leads
• ✅ Right: Quick qualification, prioritize hot leads
• Use scoring system in Tesoro
• Move cold leads naar nurture campaigns

3. Manual data entry (saves 45-60 min/day)

• ❌ Wrong: Manually typing everything
• ✅ Right: Use Tesoro's import tools, templates, bulk actions
• Mobile app voor instant logging
• Voice-to-text voor notes

4. Inefficient viewing scheduling (saves 30-45 min/day)

• ❌ Wrong: Scatter viewings throughout day
• ✅ Right: Block viewings in geographic clusters
• 2-3 viewings back-to-back in same area
• Buffer time tussen viewings voor notes

5. Social media rabbit holes (saves 60-90 min/day)

• ❌ Wrong: "Quickly check Instagram" → 1 hour gone
• ✅ Right: Scheduled social media time (15 min, 2x/day)
• Use website blockers tijdens work hours
• Separate business en personal accounts

6. Perfectionism in non-critical tasks

• ❌ Wrong: Spend 2 hours perfecting routine email
• ✅ Right: 80/20 rule - good enough voor most tasks
• Perfect only wat matters: client presentations, listings
• Template everything else