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As we head into a new year, most agents focus on goal-setting and fresh plans — but there’s a crucial step that often gets skipped: inventorying the opportunities you already created.

In this episode of The Winning Real Estate Equation, we break down how to gather a list of every lead you met, showed homes to, or discussed value with this past year… especially the ones who never transacted.
These leads often fall through the cracks, and when they do, they don’t disappear — they simply end up working with the next agent who reaches out.

We’ll walk you through a simple process to:
• Identify warm leads hiding in your CRM, notes, and memory
• Organize them into a clean pipeline heading into the new year
• Reconnect with value so you stay top-of-mind
• Protect the business you’ve already earned
• Start January with clarity, momentum, and opportunity already waiting for you

This isn’t just planning for the new year — it’s preserving the business you’ve built so it delivers results in 2026.

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