A Coaching Tip from Your Region!
Hello SW Region Leaders and Associates,
Spring isn’t just for cleaning closets and garages — it’s the perfect time to dust off your database and turn it into a revenue-generating machine. 
At Keller Williams, we say it often and we mean it:
Your database is your business.
Here’s your spring cleaning checklist to refresh, refocus, and reignite your pipeline:
1. Build or Revisit Your Contact List
Whether you’re starting from scratch or pulling contacts from Command, your phone, or spreadsheets—make sure it’s all in one place and ready to work for you.
Import Contacts into Command Import Phone Contacts into Command Using the Command App
2. Segment & Tag Smartly
Group your contacts by how they know you: SOI, VIPs, past clients, leads, referrals, vendors, etc.
This allows for targeted follow-ups that are actually relevant.
3. Fill in the Blanks
Missing birthdays, addresses, or contact preferences? Use this season to reconnect and fill the gaps.
Pro tip: Ask about their real estate plans for the year—you’ll be surprised how many are thinking about buying or selling.
4. Set Up SmartPlans
Put everyone on a plan that makes sense. Use tools like Neighborhood Nurture, Birthday SmartPlans, and Quarterly Calls to stay top of mind and show you care.
5. Turn Tasks into Appointments
Every call should end with a next step. It’s not about blasting through your list—it’s about building meaningful relationships and creating future business.
Spring cleaning your database = spring growing your business.
Let us know if you want to hop on a quick Zoom to walk through your database together, or if you’re ready to dive into Command and start segmenting, tagging, and setting up SmartPlans.
Let’s make this the season of growth and great conversations! 
If you liked this, hit reply—we’d love to hear your thoughts!