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February 9, 2026 Uncategorized

The New Agent’s First 90 Days: A Daily Action Plan for Building Your Business

Jon
February 9, 2026 · 10 min read

Author: Jon Smith

Welcome to the exhilarating world of real estate. You’ve conquered the exam, aligned with a brokerage, and now stand at the threshold of a promising career. The air is thick with excitement, a sense of boundless opportunity. But beneath the surface, a current of uncertainty flows. You’re likely staring at the vast, competitive market and asking yourself, “What’s the first step? What’s the right step?” This feeling is universal. The statistics paint a sobering picture: a staggering 87% of new agents exit the industry within their first five years [1]. This isn’t a reflection of their potential, but rather a testament to the challenges of navigating this business without a clear roadmap. But here’s the crucial distinction: you do not have to be a statistic. Your success won’t be determined by chance, but by the strategic, deliberate actions you take starting today.

This is where your first 90 days come into play. This initial period is the most critical of your career, the time to build the foundational habits and systems that will carry you for years to come. Forget the idea of “winging it.” The agents who thrive are those who operate with intention, discipline, and a clear plan of action from day one. This guide is your daily action plan, a step-by-step framework to not just survive, but to build a thriving, sustainable real estate business. Let’s get to work.

The Stakes Are High: Why Your First 90 Days Matter

Let’s be direct. That 87% failure rate isn’t a boogeyman designed to scare you out of the business; it’s a spotlight, meant to illuminate the path to success by showing you where others have stumbled. The primary reason for this industry churn isn’t a deficit of talent, charisma, or market knowledge. It’s a failure to treat this profession like a true business from the very beginning. It’s the absence of structure, discipline, and, most importantly, consistent, daily lead-generation activities. Too many new agents fall into the trap of passive hope, a dangerous misconception that if they get their license, the clients will simply materialize. They approach their new career with the mindset of a hobbyist—working in sporadic bursts of inspiration, shying away from the uncomfortable but essential tasks of prospecting, and waiting for the phone to ring. This is not a sustainable business model; it is a direct flight to burnout and failure.

Your first 90 days are your opportunity to prove that you are a business owner, not a hobbyist. This is the time to build your operational infrastructure—your CRM, your daily schedule, your marketing templates—and to develop the non-negotiable habit of daily prospecting. The actions you take in this initial quarter will create the momentum that leads to your first commission check and beyond. Think of yourself as a pilot in training. You must master the pre-flight checklist, the take-off procedures, and the flight controls before you can soar. This 90-day plan is your flight manual.

Month 1 (Days 1-30): Laying the Foundation

The theme for your first 30 days is Systems, Knowledge, and Mindset. This is your foundational boot camp, the time to forge the armor and sharpen the weapons you’ll need on the battlefield of real estate. During this month, you will meticulously establish the daily habits and operational infrastructure that will become the bedrock of your business. The primary objective is not to chase a closing—although that would be a welcome bonus—but to construct a powerful and consistent lead-generation machine. This is about building the factory before you start trying to sell the widgets.

Your daily schedule is your new boss. It dictates what you do and when you do it. A successful agent’s day is highly structured and front-loaded with revenue-producing activities. Here is a template for your daily action plan:

Your daily schedule should be structured and front-loaded with revenue-producing activities. From 8:00 AM to 11:00 AM, your undivided attention should be on Lead Generation. This three-hour, non-negotiable block is for prospecting, including calling your Sphere of Influence (SOI), expired listings, For Sale By Owners (FSBOs), or circle prospecting around new listings. All distractions, such as email and social media, should be avoided. Following this, from 11:00 AM to 1:00 PM, focus on Learning and Skill Building. This is your time to become a market expert by previewing properties, studying the MLS, practicing scripts, and mastering your brokerage’s technology. The afternoon, from 1:00 PM to 4:00 PM, is dedicated to SOI and Database Nurturing. This involves building relationships through personalized calls, handwritten notes, and segmenting your database for future marketing campaigns, with the goal of adding at least five new, qualified contacts to your CRM daily.

⚡ Essential Tech Stack for New Agents

Don’t waste your first 90 days figuring out which tools to use. Here’s the proven starter stack:

  • REDX + Storm Dialer — Best value for new agents. Quality lead data with built-in power dialer. From $50/mo
  • Follow Up Boss — Build your database from day one. Every contact organized and automated. From $58/mo
  • The CE Shop — Post-licensing education and designations that build credibility. From $39
  • Canva Pro — Professional marketing materials without a designer. From $13/mo

See all recommended tools in The Agent’s Arsenal →

To help you get started with your lead generation, here are two essential scripts to master:

The “I’m in Real Estate!” SOI Script:

> “Hi, [Name]! It’s Jon Smith. How have you been? I’m calling with some exciting news – I’ve officially launched my real estate business with [Brokerage Name]! I’m so excited to be helping people with their home buying and selling goals. I know you’re not in the market right now, but I wanted to ask, who is the next person you know who is thinking about making a move?”

The Expired Listing Script:

> “Hi, I’m looking for [Homeowner Name]. This is Jon Smith with [Brokerage Name]. I’m calling about your home that came off the market recently. I specialize in selling homes that other agents couldn’t, and I’m confident I can get your home sold. I’d like to stop by for 15 minutes to show you the specific strategies I’d use to get you a different result. Would this afternoon at 4:00 PM work, or would tomorrow morning at 9:00 AM be better?”

By the end of month one, you should have a fully functional CRM, a non-negotiable daily routine, and a database that is growing every day. You may not have a client yet, but you will have the systems in place to generate them consistently.

Month 2 (Days 31-60): Gaining Momentum

With your foundational systems in place, the theme for month two is Visibility and Lead Nurturing. Now it’s time to get out from behind the desk and start having face-to-face conversations about real estate. Your daily schedule will evolve to incorporate more client-facing activities.

Your daily schedule will evolve to incorporate more client-facing activities. The morning block from 8:00 AM to 11:00 AM is for Lead Generation and Follow-up, where you will continue prospecting and start nurturing the leads from the previous month. From 11:00 AM to 2:00 PM, your focus shifts to Client-Facing Activities, such as buyer consultations, listing presentations, and showing properties, with a weekly goal of scheduling at least two buyer consultations. The afternoon, from 2:00 PM to 4:00 PM, is for Content Creation and Social Media, where you will build your personal brand by consistently sharing valuable content about the local market, homeownership tips, and client success stories.

Open houses are one of the most effective ways for new agents to meet active buyers and sellers. Your goal should be to hold at least one open house every weekend. Here’s a script for following up with open house visitors:

The Open House Visitor Follow-up Script:

> “Hi, [Name]! This is Jon Smith. We met at the open house at [Address] on Saturday. Thanks so much for stopping by! I wanted to follow up and see if you had any additional questions about the property. Also, I know that searching for a home can be a full-time job. I specialize in helping busy people find their dream home without the stress. I have a few spots open this week for a 30-minute home buyer consultation. Would you be open to a quick chat?”

By the end of month two, you should be having regular conversations about real estate and have a handful of potential clients in your pipeline. You’re no longer just a new agent; you’re an active agent.

Pro tip: Real Broker agents get free access to all CloseDaily scripts, tracking tools, and daily action plans. Learn more about joining Real Broker →

Month 3 (Days 61-90): Accelerating to Your First Closing

Now it’s time to convert the leads you’ve been nurturing into clients. The theme for month three is Conversion and Scaling. Your focus shifts from broad prospecting to targeted follow-up and transaction management. Your daily schedule will become even more focused on income-producing activities.

Your daily schedule will become even more focused on income-producing activities. The morning, from 8:00 AM to 11:00 AM, is for Focused Follow-up with your “hot” and “warm” leads who are ready to transact in the next 30-60 days. From 11:00 AM to 2:00 PM, dedicate your time to Transaction Management and Negotiation Practice, mastering the paperwork and skills needed to get your clients to the closing table. The afternoon, from 2:00 PM to 4:00 PM, should be used for Building Vendor Relationships with lenders, home inspectors, and title companies to ensure a seamless client experience.

Consistent, value-added follow-up is what separates top producers from the rest. Here is a simple script for nurturing your leads without being pushy:

The “Checking In” Nurture Script:

> “Hi, [Name]! Jon Smith here. I was just previewing a new listing in [Neighborhood] and it made me think of you. It has that big backyard you mentioned you were looking for. I know you’re not quite ready to make a move, but I thought you might like to see it. No pressure at all, just wanted to keep you in the loop. Here’s the link. Let me know what you think!”

Your goal for month three is to get at least one client under contract. By the end of this 90-day sprint, you will have not only survived your first three months in the business, but you will have built a repeatable system for generating and converting leads. You are now a true real estate professional.

Common Mistakes to Avoid in Your First 90 Days

Even with the best plan, it’s easy to get sidetracked. Here are four common mistakes to be aware of and actively avoid:

One common pitfall is the “Secret Agent” Syndrome, where new agents hesitate to announce their career change to their social circle for fear of appearing pushy. This is a significant error, as your Sphere of Influence is a primary source of initial business. Another mistake is Shiny Object Syndrome, the temptation to chase the latest lead generation tools instead of focusing on the foundational work of prospecting and relationship building. You must also overcome the Fear of the Phone, as the telephone is a powerful tool for business growth. Finally, failing to adhere to a Daily Schedule can lead to unproductive days. A time-blocked schedule is your roadmap to success and should be followed diligently.

Your Future Is In Your Hands

You’ve made it through the 90-day gauntlet. You’ve laid the foundation, built momentum, and are on your way to your first closing. The journey of a successful real estate agent is a marathon, not a sprint. But your first 90 days have set the pace. The systems you’ve built, the habits you’ve formed, and the discipline you’ve cultivated will be the engine of your business for years to come.

Success in real estate is not complex, but it does require unwavering consistency. There will be tough days, but your commitment to your daily action plan will carry you through. Now is the time to execute. Take this plan, adapt it to your market and your personality, and get to work. Your future as a top-producing agent is not a distant dream; it’s a direct result of the actions you take today.

References

[1] The Close. “Why 87% of New Real Estate Agents Fail.” https://theclose.com/why-realtors-fail/

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