Page 249 - Schooley Mitchell Marketing Manual
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SCHOOLEY MITCHELL
MARKETING MANUAL
Steps & Commitments
Goal Setting SMART Goals
SMART Goals
Following the SMART model when setting goals minimizes misunderstanding about expectations and makes sure everyone has a clear expectation of what is expected and when.
SMART goals are:
SPECIFIC – A clear and unambiguous statement of what’s required
MEASURABLE – In tangible and readily understandable terms (quality, quantity, time,
and cost)
ATTAINABLE – While stretch goals are fine, bear in mind your capabilities and don’t try to do more than you can—especially when you are just starting out
RELEVANT – To you, your business, and to the Schooley Mitchell mission
TIME BOUND – Avoid vague timeframes and pin it down to when X will be completed
Here are examples of three realistic goals for the first 30-90 days of business. Notice that all three are specific, targeted goals:
• Set two appointments with new prospects per day
• Bring on 15 new clients within the first 90 days
• Identify three referral agents and build relationships with each of them by discussing mutually beneficial activities and goals within the first 90 days (one per month)
  Manual Revised: April 3 2025 Confidential
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