Episode Overview

Podcast: Your Daily Real Estate Podcast with Tristan Ahumada
Episode: 720: 2026 Plan That Triples Past-Client Deals
Host: Tristan Ahumada
Date: November 19, 2025
Duration: ~5 min

Main Theme:
Tristan Ahumada dives into a hands-on process for real estate professionals to strategically plan for 2026, focusing on tripling deals from past clients. He breaks down a practical goal-setting and action-planning framework, emphasizing leveraging current strengths, actionable strategies, and calendar-based execution.

Key Discussion Points & Insights

1. Recap & Episode Purpose

• This is part two of a two-episode series on 2026 planning (part one covered goal selection in different life areas like health, relationships, work, or growth).
• Today’s focus is on applying a concrete process—using a provided document template—to create an actionable plan for more past-client transactions.
• [00:31] Tristan:
  “Let's say you said, I want to do work... I know what I could improve on. It's connecting with my past clients.”

2. Setting the Priority/Goal

• Begin by stating a clear, specific, and actionable goal.
• Example Goal: Generate 10 more transactions from past clients by the end of 2026.
• The number can be tailored—5, 10, 50 deals—depending on individual ambition and context.
• [01:22] Tristan:
  “My goal, my priority has to be specific, timely, and actionable... 10 more transactions from past clients by the end of 2026, December 31st.”

3. Defining Your Motivation (“Why”)

• Go beyond financial motivation; dig deeper into personal drivers.
• Consider emotional fulfillment—accomplishment, purpose, or overcoming personal challenges—as part of your "why".
• [02:17] Tristan:
  “...what's the real reason? I want you to dig deeper... Does it make you feel accomplished? Does it make you more purposeful? What are you really fighting? That's the why.”

4. Clarifying the Problem You’re Solving

• Not always necessary, but helps with focus if applicable.
• Example: Weak past-client engagement is stalling business growth.

5. Choosing Three Strategies

• Select three pillars to support your goal:
  1. Community Events – already working; double down and refine.
  2. Gifting – sending personalized gifts to clients.
  3. Online Connections – an area for growth (e.g., remarketing or social engagement).
• Two strategies should be current strengths; the third can be a stretch goal for development.
• [03:10] Tristan:
  “So now you got three strategies. Number one, let's go with events. Number two is gift. You love gifting. And number three is going to be online.”

6. Breaking Down Each Strategy into Action Steps

• Community Events Example:
  • Action 1: Schedule four events (2 large, 2 small) in 2026.
  • Action 2: Develop a thorough follow-up system, especially for no-shows.
  • Action 3: Amplify event promotion on social media.
• [04:00] Tristan:
  “Do four events. Put a pin on that. Action number two... I can do a much better job on the follow up... Action number three, I would say I need to make more noise... on social media for our events.”

7. Integrating Actions into the Calendar

• Assign times and dates to each action step to ensure execution.
  • Example:
    • Event Planning: Wednesdays, 10am–12pm.
    • Follow-Up System: Fridays, 10am–12pm.
    • Social Media Brainstorm: Next week, coordinate with team members at a coffee shop.
• Involve teammates or admin as needed for brainstorming or execution.
• [05:20] Tristan:
  “Now that I've got these three action steps, I need to put them into my calendar.”

8. Iterating and Adapting the Plan

• Actions are iterative—after completion, update with next steps.
• It's a live, color-coded document that evolves through the year.
• Tracking progress visually enhances consistency and adaptation.

Notable Quotes & Memorable Moments

• [01:22] Tristan: “My goal, my priority has to be specific, timely, and actionable... 10 more transactions from past clients by the end of 2026, December 31st.”
• [02:17] Tristan: “...what's the real reason? I want you to dig deeper... Does it make you feel accomplished? Does it make you more purposeful? What are you really fighting? That's the why.”
• [03:10] Tristan: “So now you got three strategies. Number one, let's go with events. Number two is gift. You love gifting. And number three is going to be online.”
• [04:00] Tristan: “Do four events. Put a pin on that. Action number two... I can do a much better job on the follow up... Action number three, I would say I need to make more noise... on social media for our events.”
• [05:20] Tristan: “Now that I've got these three action steps, I need to put them into my calendar.”
• [05:55] Tristan: “If you need this, let me know. I've got it. It's a beautiful document. I've been using it for a long time. It's color coded and everything.”

Important Segment Timestamps

• 00:00–00:30: Episode setup; context from part one
• 01:22: Setting a specific and actionable goal
• 02:05: Identifying true motivations (your “why”)
• 03:10: Selecting three strategies to reach your goal
• 04:00: Breaking strategies into concrete action steps
• 05:20: Scheduling tasks in the calendar for execution
• 05:55: Offer to share the planning document and wrap-up

Takeaways

• Define one clear, measurable, and time-bound goal for 2026.
• Uncover the deep personal reasons driving you—increasing financial results is good, but true motivation runs deeper.
• Choose three strategies: build on strengths, add one area for growth.
• Break each strategy into step-by-step actions and put them on the calendar—execution is everything.
• Track your plan in a living document so you can adapt and iterate throughout the year.

Interested in the planning template? Message Tristan with “process” and he’ll share his document.