The 2025 Year-End Review: What Worked, What Didn't, What Changes

2025 is almost over.

Review it before planning 2026.

The Honest Assessment

Answer these questions honestly:

Did you hit your goals? What worked well? What failed? What surprised you? What would you do differently?

Truth drives improvement.

The Transaction Count

Total deals closed in 2025: _____

Compare to:

• Your goal: _____
• Last year: _____
• Your market average: _____

Hit, missed, or exceeded target?

The Revenue Analysis

Total GCI in 2025: $_____

Compare to:

• Your goal: $_____
• 2024: $_____

Where did you land?

The Lead Source Breakdown

Where deals came from:

Database: _____ deals (%) Online leads: _____ deals (%) Past clients: _____ deals (%) Sphere/referrals: _____ deals (%) Expireds/FSBOs: _____ deals (%) Open houses: _____ deals (%) Other: _____ deals (____%)

Which sources produced?

The ROI Calculation

For each lead source:

Money invested: $_____ Deals generated: _____ Revenue generated: $_____ ROI: _____%

What paid off?

The Time Investment

Where you spent time:

Prospecting: _____ hours per week Appointments: _____ hours per week Admin: _____ hours per week Marketing: _____ hours per week

Time allocation effective?

The Activity Metrics

Track what drove results:

Prospecting calls per week: _____ Conversations per week: _____ Appointments per week: _____ Conversion rates: _____%

Did activity match goals?

The Conversion Analysis

Calculate your ratios:

Calls to conversations: _____% Conversations to appointments: _____% Appointments to contracts: _____% Contracts to closings: _____%

Where did the funnel leak?

The Best Wins

Top 3 achievements in 2025:

Celebrate success.

The Biggest Failures

Top 3 disappointments:

Learn from mistakes.

The Surprise Successes

What worked unexpectedly:

Lead source that performed Strategy that paid off Relationship that produced Skill that developed

Build on surprises.

The Wasted Efforts

What didn't work:

Money wasted on: _____ Time wasted on: _____ Energy wasted on: _____

Stop doing these in 2026.

The Relationship Review

Strongest relationships built:

Client relationships: _____ Vendor partnerships: _____ Colleague connections: _____ Referral sources: _____

Who matters most?

The Skills Developed

What improved in 2025:

Negotiation Presentations Marketing Technology Time management

What got better?

The Skills Needing Work

What needs improvement:

Prospecting consistency Follow-up systems Social media presence Video content Listing presentations

What to develop in 2026?

The Database Growth

Database metrics:

January 1, 2025: _____ contacts Added in 2025: _____ contacts Removed in 2025: _____ contacts December 31, 2025: _____ contacts

Net growth: _____

The Market Challenges

2025 obstacles:

Interest rates Inventory levels Market conditions Competition Personal challenges

What made it hard?

The Personal Satisfaction

Rate your 2025:

Overall satisfaction: 1-10 Work-life balance: 1-10 Income satisfaction: 1-10 Growth: 1-10

How do you feel about the year?

The Health Check

Physical and mental health:

Energy levels: Good/Fair/Poor Stress management: Good/Fair/Poor Work-life balance: Good/Fair/Poor Burnout risk: Low/Medium/High

Honest assessment.

The Technology Assessment

Tools that helped:

CRM effectiveness: _____ Marketing tools: _____ Communication systems: _____ Productivity apps: _____

What technology paid off?

The 2026 Implications

Based on 2025 review:

What to do more of: _____ What to do less of: _____ What to start: _____ What to stop: _____

Decisions for next year.

The Written Summary

Document your review:

1-2 page summary Key metrics Lessons learned 2026 changes

Keep for future reference.

Your Next 2 Hours

Block time for honest review.

Answer every question.

Calculate all numbers.

Write your summary.

You can't improve what you don't measure.

Tiffany Hampton is a seasoned real estate leader and MAPS Coach with over two decades of experience helping agents succeed through leadership, coaching, and innovative strategy. As the founder of AgentGrowth365.com, Tiffany delivers proven systems, tools, and training that empower agents and market center leaders to grow with clarity and purpose. Whether you're looking to hit 24 transactions, streamline your coaching systems, or lead your business with impact, AgentGrowth365 offers a full suite of solutions designed to meet today's challenges and scale tomorrow's success.