Preparing Your Tech Stack for Summer Selling Season
The weeks between Christmas and mid-January are peculiar in Australian real estate. Activity slows dramatically—most vendors wait until February to list, buyers focus on holidays, and agencies operate with skeleton staff.
This lull is a gift for agents who use it strategically. The technology maintenance and optimisation that gets postponed during busy months can finally get attention. Agencies that emerge from January with clean systems and refined processes outperform those who return to accumulated mess.
Here’s my checklist for using the quiet period productively.
CRM Maintenance
Your CRM has accumulated cruft over the past year. Now’s the time to clean it.
Contact database audit:
- Identify and merge duplicate contacts
- Update stale information (old addresses, wrong phone numbers)
- Re-categorise contacts who’ve moved through life stages
- Archive contacts with no engagement in 24+ months
Pipeline review:
- Clear completed transactions from active pipelines
- Update status on stalled opportunities
- Review lost opportunities for patterns
- Set follow-up tasks for genuine prospects going dormant over holidays
Automation check:
- Test all automated email sequences
- Update any time-sensitive content in templates
- Review trigger conditions and ensure they’re still appropriate
- Check integration connections with other platforms
User housekeeping:
- Remove departed staff access
- Update team hierarchies if structure has changed
- Review user permissions
- Refresh any shared login credentials (you shouldn’t have these, but if you do, rotate them)
Marketing Asset Review
Marketing materials accumulate inconsistencies over time. Use this period to restore coherence.
Template audit:
- Review listing presentation templates for outdated statistics
- Update brochure templates with current branding
- Check that social media templates match current visual identity
- Ensure email signatures are consistent across the team
Photography library:
- Review stock imagery being used across materials
- Refresh headshots if any are noticeably outdated
- Ensure you have rights to all images in use
- Archive old listing photography properly
Content inventory:
- Catalogue existing blog posts and guides
- Identify content that needs updating for 2025
- Plan content calendar for first quarter
- Review which content generates actual enquiry
Technology Stack Evaluation
The December period is ideal for questioning whether your current tools still serve you.
Usage analysis:
- What software are you actually using regularly?
- What subscriptions are you paying for but not using?
- Where are there gaps that cause manual workarounds?
Contract review:
- When do current subscriptions renew?
- Are you on the best pricing tier for your usage?
- Should you be negotiating better terms?
Integration check:
- Are data flowing properly between connected systems?
- Are any integrations broken or producing errors?
- Could better integration reduce manual data entry?
New tool evaluation:
- What tools have emerged that might improve operations?
- Are competitors using anything that gives them advantage?
- What do your highest-performing peers recommend?
Vendor Management Preparation
January’s market activity depends on vendors you’ve been cultivating. Prepare for their return.
Appraisal follow-up list:
- Review all appraisals conducted in the past 12 months
- Identify properties likely to list in early 2025
- Prepare personalised outreach for high-potential vendors
- Schedule January follow-up calls
Market update preparation:
- Compile 2024 year-in-review statistics for your areas
- Prepare suburb-specific market summaries
- Create vendor-ready reports on pricing trends
- Update comparable sales libraries
Vendor communication:
- Send thoughtful end-of-year messages to past clients
- Provide market context for those considering selling in 2025
- Offer to meet in January to discuss plans
Team Training
Staff have more mental capacity for learning when they’re not managing active listings.
Platform training:
- Schedule refresher sessions on underutilised CRM features
- Train on any new tools adopted in 2024
- Review best practices that have drifted
- Identify skill gaps and plan 2025 training
Process documentation:
- Update process manuals for changed procedures
- Document institutional knowledge before anyone forgets
- Create checklists for complex workflows
- Establish standards for new year
Digital Presence Refresh
Your online presence shapes first impressions. Make sure it’s current.
Portal profiles:
- Update agent profiles with 2024 achievements
- Refresh testimonials with recent client feedback
- Ensure all contact information is accurate
- Review and update team pages
Website audit:
- Check all pages for outdated information
- Update staff bios
- Review sold listings and archive appropriately
- Test contact forms and enquiry flows
Social media cleanup:
- Archive or remove dated posts
- Update profile information across platforms
- Plan January-February content themes
- Prepare early-year content in advance
Planning for 2025
Use reflection time to plan forward.
Goal setting:
- Review 2024 technology investments and ROI
- Identify 2025 technology priorities
- Budget for planned acquisitions
- Timeline major projects
Market preparation:
- Research predicted 2025 market conditions
- Understand potential interest rate impacts
- Prepare messaging for different market scenarios
- Identify opportunity areas for focus
The Strategic Value of Quiet Time
Agents who view December-January as lost time miss the point. This period separates those who operate reactively from those who operate strategically.
When February arrives and vendors start calling, you want systems that run smoothly. You want databases that are clean and useful. You want marketing materials that are current and professional.
The alternative—returning to chaos, spending February fixing problems while competitors are winning listings—is a poor trade for a few extra days of summer leisure.
Use the quiet time wisely. Your future self will thank you.
Linda Powers consults with real estate agencies on operational efficiency and technology optimisation. Her December period traditionally involves helping agencies prepare systems for the year ahead.