Ep# 42: Getting Started With Time Blocking
Geoff walks through the fundamentals of time blocking for loan officers stuck in the feast-or-famine cycle. He covers why LOs lose hours to interruptions, how to build a distraction-proof work environment, and how to set expectations with agents and team members. Best for LOs who know what they should be doing daily but can't seem to protect the time to do it.
Treat every time block as a non-negotiable appointment — one you'd no sooner cancel than an anniversary dinner or a concert you paid for a year ago.
Takeaways you can run this week
- Open your calendar right now and block 30-minute recurring slots for your top non-negotiable daily activity (calls, prospecting, pipeline review) — set them to repeat indefinitely, not just this week.
- Schedule your highest-energy tasks (outbound calls, presentations) during your peak hours and push administrative tasks (email, social posts, loan status checks) to your low-energy afternoon window.
- Put a physical sign on your door during block time that reads 'Time Block — Do Not Interrupt' and tell your team in advance that only fire-truck-and-ambulance emergencies get through.
- Record a voicemail that says: 'Between [X] and [Y] I return calls. If this is urgent and about a loan in process, text me at [number] or call [assistant's number].' Let calls roll during block time.
- Use this script with your top agent partners: 'I'm implementing time blocking. You know how important that is. If you call and I'm in a block, what's your expectation for a callback — 30 minutes, an hour?' Then stop talking and let them answer.
- After each 30-minute block, take a 5-10 minute break (walk, fresh air, movement) before your next block — this is how you sustain four to six blocks per day without burning out.
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GET FREE ACCESSThe playbook
- 1. Identify your daily non-negotiables (calls, prospecting, pipeline review).
- 2. Determine when your personal energy peaks during the day.
- 3. Block 30-minute recurring slots at peak-energy times for high-priority tasks; schedule admin in low-energy windows.
- 4. Build your bunker: sign on door, phone on do-not-disturb, water and snacks inside so you don't leave.
- 5. Brief your team on block-time rules — define what counts as an emergency interruption.
- 6. Set a voicemail message directing callers to your assistant or a text number for true emergencies.
- 7. Have the callback-expectation conversation with key agent partners.
- 8. Work the block, take a short break, repeat — build up from 30 minutes toward 60 minutes over time.
- 9. Each morning ask: 'What is the one thing I could do today that would make everything else easier or unnecessary?'
Worth quoting
“Time blocking is about making an appointment with yourself. Too often we allow ourselves to be interrupted by the disruptions of others.”
“When interrupted, it takes an average of 20 minutes to get back into that previous task — multiply that by three, four, five times a day.”
Best for
LOs who know they should be prospecting daily but consistently let calls, emails, and team interruptions eat the time they meant to protect.
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