Page 254 - New Agent Binder

60 Day Success Plan
5. Lead REsource:
 Add a minimum of 10 people to your Lead REsource CRM Contacts daily.
 Enter results of activities and conversations in Notes. (Lead REsource > Contacts >
Summary tab)
 Send a Quick Email to all new prospects thanking them for their time.
 Create a “Sphere of Influence” group and add new contacts to your SOI group.
 Create additional groups to support your business. Below are a few examples:
 A Buyers (Buyer prospects interested in buying within the next 90 days)
 B Buyers (Long-term buyer prospects with no immediate need to buy)
 A Sellers (Seller prospects interested in selling within the next 90 days)
 B Sellers (Long-term seller prospects with no immediate need to sell)
 Luxury
 Past clients and customers
 Referrals

6. Marketing REsource:
 Create an eCard announcing the affiliation with your company and send to your
sphere of influence via email and social media.

7. Preview at least one open house held by another agent in your office, or competitors. Take
note of what the agents do, how they set-up, how they greet and speak with prospects,
how the property is staged and any property brochures or other materials available.
8. Schedule and preview five company listings in areas you want to work.
 Research and gather information for each community you visit including number
of properties currently on the market, recent sales, average days on the market,
average sales price, etc.
9. Meet with your manager or accountability coach to:
 Review and prepare buyer and seller packets.
 Download and discuss Homebuying/Homeselling commitment forms on REsource
Center. (REsource Center > Quick Links > Homeselling/Homefinding)
 Discuss ideas and recommendations for conducting a Homefinding consultation for
buyer prospects.

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