Page 256 - New Agent Binder

60 Day Success Plan

5. Lead REsource:
 Add a minimum of 10 people to your Lead REsource CRM Contacts daily and add to
selected groups.
 Enter results of activities and conversations in Notes. (Contacts > Summary tab)
 Schedule all follow up tasks and activities in Lead REsource CRM Calendar.
 Send a Quick Email to all new prospects thanking them for their time.
 Sort buyer and seller prospects and assign to prioritized Buyer and Seller group; A
Buyers, B Buyers, A Sellers, B Sellers.
 Set up and activate Action Plans for your groups. Consider replacing text emails
with video using Videolicious and the HTML editor in Action Plan Manager.
 Sphere of Influence on the “6 Month Newer Agent” Action Plan
 Buyers on the “Steps to Home Buying Success” Action Plan
 Sellers on the “Get Top Dollar” Action Plan

6. Marketing REsource:
 Send video eCard to your SOI introducing you and your services. Close by asking for
referrals. (Refer to Videolicious training in Week 3 if needed.)
7. Schedule and preview five company listings in various areas you 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.
8. 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.

9. Open House Preparation (for Week 3 and 4)
 Work with your manager to select a listing to host an open house event in
week four (week or weekend). Coordinate efforts with the listing agent if not
your own listing.
 Submit advertising for the schedule open house event.
 “Shadow” an agent hosting their own open house. Observe how they prepare,
host and work with visitors.
10. Research market statistics and trends for the neighborhood (area) of your selected
open house listing:
 Number of active, pending and recently sold listings.
 Average days on the market.
 Average list price to sales price ratio.
 Number of properties sold in the last 12 months.
 Overall market trends: are the days on market increasing or decreasing, what
are the agents in your office saying about the market?
 Preview all active listings within one-half mile of the open house.

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