Page 258 - New Agent Binder

60 Day Success Plan

5. Lead REsource:
 Continue to add new contacts to your Lead REsource CRM and include
them in your SOI group (and other appropriate Buyer and Seller groups).
 Enter results of activities and conversations in Notes. (Contacts > Summary tab)
 Send a Quick Email to all new prospects thanking them for their time.
 Review the “History” tab on selected contacts (Contacts > History Tab). Assess and
schedule appropriate follow up tasks and activities in Lead REsource CRM Calendar.
 Create a Market Activity Report on your own home or home of a selected contact.
6. Marketing REsource:
 Create an Open House invitation incorporating video and invite everyone
to your Open House event.
 Create Open House door hangers for next week’s open house.

7. Access the Berkshire Hathaway HomeServices Homefinding Guide in the REsource
Center. (REsource Center > Quick Links > Homeselling/Homefinding)
 Customize to reflect you, your company and local information.
 Practice delivering the Homefinding presentation with family and friends.

8. Buyer Match:
 Enter new buyer lead information in Buyer Match and review matching properties.
Contact buyers on any new matches you would like to show and schedule
showings.
9. Open House (Preparation: For Week Four)
 Ensure advertising is in place for your open house event.
 Conduct an Ask 25 door-knocking activity and invite at least 25 neighbors to
your open house. Leave the open house door hanger created in Marketing
REsource to all residents you meet and don’t meet.
 Review market statistics for the neighborhood of your open house. Determine
the following:
o Number of active, pending and recently sold listings.
o Average days on market.
o Average list price to sales price ratio.
o Number of properties sold in the last 12 months.
o Overall market trends: are the days on market increasing or decreasing,
what are the agents in your office saying about the market?
o Preview all active listings within one-half mile of the open house.

10. Preview two open houses (competition and company) and create a practice Comparative
Market Analysis (CMA) for each. Work with your accountability coach if needed.
11. Schedule and preview five company listings in various 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.

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