Page 260 - 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 or 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. Assess and schedule appropriate
follow up tasks and activities in Lead REsource CRM Calendar.
6. Marketing REsource:
 Create an Open House invitation incorporating video and invite everyone
to your Open House event.
 Create and print Open House invitation door hangers for this week’s open
house.
7. 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.
8. Conduct Open House:
 Gather first name, last name and email address for each open house attendee /
prospect along with a description of what they are looking for, timing, etc. Ask
each if you can add them to your email group to receive updated information on
the local real estate market with new listings, price and status changes, etc.
 Create a Market Activity Report in Seller Advantage for each contact and send
weekly or monthly.
 Add new contacts to Lead REsource CRM / Groups.
 Send “Thank you for Visiting” text, email or Videolicious video to all open house
attendees.
 Add prospective buyers to Buyer Match and look for matching properties.

9. Schedule and preview three company listings in various areas you work. Prepare a CMA
for each.

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