Page 262 - New Agent Binder

60 Day Success Plan
6. 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.
7. Marketing REsource:
 Create a video with community news/market stats/neighborhood
happenings and share on Social Media and to your database
8. Homeselling Presentation:
 Access the Berkshire Hathaway HomeServices Homeselling Presentation

from the REsource Center (REsource Center > Quick Links >
Homeselling/Homefinding). Work with your manager or accountability
coach to customize it and ensure you are using a company approved
version.
 Incorporate market statistics gathered from previous research on communities and
neighborhoods you have visited.
 Download the HomeSelling Tutorial and review sample scripts.
 Practice delivering the Homeselling Presentation with family and friends.

9. 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.
10. Prepare for Open House (s) for week six:
 Select and schedule open house(s).
 Submit Open House ad and create all marketing promotion.
 Discuss Open House event plan with manager.
 Conduct an Ask 25 door-knocking activity and invite at least 25 neighbors to your
open house.
 Marketing REsource > create eCard and Invite everyone in your database.
 Marketing REsource > Videolicious: Create a video with community news/market
stats/neighborhood happenings and share on Social Media and to your database.
 Add contacts from “Ask 25 activities to Lead REsource CRM groups.
 Schedule “follow up” activity in Lead REsource as task and add to calendar.

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

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