Page 264 - New Agent Binder

60 Day Success Plan
6. Territory Management (Geographical Farming) and Niche Market
c. Implement at least one activity to work your selected geographic farm
(introduction letter/ eCard, community newsletter, door-to-door activity or
sponsored event).
d. Create a list of strategies you can implement to establish and work in your selected
niche market. Review with your accountability coach.

7. 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.

8. Marketing REsource:
 Create a video with community news/market stats/neighborhood
happenings and share on Social Media and to your database
9. Homeselling Presentation:
 Practice presenting your customized Homeselling Presentation with another agent,
friend or family member and ask for honest feedback. Review with your
accountability coach and make recommended changes.

10. 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.

11. 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.

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

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