60 Day Success Plan
5 . SAGE CRM :
• Login to SAGE CRM daily . Review and complete your Today ’ s Tasks ( within the Tasks tab or found in Quick Links on the SAGE CRM homepage ).
• Add a minimum of 10 people to your SAGE CRM Contacts daily . Ensure contact details are complete with all appropriate fields ( Contact Type , Transaction Type , Ideal Close Date , etc .).
• Update Contact records to include relevant Topics for associated List Views .
• Enter results of contact activities and conversations in Notes .
• Schedule all follow up Tasks and Events in SAGE CRM .
• Ensure you Opt-In the SAGE CRM Engagement Plan for selected Contacts in the Nurture or Active status .
6 . Marketing REsource :
• Send video eCard to your SOI introducing you and your services . Close by asking for referrals . ( Refer to Videocast training 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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