60 Day Success Plan
SAGE CRM :
• Login to SAGE CRM daily . Review and complete your Today ’ s Tasks .
• Continue to add 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 .
• Create a Market Activity Report on your own home or home of a selected contact .
5 . 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 .
6 . Access the Berkshire Hathaway HomeServices Homefinding Guide in the REsource
Center . ( REsource Center > Topics > Marketing > Homeselling / Homefinding )
• Customize to reflect you , your company and local information .
• Practice delivering the Homefinding presentation with family and friends .
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 schedule showings .
8 . 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 : 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 .
9 . Preview two open houses ( competition and company ) and create a practice Comparative Market Analysis ( CMA ) for each . Work with your accountability coach if needed .
10 . 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 on the market , recent sales , average days on the market , average sales price , etc .
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