60 Day Success Plan
Agent – Week 4 Activities
1 . At the beginning of this week , meet with your accountability coach for weekly coaching and guidance , and review your activities and progress from the previous week .
• Review prior week ’ s results , challenges and successes .
• Refer to your business plan and assess progress in meeting your goals .
• Discuss the “ Learner Activity Dashboard ” in the LearnCenter , review training progress and review what you ’ ve learned .
• Bring your completed Weekly Activity Tracker .
2 . LearnCenter : Enroll and complete the following training .
• Negotiating Styles ( online web-based training )
• Negotiating Strategies ( online web-based training ).
• Negotiating Your Commission ( online web-based training ).
3 . Scripts :
• Role-play the Open House Invitation script and the During the Open House script provided in this guide .
• Role-play and practice scripting techniques learned from the negotiating courses .
4 . Prospect :
• Continue to make a minimum of 10 calls daily from your database using the sample SOI scripts . ( 10 X 5 = 50 calls weekly ). Offer to send a customized Market Activity Report weekly or monthly .
• Have coffee or a face-to-face meeting with a selected person in your SOI and ask for referrals .
• Place any outbound referrals with your company ’ s referral / relocation director .
• Send 10 hand written notes weekly to selected contacts . ( 2 per day X 5 days )
5 . 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 .).
( Continued on the next page )
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