60 Day Success Plan
• 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 :
• Create an Open House invitation incorporating video and invite everyone to your Open House event .
• Create and print Open House invitation door hangers for this week ’ s open house .
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 show and schedule showings .
8 . 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 SAGE CRM > SAGE Reports for each contact and send weekly or monthly .
• Add new contacts to your SAGE CRM .
• Send “ Thank you for Visiting ” text , email or Videocast video to all open house attendees .
• Add prospective buyers to Buyer Match and look for matching properties .
9 . Schedule and preview three company listings in various areas you work . Prepare a CMA for each .
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