60 Day Success Plan
6 . 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 . ( SAGE CRM > Contacts > Contacts Details page > New Note button )
• 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 .
7 . Marketing REsource :
• Create a video with community news / market statistics / neighborhood happenings and share on Social Media and to your database
8 . Homeselling Presentation :
• Access the Berkshire Hathaway HomeServices Homeselling Presentation from the REsource Center ( REsource Center > Topics > Marketing > Homeselling / Homefinding ). Work with your manager or accountability coach to customize it and ensure you are using a company approved version .
• Incorporate market statistics gathered from previous research on communities and neighborhoods you have visited .
• Download the HomeSelling Tutorial and review sample scripts ( REsource Center > Topics > Marketing > Homeselling / Homefinding > Previous Version and Tutorial ).
• Practice delivering the Homeselling Presentation with family and friends .
9 . 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 .
10 . Prepare for Open House ( s ) events for week six :
• Select and schedule open house ( s ).
• Submit open house ad and create all marketing promotion .
• Discuss open house event plan with manager .
• Conduct an Ask 25 door-knocking activity and invite at least 25 neighbors to your open house .
• Marketing REsource > create eCard and invite everyone in your database .
• Marketing REsource > Videocast by SocialBoost : Create a video with community news / market stats / neighborhood happenings and share on social media and to your database .
• Add contacts from “ Ask 25 activities to SAGE CRM .
• Schedule “ follow up ” Task activity in SAGE CRM .
11 . Schedule and preview three company listings in various areas you work . Prepare a CMA for each .
HSF Affiliates , LLC © 2022
Page 16