60 Day Success Plan
• Create a For Sale By Owner ( FSBO ) “ Topic ” in SAGE CRM . Create a List View for FSBOs and assign that Topic to all FSBO contacts .
• Schedule a FSBO follow up Task for the next week in SAGE CRM .
6 . Securing a Unit of Business :
• Make a minimum of one showing appointment with a qualified buyer .
• Schedule at least one listing appointment .
• Write an accepted offer on a property and / or secure a listing .
7 . Territory Management ( Geographical Farming ) and Niche Market
• Review plan for contacting and working your geographical farm and target market .
• Implement at least one contact activity for both areas of business .
8 . 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 all Contacts in the Nurture or Active status .
9 . Homeselling Presentation :
• Practice presenting your customized Homeselling Presentation with another agent , friend or family member and ask for honest feedback . Review with your accountability coach and make recommended changes .
10 . 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 .
11 . Prepare for Open House ( s ) for week eight :
• 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 Social Boost : 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 all follow up Tasks and Events in SAGE CRM .
• Schedule and preview three company listings in areas you work . Prepare a CMA for each .
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