7 . Securing a Unit of Business :
• Write an accepted offer on a property and / or secure a listing .
60 Day Success Plan
8 . 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 .
9 . 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 .
10 . 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 .
11 . 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 .
12 . 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 for each contact and send weekly or monthly .
• Add new contacts to SAGE CRM and assign relevant Topics to each .
• 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 .
13 . Schedule and preview three company listings in various areas you work . Prepare a CMA for each .
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