Topic 8: Creating the Brand Plan

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1 Topic 8: Creating the Brand Plan Follow-up System Law 3: Communicate with it in a Systematic Way. How would you rate your current Branding Touch Plan on a scale of 1-10? (1: I do not have one, 10: I have one, feed it daily, have multiple mediums for touch, it s automated and I am getting a 12:2 return from my database) Circle where you feel you are: What is the next thing you must do to move your 8x8 system closer to a TEN? Participate If there is anything you want to know about the Lead Generation Model that is not included in this workbook, refer to the resource website at and/or refer to pages of the Millionaire Real Estate Agent book and any of the MREA KWU courses like: Systematizing your Lead Generation and Your Business is Your Database. You may also or fax your questions to We ll do our best to address your issues. Fax: Phone:

2 Introduction Objectives for Topic 8 1. Reviewing Your Current CMS System and Setting up Action Plans/Campaigns 2. Setting up the documents for content 3. Setting up blank documents 4. Creating letter head in your documents 5. Creating the Action Plan 6. Creating Multiple Action Plans 1. Reviewing Your Current CMS Action Plan/Campaign Tool What Contact Managements System are You Using What are your contact numbers for Customer Service? o No Matter What Level you are at in your Business, YOU will want to have a clear understanding of how to manage your Contact Management System. 2

3 Are You Time Blocking It is critical you schedule ON time for your business Give yourself permission to get lost in your contact management system Day 1 Spend 1 hour to locate your Action Plans setup Day 2 Spend 1 hour finding your letter, and postcard templates. Create Blank Templates Day 3 Spend 1 hour attaching your Blank Documents, To Do & Call to a test action plan Notes: 3

4 2. Setting Up Documents for Content Find Documents & templates in Contact Management System. Refer to your Written Plan Open up Previous Document o Find Document that is set up the way you like with Salutations, etc. Save as a new Template o Save the name as Blank Template o Advanced method is to Build Letter Head into the letter Copy the Document and Save as Part of your 8x8 Plan o Create enough copies to cover all your touches according to your Written Plan Suggestion: Save the Letters as: 8x8 Week 1 8x8 Week 2 etc. Or for s 8x8 1 8x8 2 and so on. Pasting Content The blank documents are set up first so you can build your action/campaign plan and get it started. Copying and Pasting content is the easy part. Beginning to feed your database every day and starting them all on automated action plans is the critical part. Notes: 4

5 3. Setting Up Documents for Content Find templates in Contact Management System. Refer to your Written Plan Open up Template o Find layout that is set up the way you like with Salutations, generic graphics, etc. Save as a new Template o Save the name as Blank Template Copy the and Save as Part of your 8x8 Plan o Create enough copies to cover all your touches according to your Written Plan o Create an template for every mail or touch Suggestion: Save the Letters as: 8x8 Week 1 8x8 Week 2 etc. Or for s 8x8 1 8x8 2 and so on. 4. Creating Letterhead in your Documents Do you have a consistent look and message? Different Letters may have different letterhead. Who do you market to? o FSBO s (Stealth Marketing, maybe No Letterhead) o Charity (about them, not you) o Match Your IDX Property Search Website o Other Agents with Area Letter head What other specialty image do you portray in your market? 5

6 5. Creating the Action Plan What Does Your 8x8 Action Plan Look like Notes: 6

7 6. Creating Multiple Action Plans Create a full action plan/campaign in one format (ex. Letters) then repeat the process for and/or postcards Copy the 8x8 Generic: All Mail campaign and re-name it 8x8 Generic: All and copy that plan and rename it 8x8 Generic: Mail and You will want to go into each plan and ensure the touch piece is changes to the appropriate medium Goal is to get everyone on an Mail & action plan/campaign to help reduce mailing costs. Notes: 7

8 Topic 8 Action Items 1. Create blank documents and s for 8x8 2. Create your letterhead graphic to use in blank template 3. Review your written 8x8 plan and create action plan generic plan 4. Copy base plan 3 times and make an All Mail, All & Mail & Plan 5. Update each action time in copied plan to reflect mail, or assignment 6. Review content at a day, 5 a day, 5 a day!!! Stay focused and committed Notice While Bradley Korn PC has taken due care in the preparation of the coaching program, the material contained herein reflects the practices of other agents and is not necessarily the best practices promoted by Bradley Korn PC. We cannot guarantee the accuracy of the materials. Bradley Korn PC makes no warranties, either express or implied, with regard to the information and programs presented in this manual. Bradley Korn PC will not be liabile for any loss or damage of any kind that you incur as a result of the use of any content provided by the Coach Korn MTPRA sessions. Bradley Korn PC therefore cautions you not to assume that the results of this exercise bear any relation to the financial performance you can expect as a MTPRA attendee. The coaching program is offered to support your professional growth by directing you toward productive activities. Copyright notice: All materials are copyright 2014 Bradley Korn PC. All rights reserved. No part of this publication and its associated materials may be reproduced or transmitted in any form or by any means without the prior permission of Bradley Korn PC, Brad Korn or Coach Korn. 8

9 Weekly Numbers Form NAME: DATE: Week YTD 1. How many days did you work this week? 2. How many hours did you spend prospecting? 3. How many new contacts did you obtain? 4. How many Listing appointments did you refer to others in your office? 5. How many listings did you sell? 6. How many Ad and Sign calls did you answer? 7. How many Ad and Sign calls did you convert to appointments? 8. How many other buyer appointments did you set (walk-ins, referrals, etc.)? 9. How many buyer agency contracts did you get signed? 10. How many buyer appointments did you attend? 11. How many homes did you sell? 12. How many deals do you have pending? 13. What is your current pending income? 14. How many deals fell through? 15. How much paid income did you receive? to or FAX this to

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