Make The Phone Ring Again. Session 8. (of 16) Creating The Brand Plan Action Plan. With Brad Korn

Transcription

1 Make The Phone Ring Again Session 8 (of 16) Creating The Brand Plan Action Plan With Brad Korn

2 Get Ready! 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 very next thing you can to do move your score up 1-3 spots? #MTPRA Make The Phone Ring Again

3 Objectives for Topic 8 Reviewing Your Current CMS System and Setting up Action Plans/Campaigns Setting up the documents for content Setting up blank documents Creating letter head in your documents Creating the Action Plan Creating Multiple Action Plans #MTPRA Make The Phone Ring Again

4 What Model are You Following? 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. #MTPRA Make The Phone Ring Again SLIDE <#>

5 Time Blocking to Work ON Your Business 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 #MTPRA Make The Phone Ring Again SLIDE <#>

6 Time Blocking to Work ON Your Business #MTPRA Make The Phone Ring Again SLIDE <#>

7 Setting Up Documents for Content 1. Find Documents & templates in Contact Management System. 2. Refer to your Written Plan 3. Open up Previous Document Find Document that is set up the way you like with Salutations, etc. 4. Save as a new Template Save the name as Blank Template Advanced method is to Build Letter Head into the letter 5. Copy the Document and Save as Part of your 8x8 Plan Create enough copies to cover all your touches according to your Written Plan 6. Suggestion: Save the Letters as: 8x8 Week 1 8x8 Week 2 etc. and so on #MTPRA Make The Phone Ring Again

8 #MTPRA Make The Phone Ring Again Setting Up Documents

9 #MTPRA Make The Phone Ring Again Setting Up Documents

10 #MTPRA Make The Phone Ring Again Setting Up Documents

11 #MTPRA Make The Phone Ring Again Setting Up Documents

12 #MTPRA Make The Phone Ring Again Save as BLANK TEMPLATE

13 #MTPRA Make The Phone Ring Again Save as BLANK TEMPLATE

14 #MTPRA Make The Phone Ring Again Setting Up Documents

15 #MTPRA Make The Phone Ring Again Setting Up Documents

16 #MTPRA Make The Phone Ring Again Setting Up Documents

17 Setting Up Documents for Content 1. Find templates in Contact Management System. 2. Refer to your Written Plan 3. Open up Template Find layout that is set up the way you like with Salutations, generic graphics, etc. 4. Save as a new Template Save the name as Blank Template 5. Copy the and Save as Part of your 8x8 Plan Create enough copies to cover all your touches according to your Written Plan Create an template for every mail or touch 6. Suggestion: Save the Letters as: for s 8x8 1 8x8 2 and so on. #MTPRA Make The Phone Ring Again

18 #MTPRA Make The Phone Ring Again Setting Up Templates

19 #MTPRA Make The Phone Ring Again Setting Up Templates

20 #MTPRA Make The Phone Ring Again Setting Up Templates

21 #MTPRA Make The Phone Ring Again Setting Up Templates

22 #MTPRA Make The Phone Ring Again Agent Examples

23 #MTPRA Make The Phone Ring Again Agent Examples

24 Agent Examples You can use Merge Codes to Auto Fill May mess up the way the format when letter prints #MTPRA Make The Phone Ring Again

25 Creating Letterhead in Documents Do you have a consistent look and message? Different Letters may have different letterhead. Who do you market to? FSBO s (Stealth Marketing, maybe No Letterhead) Charity (about them, not you) Match Your IDX Property Search Website Other Agents with Area Letter head What other specialty image do you portray in your market? #MTPRA Make The Phone Ring Again

26 Building Letterhead into Documents #MTPRA Make The Phone Ring Again SLIDE <#>

27 Building Letterhead into Documents #MTPRA Make The Phone Ring Again SLIDE <#>

28 Worksheet #MTPRA Make The Phone Ring Again SLIDE <#>

29 1. Create a full action plan/campaign in one format (ex. Letters) then repeat the process for and/or postcards 2. 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 3. You will want to go into each plan and ensure the touch piece is changes to the appropriate medium 4. Goal is to get everyone on an Mail & action plan/campaign to help reduce mailing costs. #MTPRA Make The Phone Ring Again Creating Letterhead in Documents

30 Mastery: Multiple Plans #MTPRA Make The Phone Ring Again SLIDE <#>

31 Your Database is a Goldmine Action Items Session 8 Create blank documents and s for 8x8 Create your letterhead graphic to use in blank template Review your written 8x8 plan and create action plan generic plan Copy base plan 3 times and make an All Mail, All & Mail & Plan Update each action time in copied plan to reflect mail, or assignment Review content at 5 a day, 5 a day, 5 a day!!! Stay focused and committed Make The Phone Ring Again

32 Your Database is a Goldmine Next Call Monday, December 15 th 8:30am Pacific, 11:30am Eastern Working Your Action Plans Managing the Dashboard Staying Focused on Your 20% Mastery Letter Tips Mastery Call Tips Make The Phone Ring Again