7 Essentials Content. A quick review of your 7 Essentials Communications.

Transcription

1 7 Essentials Content A quick review of your 7 Essentials Communications.

2 First Launch It s important to let your contacts know you're about to start communicating with them more frequently. Prepares your contacts to see s with content and graphics that are different from what you ve sent previously. Click for Realtor Version Click for Lender Version

3 Overview 2 s Per Month Fun Day Monday Letter from the Heart or Date Close to Heart 1 Birthday Per Year 2 Facebook Posts Per Week 1 Postcard Per Month Referral Reminder 1 Business to Business Per Month Business to Business Referral Training

4 Overview One week before each automatic is set to your contacts we send you the for review. If you have a question or need a change, let us know. For example, if your vacation is planned during Fun Day Monday we can reschedule it for you.

5 7 Essentials Details In depth review of each communication.

6 Fun Day Monday Monthly Sent on the 2 nd Monday of each month. Client responses are your opportunity to connect and build relationships. Respond to each answer you receive. We ll send you a reminder and walk you through: Choose your winner. Send Amazon Gift Card. Announce your winner .

7 Letter From the Heart Monthly Sent during the last two weeks of the month. Dates Vary. Keeps you on your contact s top of mind. No action needed from you.

8 Dates Close to the Heart Quarterly Celebrates a holiday. Replaces Letter from the Heart for the at month. No action needed from you.

9 Facebook Posts Weekly with 2 Facebook posts. Relationship based content for your personal or business page.

10 Postcard Frequency Monthly; delivered between the 15 th 20 th. Minimum 50 postcards. Investment Print and mail cost billed monthly: $0.57 per postcard for US members. $0.79 per postcard for Canadian members. Getting Started has ed you. Reply with your headshot and logo attached. Use the link in the to provide your return address. Ongoing - Each month review your digital proof and approve before the postcard will be mailed.

11 Business to Business s Frequency - 10 video sequence, sent monthly. Purpose - Videos offer training on building a referral based business. It s about you sharing relevant information with a fellow business owner it s not about Joe or By Referral Only. Positions you for a referral conversation. Send to Builds trust, while learning about building a referral based business, they see that s how you do business. Small business owners Transaction partners Your insurance agent The person who cuts your hair Anyone who can benefit from learning more about being referral based

12 What s next? Complete your Launch Call with Tech Support. Your automatic communications will be enabled during the Launch Call. We hope this 7 Essentials review has been helpful. If there is anything you have questions about let us know!

13 Realtor Version Subject: Something Different is Coming Your Way Hi First Name, Over the next several weeks you are going to notice some exciting changes in the way I stay in touch with you - changes that will enrich both our lives What I imagine you want is to have a friend in the real estate business - not a typical agent who brags about financial accomplishments; but an accomplished friend you trust to consult, negotiate and look after the details of your next move. I've decided to: Engage and acknowledge you for being a valued advocate. Share stories about how I can best help you and the people you care about. Celebrate relevant moments together. My purpose is to be your friend in the real estate business. That way, when you or someone you care about needs a resource, you have an expert you trust and call for accurate information. I am truly grateful for the relationship we share. Stay tuned... more to come! Sincerely, Your Name Phone Next

14 Lender Version Subject: Something Different is Coming Your Way Hi First Name, Over the next several weeks you are going to notice some exciting changes in the way I stay in touch with you - changes that will enrich both our lives. What I imagine you want is to have a friend in the mortgage business - not a typical lender who brags about financial accomplishments; but an accomplished friend you trust to consult, negotiate and look after the details of your next loan. I ve decided to: Engage and acknowledge you for being a valued advocate. Share stories about how I can best help you and the people you care about. Celebrate relevant moments together. My purpose is to be your friend in the mortgage business. That way, when you or someone you care about needs a resource, you have an expert you trust and call for accurate information. I am truly grateful for the relationship we share. Stay tuned... more to come! Sincerely, Your Name Phone Next