You're waiting on your license to arrive, but you can still start setting up your business!
Here are some action items we strongly recommend:
Backagent (AKA Workspace) - MANDATORY
The first program to bookmark and learn is Backagent (also known as Workspace)
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CRM Set Up
#1: Why do you need a CRM?
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Business Plan
Your business plan can a Word document or a napkin - It doesn't matter to us, as long as it's done!
Come meet with us when you're done (or working on it) so we can help as needed.
What you need to decide:
1. What are your measurable goals? (example: represent 4 buyers and 2 sellers this year)
2. What is your monthly business budget?
3. What days and hours are available to work?
4. What prospecting activities will you do and how will those look on a weekly schedule?
Here is a sample of a simple business plan:
| Business Plan SIMPLE sample.pdf |
Want something with more content? Try this template:
| Marketing Action Plan.pdf |
Prospecting
How are you going to meet potential buyers and sellers? These activities are known as "prospecting." While you can't sell real estate just yet... you should have a plan of how you're going to generate buyer and seller leads!
There are endless ways to meet new clients!
(Online leads, open houses, door knocking, sphere of influence, farming, For Sale By Owners, Expired listings, volunteering, etc.)
You should have 3-4 consistent prospecting activities in your business plan.
See the resources below for ideas
We welcome one-on-one meetings to help you create a business/prospecting plan.
Text Matt 775-225-5009 or Lauren 775-379-8339
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Listing Prospecting Ideas Checklist:
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Tom Ferry Open House Playbook:
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Tom Ferry Annual Equity Review Playbook:
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lenders & escrow
Throughout any sale, you will work closely with the escrow officer and the lender. It's crucial to form those relationships now!
Lenders:
Our in-house preferred lender is....
(Coming soon)
Escrow: There are many good escrow and title companies in our area. You should focus on creating a relationship with 1-2 escrow officers who you feel will serve your clients best. How do you do this? Start with meeting with the marketing team for the escrow/title companies!
Ask questions like...
1. I'm newly licensed. Is there an escrow officer at your company who will work well with me?
2. What resources do you offer, such as apps or tools?
Identify and meet with strategic partners
Why only focus on your database, when you can tap into the database of other professionals? Create a network of individuals that you can refer business to and receive referrals from.
You can attend business network mixers (a simple Google or Facebook search shows they are always going on) to meet other professionals like those listed below. Or better yet, get some likeminded business pros together and create your own marketing group!
Leverage their business to get more sales.
CPAs
Financial Planners
Title Reps
Lenders
Estate Attorney
Home Warranty
Practice your scripting
Spend time (every week) working on your scripts. When it's time to speak to a potential client, you want to seem confident.
Having a few key questions and points practiced will give you that confidence and win you more clients!
You want to be prepared for:
1. Open house visitors (buyers)
2. Neighbors (potential sellers) at your open house
3. Friends and family who are thinking about moving
4. Online leads
5. Door knocking
6. Expired listing home owners
7. Networking events
and more!
| Tom Ferry Scriptbook.pdf |
Scripts for 4 Important Occasions7 Scripts to Improve Your Confidence |
Scripts and Shifts You Need for Buyers and SellersEnergize Your Language and Talking Points to Activate Your Buyers |
