2020 GOAL = 36 Transactions

Avg. Sale $350k / 5 sales to plateau / Total Gross: $350,000

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Past Client Connection

Client follow up
Year anniversary letters
Settlement statements for taxes
Contractor referral list
Research Client Ideas

Streamline CRM Client Flow

Watch tutorial videos
Contact WiseAgent for phone support
Organize drip campaign
Integrate landing page lead capture
Make WiseAgent a daily routine

Lead Generation Plan

Initiate one-on-ones
Research online websites
Collaborate with other agents
Leverage Rotary & chamber contacts
Paid referrals?

“The future depends on what you do today.”

~Mahatma Gandhi

Seller Value

Information = Calm Client
Marketing, Video & Graphics
Contractor Referrals
CNE & PSA
Create 7% Value

Buyer Value

Information = Calm Client
Cert. Negotiation Expert
Community Connections (New to Kitsap)
Neighborhood Knowledge
Lender Support

Daily Blocked Schedule

Gratitudes
Affirmations
Cards
Social Media Posts
Irreverent Conversations

Irreverent Conversation
Return Email
Return Calls
Office Meetings
Plan Day

Work on growing my business:
Updating Database
Education
Marketing
Coming up with various growth ideas
Update presentation kits
Updating Database
Education
Marketing
Coming up with various growth ideas
Work on growing my business:
Updating Database
Education
Marketing
Coming up with various growth ideas
Work on growing my business:
Updating Database
Education
Marketing
Coming up with various growth ideas

Lunch
Schedule meetings during this time
Run errands
Rotary
Chamber

Schedule showings
Call Clients
Meet with clients
Property research for clients
Review next day deadlines

Concentrate on my health
Gym
Yoga
VR Exerisizes
Guitar Playing

Dinner
Sports
Home Work
Funtime
BED

Monthly Schedule

JANUARY

Initiate Business Plan
Plan for the year
Make new connections
Valentine Farm Postcards
Plan 4 video segments!

JULY

Farm: Football Schedules
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

FEBRUARY

Farm: Free Coffee
Farm: 4 one-on-ones
Send Client’s HUD for Taxes
4 Videos this month
Continuing Education

AUGUST

Farm: Back to School
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

MARCH

Farm: Entering the hot season
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

SEPTEMBER

Farm: Halloween?
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

APRIL

Farm: May the 4th be with you
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

OCTOBER

Farm: Graditude
Shoot Xmas Card
2021 Buisness Plan
Valentine Farm Postcards
Something else

MAY

Farm: Summer’s Coming
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

NOVEMBER

Farm: 2021 Forecast
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

JUNE

Farm: Ducks are Coming
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

DECEMBER

Farm: Xmas Cards
Plan for the year
Make new connections
Valentine Farm Postcards
Something else

THE TEAM

“I slept and I dreamed that life is all joy. I woke and I saw that life is all service.
I served and I saw that service is joy.”

~Kahlil Gibran

Yearly Gross Commission

Year Marketing Breakdown

Farm    $2500
Print:    $1200
Social:  $300
Promo  $500
Event:   $500