for High Visibility & Client Retention Annual Events Strategic Networking for High Visibility & Client Retention With Michael F. White & Terri Murphy Mortgage/Real Estate Coaches

Why have an event? Promote connection and ongoing nurturing of past clients – a great resource for referrals Promotes leveraging of strategic partners services for reciprocal resource sharing Engages the attendees in a more personal way The FUN Factor Attracts new business Maintains past client relationships High Visibility Increased Online Channel Opportunities Leverage of others online digital reach

Who to Invite? Database of Past Clients Preferred Vendors Top Referral Prospects Local Vendors Strategic Partners: Lender/Realtor Contractors Appraisers Inspectors Service Providers Title

Places to consider for your event: Local Parks (get a permit) Lakefront/Beaches (get permit) State Parks Rent a room at a Restaurant Check out local Church Facilities Make it a CHARITY Event too! Ask Sponsors for shared venues VFW Halls Chamber of Commerce

Ideas for Events to co-Sponsor Neighborhood Block Parties Community Charity Events Annual Customer Appreciation Parties Strategic Partnerships to Leverage the reach of Local businesses

Super Marketing Strategy Plan a YEAR of Activities

Plan your Calendar in Advance QUARTERLY

1st Q 2nd Q 3rd Q 4th Q Oct-Nov-Dec Jan-Feb-March April-May-June July-Aug-Sept 4th Q Oct-Nov-Dec

1st Quarter Target: January: Annual Mortgage Fitness Review/Identity Theft Screening Super Bowl February: Valentines Day March: St. Patrick’s Day

June –Summer – School’s out! 2nd Quarter Target: APRIL – Easter - Spring May – Cinco de Mayo June –Summer – School’s out!

3rd Quarter Target: July – Summer – Fourth of July August – Dog Days of Summer/Back to School September: Back To School, Labor Day – Prepping for Fall Season

Sample August Posting & Marketing Schedule Example: In August, plan your Calendar for Sept-Oct Online Posts & Events Back To School Give Away’s Contests Reports Sample August Posting & Marketing Schedule Week 2 Week 3 Week 4

Fall Promotion/Contact/Event Planning Contact your favorite HVAC Contractor and share the costs to send out an reminder to replace the filters with a sticker that brands you & the HVAC Company Include a Value: HVAC can include a discount on winter heating tune-ups

Easy Steps: 1. Print on Gummed Stock 4 per page 2 Easy Steps: 1. Print on Gummed Stock 4 per page 2. Print with Agent Contact and HVAC Contact Information 3. Mail …or Deliver 4. Share costs… Customer places on their Furnace to remind them when to change their filters Monthly and see you!

4th Quarter Initiatives: October: Halloween, Fall November: Thanksgiving PIE Promotion December: Charity Events: Coats for the Cold Angel Tree for Vets, Kids, Seniors Food Bank Drop

your local sponsor’s office. Share costs Event Ideas… Set up a Pumpkin Carving Contest in your area and get sponsors to help with Prizes for kids & Order Halloween Safety Reflectors or Bags NOW & set up pickup at your office or at your local sponsor’s office. Share costs

Event Ideas – Annual Pie Promotion Plan a “Thank you Thanksgiving Pie” pick up for all your past clients and referral partners Your prospect contacts you before the pickup with their pie choice. Direct them to come and pick up their pie from you at your office or at a place of business with your logo on the box…

Fall Promotion Toys for Tots Type equation here. Fall Promotion Toys for Tots

Remember our Troops. TreatsforTroops. com TreatAnySolider Remember our Troops! TreatsforTroops.com TreatAnySolider.com BootsCampaign.com SupportOurTroops.org

Ways to Contact: 1. Emails – 1. Save the Date email; 2. Event Invitation email; 3. Event Reminder email; and 4. Post-Event “Thank You” email 2. Phone Calls – 1. Event Invitation call; 2. Event Reminder call; and 3. Post-Event “Thank You” call 3. Use Group Texts – 1. Reminder Texts; and 2. Post-Event “Thank You” texts 4. Direct Mailing – 1. Event Invitation mailer; 2. Post-Event “Thank You” call 5. Social Channels: Facebook & Social Media – 1. Timeline Posts; 2. Create an Event Page and/or Group; 3. Direct Messages

At the Event: Cover your events with VIDEO & Post on all Your Social Media Sites!

After the Event Post Videos On Facebook Biz Page Raffle off an iPad for referrals from the party Hire a photographer to take pics and offer to send to each attendee Include in a thank you note a list of the vendor partners to promote their business services Include a SAVE THE DATE for next year If charity component – PR Release

Promote & Share on your YouTube & Social Media Channels Post your Community Event invitations Post your Pumpkin Carving competition & the winners Post Pictures of any and all of your community events

Annual Events Keep You CONNECTED!

We want you to be SUCCESSFUL! * 07/16/96 We want you to be SUCCESSFUL! Take Steps to Improve Your Tomorrow NOW! MurphyOnRealEstate.com IMTCoaching.com *

Food Drive Fall Holiday Drive

Help Your Local Senior Center Treats- Music-Pets

Cause for Paws Campaign

Throw a Party! Organize an event for all your friends, and donate the proceeds to the shelter. Any kind of social event—a clam bake, a Super Bowl party, a jazz brunch or a dog walk—is a great way to make new friends and raise money. Each year, as the word gets out, more people are bound to attend, and before you know it, your group will have a major fund-raising event.

Warm Calling Prospecting for your Cause

Activity List Video Production Radio Shows Local Television PR Releases FB Events Lead Incubation/conversion systems Credit Repair Programs/Reports First Time Buyer Seminars Trade down by trading up for Seniors Helping the Military Buy with VA/FHA TRID reports, videos, FAQ’ Podcasts Premium Listing Plans Premium Buyer books

Activity List Orphaned Files Biz Planning Black Friday Strategy Power of a Prelisting System Builder Programs? Time Blocking your Day Re-fi?

It’s all about the EXPERIENCE It’s all about the EXPERIENCE