Follow Your Customer Gold In Your Filing Cabinet.

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Presentation transcript:

Follow Your Customer Gold In Your Filing Cabinet

Purchase - Refinance RE – CPA – Builder – Financial Planer Closed Customer Prospect Networking Partner Fill Your Bucket Listing Selling Insurance CPA Financial Inspector Customer Landscape ETC… ARM – Pre-Payment – Rates & Term Follow Your Customer Gold In Your Filing Cabinet

Personal Professional Consistent Targeted Follow Your Customer Gold In Your Filing Cabinet

Photo Signature Contact Info Personal Follow Your Customer Gold In Your Filing Cabinet

Written Graphics Informative Professional Follow Your Customer Gold In Your Filing Cabinet

Time Sent Format Style Consistent Follow Your Customer Gold In Your Filing Cabinet

Listing Selling Customer Targeted Follow Your Customer Gold In Your Filing Cabinet

Application to Closing Referrals 10% 45% Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet

Mon.Tue.Wed.Thu.Fri.Sat. Week 1 ApplicationProcessing Week 2 ApplicationProcessing Week 3 Week 4 ApplicationProcessing Totals Touches Follow Your Customer Gold In Your Filing Cabinet

Application to Closing Referrals 10% 20% 45% CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet

Mon.Tue.Wed.Thu.Fri.Sat. Week 1Phone Week 2 Phone Week 3Phone Week 4Phone Totals Touches Follow Your Customer Gold In Your Filing Cabinet

Application to Closing Referrals 10% 20% 45% 90% CRM – CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet

Mon.Tue.Wed.Thu.Fri.Sat. Week 1 RE PR Week 2 PP CC PP Week 3 RE FP PR Week 4 FP CC Totals Touches Follow Your Customer Gold In Your Filing Cabinet PP = Prospect Purchase / FP = Financial Planner PR = Prospect Refinance / RE = Real-Estate / CC = Closed Customers

Application to Closing Referrals 10% 20% 45% 90% CRM - Printing CRM – CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet

Mon.Tue.Wed.Thu.Fri.Sat. Week 1 Print BC Week 2 Print PCPrint BC Week 3 Print ARPrint BC Week 4 Print BC Totals Touches Follow Your Customer Gold In Your Filing Cabinet AR = Anniversary Card (Annual Review) / PC = Post Cards / BC = Birthday Cards

Application to Closing Referrals 10% 20% 45% 90% CRM - Printing CRM – CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet

Mon.Tue.Wed.Thu.Fri.Sat. Week 1 Application RE Processing PR Print BC Phone Week 2 PP CC Print PC Application PP Print BC Processing Phone Week 3 Print AR RE FP PR Print BC Phone Week 4 FP ApplicationProcessing CC Print BC Phone Totals Touches Follow Your Customer Gold In Your Filing Cabinet

Professional Consistent Personal Raving Fan Phone Print Follow Your Customer Gold In Your Filing Cabinet

Database Systems ACT Hand Written Gold Mine Outlook Follow Your Customer Gold In Your Filing Cabinet

CRM – Phone 1.Birthday Call 2.Mortgage Review 3.Arm Reminder 4.Pre-Payment Follow Your Customer Gold In Your Filing Cabinet

CRM – 1.Prospect Purchase 2.Prospect Refinance 3.Closed Customer 4.Network Partners 1.Real-estate 2.CPA 3.Insurance Agent 4.Builder Follow Your Customer Gold In Your Filing Cabinet

CRM - Printing 1.Post card 2.Birthday Card 3.Holiday Card 4.Mortgage Review 5.Newsletter Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Over 400 written and graphically-designed s Follow Your Customer Gold In Your Filing Cabinet

Fill Your Bucket Listing Agent Inspector Landscaper Builder Insurance Agent CPA - Financial Planner Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

20 loans a month x 12 months = loans x 10% = 24 New Loans 24 New Loans x $4,200 = $100,800 “How much time a month would you spend to get 2 extra loans?” Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

Follow Your Customer Gold In Your Filing Cabinet

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