Note: This template was designed as a starting point to help you create a slide deck for a panel on staying in touch with your sphere. Panel organizers and/or the moderator and panelists should customize the content to reflect the specific ideas and samples that will be discussed during the presentation. *Insert your CRS State Logo on the title slide, if desired.

INSERT STAYING IN TOUCH PROGRAM TITLE HERE INSERT DATE AND LOCATION

Meet our moderator … INSERT BIO SUCH AS: CRS, ___, ___ Worked as REALTOR® __ years Another personal stat Company Name Contact Information Moderator Name Name of Company City, State Add a picture here!

Meet our presenters … Presenter Name Name of Company City, State INSERT BIO SUCH AS: CRS, ___, ___ Worked as REALTOR® __ years Another personal stat Company Name Contact Information Add a picture here!

Meet our presenters … Presenter Name Name of Company City, State INSERT BIO SUCH AS: CRS, ___, ___ Worked as REALTOR® __ years Another personal stat Company Name Contact Information Add a picture here!

Meet our presenters … Presenter Name Name of Company City, State INSERT BIO SUCH AS: CRS, ___, ___ Worked as REALTOR® __ years Another personal stat Company Name Contact Information Add a picture here!

Source: NAR 2015 Member Profile

Tell us … [question for all panelists] What percentage of your business comes from past clients or referrals?

How would you sum up your strategy for staying in touch with your sphere in a few words or sentences? Tell us … [question for all panelists]

Timeframe Talking point #1 Talking point #2 [Note: Based on conversations with panelists, Timeframe talking points might include developing a follow up plan or schedule and determining when/how to ask for referrals. Materials provided by panelists could include sample schedules or checklists for following up or forms to use at different points to collect client info to maintain the relationship.]

Sample Post-Closing Checklist

Sample Client Info Intake Form

40% of buyers found their agent through a referral from a friend/family member 12% used an agent they had used before to buy or sell a home

How do you fit in personal touches so they don’t consume all of your time? Tell us … [question for all panelists]

Talking point #1 Talking point #2 Talking point #3 Management [Note: Based on conversations with panelists, Management talking points might include use of a database or CMS and/or an assistant to help with TOMA, as well as cost effective tips for staying top of mind. Materials provided by panelists might include a list of assistant job duties related to TOMA.]

Sample Assistant TOMA Duties

88% of buyers would use their agent again or recommend the agent to others 63% have already recommended their agent

Sphere [Note: Based on conversations with panelists, Sphere talking points might include who is in an agent’s sphere, how the sphere is divided (A’s, B’s, C’s), and systems to manage the sphere and define the efforts designated to each level. Materials provided by panelists could include screenshots of sphere organization in a database or spreadsheet.] Talking point #1 Talking point #2 Talking point #3

Sample Sphere Breakdown

83% of sellers reported they would definitely or probably use their agent again or recommend the agent to others.

Campaigns [Note: Based on conversations with panelists, Campaign talking points might include direct mail pieces, raffles or drawings, giveaways, or whatever other TOMA methods panelists use. Materials provided by panelists could include an entry form or flyer for an agent’s giveaway or raffle.] Talking point #1 Talking point #2 Talking point #3

Sample Client Giveaway

Which of your TOMA efforts have brought you the most success? What tweaks did you make? What TOMA techniques didn’t work out for you? What lessons did you learn from them? Tell us … [questions for all panelists]

Client Events [Note: Based on conversations with panelists, Client Events talking points might include holiday events, housewarming parties, community volunteering, or whatever other in-person TOMA methods panelists use. Materials provided by panelists could include a holiday party invitation or a flyer for a donation drive organized by a panelist.] Talking point #1 Talking point #2 Talking point #3

Sample Client Event Invitation

What remaining challenges do you have in relation to top of mind awareness? What plans do you have to tackle those? Tell us … [questions for all panelists]

Thank you!

Note: The following slides are about CRS and the benefits of being a member and pursuing designation. Include your personal story about CRS and why you wanted to be a member. Add to or edit these slides as needed.

ABOUT CRS The Council of Residential Specialists (CRS) is the largest affiliate of the National Association of REALTORS®. CRS is a community of more than 31,000 members who represent the top residential REALTORS® in the industry. The Council also awards the prestigious CRS Designation to experienced REALTORS® who have completed advanced professional training and demonstrated outstanding professional achievement in residential real estate. Our goal is to help our members succeed by offering high quality and timely education, networking, practitioner-developed tools, coaching and mentoring.

WHY YOU SHOULD JOIN CRS High-quality, timely education Cutting edge news and resources Community of successful, like-minded peers Recognition within the REALTOR® community and among consumers Referrals, referrals, referrals!

BECOME RECOGNIZED AS A TOP AGENT CRS Members can earn the Certified Residential Specialist® (CRS) Designation - the most recognized and prestigious professional designation for agents who meet specific experience, education and production requirements. CRS Members are among the most successful, high-producing agents and have years of experience in the business.

CRS Designees are more successful than the average REALTOR®, averaging 3 times the amount of gross sales, with twice as many transactions and twice the income. The TOP 3% of REALTORS® are CRS Designees.

JOIN CRS TODAY CRS agents understand what it takes to succeed in the industry. CRS agents are the ones you want to know. CRS agents are the ones you want to refer to and receive referrals from. YOU can be a CRS agent.

FIND CRS ON THESE SOCIAL MEDIA SITES: Twitter.com/CRSConnect Facebook.com/CRSConnect Plus.google.com/+crsdesignation Linkedin.com/groups?gid=39291