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

3. 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

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

6. 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

7. 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

8. Super Marketing Strategy Plan a YEAR of Activities

9. Plan your Calendar in Advance QUARTERLY

10. 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

11. 1st Quarter Target:
January: Annual Mortgage Fitness Review/Identity Theft Screening
Super Bowl
February: Valentines Day
March: St. Patrick’s Day

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

13. 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

14. 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

15. 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

16. 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!

17. 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

18. 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

19. 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…

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

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

23. Ways to Contact:
1. s – 1. Save the Date ; 2. Event Invitation ; 3. Event Reminder ; and 4. Post-Event “Thank You” 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

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

25. 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

26. 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

27. Annual Events Keep You CONNECTED!

28. 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 *

29. Food Drive Fall Holiday Drive

30. Help Your Local Senior Center Treats- Music-Pets

31. Cause for Paws
Campaign

32. 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.

33. Warm Calling Prospecting for your Cause

34. 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

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

36. It’s all about the
EXPERIENCE
It’s all about the
EXPERIENCE