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Follow Your Customer Gold In Your Filing Cabinet
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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
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Personal Professional Consistent Targeted 1 2 3 4 Follow Your Customer Gold In Your Filing Cabinet
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Photo Signature Contact Info Personal Follow Your Customer Gold In Your Filing Cabinet
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Written Graphics Informative Professional Follow Your Customer Gold In Your Filing Cabinet
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Time Sent Format Style Consistent Follow Your Customer Gold In Your Filing Cabinet
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Listing Selling Customer Targeted Follow Your Customer Gold In Your Filing Cabinet
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Application to Closing Referrals 10% 45% Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet
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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
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Application to Closing Referrals 10% 20% 45% CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet
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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
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Application to Closing Referrals 10% 20% 45% 90% CRM – E-Mail CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet
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Mon.Tue.Wed.Thu.Fri.Sat. Week 1Email REEmail PR Week 2Email PPEmail CCEmail PP Week 3Email REEmail FPEmail PR Week 4Email FPEmail 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
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Application to Closing Referrals 10% 20% 45% 90% CRM - Printing CRM – E-Mail CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet
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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
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Application to Closing Referrals 10% 20% 45% 90% CRM - Printing CRM – E-Mail CRM – Phone Normal Processing CRM Builds Raving Fans Follow Your Customer Gold In Your Filing Cabinet
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Mon.Tue.Wed.Thu.Fri.Sat. Week 1 Application Email RE Processing Email PR Print BC Phone Week 2Email PPEmail CC Print PC Application Email PP Print BC Processing Phone Week 3 Print AR Email RE Email FPEmail PR Print BC Phone Week 4Email FP ApplicationProcessing Email CC Print BC Phone Totals Touches 6447526 Follow Your Customer Gold In Your Filing Cabinet
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Professional Consistent Personal Raving Fan Phone Email Print Follow Your Customer Gold In Your Filing Cabinet
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Database Systems ACT Hand Written Gold Mine Outlook Follow Your Customer Gold In Your Filing Cabinet
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CRM – Phone 1.Birthday Call 2.Mortgage Review 3.Arm Reminder 4.Pre-Payment Follow Your Customer Gold In Your Filing Cabinet
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CRM – E-Mail 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
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CRM - Printing 1.Post card 2.Birthday Card 3.Holiday Card 4.Mortgage Review 5.Newsletter Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Over 400 written and graphically-designed emails Follow Your Customer Gold In Your Filing Cabinet
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Fill Your Bucket Listing Agent Inspector Landscaper Builder Insurance Agent CPA - Financial Planner Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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20 loans a month x 12 months = 240 240 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
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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Follow Your Customer Gold In Your Filing Cabinet
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