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Follow Your Customer Gold In Your Filing Cabinet.

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Presentation on theme: "Follow Your Customer Gold In Your Filing Cabinet."— Presentation transcript:

1 Follow Your Customer Gold In Your Filing Cabinet

2 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

3 Personal Professional Consistent Targeted 1 2 3 4 Follow Your Customer Gold In Your Filing Cabinet

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

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

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

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

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

9 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

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

11 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

12 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

13 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

14 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

15 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

16 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

17 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

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

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

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

21 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

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

23 Follow Your Customer Gold In Your Filing Cabinet

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

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

26 Follow Your Customer Gold In Your Filing Cabinet

27 Follow Your Customer Gold In Your Filing Cabinet

28 Follow Your Customer Gold In Your Filing Cabinet

29 Follow Your Customer Gold In Your Filing Cabinet

30 Follow Your Customer Gold In Your Filing Cabinet

31 Follow Your Customer Gold In Your Filing Cabinet

32 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

33 Follow Your Customer Gold In Your Filing Cabinet

34 Follow Your Customer Gold In Your Filing Cabinet

35 Follow Your Customer Gold In Your Filing Cabinet

36 Follow Your Customer Gold In Your Filing Cabinet


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