A BALANCED BUSINESS PLAN That gets results

Review 2013

Business Plan for 2014

Lead Generation / Internet Presence Advertising Regulations Balance & Organization Tools You Can Use

A BALANCED BUSINESS PLAN That Gets Results

Keep it Simple
Life is really simple but we insist on making it complicated.
Confucius

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REVIEW
Before you jump into planning take some time to review what worked (and what didnt) in 2013. How much business did you have? How many buyers vs. sellers did you represent? What was your average sales price? Average days on market? How many listings did you have? What percentage of your listings sold? How many face to face appointments? Where did every transaction come from? What marketing efforts worked? Whats getting better? Whats not working? What needs more consistency? What strategic adjustments need to be made?

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Look for some bragging rights to include in your listing presentation or marketing. Properties listed with me sell 50% faster than the average listing in the area

REVIEW

From your friends at WVMLS: In Paragon, go to Search Under Specialty Search, choose Inventory (2nd column) Status: Sold Selling/Listing: Choose Listed or Sold Status Date: 01/01/2013 to 12/31/2013 Click Search to pull up a spreadsheet report Click on the green Reports button (upper right) Click on the yellow Report folder to expand it Select Inventory Report Delete text and place photo here.

Business Plan
Keep it simple and focused

The majority of business plans are too complicated If you invest a great deal of time into creating an overly complicated business plan and then never look at it again you have just wasted your time! Keep it simple, focused & client centric

S M A R T Specific | Measurable | Attainable |

Relevant | Timed

What is the gap between your goals and reaching them?

Rank these 1 to 5. #1 being the area where you perform best. 1.) 2.) 3.) 4.) 5.)
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Business Plan
the basics

Set a realistic number for income. Calculate how many closed sales per month this requires. Calculate how many face to face appointments it will take to get you to that number. What lead generation sources will you use? What is your marketing budget? What steps will you take to stay organized and manage your time? How will you stay motivated and on track?

S M A R T Specific | Measurable | Attainable |

Relevant | Timed

Business Plan Tracking Sheet

Start with the basics

Set a realistic number for income Goals Calculate average commission Closed sale goals Appointment goals Contacts = appointments Tracking throughout the year Progress analysis Closed sales left to reach goal Appointments needed Contacts needed Sales Stats Keep track of every transaction

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Goals | Tracking | Sales Stats

Business Plan
Start with the basics

1. A clear outline of your production goals 2. How you will generate leads for your business 3. Develop what methods you will use for communication 4. Tracking and organization make it a habit.

Goals | Tracking | Sales Stats

Lead Generation
Choose your focus What works for you? Working your sphere Referrals Internet presence (be specific) Postcards / mail Email campaigns Open houses Farming / Prospecting FSBOs Expired listings Floor time Networking Newspaper Other

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Referrals ranked the number one most effective marketing strategy in 2011 based on a survey of 1,910 real estate agents.
http:// activerain.com/blogsview/2641172/real-estate-marketing-plans-most-effective-marketing-of-2011

Lead Generation - C.R.M.

Client Relationship Management Client Relationship Management Ben Kinney - IMSD 37 ways to not suck at real estate marketing In the last installment of this series, tools he talks about CRM (which is his #1 recommended tool). Realty Juggler ($99 per year) Contactually (starts at $19 per month) Follow Up Boss ($129 per month and up team focused) Wise Agent ($25 per month) Top Producer ($40 per month) Outlook Google Apps
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Its your job to handle hundreds of transaction details & deadlines, as well as your client & prospect list. What is the most efficient method of doing this for you?

Lead Generation Put a SYSTEM in place

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Do the least amount of contact with the largest number of people. This saves you time for consistent and focused time spent on your core.

Lead Generation Balance your contact formats Survey Email Mailer Blog Video Delete text and place Referral blitz photo here. Phone calls Visits Events Client appreciation party Home ownership class What else?
Take all of your effective marketing formats and balance them on a schedule.

Lead Generation A month of social media content at a glance

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Credit: Katie Lance / Inman

Lead Generation
Show up where people are landing Top ranking real estate sites
1. Zillow
2. Yahoo! Homes

3. Trulia 4. Realtor.com 5. Homes.com

Other places to show up

Your site / blog ActiveRain (or other blog) Google+ FaceBook Instagram Pinterest Houzz YouTube LinkedIn

Use About.Me to tie it together

Do you have a quality bio? This is step one. Then put on your expedition hat and show up where people are landing.

Advertising Rules for Oregon

Real Estate Brokers | Principal Brokers | Property Managers OAR 863-015-0125 Includes advertising by mail, telephone, cellular phone, telephonic advertising, the internet, e-mail, electronic bulletin board, business cards, signs, lawn sights, billboards.

Are you in compliance?

Advertising Rules for Oregon

Some Questions to Ask with Every Advertisement Am I identifiable as a real estate licensee? Licensed Oregon Real Estate Agent Are all statements and claims truthful and not deceptive or misleading? Did I get written permission of the property owner or owners authorized agent? Am I using the name I have registered with the state? (Or a common derivative of my first name) Is the licensed name or registered business name of the principal real estate broker prominently displayed, immediately noticeable, and conspicuous? Did I submit my advertising to my principal broker for review and approval? Do I have a system in place to keep record of these approvals?

This is not a complete list. Read OAR 863-015-0125, contact your principal broker or the state for clarification or questions.

Web Presence / Social Networks Priority List / Action Plan / Schedule

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Get a handle on your web presence. Prioritize your time to be spent on what gets results.

BALANCE & ORGANIZATION

Plan it organize it implement it

Balance & Organization Goal / Action plan 12 month plan Strategy & content plan Social media organizer Use what works for YOU

A clean and organized space = productivity.

TOOLS YOU CAN USE

Random fun to research and implement Google Apps DropBox Zip Forms & DocuSign Evernote AirDroid Jing PicMonkey DepositPhoto Animoto Scribd Survey Monkey RealQuest / REISource ATLIS Area Trend Report CoreFact MyNeighborhoodAgent MailChimp Happy Grasshopper DotLoop / Cartavi CloudCMA RPR Realtors Property Resource Get an iPad or Tablet (if you havent already its time.)

A useful tool is one that will increase your business or save you time & money.

Top 5 Must-Have iPad Apps for Agents

Keynote or Prezi good for listing presentations

Open Home Pro - gather info from visitors at open houses

DropBox store, sync, share files online DocuSign - send, track, sign documents anytime, anyplace

ZipForms Plus real estate forms

iAnnotate & PDF Expert great for paperless signatures

EverNote remember everything

Credit: Katie Lance at Inman Next

TOOLS YOU CAN USE

Productivity Specific

Clear off your space & time block PomodoroTechnique.com Unroll.me Anti-Social/Freedom/Self Control SlyDial Call Bliss (iPhone DND app) SMS Text Auto Responder Use lists in FaceBook

A useful tool is one that will increase your business or save you time & money.

Tools You Can Use

Stay motivated and in the know Education / Motivation
AgentReboot (Seattle 3/12 - $59) Coffee with Krisstina ActiveRain 1000 Watt Blog Productivity Junkies Agent Genius Realtor.com (news / stats) MyTechOpinion Ben Kinney (IMSD) Tom Ferry, YourCoach.com The Good Life Team Local Success

Knowing your business is a service to your clients.

Tools You Can Use

Stay inspired

Knowing your business is a service to your clients.

Were here for YOU!

Put our years of experience in business development and customer service to work for you.

Willamette Valleys #1 choice for title & escrow services Award winning customer service & social media

Yes! Please send me follow up information

Business Plan Tracking Sheet

Goals / Action Plan Template 12 Month Planner Social Media Organizer Template 30 Days of Social Media Content Links to tools / resources Sample ATR / ATLIS

Your Name: ____________________ Your Email: ____________________

Sample Property:________________ ______________________________

Willamette Valleys #1 choice for title & escrow services Award winning customer service & social media