effective business planning - 2014

8/13/2019 Effective Business Planning - 2014

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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

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REVIEW

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From your friends at WVMLS:

In Paragon, go to Search

Under Specialty Search, choose Inventory(2ndcolumn)

Status: Sold

Selling/Listing: Choose Listed or SoldStatus 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


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Business PlanKeep 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 planand 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


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What is the gap between your goals and reaching them?

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Rank these 1 to 5.#1 being the areawhere you perform

best.

1.)2.)3.)4.)5.)


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Business Planthe 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


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Business Plan Tracking SheetStart with the basics

Set a realistic number for income

Goals

Calculate average commission

Closed sale goalsAppointment goals

Contacts = appointments

Tracking throughout the year

Progress analysis

Closed sales left to reach goalAppointments needed

Contacts needed

Sales Stats

Keep track of every transaction

Goals | Tracking | Sales Stats

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Business PlanStart 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 forcommunication

4. Tracking and organization make it a

habit.

Goals | Tracking | Sales Stats


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Lead GenerationChoose your focus

What works for you?

Working your sphere

Referrals

Internet presence (be specific)Postcards / mail

Email campaigns

Open housesFarming / Prospecting

FSBOsExpired listings

Floor time

Networking

NewspaperOther

Referrals ranked the number one most effective marketing strategy in 2011

based on a survey of 1,910 real estate agents.


photo here.

http://activerain.com/blogsview/2641172/real-estate-marketing-plans-most-effective-marketing-of-2011
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Lead Generation - C.R.M.Client Relationship Management

Client Relationship Management-

Ben Kinney - IMSD37 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 upteamfocused)

Wise Agent ($25 per month)Top Producer ($40 per month)Outlook Google Apps

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?


photo here.
http://www.imsd.net/open-webinars/37ways


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Lead Generation

Put a SYSTEM in place

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.


photo here.


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Lead Generation

Balance your contact formats

Take all of your effective marketing formats

and balance them on a schedule.


photo here.

SurveyEmailMailerBlogVideo

Referral blitzPhone callsVisitsEvents

Client appreciation partyHome ownership classWhat else?


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Lead Generation

A month of social media content at a glance

Credit: Katie Lance / Inman


photo here.


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Lead GenerationShow up where people are landing

Top ranking real estate sites

1. Zillow2. 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

Do you have a quality bio? This is step one.

Then put on your expedition hat and show up where people are landing.

Use About.Me

to tie it together


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Advertising Rules for OregonReal 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?


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Advertising Rules for OregonSome Questions to Ask with Every Advertisement

Am I identifiable as a real estate licensee?

Licensed Oregon Real Estate AgentAre 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 businessname 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.


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Web Presence / Social Networks

Priority List / Action Plan / Schedule

Get a handle on your web presence.

Prioritize your time to be spent on what gets results.


photo here.


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BALANCE & ORGANIZATIONPlan itorganize itimplement 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.


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TOOLS YOU CAN USERandom fun to research and implement

Google Apps RealQuest / REISource

DropBox ATLIS

Zip Forms & DocuSign Area Trend Report

Evernote CoreFact

AirDroid MyNeighborhoodAgent

Jing MailChimp

PicMonkey Happy Grasshopper

DepositPhoto DotLoop / Cartavi

Animoto CloudCMA

Scribd RPRRealtors Property Resource

Survey Monkey Get an iPad or Tablet (if you havent already its time.)

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


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Top 5 Must-Have iPad Apps for Agents

Credit: Katie Lance at Inman Next

Keynote or Prezigood for listing presentations

Open Home Pro - gather info from visitors at open houses

DropBoxstore, sync, share files online

DocuSign- send, track, sign documents anytime, anyplace

ZipForms Plusreal estate forms

iAnnotate & PDF Expert great for paperless signatures

EverNoteremember everything


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TOOLS YOU CAN USEProductivity Specific

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

Clear off your space & time blockPomodoroTechnique.com

Unroll.meAnti-Social/Freedom/Self Control

SlyDialCall Bliss (iPhone DND app)SMS Text Auto Responder

Use lists in FaceBook


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Tools You Can UseStay 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.


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Tools You Can UseStay inspired

Knowing your business is a service to your clients.


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Were here for YOU!

Willamette Valleys #1 choice for title & escrow services

Award winning customer service & social media

Put our years of experience in

business development and customer service

to work for you.


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Yes! Please send me follow up information

Willamette Valleys #1 choice for title & escrow services

Award winning customer service & social media

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:________________

______________________________

effective business planning - 2014

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