Daily Success Plan for Real Estate Agents

How to generate Warm Referrals from your pipeline’s existing

database

• Strategic

• Intentional

• Consistent

• Purposeful

• Scheduled

2hrs/day (9am-11am)

“Do something today that your future will thank you for.”

TARGET PROSPECTS:

• Expired Listings

• FSBO(5)

• Neighbors of new listings

• Internet Leads

REFERRAL PARTNERS Loan

Officers Builders

Title Companies

Photographers

Home Stagers

Insurance Agents

Home Inspectors

Electricians

Plumbers

CPAs

Probate Attorneys

Divorce Attorneys Call and ask for referrals!

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Why? 2hrs/day (9am-11am)

2hrs/day (9am-11am)

SELLERS / BUYERS:

• Transaction Status

• Contract Deadlines

• Possible Addendums

• Inspection Repair Status

• Appraisal Updates

• Check on Communication with Closing Agent

Ask for a referral and review

Hey there, I wanted to give you a quick call and let you know what is happening on

your (purchase/sale).

[Give SHORT Update]

Do you have any questions?

(Answer if they do or tell them someone will call them back if you don’t know answer)

Hey, while I have you on the phone, can I ask you a favor? Do you have any friends, family, or co-workers who are looking to buy or sell in the near future? [PAUSE] Can I count on you to send them my way when you do?

Is there anything that would prevent you from giving me a 5-star review?”

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Marketing

2hrs/day (9am-11am)

2hrs/day (9am-11am)

2hrs/day (9am-11am)

Why?

We are in the “Marketing To Our Database” Business ... NOT “Real Estate” or “Mortgage”

STATS FROM NAR

84% of people said they would use the same agent again, however only 12% actually did.

(We’re not as important as we think we are.)

Call 4 Times / Year (28% Answer Rate)

Phoneburner.com ($149/mo)

MojoSells.com ($99-$149/mo)

SlyBroadcast - Pay As You Go Plans

Snail Mail 4-6 Times / Year

Postable.com

Text 4-6 Times / Year (Yes, there’s an APP for that)

Marketing

Email Monthly - Least Effective Method

1 2 Closings/Month per 100

Update

2hrs/day (9am-11am)

BombBomb.com

ConstantContact.com

Connect, Engage, and Interact on Social Media

Create a targeted audience on your Facebook Business page and market directly to your database.

2hrs/day (9am-11am)

2hrs/day (9am-11am)

Take 2 letters of the alphabet to create your list using last names.

Win!

EXAMPLE:

Week 1 last name “A’s” and “B’s”

Week 2 last name “C’s” and “D’s”, and so on …

... by doing this strategy, you end up calling your database four times per year!

Extra Outreach

5 Handwritten Notes Per Day (birthdays, home anniversaries, etc.)

Hey, this is [name] from [company]. I helped you with buying/selling your home at [123 Street]. I just wanted to give you a quick thanks for letting me help out. How are you guys doing? [pause for response] That’s awesome ... look I don’t want to keep you long and wanted to remind you that if you ever have any real estate or mortgage questions, please give me a buzz. Also, who do you know that may be looking to buy, sell or build in the near future that could use my help? [pause] Can I count on you to give me a call when you do? I would be honored to help them out. Talk to you soon.

(3 min. Egg Timer)

Current buyers that have been Pre-Approved

Reconnect with your pre-approved buyers so they don’t go elsewhere.

Confirm weekend appointments (have they completed a “Mortgage Refresh” with their lender before the weekend house hunting?)

Future-Casting (remind them of their “why”)

Feedback to listings not under contract

Provided feedback to sellers that are NOT under contract AND asking for referrals. Confirm weekend showings.

“Do you have any friends, family, or co-workers looking to buy or sell in the near future?”

2hrs/day (9am-11am)

2hrs/day (9am-11am)

Marketing strategies to your sphere of inuence

• Facebook/Instagram Paid Ads

• Weekly Video Tip on Social Media

• Tik-Tok Video

CONTENT IDEAS

• Give the most frequently asked question and answer

• Share a checklist for buyers

• Did You Know?

(definition of a Real Estate term)

• Current Market Trends

• Share Client Testimonials

• Photos of Home Buyer’s Transactions

• Covve Export

• Reach ($7.99/mo.) Send a mass text message to a targeted audience. Or, TEXT Groups (FREE)

• MightyText ($7.49/mo.)

• SlyBroadcast - Pay As You Go Plans (You can send 1,000 VMs for $60)

• Phoneburner.com ($149/mo.)

• MojoSells.com ($99-$149/mo.)

• HomeBot.ai ($25/mo.)

• AgentAnimals.Weekly Classes Online-password replay: mortgagepartner

• Curb Hero: Open House Assistance/marketing

• Canva: Create any piece of marketing material

• Remote/Digital/Virtual Assistants : info@ remoteassistantscout.com

• MortgageNewsDaily.com What are current Interest Rates doing? Calculators, Mortgage/Real Estate News.

13 “Hellos” Per Day

Sellers | Buyers | Past Clients | Referral Partners |

Sphere Of Influence | Contract Updates | Prospects

3 In Persons/Pop Bys Per Week Showing

Properties | Builder Visits |

Past Client Visits | Community Events

5 Personal Notes Per Day

Birthdays | Home Anniversaries | Thank You | Just Because

3 Per Week Contracts or Listings

Sellers | Buyers

Business

WEEKLY

1 Per Week Video Tip

Sphere of Influence

MONTHLY

1 Per Month Event Hosted

Happy Hour | Appreciation Dinner | Holiday

WEEKLY

Tracker Form

Daily Success Plan

Week of:

Daily Success Ritual -

Excersize Meditation, Inspiration, Healthy Meal, etc

Success Calls (Goal: 10 “Hellos” per day)

Voicemail Left

In-Person

In-Person Meetings (Partners)

Handwritten Notes (5/day) “snail” mailed

Tracking

Referrals/Leads Received

Referrals/Leads Given

Listing Appointments/Buyer Showings

Contracts/Listing Written (Goal 3/Week)

Closings

FACEBOOK TIPS

Complete Your Profile

Update every area in about section - This is very important to legitimize you and helps with Google SEO

Pin Your Most Relevant Content

Pin your recent listing or this month’s most engaged post - Add a reminder to resfresh this every month!

Optimize Your Call To Action

You can customize a CTA Button to send interested audience members to the next valuable step for your business.

INSTAGRAM TIPS

Optimize Your BIO

People need to know who you are and what to expect from your page.

Utilize services like linktr.ee. to provide a website from your profile so you can share more!

Use Stories to Create Persona

Don’t skip posting stories daily, share your life. This allows viewers to create a connection.

Actively Engage with Other Accounts

Boost your IG algorithm by actively commenting, sharing, and liking other accounts you follow.

TICTOK TIPS

Use The Green Screen

This effect lets you stay on-screen while different images appear in the background.

Add Value with “How To” Toks

Quick how-to videos add value and increase engagement

Add Subtitles

By adding subtitles, you make your vids fully accessible, reaching a wider audience.

JUST DO IT

How to generate Warm Referrals from existing database

Video Marketing is the #1 Way to Engage an Audience

Keep it simple, no need for a professional set-up. Just a smart phone and an idea is all you need.

Want an influencer edge? A simple stand, light, & mic can help. Click below for simple options.

Ring Light & Stand Combo

I-Phone Microphone

CONSISTENT & SHORT

Most Videos Are Only Watched for approximately 30 secs.

Time is limited, keep your key message in the beginning of your video.

Viewers will not linger trying to understand what it is your trying to say, keep in on point.

Be consistent with messageing, style, and posting.

There is no right amount to post, just be active and consistent.

TEMPLATES

Use A Video Creator Tool and Save Templates

Save time and create templates for listings, tours, and closings.

Put aside a few hours per week for content creation, that way you can mass

produce and schedule posts ahead of time.

Helpful Links to build your social media posting library

Helpful Links to build your social media posting library

21 Social Media Best Practices

Social Media Holiday Posting Ideas