30 DAY – EO Escrow Eclipse Challenge Update/make current Linked InstagramIn/Facebook/ Post a picture showcasing a highlight of your day Create a list of clients and targets *** required with Join a Facebook group in your marketplace and engage in a post. Connect and engage with someone you’d like to recruit to SendWFGout a newsletter, midyear email update, or video for your clients. Write a post about something personal or unique that will help clients connect to you Share a past memory in present day ITEMACTION GET KNOWTOME CONNECTIONSCLIENT Work Escrowthe 1 8 23 Set up a Zoom meeting with a potential client. 15 Schedule 4 coffee check ins (in person or zoom) 2 3 4 5 6 9 Write a post about a hobby you enjoy and ask if others like it too 10 Recognize someone (and tag them) for the impact they’ve had on your life 11 12 Create a Facebook video talking about something you’ve done to help a client 13 Take a screenshot of a webinar you attended and discuss something you learned 16 Create a Facebook / Instagram story and interact with the people who like it 17 Connect to 10 prospects in your market & comment on one of their posts 18 Send a prospect a message (card or email ) connecting them with a rep. 19 Spend 30 minutes friending as many clients and targets as you can find 20 Send 10 emails to the reps connecting them with co ops of non WFG Clients. 24 Call a former client to reconnect. Get feedback, learn, and work on re-earning their business. 25 Create a post about a WFG product and how a client can leverage it 26 Write 10 thank you cards 27 Call and introduce yourself to 5 prospects. 28 Check the hotsheets and request an escrow from a listing. 29 Ask 10 clients to complete the customer service score at closing; lender, realtor, buyer, seller lender. . 21 Attend an industry function to meet prospective clients or connect with current ones. 30 request 10 people to provide a positive review post close (google). 7 Find a piece of content you like in BAM! and share it on your newsfeed 14 Post a fun or thought provoking question to your audience and interact with people who comment 22 Write a thank you card or email on every closing you have in August to Lender and/or Realtors
