MarketingMarketingMarketingMarketing
Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.Create SOP for Public Open HouseCreate SOP for Public Open HouseCreate SOP for Public Open HouseCreate SOP for Public Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Private,Create SOP for Private,Create SOP for Private,Create SOP for Private,"Inviration Only" Open House"Inviration Only" Open House"Inviration Only" Open House"Inviration Only" Open HouseCreate a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keywordresearch for marketing andresearch for marketing andresearch for marketing andresearch for marketing andadvertising.advertising.advertising.advertising.
Google+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklistfor online marketing.for online marketing.for online marketing.for online marketing.Use browser web clipping tools to saveUse browser web clipping tools to saveUse browser web clipping tools to saveUse browser web clipping tools to saveresearch information for future blogresearch information for future blogresearch information for future blogresearch information for future blogposts.posts.posts.posts.
Create an editorial planningCreate an editorial planningCreate an editorial planningCreate an editorial planningcalendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and usereminders.reminders.reminders.reminders.
Create a form to track advertisingCreate a form to track advertisingCreate a form to track advertisingCreate a form to track advertisingand marketing conversionand marketing conversionand marketing conversionand marketing conversionmetrics.metrics.metrics.metrics.
Create a list of all your blogs,Create a list of all your blogs,Create a list of all your blogs,Create a list of all your blogs,with URLs and log inwith URLs and log inwith URLs and log inwith URLs and log incredentials.credentials.credentials.credentials.
Create a list of all yourCreate a list of all yourCreate a list of all yourCreate a list of all yourbookmarking accounts.bookmarking accounts.bookmarking accounts.bookmarking accounts.Create a video timeline andCreate a video timeline andCreate a video timeline andCreate a video timeline andscripting template.scripting template.scripting template.scripting template.Create an Evernote to list the names andCreate an Evernote to list the names andCreate an Evernote to list the names andCreate an Evernote to list the names andURLs of all the Facebook groups you belongURLs of all the Facebook groups you belongURLs of all the Facebook groups you belongURLs of all the Facebook groups you belongto.to.to.to.
Create an Evernote to list all theCreate an Evernote to list all theCreate an Evernote to list all theCreate an Evernote to list all theFacebook pages you like.Facebook pages you like.Facebook pages you like.Facebook pages you like.Create an Evernote to list allCreate an Evernote to list allCreate an Evernote to list allCreate an Evernote to list allthe LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups youbelong to.belong to.belong to.belong to.
Create a Social Media Plan in aCreate a Social Media Plan in aCreate a Social Media Plan in aCreate a Social Media Plan in aseries of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicatednotebook.notebook.notebook.notebook.
Create a list of media sites toCreate a list of media sites toCreate a list of media sites toCreate a list of media sites tosend your press releases.send your press releases.send your press releases.send your press releases.
Create a press release planning calendar.Create a press release planning calendar.Create a press release planning calendar.Create a press release planning calendar.Create an Evernote press release template.Create an Evernote press release template.Create an Evernote press release template.Create an Evernote press release template.
Transaction ManagementTransaction ManagementTransaction ManagementTransaction Management
Create a notebook for TEAMCreate a notebook for TEAMCreate a notebook for TEAMCreate a notebook for TEAMsharingsharingsharingsharingForward Google Voice (and similar services)Forward Google Voice (and similar services)Forward Google Voice (and similar services)Forward Google Voice (and similar services)audio and transcription relating to transactions toaudio and transcription relating to transactions toaudio and transcription relating to transactions toaudio and transcription relating to transactions tocorresponding Evernote.corresponding Evernote.corresponding Evernote.corresponding Evernote.
Document utility meter readingsDocument utility meter readingsDocument utility meter readingsDocument utility meter readingsprior to close of eescrow.prior to close of eescrow.prior to close of eescrow.prior to close of eescrow.Create a notebook for a virtual assistantCreate a notebook for a virtual assistantCreate a notebook for a virtual assistantCreate a notebook for a virtual assistantwith notes and instructions andwith notes and instructions andwith notes and instructions andwith notes and instructions andcheckboxes.checkboxes.checkboxes.checkboxes.
Listing intake formListing intake formListing intake formListing intake formCreate a note with pics and audio notes eachCreate a note with pics and audio notes eachCreate a note with pics and audio notes eachCreate a note with pics and audio notes eachtime you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.Buyer intake formBuyer intake formBuyer intake formBuyer intake formBuyer qualification formBuyer qualification formBuyer qualification formBuyer qualification formUse Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings fromthird-party websites and send them to yourthird-party websites and send them to yourthird-party websites and send them to yourthird-party websites and send them to yourclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectNotebook.Notebook.Notebook.Notebook.
Create rules in your email client so that every time aCreate rules in your email client so that every time aCreate rules in your email client so that every time aCreate rules in your email client so that every time aBUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,that email is sent automatically to a correspondingthat email is sent automatically to a correspondingthat email is sent automatically to a correspondingthat email is sent automatically to a correspondingEvernote folder.Evernote folder.Evernote folder.Evernote folder.
Document home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE andAFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. Useyour cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don'twait!wait!wait!wait!
LAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendphotos and text notes to Evernote before stakesphotos and text notes to Evernote before stakesphotos and text notes to Evernote before stakesphotos and text notes to Evernote before stakesare removed.are removed.are removed.are removed.
Risk ManagementRisk ManagementRisk ManagementRisk Management
Create a list of all listingCreate a list of all listingCreate a list of all listingCreate a list of all listingsyndication sites managed by thesyndication sites managed by thesyndication sites managed by thesyndication sites managed by thebrokerage.brokerage.brokerage.brokerage.
Create a list for each agent of listingCreate a list for each agent of listingCreate a list for each agent of listingCreate a list for each agent of listingsites where they post property listingsites where they post property listingsites where they post property listingsites where they post property listingdata.data.data.data.
Create a list of software withCreate a list of software withCreate a list of software withCreate a list of software withpurchase details and licensepurchase details and licensepurchase details and licensepurchase details and licenseinformation.information.information.information.
List all domain names, expirationList all domain names, expirationList all domain names, expirationList all domain names, expirationdates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admindetails.details.details.details.
Document home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs withtext and photos and audio notes intext and photos and audio notes intext and photos and audio notes intext and photos and audio notes inEvernote.Evernote.Evernote.Evernote.
List all websites, hostingList all websites, hostingList all websites, hostingList all websites, hostinginformation, payment details.information, payment details.information, payment details.information, payment details.
Use Google+ Hangout checklist forUse Google+ Hangout checklist forUse Google+ Hangout checklist forUse Google+ Hangout checklist forsales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions foragents.agents.agents.agents.
Take inventory of all digital property you bought orTake inventory of all digital property you bought orTake inventory of all digital property you bought orTake inventory of all digital property you bought orlicensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Includesource, payment information, and license details.source, payment information, and license details.source, payment information, and license details.source, payment information, and license details.
ESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and sendthem to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when thereis an interaction with a consumer.is an interaction with a consumer.is an interaction with a consumer.is an interaction with a consumer.
ESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks betweenbroker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communicationsbetween consumers and real estate licensees.between consumers and real estate licensees.between consumers and real estate licensees.between consumers and real estate licensees.
Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,including your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy andProcedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it athttp://therealtygram.com/policymanualhttp://therealtygram.com/policymanualhttp://therealtygram.com/policymanualhttp://therealtygram.com/policymanual
Enact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage andyour clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your socialmedia policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms likeDropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policystatement.)statement.)statement.)statement.)
Retain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to reviewyour online tools for compliance andyour online tools for compliance andyour online tools for compliance andyour online tools for compliance andsecurity.security.security.security.
ESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file Notebooksand burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least onecopy for brokerage archive and share a copy withcopy for brokerage archive and share a copy withcopy for brokerage archive and share a copy withcopy for brokerage archive and share a copy withclient.client.client.client.
ESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF inclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerhas copy.has copy.has copy.has copy.
ReferralsReferralsReferralsReferrals
Create a checkbox list of strategic partners andCreate a checkbox list of strategic partners andCreate a checkbox list of strategic partners andCreate a checkbox list of strategic partners andcreate a plan to contact them in variouscreate a plan to contact them in variouscreate a plan to contact them in variouscreate a plan to contact them in variouschannels on a regular basis.channels on a regular basis.channels on a regular basis.channels on a regular basis.
Create a list of nerworking groupsCreate a list of nerworking groupsCreate a list of nerworking groupsCreate a list of nerworking groupswhere you can connect withwhere you can connect withwhere you can connect withwhere you can connect withconsumers.consumers.consumers.consumers.
Create a list of close friends and family toCreate a list of close friends and family toCreate a list of close friends and family toCreate a list of close friends and family tomine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere ofinfluence.influence.influence.influence.
Create a list of all inboundCreate a list of all inboundCreate a list of all inboundCreate a list of all inboundreferrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.Create list of all outboundCreate list of all outboundCreate list of all outboundCreate list of all outboundreferrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.
Track testimonials andTrack testimonials andTrack testimonials andTrack testimonials andreviews people have givenreviews people have givenreviews people have givenreviews people have givenyou.you.you.you.
Track testimonials and reviewTrack testimonials and reviewTrack testimonials and reviewTrack testimonials and reviewyou have written for others.you have written for others.you have written for others.you have written for others.
Create a referral form to track outboundCreate a referral form to track outboundCreate a referral form to track outboundCreate a referral form to track outboundreferrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and othernotes.notes.notes.notes.
Use Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' jobpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and othercommunity information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referralopportunitiesopportunitiesopportunitiesopportunities
Recruiting and RetentionRecruiting and RetentionRecruiting and RetentionRecruiting and Retention
Create a list of prospective recruits and a timedCreate a list of prospective recruits and a timedCreate a list of prospective recruits and a timedCreate a list of prospective recruits and a timedaction plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online andoffline. Use checkboxes.offline. Use checkboxes.offline. Use checkboxes.offline. Use checkboxes.
Create an intake form forCreate an intake form forCreate an intake form forCreate an intake form forprospective new recruits.prospective new recruits.prospective new recruits.prospective new recruits.
Get ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedIngroups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for newclient attraction strategies and to measure your business againsclient attraction strategies and to measure your business againsclient attraction strategies and to measure your business againsclient attraction strategies and to measure your business againsyour competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesomemarriage.marriage.marriage.marriage.
Create an agent social media engagement form forCreate an agent social media engagement form forCreate an agent social media engagement form forCreate an agent social media engagement form forease in finding posts to engage and show support. Useease in finding posts to engage and show support. Useease in finding posts to engage and show support. Useease in finding posts to engage and show support. Usethis form for existing agents and prospective agentthis form for existing agents and prospective agentthis form for existing agents and prospective agentthis form for existing agents and prospective agentrecruits.recruits.recruits.recruits.
Business ManagementBusiness ManagementBusiness ManagementBusiness Management
Each time you make an equipment purchase, create anEach time you make an equipment purchase, create anEach time you make an equipment purchase, create anEach time you make an equipment purchase, create anEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantydetails, contact inforation, and link to the operatingdetails, contact inforation, and link to the operatingdetails, contact inforation, and link to the operatingdetails, contact inforation, and link to the operatingmanual.manual.manual.manual.
Forward PDFs of all operating manuals toForward PDFs of all operating manuals toForward PDFs of all operating manuals toForward PDFs of all operating manuals toEvernote folder and link to equipment pagesEvernote folder and link to equipment pagesEvernote folder and link to equipment pagesEvernote folder and link to equipment pages(noted above).(noted above).(noted above).(noted above).
Scan all paper receipts and documents related toScan all paper receipts and documents related toScan all paper receipts and documents related toScan all paper receipts and documents related tobusiness and send the digital record diretly tobusiness and send the digital record diretly tobusiness and send the digital record diretly tobusiness and send the digital record diretly toEvernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobilecamera.camera.camera.camera.
Use audio link to send messages to staff.Use audio link to send messages to staff.Use audio link to send messages to staff.Use audio link to send messages to staff.Upgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhancedOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallefficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.
Read "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By DeanOulette. Order it here:Oulette. Order it here:Oulette. Order it here:Oulette. Order it here:http://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebook
Create a list of all the Membership sites youCreate a list of all the Membership sites youCreate a list of all the Membership sites youCreate a list of all the Membership sites youbelong to, with clickable URL and log inbelong to, with clickable URL and log inbelong to, with clickable URL and log inbelong to, with clickable URL and log incredentials.credentials.credentials.credentials.
Create a list of all the training programs whereCreate a list of all the training programs whereCreate a list of all the training programs whereCreate a list of all the training programs whereyou are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log incredentials.credentials.credentials.credentials.
Use Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect marketintelligence and current events you can share atintelligence and current events you can share atintelligence and current events you can share atintelligence and current events you can share atoffice meetings.office meetings.office meetings.office meetings.
Scan business cards when you meet newScan business cards when you meet newScan business cards when you meet newScan business cards when you meet newvendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networkingevents.events.events.events.
Schedule an office training calendar so broker,Schedule an office training calendar so broker,Schedule an office training calendar so broker,Schedule an office training calendar so broker,agents, and support staff can be proficient withagents, and support staff can be proficient withagents, and support staff can be proficient withagents, and support staff can be proficient withEvernote.Evernote.Evernote.Evernote.
Direct all inbound faxes to a dedicatedDirect all inbound faxes to a dedicatedDirect all inbound faxes to a dedicatedDirect all inbound faxes to a dedicatedEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingfolder.folder.folder.folder.
Use several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, includingone that synchs manually for addedone that synchs manually for addedone that synchs manually for addedone that synchs manually for addedsecurity.security.security.security.
Join the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group athttps://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/
75 Tips To Leverage75 Tips To Leverage75 Tips To Leverage75 Tips To LeverageEvernote for Real Estate Evernote for Real Estate Evernote for Real Estate Evernote for Real Estate
Get FREE Templates:Get FREE Templates:Get FREE Templates:Get FREE Templates:
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