1. 1. The wave of change since September 2012
2. 2. My Team(Me) Before
3. 3. What I Needed- Freedom Club
4. 4. My Team Now
5. 5. Gerard- Virtual Assistant EPS, Gogo, Realtor relations with strategies Schedules Appt./Follow up calls- Agent meetings, stacks, Title classes Manages my calendar, appointments Tue and Thur outbound database calls (leads, old databases, Realtors) Manages other strategies Manages Realtor video blogs/blogs/websites/squeeze pages/fan pages/etc. Online Presence and SEO
6. 6. Virtual Assistant 1. Outbound calls to propects/leads for follow-up and pre-approval 2. Email follow up to prospects/leads 3. Outbound calls to agents for follow-up, class reminders and other related activities 4. Email follow-up to agents for follow-up, class reminders and other related activities 5. Outbound calls to agents' prospects/leads for follow-up and pre-approval 6. Email follow up to agents' prospects/leads 7. Setting up leads/prospects (inhouse', agents') to database for campaign 8. Creating various e-mail templates for different campaign, sending these emails to either prospects or agent partners 9. Social Media Management e.g. consistently posting relevant content on Facebook, Twitter, LinkedIn, Pinterest, YouTube 10. Consistently posting relevant content ( blog posts, videos etc.) on different blog sites (Wordpress, ActiveRain, Eproperty Sites) 11. Creating property websites, virtual tour and blogs for agent partners via epropertysites.com 12. Appointment setting to agent partners and agent prospects 13. Database Management in General e.g. import and export of contacts, data entry 14. Creating Webinar Page for Agent Partners 15. Set and schedule revelant posts in Quick Fire Social for different Facebook Fan Pages 16. Creating Flyers and send to agent partners 17. Claiming business listings to promote more online exposure 18. Backlinking/ Blog Commenting
7. 7. Adrian- Loan Partner Takes applications Pre-quals, talks with referrals Programs, rates, locks, run credit, etc Weekly updates/status Grams Meets w/ Clients, Disclosures Follow up w/ borrowers, Realtors Packages file to Processor Meets with clients Helps Processor put out Fires
8. 8. Ileana Processor Disclosures Takes files from LO Partner/LOs Follow up Disclosures to closing In-person appointments Appraisals, Verifications, etcLoan Coordinator Answers phones UW Conditions from borrowers and Agents Follow up with borrowers Puts out fires
9. 9. Richard (Me)
10. 10. My Focus
11. 11. Why Not Put It on Steroids???
12. 12. Plant Seeds (Rainmaker) Realtor Relationships
13. 13. Title Classes- Follow up Meetings/Realtor Stacks
14. 14. 1. Teach Classes Schedule on Calendar New Agents and My Core Agents 3 classes a month 6 Months Taught 181 Agents
15. 15. 2. Stacks (one on ones) Schedule on Calendar every Tue and Thurs. Have VA fill all slots 2 weeks in advance Schedule w/ Agents that attended class and new agents I am wanting relationships Research all before meeting 6 Months Met One on One with 154 Agents
16. 16. 3. Phone Call Time-Blocks Schedule on Calendar Daily Make list of names and numbers nightly(day before) No Changing Schedule 6 Months Spoke to 432 Agents
17. 17. 4. Weekly Videos Schedule Every Thur. to be sent out EVERY Sat Morning
18. 18. 5. Follow Up 3 Handwritten Notes a Day & To All Class and Stack Agents 6 months- 288 Hand Written Notes Database Drip Marketing 12 Step Program Consistent Mail outs VA- Everything else
19. 19. Phone Blocks/60.60.30/Personal Notes Teach Classes/Agent Stacks/Workshops Blocks- 1 hour at a time calling agentsBig picture strategic thinking/planning Daily personal notes which include all Agents that attend classes and meetings Agent weekly videos, video blog Agent follow up system. Goodies, etc.. Stacks stacks and more stacks. Invitations- Brainstorming- RequestsOpportunities
20. 20. Homes for Heroes
21. 21. NO MORE
22. 22. MORE
23. 23. Every man dies, not every man really lives.