FUSION GROWTH PARTNERS ©2019

CalBRE#01843903

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Annual Marketing Plan: Platinum & Diamond Agents 

Please fill out with your Advisor. Check all items you would like to include in the plan.

 

-Monthly marketing items will be sent to agent’s complete SOI database.

-Evidence of Success (EOS) is sent once per month if applicable. It consists of all the properties

listed or sold in the previous month.

-A Holiday Card can take the place of a marketing postcard

-Exceptions must be approved by Advisor and Operations Manager.

 

These are the Postcard options. If you would like to substitute an alternative for any month with a

Postcard, please choose from below and write your selection in the notes for that month.

1. Best for the Job

2. Pricing Options

3. So Much More

4. Professionalism Matters

5. Not Reality TV

6. Client Testimonials

7. The Stakes are High

 

These are the Letter options. If you would like to substitute an alternative for any month with a

Letter, please choose from below and write your selection in the notes for that month.

1. Hire the Best

2. Pricing Options

3. Marketing Frequency

4. CMA Offer

5. Who You Hire

***IMPORTANT***

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Marketing Letter Options

Hire The Best

Pricing Options

Who You Hire 

Marketing Frequency

CMA Offer

Marketing Post Card Options

Apply For The Job

Not Reality TV

So Much More

Cleint Testimonails

Stakes Are High

Professionalism Matters

Pricing Options

Back of Postcards

Suggested Marketing Plan

Month 1

  • Story Letter

  • Resume

  • Email - Market Statistic/One Cool Thing

 

 

 

 

Month 2

  • Post Card - Apply for the job

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold

 

 

 

 

Month 3

  • Letter  - Hire the Best

  • Post Card - Pricing Options

  • Email - Market Statistic

  • EOS - Just Sold

 

 

 

 

Month 4

  • Letter  - Pricing Options

  • Post Card - So Much More

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold

 

 

 

 

Month 5

  • Letter  - MKT Frequency

  • Email - Market Statistic/One Cool Thing

  • EOS - Just Sold

 

 

 

 

Month 6

  • Brochure -All in One

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold

 

 

 

 

Month 7

  • Letter - CMA Offer

  • Post Card - Professionalism Matters

  • Email - Market Statistic/One Cool Thing

  • EOS - Just Sold

 

 

 

 

Month 8

  • Post Card - Not Reality TV

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

Month 9

  • Letter - Pricing Options

  • Post Card - Client Testimonials

  • Email - Market Statistic/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

Month 10

  • Letter - Who You Hire

  • Post Card - Stakes Are High

  • Email - Market Statistics/One Cool Thing

  • EOS - JJust Sold​

 

 

 

 

Month 11

  • Post Card - Pricing Options

  • Email - Market Statistic/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

Month 12

  • Brochure - All In One

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold​