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.
- The Holiday Card will preempt the marketing that would have gone out in December, and move it to the next month.
- Exceptions must be approved by Advisor and VP of Agent Production.
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.
PHONE CALLS TO DATABASE
If you are unable to call through your database twice a year, Fusion can call through it for you.
Calls are $.90 per dial.
Hi is this... (Client's First Name)
My name is (Caller's First Name) I work at (Founder's Full Name) real estate office.
(He /She) asked me to reach out to her contact list and see if there is any thing he/she can offer of service.
Are you anticipating any real estate needs in the near future and is there anything that (Founder's first name) could do for you?
No: ok great ... if you do have any needs (Founder's First Name) would appreciate any opportunity to share what (He/She) does to try and deliver the best services possible.
Great thank you so much for your time!!
Have a great day
Ok great as soon as I get off the phone I will.let her know. Can I let(Him/Her) know if it is personal or real estate related?
Great thanks so much
If you are experiencing difficulties with viewing this form, please CLICK HERE to open the form in a new window.
ALL IN ONE BOOKLET
8 PAGE ALL IN ONE (RECOMMENDED)
Page 1: Cover
Page 2-3: About Me (Story Letter)
Page 4: Resume
Page 5: Team Info and Commission Structure
Page 6: Listing Services
Page 7: Buyer Services
Page 8: Testimonials
4 PAGE ALL IN ONE
Page 1: Cover
Page 2: About Me (Story Letter)
Page 3: Resume
Page 4: Team Info Testimonials