Annual Marketing Plan

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

Sugested 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

  • Email - Market Statistic

  • EOS - Just Sold

 

 

 

 

Month 4

  • Post Card - Pricing Options

  • 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

  • Post Card - So Much More

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Listed / Just Sold

 

 

 

 

 

Month 7

  • Letter - CMA Offer

  • 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

 

  • Post Card - Client Testimonials

  • Email - Market Statistic/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

Month 10

  • Letter - Who You Hire

  • Email - Market Statistics/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

 

Month 11

  • Post Card - Professionalism Matters

  • mail - Market Statistic/One Cool Thing

  • EOS - Just Sold​

 

 

 

 

Month 12

  • Post Card - Stakes Are High

  • mail - Market Statistics/One Cool Thing

  • EOS - Just Sold​

Marketing Post Card Options

Marketing Letter Options

Apply For The Job

Stakes Are High

Not Reality TV

Professionalism Matters

Hire The Best

Who You Hire 

So Much More

Pricing Options

Marketing Frequency

Pricing Options

CMA Offer

Cleint Testimonails

***IMPORTANT***

This form is not compatible with Google Chrome PDF "SAVE" function. Please watch this video on how to fill out the form and save it on Google Chrome.

VIDEO

 

Or

please download Addobe Reader 

Watch this viedo for more information about PDF plugins for Google Chrome

FUSION GROWTH PARTNERS ©2019

CalBRE#01843903

Real Estate Partners | Mortgage Partners

Partner Development Executives

Video Series | Careers | Staff

For all Fusion Agents: Please Log In/Sign Up in order to access the Back Office.

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Instagram Icon
ML-WhoYouHire.png