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
***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
Stakes Are High
Professionalism Matters
Pricing Options
Cleint Testimonails
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