April Monthly Relationship Engagement Calendar

Page 1

MONTHLY REL ATIONSHIP ENGAGEMENT ACTIVITIES WEEKLY ACTIVITIES

SUNDAY

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

Engagement Hour Every Workday (add five new contacts each week)

MarketInsights™ via Property Tracker® 5

Calls

3

4

10

11

JLS Housing Updates (timing may vary)

7

6

SATURDAY

2

1

RELATIONSHIP ENGAGEMENT HOUR: O’CLOCK

2 020

APRIL

9

8

Notes

Calls

JLS Luxury Updates (timing may vary)

Buyside Campaign (timing per client day of delivery varies)

Pop-bys Easter

12

15

14

13

Create Property Tracker® Accounts 16

17

18

24

25

Pop-Bys

Notes

Annual Home Valuation Update

Pop-bys 19

Calls

21

20

Handwritten Notes

22

23

Notes

Seasonal Campaign: Earth Day

Seller Campaign (timing per client day of delivery varies)

Pop-bys 26

Calls

27

28

Video Message

29

30

Notes Calls to Sphere

Pop-bys

ESSENTIALS

UCR ACTIVITIES

GETTING STARTED

PHONE CALL

THE WHY

TEXT MESSAGE

RELATIONSHIP DATABASE

HANDWRITTEN NOTE

ADD CONTACTS

SOCIAL MEDIA POST

ADD CATEGORIES

VIDEO MESSAGE

POP-BY IDEAS PEEPS CANDY SPRING SEEDS CLEANING SUPPLIES

CLIENT EVENT IDEAS APRIL Post a Scavenger Hunt for kids Send info about Earth Day (easy tips you can do from home, etc.)


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