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R E L AT I O N S H I P ENGAGEMENT ACTIVITIES WEEKLY ACTIVITIES
SUNDAY
MONDAY
Calendar
TUESDAY
WEDNESDAY
THURSDAY
RELATIONSHIP ENGAGEMENT HOUR:
FRIDAY
SATURDAY
Housing Update Email Campaign
O’CLOCK
*delivery varies, usually around the 3-5th of the month
Market Insights™ via PropertyTracker® (sent out 1st of the month)
Engagement Hour Every Workday Calls Notes
Calls to Sphere
Handwritten notes
Pop-bys Calls
*delivery varies, usually around the 11-15th of the month
Open Houses (Try to theme open houses based on season or holiday)
(timing varies based on date assigned)
(timing varies based on date of holiday)
Pop-bys
Luxury Housing Update Email Campaign
Email Campaigns
Seasonal Email Campaign
Notes
Social media post (Create and Schedule)
Calls Notes
Pop-bys
Buyside Home Value Monthly Report
Video Message
(timing based on day signed up for report)
Pop-bys Calls
Calls to Sphere
Notes Pop-bys
ESSENTIALS GETTING STARTED THE WHY RELATIONSHIP DATABASE ADD CONTACTS ADD CATEGORIES
UCR ACTIVITIES PHONE CALL TEXT MESSAGE HANDWRITTEN NOTE SOCIAL MEDIA POST VIDEO MESSAGE
POP-BYS CRAFT KIT HAND SANITIZER FLOWERS DESSERT or SNACKS
PHYSICAL DISTANCE EVENT IDEAS TRIVIA NIGHT OVER ZOOM LOCAL PARK CLEANUP RUN A TAB AT A LOCAL COFFEE SHOP AND INVITE YOUR SPHERE TO ATTEND
MORE IDEAS AT www.UCRHOLIDAYS.com