2 020
MONTHLY REL ATIONSHIP ENGAGEMENT ACTIVITIES WEEKLY ACTIVITIES
SUNDAY
MONDAY
FEBRUARY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY 1
RELATIONSHIP ENGAGEMENT HOUR: O’CLOCK
Engagement Hour Every Workday (add five new contacts each week) 2
Calls Notes Pop-bys
MarketInsights™ via Property Tracker® 3
Seasonal Email Template: Superbowl
5
10
11
12
Notes Handwritten Notes
17
16
18
19
7
8
14
15
Create Property Tracker® Accounts
13
JLS Luxury Updates (timing may vary)
Pop-Bys
Pop-bys Calls
6
JLS Housing Updates (timing may vary)
Buyside Campaign (timing per client day of delivery varies) 9
Calls
4
Seasonal Campaign: Happy Valentines Day 20
21
22
28
29
Notes Seller Campaign (timing per client day of delivery varies)
Pop-bys 24
23
Calls
Video Message
25
26
27
Notes Annual Home Valuation Update
Calls to Sphere
Pop-bys
ESSENTIALS
UCR ACTIVITIES
POP-BY IDEAS
CLIENT EVENT IDEAS
GETTING STARTED
PHONE CALL
HAND SOAP
SUPER BOWL PARTY
THE WHY
TEXT MESSAGE
CHILI KIT
CANDY MAKING/CRAFT PARTY
RELATIONSHIP DATABASE
HANDWRITTEN NOTE
VALENTINE GIFT
BOWLING
ADD CONTACTS
SOCIAL MEDIA POST
ADD CATEGORIES
VIDEO MESSAGE