January Calendar - Monthly Engagement Activities WITH LINKS

Page 1

2 020

W I N T E R R E L AT I O N S H I P ENGAGEMENT ACTIVITIES WEEKLY ACTIVITIES

SUNDAY

MONDAY

JANUARY

TUESDAY

WEDNESDAY

THURSDAY 1

RELATIONSHIP ENGAGEMENT HOUR: O’CLOCK

FRIDAY

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

MarketInsights™ via Property Tracker® 5

Calls Notes

6

Pop-bys

8

3

4

9

10

11

17

18

23

24

25

30

31

JLS Luxury Updates (email campaign, print, social media, postcard)

Annual Home Valuation Update

Video Message

13

12

Calls

2

Seasonal Campaign: Happy New Year

7

JLS Housing Updates (email campaign, print, social media, postcard)

14

SATURDAY

15

16

Notes Buyside Campaign (timing per client day of delivery varies)

Calls to Sphere

Pop-bys 20

19

Calls

2020 Housing Forecast

21

Pop-bys

22

Notes Handwritten Notes to Sphere

Pop-bys 26

Calls

Create Property Tracker® Accounts 27

29

28

Notes

Tips@Home Email Campaign (timing per client day of delivery varies)

Pop-bys

ESSENTIALS

UCR ACTIVITIES

POP-BY IDEAS

GETTING STARTED

PHONE CALL

CHAMPAGNE

THE WHY

TEXT MESSAGE

ICE SCRAPER

RELATIONSHIP DATABASE

HANDWRITTEN NOTE

TAX ORGANIZER

ADD CONTACTS

SOCIAL MEDIA POST

LOCK DE-ICER

ADD CATEGORIES

VIDEO MESSAGE

COOKIE DOUGH

CLIENT EVENT IDEAS RESOLUTION BREAKING PARTY


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.