MONTHLY REL ATIONSHIP ENGAGEMENT ACTIVITIES WEEKLY ACTIVITIES
SUNDAY
MONDAY
O’CLOCK
Engagement Hour Every Workday (add five new contacts each week)
MarketInsights™ via Property Tracker®
WEDNESDAY
2 020
THURSDAY
3
FRIDAY
4
*NEW* L.A.B. 9 Relationship Database & Campaigns
SATURDAY
5
6
7
13
14
20
21
JLS Housing Updates (timing may vary)
10
9
8
Calls
TUESDAY 2
1
RELATIONSHIP ENGAGEMENT HOUR:
MARCH
11
12
Notes JLS Luxury Updates (timing may vary)
Buyside Campaign (timing per client day of delivery varies)
Pop-bys 15
Calls
16
17
18
Create Property Tracker® Accounts
19
Pop-Bys
Notes
Seasonal Campaign: Happy St Patrick's Day
Pop-bys
24
23
22
Calls
Handwritten Notes 25
26
27
Notes Annual Home Valuation Update
Seller Campaign (timing per client day of delivery varies)
Pop-bys 30
29
Calls
Video Message
31
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 LOTTERY TICKETS CLOVER PLANT GOLD COIN CANDY
CLIENT EVENT IDEAS MARDI GRAS BLOCK PARTY ST. PATRICK’S DAY LUNCH APRIL EASTER EGG HUNT (HOST OR SPONSOR) EARTH DAY PARK CLEANUP
28