MONTHLY REL ATIONSHIP ENGAGEMENT ACTIVITIES
02
2020
ACTIVITIES
DAILY
Engagement Hour – every work day at ________ o’clock (things to do during your engagement hour)
WEEKLY
Add/Update to your Relationship Database (great ways to add to your database)
Add sphere/new clients to Property Tracker® Create Categories Create automated MarketInsights™ to send monthly via Property Tracker®
Relationship Development Notes Calls Pop-bys Client Events
Social Media Social Media Engagement F acebook ads (place your own) Facebook Boost (JLS ad service)
MONTHLY
CRM/Campaigns Seasonal Buyer Seller JLS Housing Updates (Print & Postcards / Email / Post) JLS Luxury Updates (Print & Postcards / Email / Post) Industry Articles Per Lennox Video Messaging
YEARLY
Annual Home Valuation Update What is my home worth?
Other Reasons to Engage Open House New Listings Just Solds
VIDEOS GETTING STARTED THE WHY RELATIONSHIP DATABASE ADD CONTACTS CREATE/ADD CATEGORIES CREATE PROPERTY TRACKER ACCOUNTS
UCR ACTIVITIES PHONE CALL TEXT MESSAGE HANDWRITTEN NOTE SOCIAL MEDIA POST VIDEO MESSAGE
POP-BY IDEAS
CLIENT EVENT IDEAS