Teaming Proposal For Real Estate And Real Estate Services Consumer Information Seminars


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Teaming Proposal For Real Estate And Real Estate Services Consumer Information Seminars

  1. 1. Teaming Proposal for Real Estate and Real Estate Services Consumer Information Seminars in Lee’s Summit, MO Presented by: Joleen Halloran, PMP® Keller Williams Sales Associate (Replace with client logo)
  2. 2. Teaming Value Proposition <ul><li>Forming a partnership to inform prospective buyers or sellers of real estate and real estate services in the Lee’s Summit area in a series of seminars. These seminars will provide critical information to help consumers make informed decisions related to all aspects of real estate, and for all seminar team members, provide a optimum opportunity to present your company to target market audience, strengthen your professional image, present your products and services and generate leads/marketing opportunities to support your business goals. </li></ul>
  3. 3. The Plan <ul><li>Form a group of real estate, real estate services professionals (real estate sales, lending, insurance, home warranty, title and deed, inspection, appraisal, legal and community) – to present important and timely information to the public regarding their respective services that will inform consumers on these services provided. This information can then support the consumer to make informed decisions regarding their real estate decisions and their needs for services. </li></ul>
  4. 4. The Benefits <ul><li>Opportunity to inform the public of the value/need for services provided in a non-threatening, professional and educational format. </li></ul><ul><li>Opportunity to expose your business brand to the public </li></ul><ul><li>Opportunity to present your services to a larger audience to enhance the public viewpoint of services offered. </li></ul><ul><li>Opportunity to create relationships within the community for lead generation and referrals </li></ul><ul><li>Opportunity to create strength in your industry by assuring that consumers are informed and that they have clear understanding of the opportunities available to them by your services. </li></ul>
  5. 5. Seminars - A Proven Methodology Seminars are a fantastic cost effective way to reach directly to a target market. You have a captive audience that by attending has confirmed their interest in your services. Your opportunities abound to present valuable information to attendees and to demonstrate your value. Benefit 1 Provide a perfect venue to reach your target market Benefit 2 Face-to-Face Introduction to your next lead Benefit 3 Create a message that will be magnetic to multiple sources simultaneously Benefit 4 Your brand/company is exposed to seminar attendees and their relationships. Benefit 5 Benefit the community by providing valuable consumer information.
  6. 6. Participation <ul><li>Participation will be on a first come basis. This presentation has been shared with multiple vendors within each specific group of service providers. The following represents a group: </li></ul><ul><li>Lenders </li></ul><ul><li>Brokers (mortgage) </li></ul><ul><li>Title Companies </li></ul><ul><li>Appraisal </li></ul><ul><li>Inspection </li></ul><ul><li>Community Growth </li></ul><ul><li>Legal </li></ul><ul><li>This series of seminars only allows for one representative company or entity to represent each group. Therefore first responders to this proposal that are willing to commit to the cost in participating (both in dollars and in effort) will be selected. </li></ul>
  7. 7. The Cost <ul><li>Share in the expense for preparation, marketing method (i.e. marketing list, mailing or advertising cost), supplies and facility. </li></ul><ul><li>(Details TBD and presented) </li></ul><ul><li>Cost comparisons to be considered here with other forms of advertising/marketing. </li></ul>
  8. 8. The Details <ul><li>Joleen Halloran, Keller Williams Sales Associate will facilitate the initial seminar launch, with subsequent seminars to be decided on later by the team. Joleen will prepare the initial seminar agenda and will prepare the background presentation material, select and acquire the facility, select and facilitate the marketing strategy for attendance, prepare the schedule and perform the set up the facility for the seminar. </li></ul><ul><li>The seminars are intended to be recurring based on the enormous amount of material that is potentially relevant to the real estate industry that would be beneficial to the public interest. </li></ul>
  9. 9. The Details (cont.) <ul><li>Future agendas, venues, formats and facilities will be agreed upon by the team ongoing. A new project manager for each seminar will be assigned to facilitate each ongoing seminar, if the team decided it is proven to be a valuable marketing and information distribution method. 1 </li></ul><ul><li>Our solution will be fully implemented within 4 months, including all staff training </li></ul><ul><li>Streamlined customer, sales, and service processes will improve efficiency by at least 10% within the first 6 months of implementation </li></ul><ul><li>Time to market will be reduced from 8 to 6 weeks </li></ul><ul><li>Average time to close new sales will be reduced from 6 to 4 weeks, and sales costs will be reduced by at least 10% within the first 6 months </li></ul>
  10. 10. Next Steps <ul><li>Complete systems analysis by Aug. 31 </li></ul><ul><li>Define new business processes by Sept. 15 </li></ul><ul><li>Install financial analysis system by Oct. 15 </li></ul><ul><li>Complete staff training by Nov. 20 </li></ul><ul><li>Begin transition to new system by Jan. 1 </li></ul>After validating your business needs and priorities, we will ensure that our business objectives align with your needs. From this perspective, we will propose cost-effective solutions that deliver measurable value to you and your end customers.