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Explosive Start to Your 2015: Action and Implementation 
Reeta Casey’s 12/10/2014 Webinar Notes 
How many times have you waited until the new year began before you started planning for the year? Plan and implement before 2015 – Be ready before everyone else! 
BEFORE DECEMBER 2014 IS OVER WITH! 
1. BE HEARD: Call your database! 
a. Call your entire database before 2014 is over with. Start now! 
b. Your database should have 300-400 people in it – Any more than that means you will not be able to build a relationship with them. 
c. Have a call night with your team and make it fun – Whoever makes the most calls wins a prize! 
d. Enjoy talking to your database! 
2. BE SEEN: Attend client events! 
a. When your clients invite you to an event, GO! 
i. Show your clients that you care by attending their event 
ii. Have fun! 
iii. Meet new people and be sure to bring business cards to give to people you don’t know. Collect their business cards too! Add them to your database after the event and follow-up. 
b. If you are having an event this month, invite your clients to show them generosity and gratitude. 
3. TOP 50: Call your Top 50 Favorite People and Top 50 Past Clients 
a. Call your Top 50 Favorite People and Top 50 Past Clients before 2014 is over with. 
b. Top 50 Favorite People 
i. People who have not done business with you, but trust you and send you referrals 
c. Maintain deep relationships with these 100 people 
d. Gift them gifts for the holidays
4. POSTCARDS: Send out your business postcard so it is received on January 5th 
a. Be the first business postcard people see in 2015 by planning your marketing NOW before the new year begins. This will make you memorable. 
b. Your post cards should be received on January 5th – No later than that. 
c. Send them to your farm area, database, and Top 50 lists 
d. Key points: 
i. Use 2-3 fonts at most 
ii. Keep the postcard clean/simple/easy to read 
iii. Tell them the benefits of hiring you without using the word “I” 
1. “Dedicated full time Realtors” 
2. “Full client concierge team” 
iv. Use only high resolution photos 
5. YOUR CLIENTS: Focus on your clients and send them a “Letter of the Heart” 
a. Do you have clients you haven’t followed up with? Send them a “Letter of the Heart” 
i. Have a compelling headline, such as “Keeping in Touch” 
ii. This letter should include an apology for not keeping in touch 
iii. Tell them you are making a commitment to serve them better and keep in touch in the future. You will contact them once a month. 
iv. Let them get to know you in this letter 
v. A sincere thank you 
Results require a commitment to EDUCATION and IMPLEMENTATION. Are you committed to having your best year ever in 2015? 
The CORE Training teaches real estate and mortgage professionals how to increase sales, relationships, and profit with systems and structures that work. Tell the real estate agents and loan officers you know about The CORE so they too can have their BEST YEAR EVER! 
Join us next month for Reeta Casey’s webinar: “The A, B, C’s for Your Database” 
Reeta Casey will be teaching you how to organize your database and what to do with it. This is the first step to having an organized business. 
Date/Time: Wednesday, January 28, 2015 – 2:00pm EST 
Register at: http://ow.ly/FGKVw 
The CORE Training, Inc. www.thecoretraining.com

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Reeta Casey's December 2014 Webinar Notes

  • 1. Explosive Start to Your 2015: Action and Implementation Reeta Casey’s 12/10/2014 Webinar Notes How many times have you waited until the new year began before you started planning for the year? Plan and implement before 2015 – Be ready before everyone else! BEFORE DECEMBER 2014 IS OVER WITH! 1. BE HEARD: Call your database! a. Call your entire database before 2014 is over with. Start now! b. Your database should have 300-400 people in it – Any more than that means you will not be able to build a relationship with them. c. Have a call night with your team and make it fun – Whoever makes the most calls wins a prize! d. Enjoy talking to your database! 2. BE SEEN: Attend client events! a. When your clients invite you to an event, GO! i. Show your clients that you care by attending their event ii. Have fun! iii. Meet new people and be sure to bring business cards to give to people you don’t know. Collect their business cards too! Add them to your database after the event and follow-up. b. If you are having an event this month, invite your clients to show them generosity and gratitude. 3. TOP 50: Call your Top 50 Favorite People and Top 50 Past Clients a. Call your Top 50 Favorite People and Top 50 Past Clients before 2014 is over with. b. Top 50 Favorite People i. People who have not done business with you, but trust you and send you referrals c. Maintain deep relationships with these 100 people d. Gift them gifts for the holidays
  • 2. 4. POSTCARDS: Send out your business postcard so it is received on January 5th a. Be the first business postcard people see in 2015 by planning your marketing NOW before the new year begins. This will make you memorable. b. Your post cards should be received on January 5th – No later than that. c. Send them to your farm area, database, and Top 50 lists d. Key points: i. Use 2-3 fonts at most ii. Keep the postcard clean/simple/easy to read iii. Tell them the benefits of hiring you without using the word “I” 1. “Dedicated full time Realtors” 2. “Full client concierge team” iv. Use only high resolution photos 5. YOUR CLIENTS: Focus on your clients and send them a “Letter of the Heart” a. Do you have clients you haven’t followed up with? Send them a “Letter of the Heart” i. Have a compelling headline, such as “Keeping in Touch” ii. This letter should include an apology for not keeping in touch iii. Tell them you are making a commitment to serve them better and keep in touch in the future. You will contact them once a month. iv. Let them get to know you in this letter v. A sincere thank you Results require a commitment to EDUCATION and IMPLEMENTATION. Are you committed to having your best year ever in 2015? The CORE Training teaches real estate and mortgage professionals how to increase sales, relationships, and profit with systems and structures that work. Tell the real estate agents and loan officers you know about The CORE so they too can have their BEST YEAR EVER! Join us next month for Reeta Casey’s webinar: “The A, B, C’s for Your Database” Reeta Casey will be teaching you how to organize your database and what to do with it. This is the first step to having an organized business. Date/Time: Wednesday, January 28, 2015 – 2:00pm EST Register at: http://ow.ly/FGKVw The CORE Training, Inc. www.thecoretraining.com