Download to read offline
Uploaded byTotal Expert
2016 Business Planning Mastermind
The document outlines a comprehensive business plan for loan officers to achieve success in 2016 by implementing a multi-channel marketing strategy and focusing on brand building. Key strategies include database marketing, open houses, social media engagement, and increasing touches with clients through various channels. It emphasizes the importance of tracking key performance indicators and developing strong relationships to enhance customer experience and drive business growth.
More Related Content
Similar to 2016 Business Planning Mastermind
2016 Business Planning Mastermind
- 1. Total Expert Loan OfficerMastermind Set Up Your Business Plan For A Successful 2016
- 2. NOW is thetime. “By Failing to Prepare, You are Preparing to Fail.” - Benjamin Franklin
- 3. M.A.P. Massive ActionPlan Where am I now? Where do I want to go? What are the possible routes?
- 4. What Worked in2015? Highest Reported ROI 1. Database Marketing (Past Client + Referral Partner) 2. Target Marketing to GEO Farm 3. Open Houses 4. Social Media 5. Branding Focused Ads (Facebook, Google Display) 6. Online Leads (Zillow, Google, R.com)
- 5. Key Trends For2016 Based on 2015 Top Produces: Focus on local & niche marketing. Brand building is vital. Multi-channel marketing The Diamond Strategy.
- 6. Database / ReferralCentric Do you have a system of record? Is every past client/referral assigned drip campaign? Are you connected to these people on social media? Linkedin, Facebook, Twitter, Instagram
- 7. What to focuson in 2016 Multi-Channel Marketing Social Proof: Gather More Reviews Utilize Technology to Market to Gen Y Attract Co-Marketing Partners Going Deep in Your Community
- 8. The New Environment Customer Experience is vital. Strong Partnerships improve customer experience & ROI. Multi-channel Marketing to build brand equity.
- 9. Why So ManyFail? All Their Eggs In One Basket Not invested in multi-channel Not using ‘new’ methods to communicate Banking on referrals alone No co-marketing strategy
- 10. Multi-Channel Marketing TheDiamond Strategy Website/Online Social Print Community
- 11. The Diamond Strategy Print 12-16 Touch Post Cards Just Listed/Just Sold Market Report Flyers Door Hangers Website/Online Personal Site Niche Site Single Property Sites Zillow Google PPC Social Facebook Branding Ads Facebook Lead Gen Ads Instagram LinkedIn Community Open Houses Local Sponsorships Charity Events School Sponsorships
- 12. Increase Your “Touches” 7 – 13 Touches To Make a Sale Phone/Text Email Campaigns Social Media Postcards/Door Drops Sign Views/Open Houses Community Involvement
- 13. Multi-Channel Action Plan Increase Your Touches Across All Channels Use email DRIP campaigns Increase your daily social media activity Targeted PPC/Social Ads 12-Touch print mailing campaigns Quarterly community event/sponsorships
- 14. Key Metrics in2016 Know your KPIs: 1. Appointments Set 2. New Clients/Referral Partners 3. Closed Units 4. Completed Marketing Activities by Channel 5. Total Revenue 6. Total Marketing Expense **Track each by week, month, and YTD.
- 15. Roadmap Your Success Work backwards: How much money do you want to make in 2016? What do you need to get there? How many listings? How many referrals from Partners?
- 16. Executable Strategies Harnessthe Power of Co-Marketing Double your efficiency. Daily Action Plan Spend time each day growing your business Build Relationships Long term success depends on strong relationships. Scale Your Marketing Plan Create a repeatable process.
- 17. Key Takeaways Planyour strategy for 2016 - expand on what worked in 2015. Increase your multi-channel touches. Track the right KPIs. Create a roadmap for your success and execute your growth strategies.