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1. **Delete this slide after reading** Facilitators – you will need the following items ready before you begin the workshop: Hand outs – the following job aides can be found on the training page of WeichertPRO: User Checklist Add, Share and market your Open House Open House Attendance Registry Instructions Using the Marketing templates in PRO Tip: First, ask all attendees to log into PRO to ensure internet access and correct username and password. If they have issues, have them call the help desk. If it can’t be fixed, ask that they look at another attendees’ computer screen. Then, start your slides, asking them to watch the demonstration first, then they will complete the steps in their system after.

2. Before we start… Please verify that you can successfully log into www.WeichertPRO.com Enter your Username and Password Any problems, call the help desk at: 973-290-5722

3. Maximize Your Open House for Increased Conversion

4. In this workshop you will learn: • How to use the Open House functions in WeichertPRO to enhance your results in each step of the process: • Promote • Conduct • Follow up • Why the automated attendance registry should be used for every Open House and how to use it • The benefits of the Open House Action Plan • How to organize your OH contacts for Long Term follow up and increased Conversion.

5. How do you get started? Schedule your Open House Promote your Open House Tracking and Adding Attendees Follow-Up and Manage Attendees

6. Choose from two options Schedule an Open House for another associate’s listing Schedule an Open House for your listing

7. Schedule an Open House Follow these steps… Click ‘Add’ Select ‘Open House’

8. Schedule an Open House Follow these steps… Select the type of listing. In this example we will schedule an open for another Associate’s Listing

9. Schedule an Open House You have 3 options… Use the drop down to select a property that you have held open previously. The address and MLS # will auto populate

10. Schedule an Open House OR select Add an Address to manually enter the property address Tipthis option is very useful for Exclusive listings or FSBOs

11. Schedule an Open House OR Enter the MLS # for the property Tipwithout the MLS number, the images will not auto populate in the Email templates or Social Media postings

12. Schedule an Open House Follow these steps… 4. Enter the MLS number and click “Search”. Once you have confirmed it is the correct property, click “Continue”

13. Schedule an Open House Follow these steps… Enter the Open House Details: • Date • Start Time • End Time

14. Schedule an Open House Follow these steps… Select Public or Broker Open Select “Enroll in Pre-OH Action Plan”

15. Schedule an Open House Follow these steps… Add additional details – is there another associate sharing the open with you? Tip schedule multiple Open Houses for the same property from this page, without going thru the steps again

16. Now you do it… Log into www.WeichertPRO.com Click on the “Add” button on the bottom tool bar Select “Open House” NEED AN MLS NUMBER? Select “Open House for Another Associate” Schedule the Open House for TODAY, ending in 30 minutes from now STOP at the Confirmation Page

17. Next Step… Schedule your Open House Promote your Open House Tracking and Adding Attendees Follow-Up, Manage and Convert Attendees

18. What FREE tools does WeichertPRO provide to support your Open House? • Customizable Open House email marketing templates • Invitation Email templates • Thank for attending templates • Online Traffic Report • Social Media Posting • Automated Action Plans with Reminders • Electronic Attendance Registry • Easy to generate Group Call lists • EMarketing templates for future follow up

19. Promote your Open House on Social Media 1. From this confirmation page you can select any or all of these social media sites to post your open house.

20. Promote your Open House 2. Log in to the site you selected 3. Personalize your pre-formatted message and select “Share”

21. Promote your Open House Already Formatted Pre-Populated from Weichert.com Increase your visibility

22. Promote your Listing with Broker and Public Open Houses

23. Easy to create Property Flyers • Automatically pulls in Weichert.com date/images and agent info • Personalized salutations • Content already provided OR easily customizable • Sent templates are automatically saved to each recipient’s record in the Email tab of the contact folder

24. Promote your Open House with Email Invitations Follow these steps… 1. Choose your template and click ‘Select’

25. Promote your Open House Select an Open House using the drop down box, then follow the prompts Tip Always select next after each section

26. Promote your Open House Each step you complete on the left, will appear in the preview on the right after you click “Next”

27. Promote your Open House Use the “Filter” options to easily choose who receives your invite Tip Type could be “Buyers” and Group could be “Open House Prospects”

28. Promote your Open House Professional Simple Effective

29. Now you do it… Click on each of the Social Media Icons (Explore! Just don’t post anything.) Click “Send Invite Email” Select the “Invite” template Follow the steps to complete the template and Email the sample to yourself Click on the “Home” tab at the top of the page Bonus Points: Find the Online Traffic Report for your Open House

30. Next Step… Schedule your Open House Promote your Open House Tracking and Adding Attendees Follow-Up, Manage and Convert Attendees

31. Start with the Property Specific Electronic Open House Attendance Registry New contacts will be added to the Open House group. The group’s name includes the Property Address and Open House Date The system checks for duplicate contacts before importing your new attendees Each Guest will be added to your contacts, along with the notes, AUTOMATICALLY!

32. Record and Track the Attendance This registry is property and date specific Save it to your laptop Have attendees sign in on your laptop tips… Do NOT change the name of the file Do NOT change the column headings Do NOT delete any columns Job Aid: Open House Attendance Registry Instructions

33. Track and Add Attendees Follow these steps… You have the option to add your attendees with the electronic registry or manually Click Add/Edit Contacts

34. Track and Add Attendees Follow these steps… 2. Locate the section called ‘Add Open House Attendees 3. Click Add Open House Attendees to add manually or Upload OH Attendance Registry

35. Track and Add Attendees Follow these steps… 4. Click Browse

36. Track and Add Attendees Follow these steps… 5. Click Upload

37. Track and Add Attendees Follow these steps… 6. For each contact select Add, Merge or Do Not Add 7. Click Continue

38. Track and Add Attendees Follow these steps… If you select ‘Add Open House Attendees’ 1. Use the worksheet to manually add your attendees 2. Click Save & Continue

39. Track and Add Attendees Follow these steps… All attendees are Automatically added to an OH group with the address and date in the name

40. Now you do it… Click the Open House tab at the top of the page Scroll down to the Open House we just scheduled, click on “Attendance Registry” Follow the instructions to save the registry to your desktop. After your file has been saved, click to open the folder.

41. Now you do it… • Add 2 attendees to your registry, filling in all information including notes for: • Mickey and Minnie Mouse…. • Ben and Jen Aflec… • 2. Save the changes to your registry and return to the Open House Management Page in PRO. • Click on “Add/Edit Attendees” • Follow the instructions to upload your attendance registry.

42. Next Step… Schedule your Open House Promote your Open House Tracking and Adding Attendees Follow-Up, Manage and Convert Attendees

43. Post Open House Action Plan Automatically added to your calendar Step1: Day of Open House – Send Thank You Email Step 2: Call Thank you for coming to my open house yesterday, it was great to meet you. I want to follow up on the email I sent you, and discuss your home search in more detail…

44. Post Open House Action Plan Step 3: 2nd Follow up Email – Show Your Value Step 4: CALL - Closing for the Follow-Up Appointment I hope you have found the information I have sent useful in your home search. Lets meet so I can make the process even easier…is tomorrow evening good or Saturday morning better?

45. Post Open House Action Plan Step 5:Email - Create a Sense of Urgency “This report demonstrates the number of buyers who are also searching online for a property like yourself. This is the competition that we could be bidding against!”

46. Follow-up and manage attendees Follow up with your entire group with just one click Click Update

47. Follow-up and manage attendees Provides a Group Call List. Refer to your previous notes and update with new ones. Then scroll down and Continue your follow up.

48. Easily track updates for efficient follow up with EACH Attendee PRO will store the notes and emails for each of your contacts in their contact folder

49. What can I do after I complete the 5 follow up reminders but haven’t secured an appointment?

50. Acting on consistent follow up creates results • 2% of sales are made on the first contact • 3% of sales are made on the second contact • 5% of sales are made on the third contact • 10 % of sales are made on the fourth contact • 80% of sales are made on the fifth to twelfth contact Source: The ABC’s of Lead Management