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Chart Your Course for Future Success 2011 Business Plan

Chart Your Course for Future Success 2011 Business Plan. Information Provided By: Equity Title Agency Sarah Moran—Biltmore / sarahm@eta-az.com / 602.769.1438 Maggie Clark—McCormick Ranch / maggiec@eta-az.com / 602.769.5565 Cindy Davis —Northwest / cindyd@eta-az.com / 602.769.0637

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Chart Your Course for Future Success 2011 Business Plan

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  1. Chart Your Coursefor Future Success2011 Business Plan Information Provided By: Equity Title Agency Sarah Moran—Biltmore / sarahm@eta-az.com / 602.769.1438 Maggie Clark—McCormick Ranch / maggiec@eta-az.com / 602.769.5565 Cindy Davis —Northwest / cindyd@eta-az.com / 602.769.0637 Vicky Najarian—Mesa / vickyn@eta-az.com / 602.769.1058 Susan Cunningham-Pinnacle Peak / scunningham@eta-az.com / 602-769-5562 De Payne – Tempe / depayne@eta-az.com / 602-769-5560

  2. You Will Determine: • Monthly & Annual Buyer and Listing Sales Goals • Types of Marketing and How to Determine Your Activities • Scheduling Your Day, Week, Month, Year • Set your Marketing Budget

  3. Charting Your Monthly Buyer and Seller Sales Goals

  4. Determining Your Goals • How Much Do You Want to Earn? • Annual Sales Goals • How many contacts do you need to make to meet each monthly sales goal? • Complete the following worksheets: • Formula for the Economic Model 2011 • Income Calculator (Activity Determined by Desired Income)

  5. Marketing Options –Determining Your Action Items Your Time is Valuable….what are the marketing options?

  6. Marketing Activities and Time • Your time is money • ACTIVITY BREEDS ACTIVITY • Stay active • Include a variety of activities – keep your juices flowing • Keep in mind the contact to transaction ratios • i.e., farming vs. Sphere of Influence leads

  7. Determining Your Marketing Strategy. Who Am I? • What makes me better than other Realtors? • What does my company offer? • Do I enjoy buyers or sellers more? • What resources are available to me? • Am I willing to work evenings and weekends? • What are my personal strengths? • Complete the following worksheet: • Who Am I?

  8. The People You Will Target • Farming • Sphere of Influence • Past Clients • FSBO, Expired Listings, Short Sales • Networking • Refer to: • People to Target Market

  9. Implementing Your Marketing Strategy • Direct Mail • Personal Contacts • Phone Marketing • Open Houses • Publication and Media Advertising • Internet Marketing • Refer to: • Implementing Your Marketing • Supplementing Your Marketing and Criteria

  10. Developing YOUR Marketing Schedule

  11. Planning Your Year • Creating a Marketing Calendar helps you keep your “eye on the ball” • Make your goal realistic when making your calendar • Calendar is the heart of your plan! This determines where you want to be. • Refer to: • Required Activities and Time Commitment • Yearly Business Plan – Example • Complete the following worksheets: • Required Activities and Time Commitment worksheet • Yearly Business Plan worksheet

  12. Charting Your Budget

  13. Planning your Marketing Budget • Goal: • Know where your money is going • 100’s of products available • Track your results • Stay within your budget • Plan and stick to it • Don’t find out in July that you don’t have any more money • Let it act as a spring board • When you have a budget it’s easier for you to exceed it if you are doing better than expected – doing better than you expect is a direct result of understanding your financial position.

  14. Types of Marketing for your Budget • Print Marketing: • Newsletters • Postcards • Flyers • Newspaper ads • Client resources • Internet: • Realtor.com • Agent websites • Search engine Pay-Per-Click, Social Media Consultant • Social events: • Happy hours • Networking groups • Buyer seminars

  15. Sample Excel Spreadsheet - Refer to: Marketing Budget Plan with Formulas – Excel Spreadsheet

  16. Key LessonsYou Learned • Monthly & Annual Buyer and Listing Sales Goals • Types of Marketing and How to Determine Your Activities • Scheduling Your Day, Week, Month, Year • Set your Marketing Budget

  17. Questions & Comments To get the supplemental documents, please contact your rep! Sarah Moran—Biltmore / sarahm@eta-az.com / 602.769.1438 Maggie Clark—McCormick Ranch / maggiec@eta-az.com / 602.769.5565 Cindy Davis —Northwest / cindyd@eta-az.com / 602.769.0637 Vicky Najarian—Mesa / vickyn@eta-az.com / 602.769.1058 Susan Cunningham-Pinnacle Peak / scunningham@eta-az.com / 602-769-5562 De Payne – Tempe / depayne@eta-az.com / 602-769-5560

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