Marketing Checklist Questions For Referral Base

YES = 5%

NO = 0%

1. Do you have your referral base divided into three categories?

2. Are you using the cheapest available marketing medium to reach them?

3. Do you mail pieces so that arrive on a Tuesday?

4. Is your marketing message the first thing that people see?

5. Do you give your direct line phone number on all mailers?

6. Are you making follow up calls?

7. Are you sending something every month?

8. Are you providing a "Market Update" at least 12 times per year via e-mail?

9. Are you sponsoring a "Client Appreciation" event twice per year?

10. Are you trying to capture as many email addresses as possible?

11. Do you know who your top 25% referral base contacts are?

12. Are you contacting your top 25% twice as often?

13. Are you personally calling your referral base at least three times per year?

14. Do you send your referral base other items of value from time to time?

15. Are you testing different marketing mediums (postcards, letters)?

16. Are you using Just Listed and Just Sold cards on your referral base?

17. Are you scheduling your campaign 6 months in advance?

18. Is your lender paying for at least 25% of the costs?

19. Do you have a 15% conversion rate?

20. Does your marketing have one clear offer - one clear message?

TOTAL: (add total % from all questions - perfect score = 100%)