I thought I would make my first blog a little fun and let you all take one of my tests. I have spent several years coaching agents in marketing and over time I have generated several self tests that have been very helpful to agents across the county. If you are scoring over 75% you are doing fine with this system. More self tests to come, if anyone enjoys them.....Good luck...I hope everyone gets an A!!!
MARKETING CHECKLIST FOR:
FOR REFERRAL BASE
Marketing Checklist Questions For Referral Base | YES = 5% | NO = 0% |
1. Do you have your referral base divided into three categories? |
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2. Are you using the cheapest available marketing medium to reach them? |
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3. Do you mail pieces so that arrive on a Tuesday? |
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4. Is your marketing message the first thing that people see? |
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5. Do you give your direct line phone number on all mailers? |
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6. Are you making follow up calls? |
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7. Are you sending something every month? |
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8. Are you providing a "Market Update" at least 12 times per year via e-mail? |
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9. Are you sponsoring a "Client Appreciation" event twice per year? |
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10. Are you trying to capture as many email addresses as possible? |
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11. Do you know who your top 25% referral base contacts are? |
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12. Are you contacting your top 25% twice as often? |
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13. Are you personally calling your referral base at least three times per year? |
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14. Do you send your referral base other items of value from time to time? |
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15. Are you testing different marketing mediums (postcards, letters)? |
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16. Are you using Just Listed and Just Sold cards on your referral base? |
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17. Are you scheduling your campaign 6 months in advance? |
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18. Is your lender paying for at least 25% of the costs? |
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19. Do you have a 15% conversion rate? |
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20. Does your marketing have one clear offer - one clear message? |
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TOTAL: (add total % from all questions - perfect score = 100%) |
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The Bottom-Line:

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