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Referral Marketing Checklist...Do you score 100%?

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Services for Real Estate Pros

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?

 

 

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%)

 

 

 

 

 

 

 

The Bottom-Line:

Comments(3)

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Ken Cook
Content, coding, marketing, host. - Marietta, GA
Content Marketer/Creator
Welcome to Active Rain! Yes, referral marketing is very important! Can you expand on the importance and impact and even techniques of each one of your 20 list items as you blog? It will be interesting! Again - Welcome to AR!
Dec 19, 2007 03:37 AM
Bryan Washington
Keller Williams Realty, Eugene & Springfield - Eugene, OR
This chart is great...definitely a good checklist to make sure you have a balanced attack.
Dec 19, 2007 03:45 AM
John Pruitt
www.HelpYouWell.com - San Jose, CA

For me, it's remembering to follow the plan :).  I tend to let my day to day get in front of my overall plan.  It's good to have something you can print out and look at, but just remember to look at it.

Thanks Jamie!

Dec 19, 2007 08:12 AM