Ultimate Agent Action Plan Q1

Real Estate Broker/Owner with Royal Lepage Kelowna

2016 realtor action plan

I am so excited about this coming year knowing it will be one of my best personally and professionally, but more importantly the best year for so many agents I have the privilege to impact personally and professionally in 2016.

For many years of my career as well as for most top producers I have coached, we have all experienced the greatest amount of our business from the people we know in addition to repeat and referral business. Knowing how important this statistic is I wanted to kick off 2016 with a strategy for agents to really launch their action plan with the people they already know and their repeat and referral business in 2016. Check out this action plan for your center of influence and your agent to agent referral sources that will promise to start the year off right!



Week 1 January – Email a video of gratitude for their support in your success personally and professionally in 2015 and wish them a Happy New Year in 2016.

CLICK HERE to download a FREE “Best Year in Real Estate” letter with some great content ideas for this step>>> Best Year Ever Letter

Week 2 January – Email a PDF “Tax Fighter Kit” (See below for Free Copy). WOW! I just got my property tax assessment notice and I am sure some of you may be somewhat surprised too! Here is a step by step guide for appealing your property tax assessment notice by January 30, 2016.

Send this PDF guide to other agents as well as a gift to send their clients to encourage “agent to agent” referrals.

CLICK HERE to download a FREE “Tax Fighter Kit” PDF. Your clients and other Agents you know will love you>>> Tax Fighter Kit


Week 1 February – Email a video of yourself explaining the market trends from 2014 to 2015 on what happened with price, days on market, list to sell price ratio and listings taken vs listings sold year over year. Share your prediction of the market trends for 2016. Send this video to other agents for “agent to agent” referrals.

During the Whole month of February – Complimentary CMA’s to your entire database. Send a couple a day with just the comparables but don’t tell them what their property is worth to trigger listing calls in February.

MARCH 2016

Week 2 and 3 – March deliver Easter “pop-bys” to all your clients. Preferably to their workplace. Send packages to other offices for the secretary to put into the agents mail slots for “agent to agent” referrals.

Easter Package Ideas

  • Easter Egg Dye Kit or EOS Lip Balm- “Thank you for your egg-cellent referrals!”
  • Chocolate Bunny – “No bunny knows the real estate market like I do!”
  • Tulips – “Your referrals make my business bloom!”
  • Stuffed Bunny – “You and your referrals keep my business “hoppin’!”
  • Box of Easter Candy – “Now is the time to ‘hop’ into the real estate market and grab a ‘sweet’ deal!”
  • Plastic Eggs Filled w/ Treats or Chocolate Eggs – “You don’t have to ‘hunt’ for a real estate professional… Wade is only a ‘hop’ away from helping you and those you know!”
  • Chicken Peep Marshmallow Candys – “Chicken of real estate? Flock to Wade and he’ll help you peck out your next coop!” or “Have your Peeps call my Peeps for all their real estate needs.”

Week 4 – Send hand written note to follow up all your pop-by deliveries to your clients.

APRIL 2016

B2B strategy for your clients creating a guide for all the preferred services and businesses directory for your area. Booklet or App version. Need to create this January, February, March and have ready to launch in April.

Ask everyone that owns a business or provides a service to contact you to put into the directory.
Share this idea with the agents for your “agent to agent” referrals. See attached sample below.

CLICK HERE to download a FREE “Referral Directory” sample PDF for this step>>> Referral Directory Sample

B2B – Check out the app version of a service directory to send out to all your clients with a custom mobile device version of your preferred business owners and service providers at quicklinkt.com

If we know that the largest portion of real estate business for any agent is repeat and referral business then it is so important we take the time and be intentional with the people we know and the agents that refer us in 2016 and take action to add value to them and their lives and in turn we know they will add value to ours!!

Strength and courage,

for more content and free tips www.agentsboost.com 


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