Beruflich Dokumente
Kultur Dokumente
CONTENTS
[S.M.A.R.T. Program 1-1] YOUR PERFECT CUSTOMER----------------------------------------------------2 [S.M.A.R.T. Program 1-2] VISUAL PSYCHOLOGY------------------------------------------------------------5 [S.M.A.R.T. Program 1-3] S.M.A.R.T. Content------------------------------------------------------------7 [S.M.A.R.T. Program 1-4] CREATING VISUALIZATIONS--------------------------------------------------13 [S.M.A.R.T. Program 1-5] SUBSCONSCIOUS ASSOCIATION MARKETING----------------------------16 [S.M.A.R.T. Program 2-1] CYBER MARKETING------------------------------------------------------------22 [S.M.A.R.T. Program 2-2] SEO-Search Engine Optimization-------------------------------------------23 [S.M.A.R.T. Program 2-3] S.M.A.R.T. Content 2--------------------------------------------------------24 [S.M.A.R.T. Program 2-4] Website Logistics---------------------------------------------------------------26 [S.M.A.R.T. Program 2-5] CYBER GUERRILLA TACTICS---------------------------------------------------30 [C.A.S.H. Systems 1-1] C.A.S.H. Systems------------------------------------------------------------------34 [C.A.S.H. Systems 1-2] 1st Contact/ 3 Week Program-------------------------------------------------36 [C.A.S.H. Systems 1-3] C.A.S.H. Calendar-----------------------------------------------------------------37 [C.A.S.H. Systems 1-4] LEAD TYPES--------------------------------------------------------------------------39 [C.A.S.H. Systems 1-5] C.A.S.H. CONTACT Schedule---------------------------------------------------42 [C.A.S.H. Systems 1-6] C.A.S.H. Roadmap----------------------------------------------------------------43 [C.A.S.H. Systems 1-7] C.A.S.H. Coding-------------------------------------------------------------------44 [C.A.S.H. Systems 2-1] EMAIL SCIENCE 101----------------------------------------------------------------49 [C.A.S.H. Systems 2-2] FORM PSYCHOLOGY-CUSTOMER INTERVIEW-------------------------------56 [C.A.S.H. Systems 2-3] FORM PSYCHOLOGY-HOT LIST--------------------------------------------------58 [C.A.S.H. Systems 2-4] FORM PSYCHOLOGY-SHOWING COMPS--------------------------------------60 [C.A.S.H. Systems 2-5] PERSONAL DEVELOPMENT-PRIORITY PYRAMID----------------------------62
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Other: Target Traffic for Listings in Ridge Stone area/ Smith Listing
MY PERFECT CUSTOMER IS 26-45, Listener, Investigator, Student, Children, Blue Collar, 50-99K, Owner-First Time Home Buyer- Renter, Single Family Residence, Fishing/Boating/Sailing-Lake Mead Traffic on hwy 98, Primary Residence
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What?
_____Boating____ ____Fishing_____ ___Camping_____ ____Skiing______ ____Eating_______
Why?
____Hobby________ Family _Bonding ___Relaxation_____ ___Business______ _______________
When?
__Weekends______ ___Nights________ __Holidays______ ______________ ______________
Where?
_Lake Mead______ _Lake Norman___ _Lake Smith____ ______________ ______________ Page 4
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+ /-
FEAR
+ _
Love
Sadness
Attention
Anger
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LOVE
Comfort
ATTENTION
Recognition
Happiness
Accepted
Health
Admired
Safety
Envied
Security
Respected
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HAPPINESS
+POSTIVE Blessed Good Bliss Joy Cheer Laughter Delight Pleasure Ecstatic Merry Enjoy Playful Glad Sunny ________________________ ________________________ ________________________ ________________________ -NEGATIVE Depressed Discouraged Gloomy Misery Pain Sad Sorrow ________________________ ________________________
COMFORT
+POSTIVE Abundance Peaceful Contentment Relief Cozyness Resting Extravegant Satisified Luxurious Sufficient Plentyful Warm Relaxation Well-being ________________________ ________________________ ________________________ ________________________ -NEGATIVE Aggrevation Annoyance Bothersome Distress Disharmony Irratation Torment ________________________ ________________________
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FINANCIAL SECURITY
+POSTIVE Appreciation Income Accountability Investment Budget Net Conservative Taxable Ecomonical Retirement Equity Value Financial Worth ________________________ ________________________ ________________________ ________________________ -NEGATIVE Broke Expense Liability Loss Risky Poor Unsecure ________________________ ________________________
SAFETY
+POSTIVE Cover Safety Defend Security Fortify Shelter Guarded Shield Home Stability Preserve Watchful Protection Well-being ________________________ ________________________ ________________________ ________________________ -NEGATIVE Dangerous Harm Impair Injure Liable Suffer Threat ________________________ ________________________
HEALTH
+POSTIVE Attractive Shape Condition Strength Energy Stamina Figure Support Fitness Tone Form Vigor Power Vitality ________________________ ________________________ ________________________ ________________________ -NEGATIVE Disorder Lazy Illness Gross Repulsive Sick Vulnerable ________________________ ________________________
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RECOGNITION
+POSTIVE Achievment Perform Applaud Proficient Capable Reward Excel Sacrifice Genius Skillful Intelligent Talent Honor Trophy ________________________ ________________________ ________________________ ________________________ -NEGATIVE Incapable Incompetent Ignore Inefficient Negligent Overlook Pass ________________________ ________________________
ACCEPTED
+POSTIVE Approval Manners Chosen Neighborly Entertain Normal Event Popular Friendly Regular Gather Social Hospitality Welcome ________________________ ________________________ ________________________ ________________________ -NEGATIVE Abandon Denied Ditched Opposed Rejected Refused Shun ________________________ ________________________
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ADMIRED
+POSTIVE Adore Like Appreciate Look up to Approve Praise Care for Pursue Cherish Recommend Commend Treasure Follow Venerate ________________________ ________________________ ________________________ ________________________ -NEGATIVE Condemn Despise Disapprove Dislike Look down on Neglect Scorn ________________________ ________________________
RESPECTED
+POSTIVE Appreciative Nice Attentive Patient Considerate Polite Courteous Reverent Dignity Sympathetic Helpful Thankful Manners Thoughful ________________________ ________________________ ________________________ ________________________ -NEGATIVE Mean Impolite Inconsiderate Intrusive Rude Selfish Vulgar ________________________ ________________________
ENVIED
+POSTIVE Advantage Desire Competition Game Compete Rumor Controversy Rival Contendor Idolize Covet Jealous Crave Want ________________________ ________________________ ________________________ ________________________ -NEGATIVE Equal Exact Fail Identical Matching Same Share ________________________ ________________________
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Example: WHO: Family MOTIVATION: Happiness/ Health EMOTIONAL TRIGGER: Love/Attention SENSE: Hear, See, Feel, Taste, Smell VISUALIZATION: Imagine the ecstatic screams of joy and laughter as Mark and Julie are playfully splashing in the crystal clear blue water of their new pool on a relaxing summer weekend while a rack of juicy baby back ribs are slow roasted on the BBQ and you sip on an ice cold beer Bob..
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[MOTIVATION] Use the MOTIVATION component to identify what your customers motivations are and how you can construct positive or negative visualizations. What Personal Motivation is being stimulated? LOVE: Health, Financial Security, Safety, Happiness, Comfort ATTENTION: Acceptance, Admired, Envied, Recognition, Respect
[EMOTION] Be aware of what type of Emotion your visualization will trigger in your customer and that Emotion is in alignment with your overall intention. The Emotion which is to be expected from the stimulation of the Motivation EMOTION: Love, Happiness, Sadness, Anger, Fear
[SENSE] Entice the senses with descriptive words that appeal to the senses. The right words which appeal to the senses at the end is like a big red bow. SENSE: Hear, See, Feel, Smell, Taste
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SENSES
SEE
Angular Branching Bright Circular Cloudy Colorful Colossal Contoured Crystalline Curved Distant Elegant Enormous Fancy Flickering Glamorous Gleaming Glistening Graceful Motionless Murky Petite Pristine Quaint Radiant Rectangular Swooping Translucent _______________ _______________
HEAR
Bang Blare Buzz Chime Chirp Clash Crackle Croak Crunch Fizz Grind Gulp Melody Murmur Rattle Roar Rustle Sizzle Slap slurp Snarl Strum Tap Thud Twitter Whack Whine Whistle _______________ _______________
FEEL
Blistering Coarse Cold Cottony Damp Dry Feathery Frosty Furry Fuzzy Hairy hot Knobbed Knotted Leathery Limp Lumpy Lustrous Oily Puffy Ribbed Rough Rubbery Sandy Scorched Seared Sticky Wet _______________ _______________
TASTE
Bitter Briny Buttery Crisp Devine Dry Fiery Flavorful Fresh Fruity Full-bodied Gamy Gross Juicy Luscious Rank Rich Roasted Robust Savory Sharp Simmering Sour Succulent Sweet Tangy Tart Zesty _______________ _______________
SMELL
Aroma Bouquet Bristly Burning Delicious Earthy Essence Fishy Floral Flowery Fragrance Fresh Incense Light Mildew Minty Moist Moldy Musty Perfume Piney Pungent Savory Stale Stench Stink Strong Sweet _______________ _______________
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S Subconscious
[Association]
M Marketing A
[Internet] Website-Landing Page-Blog-Ad CampaignExchange Links-Social Media [Literature] Brochure-Direct Mailer-Magazine-Newspaper [Signage] Billboard-Grocery Carts-Vehicle-Promo Items [Interaction] Networking-Voluteering-Socializing
Area
R Recognition T Tactics
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S.M.A.R.T. Marketing
[PROGRAM NAME] Lake Mead [Start] 3-15 [End] Ongoing
[KEYWORDS/Triggers]
Ridge Stone, Lake Mead, Fishing, Boating, Skiing, Bait, Boat Repairs, Camping, Weather, Camp Maps, Camp Prices, Montys Gas/Bait, Fish Types, Tackle, Tide Chart, Lake Mead Cost SUBCONSCIOUS [Situation/Occurrence] Fishing/Camping/Skiing at Lake Mead with Family/Friends
[Association]
M MARKETING A AREA
[Internet, Signage, Literature, Interaction] Blogs, Facebook.com, Google+, Youtube.com Flyer, Networking, Volunteering
[Demographics, Location, Route] 5 Mile Radius of South Lake Entrance, Hwy 98, 25-45/50-99k/children, **Ridge Stone 3/2-4/3, 1500-2500sf, $150-$250k, Entry Level [Frequency, Delivery, Trigger, Emotional Expectation] Weekly/Sporadic Recognition via Internet/Experiences. Triggers: Boating, Fishing, Camping. Expecting Positive Emotions of Love/Attention. Appealing to Motivations of Happiness, Recognition, Acceptance, Respect [Process of Delivery] Blogger.com for Blogs, Search lake mead on facebook.com ad fans as friends, youtube video of Lake Mead fishing tips, affiliate flyer for local gas stations/restaurants/businesses related to Lake Mead, Volunteer/Clean our Lake Day, join Yacht Club
R RECOGNITION
T TACTICS
[NOTES]
Check with park Service for Volunteer events and other scheduled activities.. Any fishing competitions to sponsor?? Company Contact Email Phone Montys Gas/Bait Monty 702-332-3343 [Notes] contact Monty for affiliate brochure and possible coupon for gas Park Service info [Notes] check for events/see notes lakemeadpark@nv.gov 702-334-4443
[Notes LEADS IIIII IIIII III SALES II $ 56.25 COST REVENUE $ 5230
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S.M.A.R.T. Budget
PROGRAM NAME
Lake Mead Lake Smith Centennial High School Las Vegas Motor Speedway Farmers Market MyWebSite.com NW Newsletter Farm Hwy 98 Signage
Budget %
5 5 5 10 10 20 15 30
LEADS
13 4 19 22 9 62 12 1
SALES
2 0 1 2 1 2 0 0
TOTAL
100%
$992.38
142
$26631
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S.M.A.R.T. Leads
20__15__ Advertising Affiliates Brochures Business Cards Direct Mail Networking Online Advertising Referrals Sign Calls Walk-ins Website Jan 3 5 1 0 1 15 20 12 3 4 50 Feb 2 7 2 1 0 10 23 14 2 2 55 Mar Apr May Jun July Aug Sept Oct Nov Dec S.M.A.R.T.?
Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N Y N
TOTAL
114 118
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S.M.A.R.T. Sales
20___15___ Jan Advertising Affiliates Brochures Business Cards Direct Mail Networking Online Advertising Referrals Sign Calls Walk-ins Website 1 2 1 1 1 2 Feb 1 1 1 Mar Apr May Jun July Aug Sept Oct Nov Dec S.M.A.R.T.?
Y N Y N Y N Y N Y N Y N Y N
1 1
1 1 1 1
Y N Y N Y N Y N Y N Y N Y N Y N Y N
TOTAL
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TOPICS of INTEREST
Antiquing Archery Backpacking Baseball Basketball Billiards Boating Camping Car Clubs Coin Collecting Computers Cooking Crocheting Cycling Dance Darts Fantasy Football Fencing Fishing Gaming Golfing Home Theater Hunting Ice Hockey Jogging Martial Arts Mechanics Metal Detecting Motorsports Music Nascar Paintball Painting Radio Controlled Sailing Scrapbooking Sewing Singing Skiing Soccer Sports Surfing Tai Chi Traveling Yoga
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Friends
Co-workers
Lake Smith
KEYWORD
Skiing Dining
Fishing
KEYWORD MATRIX
Who?
Customer Family Friends Co-workers Clients _______________
What?
Fishing Camping Skiing Dining _______________ _______________
Why?
Hobby Family Bonding Relaxation Business Happiness Attention
When?
Weekends Nights Holidays _______________ _______________ _______________
Where?
Lake Mead Lake Norman Lake Smith Fishing 100mi _______________ _______________
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1. Go to Googleadwords.com and use the keyword tool. Type in [Coos Bay Oregon Fishing] The local results for [Coos Bay Oregon Fishing] was only 590 searches the past month (10/12). However look at the other searches which keywords can be used as your content. Charter Fishing was searched 230,000 for the area. So we will change our focus from Coos Bay Fishing to Coos Bay Charter Fishing and use the other searches for keyword in our content. a. Coos bay fishing 590 b. Sturgeon Fishing 9,900 c. Halibut Fishing 14,800 d. Deep Sea Fishing 165,000 e. Fishing Charters 201,00 f. Charter Fishing 230,000 2. Use subjects of discussion which solve a problem or avoid frustration/pain. a. 10 tips to Charter Fishing in Coos Bay, Oregon b. The DOs & DONTS of Charter Fishing in Coos Bay, Oregon c. Rules to live by when Charter Fishing in Coos Bay, Oregon d. Top 10 Charter Fishing Secrets in Coos Bay, Oregon e. Check List when Charter Fishing in Coos Bay, Oregon f. Question and Answers
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GOOGLE ADWORDS
[Search Words]
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CONTACT
Call Email Connect
APPOINTMENT
Office Proprty Neutral Location
C. H.
HELP
Provide Value Solve/ Prevent Problems Keep in CONTACT
A. S.
SELL
Show Offers Escrow
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in 2005 more than 70% of consumers used the Internet for making Real Estate decisions and half of those conducted business with the first Real Estate agent who contacted them 74% of all buyers and 76% of all sellers will work with the first Real Estate agent who talks with them 75% of all customers came through the Internet and 23% of those leads received callbacks within 8 hours of completed of contact forms. (Source: Realtor.com)
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Friday
Sunday
[2.2.3.4. FORMULA] The 2.2.3.4. Email Formula should be used for 1st contact/ 3Week Program. This formula is an easy reminder of the days which emails will be sent. You should have a Saved Folder with 5 very strategic emails ready to copy and paste in 2.2.3.4 prospecting day intervals.
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C.A.S.H. Calendar
REDS-P1 L1 Leads/ NC3W Write Offer Pre-approved Showing Floor Duty Buyer Consultation Listing Appointment Hot List Review C.A.S.H. Calendar ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ YELLOWS-P2 L2 Leads/ V.I.P. L3 Leads/ Contacted Return Messages Escrow Management Customer Request ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ GREENS-P3 L4 Leads/ DRP Email Reply Social Media Listing Management Business Development ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________ ____________________
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C.A.S.H. Calendar
7:00 8:00 C.A.S.H. BLOCK 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 HOT LIST SHOWING Jones LISTING Brown Email Reply Return Messages Customer Request LUNCH Prospecting L2 L3 Return Messages Lender Relations Escrow Mgmt. Return Messages Prospecting L4 Biz Development Blogging Social Media Biz Development REDS-P1 HOT LIST YELLOWS-P2 GREENS-P3 W1 D2 [Date] 2/15 To Do TODAY
SHOW/ Jones 7pm LISTING/ Brown 5pm ESCROW/ Rosefield LENDER/ Smith App. Review CMA for Brown
FLOATING
LISTING/ 14th St. flyers LISTING/ New sign co. OFFICE/ Print Cartridges
EXPENSES Code Cost GAS $32.97 SUPPLY $68.12 $ $ $ $ MILEAGE Name Miles Jones 46 Brown 32 Supply 9 Page 38
1st CONTACT CYCLE Mon. Tues. Wed. Thurs. Fri. Sat. Sun. X 8-10am 4-7pm 8-10am X 9-11am X Week1 D1 D2 D3 D4 D5 D6 D7 X 8-10am 8-10am 4-7pm X 3-6pm X Week3 D8 D9 D10 D11 D12 D13 D14 X 4-7pm 8-10am 8-10am X 9-11am X Week3 D15 D16 D17 D18 D19 D20 D21 [NOTES] Showing Jones at MLS#221332 Listing appointment w/ Sheryl & Steve Brown 1123 Court Ave/ review CMA Stop by Office Mall for PS991 Toner Cartridges, pens, paper
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LEAD TYPES
NC3W
3 Week Program [Not Contacted] [Stage 1]
DRP
Drip Campaign [Not Contacted]
C
Contacted [Stage 2]
VIP
Visted In Person [Stage 3]
HL
Hot List [Stage 4]
$OLD
SOLD [Stage 5]
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NC3W
Not Contacted 3 Week Program
DRP
Drip Campaign
C
Contacted
Call_2-4W depending on Time Frame to purchase Email_6M1-12/ 2-4w_1Y1-6/ 2M_2Y1-6/ 4M Objective: Appointment/Visit In Person VIP Call_2-4W depending on Time Frame to purchase Email_6M1-12/every 2-4w_1Y16/every2M_2Y1-6/every 4M Objective: Create Realtionship Call_As Needed/ Review 2x daily Email_Personal Emails as Needed/ Review 2x Daily Objective: Accepted Offer within 60D
VIP
Visited In Person
HL
Hot List
$OLD
Past Customer
Call_Personal Phone call every 3M Email_Bulk-Auto Campaigns/Monthly Objective: Nurture Relationship / Referrals
ALL
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LEAD
NC3W
DRPC C
VIP HL CA$H
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EMAIL CAMPAIGNS
NC3W
VIP
6M1 6M2 6M3 6M4 6M5 6M6 6M7 6M8 6M9 6M10 6M11 6M12
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VIP6M3_LAP$250k-PLWells-Q3.15_Notes: Jones Family of 4-NW Area 3/2 >1500sf-1L-1/2 acre->2000YB- Saved MLS Search/ Weekends or after 5pm to show- LAP w/ PL at Wells-See NBND EML for more
***This Lead Coding tells you the Customer has been visited in person and received email 3 from your 6 month contacted campaign. You now know the customer has loan pre-approval in the amount of $250,000 from your preferred lender at Wells Fargo and ready to purchase in quarter 3 2015. You know the customer is a family of 4 searching for a 3 bedroom, 2 bath, at least 1500sf, single level, built after 2000 home in the North West area on a quarter acre lot. You know you have a saved search on my MLS. The customer is available after 5pm and on weekends. If you need to check on their loan status you know to call my preferred lender at Wells Fargo. For more details you will either check any in-bound emails from the customer or a copied email to your notes. When this lead is marked for a contact from my CRM, you will call and/or send the next lead campaign email which would be VIP6M4. You will select the entire note, copy [CTRL C], and paste [CRTL V] to a new activity, only changing VIP6M3 to VIP6M4.
***To sort Notes in an Excel based CRM/Database, click the NOTES tab to sort ascending from A-Z, left to right. You should also be able to sort Name, Email, Phone or any other category in alphabetical order.
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[SUBJECT LINES] Anyone can write an email, however to write an email that is read is a science in itself. The first step is the subject line. Without an outstanding subject line, the email will never get opened. Subject lines should stand out from all the other emails desiring to be opened. Use subject lines which initiate curiosity. Be direct, bold statements, alarming, astounding, witty, debatable, and provide a solution. Offer a value or by addressing customer by name. Here are a few subject lines which have been successful for us in the past. Our all time favorite is are you still interested? Customers also love the how to. Appeal to the customers thirst for valuable information and knowledge.
EMAIL SUBJECTS
5 Easy Ways to (?) 5 Home Buying Strategies 5 Home Selling Strategies 5 Tips to selling in a distressed market account cancelation notice account update requested please reply account update required Are you still interested? Check out this new floor plan! Check this link out here's the information you requested Heres the link hey (CUSTOMERS NAME) it's me How to (?) How to (?) How to save (?)
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I tried to call you Is there a better time to call? it was a pleasure meeting you the other day Its me again New (CITY NAME) Real Estate data Pathway to home ownership Quick Tips on (?) RE: Account update requested regarding our conversation Some great stuff thank you for coming into the office today Think youll like this This is awesome! This is Highly recommended When is the best time to call you? Youll love this!
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Company Name Agent Name (Designations) Agent@YourCompany.com Mobile: 702-203-0755 Office: 702-895-3200 Fax: 702-895-8848 www.YourCompany.com www.LinkToInfo.com www.LinkToInfo.com www.LinkToInfo.com
[TOP 5 EMAIL TIPS] 1. Have pre-typed email campaigns for easy copy/paste 2. Avoid advertising verbiage for spam filters 3. Most important parts of email: Subject, 1st/last sentence, P.S., Signature 4. Save each email individually in campaign folders 5. Always make a note of the last email sent in CRM
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Revised:
Hi (Customer), This is Linda from ABC Real Estate. I have times available next week for you to come into my office and discuss your options. We have Monday at 10am, Tuesday 1pm, or Friday 4pm. Let me know which time and days will fit your needs.
EMAIL PSYCHOLOGY
The revised email is spaced correctly between sentences, visually appealing with direct verbiage and a call to action. Offering a multiple choice of days and times you let the customer know your time is valuable and helps them make up their mind. In closing is a direct question of time and days that will fit Lindas needs. This flips the situation back on the customer, instead of the customer feeling obligated to attend the meeting, she is now realizing the meeting is for her needs and you are making time for her. Continue to strategically remind the customer they need YOU. For your content, avoid any passive material. When a customer feels you are not 100% confident in providing them service, they will search for another agent. Instead, be direct with communications and avoid providing the customers with a way out. When you write emails or talk to a customer in a passive voice, you are making it easy for the customer to say no. People usually take the path of least resistance. The easier you make it for customers to say no, the more youll be hearing it. Avoid using passive terminology such as just thought you might, just wondering, if you still want, when you have time, when youre ready. Using this type of verbiage is telling the customer you dont really care if they email you or call you back. Provide valuable content to your messages by providing solutions/preventions of problems or saving time/money. Be clear about your professional abilities which make you stand out from other agents and confident enough to tell the customer. Always remember the 5 Points of email science which are the SUBJECT, 1 st SENTENCE, LAST SENTENCE, P.S., and SIGNATURE.
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(P.S.)
(Signature)
[NC3W2]
(Subject) Hi (CUSTOMER), I missed you today Hi, (CUSTOMER) (1st Sentence) (2nd Sentence) I called you today at (TIME). I have some time available this week at (GIVE 3 DAYS/TIMES), which works best for you? (SIGNATURE)
(Signature)
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(Signature)
[NC3W4]
(Subject) are you still there? Hi, (CUSTOMER) (1st Sentence) (2nd Sentence) (Signature) I called you today at (TIME). Is this (CUSTOMERS) correct email? (SIGNATURE)
[NC3W4]
(Subject) account update required Hi, (CUSTOMER) (1st Sentence) I need to know exactly what youre searching for so I enter your correct information into our system. (SIGNATURE)
(Signature)
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increase incredible deal insurance Internet market limited time lowest price marketing solutions money back guarantee home-based home mortgage making money month trial offer mortgage rates no cost no credit check no obligation no purchase necessary offer expires online promotion opportunity please read profits refinance home save serious only take action now the best rates the following form unlimited urgent your income
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Subject: Please reply back with your status Dear (CUSTOMER), I understand the importance of privacy and dont want to bother you if youre not interested in buying a home. Please reply with the status which best describes your Real Estate needs so I know exactly how to serve you best. A.) Ready now B.) Ready within 6 months C.) Ready within 1 year+ D.) Contact me ASAP E.) Just looking for now F.) Not interested, ever P.S. Call me anytime at 702-203-0755 (Agent Name) Agent@YourCompany.com Mobile: 702-203-0755 Office: 702-895-3200 Fax: 702-895-8848 www.YourCompany.com www.LinkToBLOG.com www.LinkToSOCIALMEDIA.com www.LinkToLENDER.com
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BLOCK 1 -PERSONAL INFORMATION Item [Name] Bob Brown [Name] Nancy Brown 1 [Best Phone] 702-334-5534 [Best Phone] 702-554-6654 Item[Email] nancybrown70@gmail.com 2 [Email] fishingmead65@gmail.com [Q] What are your current circumstances? Moved to LV from Ohio, renting monthly, bob works in SW Industrial area, teenage kids go to Loan Mtn. High/Summerlin, lead from Lake Mead Item 3 Item 4 SMART Ad (motivation: love/security/safe/health/happiness) [Children/Ages] Mark/15 Cheryl/16 [Hobbies] Fishing, Gardening, Ohio St. Item 5 BLOCK 2 -SEARCH CRITERIA Item 6 X Primary Vacation Investment BUDGET $ [Cash] X SFR CONDO TWNHM [Pre-ApprovedItem 7 Fargo/$300k MANU LAND MULTI [Referred] Other: [Area] W/ SW [City] Las Vegas [Zip] [Sub] Garden Grove [SF] 1800-2500 [Beds] 4 [Baths] 2.5 [Rooms] Den [Year] 2000+ [Level] 1-2 [Lot Size] .15> [Pool/Spa] Y NOTES: Really want to be in Garden Grove//available only in 3 bedrooms under $300k-keep MLS watch on area with cell phone alerts, important to be within 20mi of work/fuel budget/drive time/ ..had to drive 1 hr+ each way to work in Ohio Item 8 [NEEDS] 1800sf>,4/2>, 20mi.radius of 1123 Industrial Pkwy [WANTS] Den, Lrg. backyard, Pool, 3 G. Family Room Up, Garden Grove Estates, 2000+ PRIORITIES 1. within 20mi. of work 2.at least 1800sf 3.at least 4 bedroom Item 9
Item 10 BLOCK 3 -RISK ASSESSMENT MATRIX [Q] Whats your BUDGET? $300k+ (20) $100k-$299k (10) [Q] Whats your TIME FRAME to make an OFFER? 0-30 Days (20) 31-90 Days (10) [Q] How will you be PAYING for your property? CASH (20) Pre-Approved (10) [Q] Are you WORKING with any other AGENTS? NO (20) 1-5 Others (10) [Q] Will you be living at the property? Investment Property (20) Vacation Home (10) Item 12 APPOINTMENT [Location] SW Real Estate Office
POINTS $1-$99 (5) 20 91+ Days (5) 20 NOT Pre-Approved 5 + Others (5) 10 (5) 20
Item 11 Primary Residence (5) 5 TOTAL SCORE 75 [Date] [Time] 4/12 10am Page 56
CYBERGUERRILLACONSULTING 2012
Form Psychology
[OVERVIEW] The Customer Interview form is a systematic interview process which should be standard practice in any Real Estate office. The Customer Interview form provides agent all necessary information to effectively service customers in a 1 page format. In addition to providing all necessary information to properly service the customer, the Customer Interview form helps agent realize priority differentiation between customer types to increase conversion ratios. One of the main causes of customer loss is follow-up and service. When agents are focused on tasks for customers with little or no probability of closing and overlook customers who require immediate attention, sales are lost. Item 1 [1] Best practice is to ask for customers best numbers, cell phones are not always best numbers. Customers usually prefer either wife or husband as primary contact [2] Asking customers current circumstance or situation upfront will allow the customer to voluntarily provide information without questioning. Customer is more likely to provide additional information when asked these questions. Customers who feel agents are listening to their circumstances/situation, tend to feel as if the agent is listening to their personal needs instead of an interrogation process. [3] Children and ages will allow opportunity for Emotional Triggers and increasing personal relationship to customer. Pets names could substitute is needed. [4] Customers Hobbies will provide insight to customers interest, availability, needs, wants, and material for conversation. [5] Search Criteria will unveil customers motivations, interest, timeframe, and will be used in Risk Assessment Matrix to determine customer priority level. [6] Loan Type or Cash. Also used in Risk Assessment Matrix. [7] Referral if any to ensure referrer is recognized. [8] Needs vs Wants discussion. Determining what customer must have to write offer will expedite home showing process by matching prices to Needs instead of Wants. Wants are a bonus, needs are a necessity. [9] Understanding customers priorities are necessary to determine customers motivations. [10] Risk Assessment Criteria based upon probability of a successful sale. Criteria and points can be adjusted. Psychology is to create a system of Priority levels for Follow-up. [11] Risk Assessment Score to be used for HOTLIST worksheet
Item 2
Item 3
Item 4
Item 5
Item 9
Item 10
Item 11
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Form Psychology
[OVERVIEW] The Hotlist Form is a business plan summary of the most promising leads which is to be carried with agent and reviewed daily. This form increases confidence from subconscious expectations of pay while increasing customer interaction from focus of monetary value attached to customer. Agents will naturally desire to have a completed form of five Hotlist contacts, therefore increasing overall sales performance. The My Money section has a checklist of the entire sales process allowing agent to effectively manage multiple transactions and pipeline of VIP prospects. Item 1 [1] Score from Customer Interview form is carried over to Hotlist for a prioritization level of contacts and mental focus [2] EML =s Email (CRM Coding taught in C.A.S.H. Program) [3] LAP =s Loan Approval Info. (CRM Coding taught in C.A.S.H. Program) [4] Customers Budget [5] TF =s Time Frame (CRM Coding taught in C.A.S.H. Program) [6] O&A =s Offer & Acceptance date
Item 7 [7] SP =S Sales Price Item 8 Item 9 Item 10 Item 11 Item 12 Item 13 [8] COE =s Close of Escrow date [9] Title Company Information [10] Home Inspection date [11] Underwriting Approval date [12] Final Walk-thru date [13] CO-OP =s Total, %, Agent Share
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BLOCK 2
-WISHES
WISH LIST PRIORITY Item 2
[1] Garden Grove Estates Item 3 [2] Den [3]Pool [4]3 Car Garage [5] Large Back Yard [6]Family Room Upstairs
POINTS %
40 25 15 10 5 5
Den Lrg. backyard 3 car garage Family room upstairs Garden Grove Estates Pool
Item 4
[MOTIVATIONS]
100%
BLOCK 3
-COMPARE
[Address /MLS]112210
4453 Stone Valley Cir.
[$] 299,500 [DOM] 25 [Notes] has pool, small yard, needs work Item 5 WISH LIST
Den Item 7 Pool 3 Car Garage Large Back Yard
[$] 299,000 [DOM] 124 [Notes] plaster pool, carpet, paint, Item 6NO appliances, $30k+ repairs %
15 10 5 5
%
25 15 10 5
WISH LIST
Pool 3 Car Garage Large Back Yard Family Room Up
WISH LIST
Garden Grove Estates Pool
%
40 25
Item 8
35
65
Item 9
WISH LIST
Den 3 Car Garage acre lot
%
25 10 5
WISH LIST
Den Pool 3 Car Garage Family Room Up
%
25 15 10 5
WISH LIST
Garden Grove Estates Pool 3 Car Garage
%
40 15 10
TOTAL
40
TOTAL
55
APPOINTMENT
[Date] 4/19
[Time] 10am
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Form Psychology
[OVERVIEW] The Showing Comps Form is designed to assist you when working with indecisive customers. Customers who have list of wants, not needs. Use this form with your Customer Interview Form to guide the customer to a close. On the Customer Interview Form, you will ask the customer for their Needs and Wants. At the first house on your showing tour, reveal your Showing Comp Form and begin to refer to the customers Wants as Wishes. By referring to the customers wants as wishes, you can help the customer realize all their wishes might not be granted. People tend to believe they can have anything they want, however wishes seldom come true. Do not refer to the customers wants as wishes until you are showing them homes and have visited with them in person. Only homes that fit the customers needs should ever be shown. The customers needs are clearly identified at the top of the form. Needs are rarely more than area, bedrooms, and budget. Everything else is usually a want/wish. By identifying the customers wishes, creating a priority level, labeling with a point system, you can review the showings with the customer and help them make a decision. A hot tub for example might have be 40 points while a 3 rd car garage could be 60 points. At the end of the showing, add the points to determine which property has the highest wishes and use the Showing Comp Form as a closing tool. Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 [1] Create separation between needs and wishes [2] Identify wants as wishes and list [3] Create priority for wish list [4] Give every wish a point with a total of 100 points [5] Property asking price [6] DOM=s Days On Market
Item 7 [7] List wishes from wish list for each individual property Item 8 Item 9 [8] List point for each wish each individual property has [9] Total points for each property wish list for final property comparison/close
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#1 Priority
[paste picture]
Tier 1- [I Did This] 1 Primary Directive goal to be accomplished as soon as possible. This Primary Directive will take precedence over all else Tier 2- [I Can Do It] 2 Secondary directive goals to be accomplished as needed/ multi-tasking steps to completion Tier 3- [Tried My Best] 3+ Third directive goals to be accomplished as needed/ multi-tasking only after top tiers are satisfied
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