Agent Office Activity Plans & Letters for Listings & Closings
“It’s a dynamic operations manual
for the listing & sale process!”
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Are you where you want to be with regards to being organized? When you take a listing, or sell a home, are you confident that the entire transaction will flow smoothly?
Was your original intention when you bought Agent Office, to get better organized? If you haven’t put together your Activity Plans for Listing & Sales Transaction Management in the Plan Manager yet, what’s going to change to make that happen?
THIS will be that catalyst that will make it happen!
I’ve taught many hundreds of agents how to create “Activity Plans” in Agent Office. VERY few of them have ever made the time to sit down and create the activity plans that will help them organize their listing & sales transactions, and/or provide an automated list to tell their assistant what is expected of them. Why? Because it is extremely time consuming to create the lists of activities, and write the letters that you need to go with them. These two sets of plans comprised of over 500 tasks per set install in 7 clicks, and already have the overwhelming majority, if not virtually all of the tasks you need to do, and the associated letters you need to facilitate the transactions.
If you have an assistant – how long did it take to train them? How many hours did you lose in productive listing and selling time? What if they quit next month? You have to start all over again. If you have Activity Plans in place, their transition and learning curve will be a very small percentage of what you just went through.
If you don’t have an assistant now, what happens when you’re ready for one? If you have the plans in place, you’ll be way ahead of the game.
How about stress? Why is this business so stressful? Did you ever sit down and really evaluate why it is? Well, a good many years ago I did. There are obviously many reasons, but maybe the biggest one is because you have hundreds and hundreds of details constantly floating around in your head. Even if you have lists on the inside of your file jackets, they only cover the surface of the myriad of details you keep in your head. And using paper lists involves looking at them over and over again, and each time you look at them, you have to make decisions about which of the tasks on that list, you have to accomplish that day. And that’s just for one property. Then you have to open the next file, and make decisions for that property. The number of details, and the number of decisions you have to make, add up to stress!
Having an automated to-do list for all your transactions takes all of those tasks out of your head, andputs them on your calendar, on the day that you need to do them! Because you decided once, when you created the plan, when you want to do the tasks, the number of decisions you have to make are also reduced tremendously. Things no longer fall through the cracks. Your mind is more clear and less stressed. And you literally do away with dozens, if not hundreds of decisions, every day. It is not possible to appreciate how much of a difference this makes, until you do it! I know – from personal experience, and from hearing from people that I’ve created plans with in the past.
Trans-Plans is an extremely comprehensive set of Activity Plans, and the letters to go with them, that will enable you, your assistant, or your team, to be virtually instantly organized from listing date to closing date, and beyond. AND the majority of the tasks in the plans have detailed descriptions of what each task is for/about, AND there are many handy tips on how to improve your business, by implementing new ideas, new services, and referencing Web sites.
Just load in the plans & letters in one quick step, delete the tasks you do not do in your business, add one here and there if there is something you do that is not already there, and you’re ready to go! In just a few hours, you’ll be more organized than you have ever been in your entire career! THIS IS NOT AN EXAGGERATION!
These plans are a compilation of “Activities” put together from several places. The first is my own business, when I was an active agent. In my last year I did 43 transactions. Some agents did more, many did less, but it was certainly enough to be able to construct, and implement, and refine these core listing and transaction management “plans”. My plans were then expanded when I automated an operation for an agent that did 140 transactions that year.
Additionally, they continued to improve by expanding them even more, with input from the many agents and teams around the country with whom I’ve worked over the years, who were kind enough to share theirs with me. When I went out and built plans together with my clients, the end result was ‘Trans-Plans’, a combination of the ever expanding list I brought with me, and the tasks that they did in their market, which were in addition to what I had.
Typically when an agent purchases an Agent Productivity software or service, they add their contacts, and maybe use the calendar, etc., but they rarely make the time to sit down and create their own“Activity Plans”, or “Campaigns”.
That’s exactly why I decided to create this package.
I teach online interactive Agent Office classes. While we are doing the Agent Office classes, agents kept seeing my plans and letters, and they kept asking if I would make them available. So I did.
Click here for a letter I received from a client that I did my Tech-Speed program with. It speaks to how much he likes using activity plans in Agent Office.