Agent Office Activity Plans
& Letter/Email Campaigns for Listings & Closings
These plans and letters import into the Agent
Office, and included in the plans are drip mail/email campaigns to thank
referrers, keep your clients informed and therefore calmed down, always asking
for referrals at the same time. Agent Office doesn't have activity plans for
listings and closings.
They were initially created for the Pennsylvania
market, but by working one on one implementing them with agents and teams in
many states, they have been expanded to include many other markets throughout
the country including New Jersey, New York, Delaware, Maryland, Ohio, Illinois,
Nevada, Missouri, Mississippi, California, Hawaii, Washington, Florida, Texas,
and Massachusetts. The point is that they will probably cover at least
95% of what you do in your market, no matter which state you are in. Tailoring
the balance of them to meet your market's needs is easy compared to starting
Two sets of
set of letters from a 'single agent', one from a 'team'
500 activities per set
Most activities have
28 letters you need to send
throughout a listing & sale
all plans & letters in 7 clicks
you need to make
you need 'to do'
MUCH more than 'just'
Newer agent or
assistant? This is a "must have"!
"...to put such thorough plans together yourself...would take about 4
weeks full-time doing nothing else to create and enter them..."
Click here for the rest
of his comments...and others
Schedule a live online demonstration by
What will Trans-Plans do for you?
your overall stress level more than ANY other single action you can take
Stop the details from
"falling through the cracks"
Save you approximately 150 - 200 hours
by not having to create and key in the plans yourself
in touch with automated letters or e-mails, for your buyers and sellers
throughout the listing and closing process
a comprehensive "Action List" to present to buyers and sellers in your initial
presentations with them
Significantly reduce the learning curve for new agents
Significantly reduce the time necessary to train a new assistant, or give your
assistant a comprehensive list of their responsibilities. One that you can
new ideas to differentiate you from your competition
you to create and maintain a detailed history of your transaction for future
an instant to-do list for someone helping you out while you're on vacation
you to provide detailed "Client Reports" for your buyers and sellers
Get FAR more paperless
have a team, everyone is assigned their individual tasks, which appear on their
calendar - not yours!
have a team - you will stop playing "Who has the file?"
"I would like to offer a non-solicited plug for
Gary's 'Trans Plans' action plans that he sells on his web site. I purchased
them several months ago, and have been slowly modifying them to my way of doing
business. I feel without his plans, I would not have been able to keep up my
current 2007 production of 40+ transaction sides with no assistant.
To take your business to the next level, or just simplify your existing
business, take a close look at what he has to offer. Thanks! "
...Finally I broke down and took
a class from Gary David Hall. WOW! That was money Well Spent! Gary knows his
programs and is a good teacher. I learned a whole lot and was able to put it to
...Another point: Listing Plans
come with the program. Gary Hall wrote a set called Trans-Plans. They are VERY
Thorough. I was surprised at some of the things he came up with to remind me to
do. Some are not relevant to my practice but most are and it is very easy to
delete the ones you don't need.
Price is $99.95
For use ONLY
with Agent Office Version 8.5 or newer!
Check your version BEFORE
To check your version, open Agent Office, click
on 'Help', and then 'About'. You will see your version number listed.
To upgrade to the most current version -
To see what's in the most current version -
The 'Trans-Plan' package includes:
Office Activity Plans
All the letters listed
A 'Note' in the vast majority of the activities;
explaining the description; giving tips & suggestions about the activity; many
with click by click directions telling how to create reports, where to enter
information, etc.; and introducing various services.
An introduction explaining how they are to be used,
with suggestions for implementation.
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