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 from scratch.

Two sets of plans
One set of letters from a 'single agent', one from a 'team'
Over 500 activities per set
Most activities have extensive notes
28 letters you need to send throughout a listing & sale

Installs all plans & letters in 7 clicks
Calls you need to make
To-do's you need 'to do'
MUCH more than 'just' transaction management
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

Chris Newell

The Plans/Letters are available separately for OTHER programs too!

Schedule a live online demonstration by clicking here.

What will Trans-Plans do for you?

Reduce 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
Keep you in touch with automated letters or e-mails, for your buyers and sellers throughout the listing and closing process
Give you 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 track!
Give you new ideas to differentiate you from your competition
Enable you to create and maintain a detailed history of your transaction for future reference
Provide an instant to-do list for someone helping you out while you're on vacation
Enable you to provide detailed "Client Reports" for your buyers and sellers
Get FAR more paperless
If you have a team, everyone is assigned their individual tasks, which appear on their calendar - not yours!
If you 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! "

Randy Eide

...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 good use.

...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.

Brent Link

To Order:

Price is $99.95

CRITICAL NOTE:

For use ONLY with Agent Office Version 8.5 or newer!

Check your version BEFORE you buy.

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 - click here!
To see what's in the most current version - click here.

The 'Trans-Plan' package includes:

Agent 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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