Gary David Hall's

Transaction Management

Activity Plans Listings & Closings

- For Active Agent for Outlook

includes letters

These plans and letters import into the program you're using, 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.

 

What is the Activity Plans Package?

Detailed Content of Each Activity Plan

List of Letters

 

$ Become a Reseller! $

 

What is the Activity Plans Package?

 

FINALLY!  A set of activity plans, and the associated letters, for taking a listing, or selling a property, and taking it to closing.  This is the ONLY package available for listing & sale transaction management plans of which we are aware.

 

I've taught many hundreds of agents how to create "Activity Plans".  VERY few of them have ever made the time to sit down and create the activity plans that will help them organize their business, tell their assistant what they need to do, and set themselves up to be able to sell their business as a turn-key operation.

 

The concept is to simply go down through the list of tasks, letters, promotional pieces, and phone calls, and simply delete any activity that you do not need, or is not appropriate for the way you run your business.  While these activity plans can't possibly include every single thing every agent does through their transaction, they include the vast majority of them.  They have been compiled from many different agent's activity plans, and should make the job of creating your activity plans infinitely easier - and most importantly - much faster!

 

The package consists of everything mentioned above, plus documentation explaining each activity, and many tips about how to build and use the plans, far beyond just launching them.

 

Following is a list showing each plan, and what it is comprised of.  Click on the links to see examples of some of the tasks & letters in the plans.

 

 

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Detailed Content of Each Activity Plan

 

Residential Listing Plan

Listing Price Adjustment

  • 0 Call

  • 17 To-do’s

  • 1 Appointment

  • 1 Mail

Buyer from Contract Date

  • 2 Calls

  • 67 To-Do’s

  • 0 Appointments

  • 3 Mail

Buyer from Closing Date

  • 4 Calls

  • 36 To-do’s

  • 0 Appointments

  • 14 Mail

Seller from Contract Date

  • 1 Call

  • 61 To-Do’s

  • 0 Appointments

  • 3 Mail

Seller from Closing Date

  • 3 Calls

  • 49 To-Do’s

  • 0 Appointments

  • 14 mail

Both Sides from Contract Date

  • 1 Call

  • 82 To-Do’s

  • 0 Appointments

  • 20 Mail

Both Sides from Closing Date

  • 4 Calls

  • 64 To-Do’s

  • 0 Appointments

  • 26 Mail

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List of Letters

 

The letters you receive will be written in both - From 'me' not 'us', and - From 'us' not 'me' -

formats.  You use the ones that are appropriate for you.

 

"Personally, I think your letters are extremely well crafted, and, as I mentioned above, they cover situations we run into every day in the real world.  Having spent a couple hours making sure Florida market idiosyncrasies are covered, I appreciate all the more the tremendous amount of work that went into this effort. You are truly amazing!  I talk you up at every opportunity. Hopefully, it will result in some business being sent your way."

 

Gary Rekstad

 

 

Residential Listing Plan:

 

Thank You for The Listing Letter

MLS Copy Cover Letter

Marketing Recommendation Checklist Letter

Thank You to an Unlicensed Person for the Referral Letter

Thank You To An Agent for the Referral Letter

 

Listing Price Adjustment:

 

Price Adjustment Letter

 

Seller from Contract date:

 

Closing Information Form

Seller After Contract Letter

Thank You to Agent for Referring Someone Letter

Thank You to an Unlicensed Person for a Seller Referral Letter

 

Seller from Closing Date:

 

Seller Preparation for Closing Letter

Closing Inspection Explanation Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Agent Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Seller Address & Birthday Information Form

Seller after Closing Letter

Thank You to a an Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Hope All is Well Letter (if seller did not buy right away)

Thank You to Co-op Letter

Evaluation Questionnaire Letter

 

Buyer from Contract Date:

 

Buyer After Contract Letter

Thank You to Agent for Referring Someone

Thank You to an Unlicensed Person for a Referral

 

Buyer from Closing Date:

 

Buyer Preparation for Settlement Letter

Closing Inspection Explanation for Your Client Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Buyer After Closing Letter

Thank You to a Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Thank You to Co-op Letter

Evaluation Questionnaire Letter

 

Both Sides from Contract Date:

 

The same letters are used in this plan, as are in the above "Seller from Contract Date" and "Buyer from Contract Date" plans.

 

Both Sides from Closing Date:

 

The same letters are used in this plan, as are in the above "Seller from Closing Date" and "Buyer from Closing Date" plans.

 

 

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The investment is $199.95

 

The program will be e-mailed to you within 1 business day after receipt of payment.

 

If you have ANY questions whatsoever, please talk to us before ordering.  215.345.5222. Thank you.

OR...

 

Mail a check to:

 

RE-ACT

AA for Outlook Plans

74 North Hamilton Street

Doylestown, PA 18901

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Contact us - 215.345.5222




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