Chris Newell's Real Talk Post

 

Chris is a VERY long time user of Agent Office, and uses the Activity Plans extensively. While his comments were about the plans in Agent Office, the following excerpts still hold true, as they are the same plans & letters.

...I had the opportunity to take a look at Gary's plans, available at

http://Trans-Plans.GaryDavidHall.com, and they are phenomenal!

I am also very impressed with the completeness of the plans, in terms of the detail of the activities to be done. As Gary says, get rid of paper checklists and use your plans.

The letters that come with the plans are very good as well - lots of details and well written so your clients will be kept up to date and informed in good English.

As I have been looking at these plans, I have been thinking about how much time it would take to put them together. Having created well over 100 action plans over the years, I am well familiar with the time it takes to even enter them in the database, let alone to create the content of the plans and then the letters.

You should take a look at these plans, because if you were to put such thorough plans together yourself, I believe you would end up earning about $1 an hour for the task, and it would take about 4 weeks full-time doing nothing else to create and enter them.

Just my humble opinion of an excellent product by a great contributor to RealTalk.

Relating these plans to the desire to become more efficient, I realized, by investigating the steps in the plans and reading the letters, that the implementation of them will make my business much more efficient. Heck, implementing the idea of just getting everything into the database instead of using paper forms will greatly increase our efficiency.

Chris Newell

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