Business Planning for Real Estate Agents

www.TonyOakley.com Executive Director of Sales REBNY, NYRS, CNE Halstead Property LLC. 408 Columbus Ave New York, NY 10024 t : 212.381.2521 f : 646.775.2599 TonyOakley.com Business Planning for Real Estate Agents [email protected]

Most RE Agents are not the best business people.  Let’s look at this as a Mind Shift  Learn to be autonomous.  Success is built on sacrifice.  Inspire Yourself Every Day.

If you are new to the business: 1. Create a Redirect Website: Branding for all of your marketing. Not allowed on business cards. 1. www.TonyOakley.com redirects people to your Halstead page.

Systems: Do you have your systems in place?  Buyers Guide, Sellers Guide  Why Work with Tony?  Submitting a professional offer.

Yearly:

1. Prepare a schedule for your OUTLOOK: 2. Add Holidays and Reports 1. Schedule Mailing dates and subjects 2. Schedule Holiday Events for Networking 3. Teach A Class 3. Social Media Campaigns: See eGraphics 1. Buyers, Sellers, Relocations, Apartment, Townhouses, etc.. 2. Company supplies: Spring, Summer, Fall & Winter 3. Heym Quarterly Reports, Absorption Reports, etc… 4. Constant Contact: newsletter & Inbox Concierge 2. Create a tracking system: Excel works great. 3. Evaluate Your SOI: Are they HOT, Medium or Cold? 4. 15 Second Pitches: Buyers, Sellers and YOU. 5. Read 4 – 6 Books to help you in business: add to your Schedule. See list below. 6. Become the Mayor of your Selling Area. Be Seen. Be Involved. 7. Groups: what social groups could you join to increase your SOI? 8. Give Back to your Office. Teach, Support, Motivate, Encourage 9. Take Personal Time!

Quarterly:

1. Prepare a schedule for your OUTLOOK: BLOCKING 2. Review your Business Plan with your Executive Director. 3. Review your tracking system. 4. Review past and future events. 5. Include quarterly events as a “recap” for your SOI. 6. Be Honest: did you meet your Monthly Goals? 7. Groups: Are you connecting? 8. Teach A Class 9. Take A Class 10. Take Personal Time!

Monthly:

1. Newsletters: Digital or Hard Copy 2. FSBO or Expired Listings: Reach out to a minimum of 10. 3. Reach out to your SOI. If you do not someone else will. 4. Review your upcoming Social Media Campaigns. 5. Classes: attend as often as you can to learn new ideas 6. Open Houses: Reach out to assist colleagues in advance 7. Office Visibility: Be professional, be seen, motive & collaborate. 8. Social Media and Print Campaigns: What is your message?

Weekly:

1. Review Your Business Plan: Great way to off to a great week. 2. Calendar: review the events for the week and business duties: 1. mailings, media posts, phone calls, etc… 3. Networking: 4 Events Weekly. Lunch, Dinner, Small Groups, Book Clubs, etc… 4. Open Houses: Attend them and Host them too. 5. Open Houses: Reach out to assist colleagues in advance 6. Classes: attend as often as you can to learn new ideas. 7. Know Your Marketing! Use our Marketing Checklist http://www.halsteadstore.com/hscp/pdf/marketingchecklist.pdf 8. Leading Real Estate Companies of the World. 9. Office Visibility: very important. 10. Schedule your personal time.

Daily:

1. Office Visibility 2. Review Business Plan 3. Emails and Text Msg: Review you Sent and Inbox emails and text every morning and evening. 4. Review Listings for buyers, sellers, or renters 5. 15 second pitch. 6. Establish Branding: Promotional e-Graphics, Listing or Buyer Specialty, etc… 7. Update Social Media 8. Work on your next newsletter, email & mailing campaigns. 9. Call 3 former customers and 3 friends today. 10. Text or email to people you have not been in touch for a while. 11. Send handwritten thank you notes to 3 persons today. 12. Walk with Halstead branded materials; it’s a conversation waiting to happen!