Database Management Action Plans: Step-By-Step Guide

1. Summit 2008 www.kornteam.com/cyberstars

2. Database Management ACTION PLANS Instructions to set up an action plan. This is using Top Producer, but very similar in other Databases www.kornteam.com/cyberstars

3. Set Up Plans in Advance • Design your plan on paper • What does it look like? • Tip: no more than 7 emails • Tip: more personal touch the better • Phone calls and drop by’s will amplify your mailings TEN FOLD • Go to www.kornteam.com/cyberstars www.kornteam.com/cyberstars

4. Example • 8x8 • 0 days – write handwritten note • 1 day after – send letter – Resume • 8 days after – send letter • 15 days after – send letter • 22 days after – phone call • 28 days after – letter • 35 days after – letter • 42 days after – send an item of value • 49 days after – phone call • 49 days after – set up 33 touch (or next plan)

7. Set Up Blank Documents • First Step is to Create Blank Documents and Save Them • Neutral Titles (so content can be changed) • Set up the Plan and Schedule Activities • Copy & Paste the Content • Don’t worry about wether or not you like it right now. Just get the plan started. You can always change it later! www.kornteam.com/cyberstars

8. Setting Up Blank Documents • Choose Mail Library or Email Library

9. Setting Up Blank Documents • Select “Add” and Name your New Plan

10. Setting Up Blank Documents • Create a New Document

11. Setting Up Blank Documents • Set up letterhead, Merge Fields, etc

12. Setting Up Blank Documents • Add in Your Preferred Merge Codes

13. Setting Up Blank Documents • Click “save” • Keep Letter Name Generic, click “save” and click “ok”

14. Setting Up Blank Documents • Next Letter, select “copy”, “save” & rename

15. Setting Up Blank Documents • Copy and Rename all Your Letters from Your Designed Plan

16. Setting Up Your Action Plan • Go to “Setup” and Click “Plan Setup”

17. Setting Up Your Action Plan • Create a New Plan & Save as Action Plan Name Step 2

18. Setting Up Your Action Plan • Select Create a New Activity for the 1st Action Item • Then set up the Appropriate Activity Based on your Written Out Plan

19. Setting Up Your Action Plan • Give Activity a Name, and Select the “Perform event” days and select “Enter Next” to add the next Action Item.

20. Setting Up Your Action Plan • Next Item is Letter (in this plan). Select Letter • Click “Select Letter Template”

21. Setting Up Your Action Plan • Select Your New Action Plan from the List • Double Click to Select Your Letter from the List

22. Setting Up Your Action Plan • Select the How Many Days After the Plan Starts that You would Like the Item to Print • Select “Enter Next” for Next Action Item

23. Setting Up Your Action Plan • Next Letter is Set Up to Print 8 Days Later • Repeat for Each Action Item…. AND REMEMBRER to Set Up One Last Item

24. Setting Up Your Action Plan • Set Up the Next Plan • This is What a Sample Plan Looks Like

25. Set Up Plans • Set up Action Plans for all of your checklist • Follow up Plans • Prospective Buyers • Prospective Sellers • FSBO’s • Expireds • Generic plan for anyone not in these groups • New List to Offer • Contract to Close

26. Special Tips • After you Create any Action Plan… ALWAYS add one more step…. • Have 3 Different Plans • Duplicate your plans • Set up one as ALL MAIL • Set up one as ALL E-MAIL • Set up one as Mail/Email mix • Cut postage in half • Build Letterhead into the letter

27. What to do First? Just Do It!!!! www.kornteam.com/cyberstars

28. 5 minutes of fame