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FACILITATORS: You will need the following items ready before you begin the workshop: Hand outs – the following job aides can be found on the training page of WeichertPRO: User Checklist Importing Contacts Create Custom Action Plans TIP: First, ask all attendees to log into PRO to ensure internet access and correct username and password. If they have issues, have them call the help desk. If it can’t be fixed, ask that they look at another attendees’ computer screen. Then, start your slides, asking them to watch the demonstration first, then they will complete the steps in their system after. Delete this slide after reading

Before we start… • Please verify that you can successfully log into www.WeichertPRO.com • Enter your Username and Password • Any problems, call the help desk at: 973-290-5722

WeichertPROBuild, Manage, and ConvertYour Database

In this workshop you will learn: • The benefits of adding all your contacts to WeichertPRO to improve your business. • Three easy ways to add contacts • How to organize your contacts by Type and Group • How to create an Action plan for consistent contact with your groups. • Email marketing tips

It’s no secret… 80% Consistent follow up leads to Higher Conversion Percentage 10% 5% 2% 3% 1st contact 2nd contact 3rd contact 4th contact 5th -12th contact Source: The ABC’s of Lead Management

Where do you start?

Use the tools in WeichertPRO to help you stay organized and in touch To this And go from this….

Getting Started Add your contacts Assign your contacts to Types and Groups for targeted marketing and follow up Set up an Action plan of consistent follow up to convert contacts to clients

Lets break down the Contact Record

There is no “TMI” in Contact Management TIPdetailed information helps you build better rapport

Organize contacts using Types, Groups and Source to target follow up For more targeted marketing Track where your business came from High level categories TIP add contacts to more than one group or type

Add contacts in 3 easy ways • Add Manually • Import • Sync with your Mobile Device

Add Contacts Manually Follow these steps… Click Add 2. Select Contact job aid: Add a contact

Add Contacts Manually Follow these steps… Add all data

Add Contacts Manually Follow these steps… Follow hesesteps… If the Category you want does not appear in the drop down list, use the option to +Add New Group, Type or Source on this screen

Follow these steps… Add Contacts Manually Add Relationships and Significant Dates TIP come back and add contact data as the relationship builds for a strong contact record

Now you do it… Log into www.WeichertPRO.com Click on the “Add” button on the bottom tool bar Select “Contact” The “create new contact” record will open up. Fill in as many fields as you can for a current client/prospect or member of your sphere of influence. Add the contact to a Group, Type and Source Don’t forget to SAVE CONTACT! Allow 10-15 minutes to add a few contacts

What is the difference between Importing Contacts and Syncing Contacts?

Import Sync • Add all contacts from another source quickly • Every contact in your Gmail account or mobile device will be added to PRO • Any updates to the exterior source will appear in PRO • New contacts added to PRO till be added to the synced account automatically • Add all contacts from another source quickly • Can review the import file to determine which contacts to add to PRO • Any updates to the exterior source will not appear in PRO

Import Contacts Follow these steps… Click Admin Select Import / Export Contacts

Import Contacts Follow these steps… 3. Select a Source Job Aid: Importing Contacts

Import Contacts Select Your MLS Follow these steps… Click Continue

Import Contacts Follow these steps… Follow the specific instructions for exporting the contacts from the source you selected You can print this page as a reference guide Click Continue

Import Contacts Follow these steps… Upload Your File to WeichertPRO Click Browse and select your file

Import Contacts Follow these steps… Click Upload

The System will Search your PRO Contacts for possible Duplicates BEFORE you Import

The contacts imported will automatically be sourced for you to easily track where your business comes from, and for future edits.

Why Sync your Contacts with your mobile device? • Saves you time – You enter it once! • Keeps you organized and updated • Automatic back up in WeichertPRO

Sync Your Contacts with your Mobile Device Follow these steps… Click ‘Admin’ Select ‘Google’

Sync Options: Contacts and/or Calendar Follow these steps… Tip: You do not have to use this account for emails or calendar, but it is necessary as a pass thru for the sync process tipMost Droids already come with a Google account

Sync Options: Contacts and/or Calendar Follow these steps… Job Aid: Sync Your Mobile Device

Sync Your Mobile Device for Contacts and Calendar Follow these steps…

Sync Your Mobile Device for Contacts and Calendar Follow these steps… Once you select your Mobile Device, you will see step by step instructions to set up the contact sync from your phone back to PRO

Sync Your Mobile Device for Contacts and Calendar Follow these steps… Tip: If you still have a problem syncing, call the help desk for further assistance: 973-290-5722

How to Organize your Contacts in Your WeichertPRO Groups • 1 • PROSPECT • Anyone with a n interest in buying, selling or renting • 2 • LEAD • Anyone who agrees to meet with you 3 CLIENT S/he has signed with you and has motivation • 4 • PURE GOLD • S/he has completed a transaction with you Group: Pure Gold Group: Prospecting Group: Seller / Buyer Tip: You should customize your action plan for each group in stages 1, 2 and 3, to maximize your results and build your Pure Gold referral base.

Here’s How… Click Admin 2. Select Group Management

Select the Group you want to Edit and slide contacts in or out of the group

It is easy to assign and sort contacts by Type and Source on this page

Now you do it… Click on the “Admin” button on the bottom tool bar Select “Group Management” Click on Add Group, and start adding groups for your current clients, prospecting groups, pure gold, etc. Select one of your Groups from the left column and slide your contacts from the right column into the center. Continue to organize your contacts by assigning them to a group or multiple groups Allow 10-15 minutes for this exercise

Create an Action Plan for your groups Weekly Follow Up Email & Call Reminders with Group Lists Attached

Start with a recurring appointment on your Calendar Follow these steps… Click “Add” on the bottom tool bar. 2. Select “Task/Appt”

Create Specific Prospecting/Follow up Times and stick to your schedule! Follow these steps… Use the drop down to select the Activity Type Name the Appointment so it relates to the activity Use the Icons to schedule the date and specific times

One time set up… Follow these steps… 6. Check the box for “Repeat” and set up the schedule of recurring events for you to follow

Consistent follow up will turn these prospects into clients! Follow these steps… 7. Use the drop down to select how often the event will Repeat 8. Select the day that you plan to complete the activity 9. Click “Done” Tip for prospecting, always select “Does not end” and keep your pipeline of leads flowing

Add your Group to the Event and benefit from the built-in organizational tools Follow these steps… Use the drop down box to select the Group that requires follow up Click “Save”

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