Managed Relationship Follow Up Plans for Direct-To-Agent (DTA) Internet Leads

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1 Managed Relationship Follow Up Plans for Direct-To-Agent (DTA) Internet Leads These follow up plans are meant to assist you in incubating leads until they are ready to take action on buying or selling a home. These plans are supplemental to other systems you may use to incubate internet leads such as checking in with the customer by phone. When you begin to build a phone and face-to-face relationship with these online leads, you might consider removing them from these follow up plans. 11 Month Buyer Plan Day 1: The day after the lead submits the inquiry Subject: Coldwell Banker: Thanks for your interest! Thanks again for your interest. As we discussed I can provide information on all the homes in the area. I would be happy to give you more information about this home as well as any others that looked interesting. I can set you up on a property search and alert system. If you choose this option you will be sent alerts about new homes on the market that have similar characteristics to the one you inquired about. I look forward to helping you. Day 1 Did your lead respond to your 1 st & request to be set up on a property search & alert system? Day 2 If this prospect has requested to be set up on a property search please do so today! Day 2 Subject: Coldwell Banker: Have you checked out your search yet?

2 I m checking in to see if you had a chance to access your property search that I set up for you? If you haven t received your invitation please check your junk folder. If you can t find the invitation, please let me know. If there is any other information you need at this time or if you ve found a property you d like to see, I d be happy to help you with all your real estate needs. Day 4 Subject: Coldwell Banker: How many web sites do you need? How many real estate web sites do you need to visit when searching for your dream home? One! CBWS.com /Kingthompson.com. Our site provides complete, accurate and up-to-date information on everything listed in the Multiple Listing Service (MLS). Not only can you search for all properties at CBWS.com/Kingthompson.com, you can: Save your favorites Try out the mortgage calculator View properties on a map Use our HomeBase inbox system which s you just listed and open house alerts Click this link from your mobile device to visit our mobile site and save the page as a favorite. If you have any questions or see a property you d like to visit, let me know and we can set up a time to take a look. Day 8 Subject: Coldwell Banker: Three Reasons Why Now is a Good Time to Buy Why is now a good time to buy? Buying power Home affordability Great homeownership benefits To learn more about these reasons and to explore your options, call me.

3 Day 14 Have you added this prospect to your New Panda database yet? Day 15 Subject: Coldwell Banker: Simple strategies to increase your buying power In all real estate markets there are a pool of buyers who could buy if motivated to do so. Contact me to discuss how we can ensure you re in the best buying position when you find the home of your dreams. Day 21 Subject: Coldwell Banker: Home buyers guide book Our comprehensive Home Buyers Guide (link) on Kingthompson.com/CBWS.com reviews everything from home search tools to negotiation to estimated buyer s costs. Click here to see the complete guide. (link) Let me know how I can help with your home buying experience. Day 26 Send local market action report Day 28 Subject: Coldwell Banker: How can I help? It has been a month since your inquiry about buying a home. I hope you have found benefit from the material I have been sending you. Please contact me if you have changed your criteria for your new home.

4 Let me know how I can help with your home buying experience. Day 30 Have you added this prospect to your New Panda database yet? Day 35 Subject: Coldwell Banker: Tips for maximizing your time at open houses Open houses are a great way to get a sense of the market. I can help you identify upcoming open houses that meet your criteria. Here are a few tips to keep in mind: 1. Focus on the property. Take notes as you walk through the home and check off things on your wish list. Also be sure to highlight any features you find interesting or are of concern. 2. Get permission before you take pictures or record video. Remember, in many cases, the home is still someone s private residence so before you snap a photo or take a video, ask permission. 3. Explore all spaces. Walk around and see everything look around the garage, basement, and the entire perimeter of the property. You may love the interior but find the yard isn t going to fit your needs. 4. Take a minute. Stand still in each room of the house and really think, Does this space work for me? Day 42 Subject: Coldwell Banker: Find a home that s right for you You know you are ready for a different place, but what exactly do you want and need in a new home? Consider the following: Where do you want to be in 5-10 years? Do you plan to have kids, or have they moved back in? Do you have time to maintain a yard? Do you want to live near shops, restaurants and night life? How much living space do you need? Let me know what features are most important to you, so I can introduce you to properties that meet your needs.

5 Day 49 Subject: Coldwell Banker: Why you need a real estate broker When it comes to real estate, remember your most important resource is a Realtor. Here are three benefits of working with a real estate broker: 1. Find you the right home. 2. Advocate for you during the negotiation process 3. Guide you through the entire home buying experience Let me help you make your real estate experience successful. Day 60 Have you added this prospect to your New Panda database yet? Day 63 Subject: Coldwell Banker: Looking for properties on the go Kingthompson.com/CBWS.com s mobile site makes it easy to keep up-to-date with the market. Simple to use on the phone Easy scroll through full size photos Search for upcoming open houses Use the GPS search View your saved properties and searches in HomeBase inbox. Click here to go to Kingthompson.com/CBWS.com. (link) Day 77 Subject: Coldwell Banker: Are you prepared?

6 Are you getting closer to making a move? Here are three tips to make sure you re prepared: 1. Organize your paperwork. Your tax documents, pay stubs and bank statements are documents that a mortgage broker needs in order to verify your financial health. 2. Set a budget. Know your budget, which not only includes the price of the home but also closing costs and fees. 3. Consider post-purchase expenses such as moving fees, security systems and furnishings. I can provide you with realistic cost estimates to help you develop your action plan. Day 133 Subject: Coldwell Banker: Preparing to move If you currently have a property to sell here are a few tips. 1. If you have a few things to fix or clean before it goes on the market, take advantage of our Coldwell Banker Concierge. Call or visit ConciergeVendors.com 2. If you need to de-clutter, consider donating to a local charity. 3. If you are selling a home and need an unbiased opinion, call me. 4. I can also give you an estimate of your current property s value. Day 163 Send local market action report Day 193 Subject: Coldwell Banker: Buying Power Have you been in touch with a mortgage advisor to determine your buying power? Understanding your buying power will assist you in making a credible offer on your dream home, moving you one step closer to home ownership. Visit CBWS.com/mortgage/mortgage-services.aspx to get pre-approved today. Visit Kingthompson.com/mortgage/mortgage-services.aspx to get pre-approved today. Day 260

7 Subject: Coldwell Banker: Once you ve found a home protect it A Coldwell Banker Home Protection Plan, administered by American Home Shield, can give you the reassurance of knowing you re helping to safeguard your investment. Relief from some of the expenses of unexpected breakdowns on covered items Affordable, flexible and customizable plans Access to a network of service contractors Call me or click here to learn more. or Day 320 Send local market action report Day 321 Your follow up plan s for this prospect have ended. Make sure to send your enewsletter! Month Seller Plan Day 1 Subject: Coldwell Banker: Thanks for your inquiry I received your request for information about home selling. I can provide you with a variety of information including: An estimate of your property Information on market trends in your community How to prepare you home for sale Call me at your convenience to set up an appointment. Day 1

8 Upon registration your lead was set up on the DTA Seller Follow Up Plan. Day 6 Subject: Coldwell Banker: Understanding values Home values can be affected by supply and demand which varies by community and can have an impact on the current value of your home. Contact me so we can discuss the trends in your area. Day 10 Send local market action report. Day 13 Subject: Coldwell Banker can sell your home When it comes to real estate in Central Ohio, nobody knows homes better than Coldwell Banker. Let me show you what we can do for you.

9 Day 14 Set prospect up to receive monthly New Panda enewsletter. Day 17 Subject: Coldwell Banker: Why now is a good time to sell For years you ve heard that it was a good time to buy real estate, well the market has shifted and now it s a great time to sell. Low mortgage rates Mortgage rates remain at historic lows. Inventory is low The number of homes for sale is down, which means less competition and more attention for you. Prices are on the rise According to the National Association of Realtors, the real estate market is improving, and in most areas prices are increasing. To learn what s specifically happening in your area, give me a call. Day 21 Subject: Coldwell Banker: Market Values I can prepare a report of market values for you including: Current competition Buyer/seller market trends Recent sales Call me today for a competitive market analysis. Day 27

10 Subject: Coldwell Banker: Marketing Your Home Online More buyers than ever begin their search online which is why Coldwell Banker partners with the top real estate sites and provides you the most exposure for your property. Realtor.com KingThompson.com ColdwellBanker.com Trulia Yahoo! Real Estate Zillow AOL MSN HotPads FrontDoor Homes.com Many, many more Please contact me to learn more about our Internet marketing strategy. Day 30 Set prospect up to receive monthly New Panda enewsletter. Day 33 Subject: Coldwell Banker: Most Online Leads As I mentioned before, we have extensive online partners and a comprehensive internet marketing program. Because of this exposure, we receive the most online leads. Plus, our Coldwell Banker HomeBase intouch program ensures that I can respond to any online lead your property receives in minutes. Contact me to learn more.

11 Day 40 Send local market action report Day 47 Subject: Coldwell Banker: Take advantage of Coldwell Banker s free Concierge services Whether you are getting ready to sell your property or are simply ready to make improvements our free Coldwell Banker Concierge program can help. Our Concierge Service can refer you to qualified vendors in your area who fit your home repair, home improvement and moving needs. To take advantage of our Concierge program call or visit ConciergeVendors.com. Day 54 Subject: Coldwell Banker s Home Protection Plan Coldwell Banker s Home Protection Plan, administered by American Home Shield, provides the following reassurances: Relief from some of the expenses of unexpected breakdowns on covered items Access to a reputable network of service contractors Coverage through the home sale process Call me or click here to learn more. Day 63 Subject: Coldwell Banker: It s been a while

12 It s been a few months since your initial inquiry. If you are still considering selling your property, I can help you with all of your real estate needs. From determining a sales price to staging your home to marketing your property to handling negotiations, I will be with you every step of the way. Let me know if there is any other information you need at this time, thank you. Day 70 Send local market action report Day 103 Send local market action report Day 104 Your follow up plan s for this prospect have ended. Make sure to send your enewsletter! How to remove a lead from receiving a follow up plan Select the lead. Scroll down the lead information page until you see 3 tabs. Select the Follow Up Plan tab. Use the drop-down box under Select a plan to remove to select the plan you wish to remove. Then click the Remove link.