Total ExpertLoan Officer Mastermind

Set Up Your Business Plan ForA Successful 2016

NOW is the time.

“By Failing to Prepare, You are Preparing to Fail.”

- Benjamin Franklin

M.A.P.

Massive Action Plan Where am I now? Where do I want to go? What are the possible routes?

What Worked in 2015?

Highest Reported ROI

1. Database Marketing (Past Client + Referral Partner)

2. Target Marketing to GEO Farm3. Open Houses4. Social Media5. Branding Focused Ads (Facebook,

Google Display)6. Online Leads (Zillow, Google, R.com)

Key Trends For 2016

Based on 2015 Top Produces: Focus on local & niche marketing. Brand building is vital. Multi-channel marketing

The Diamond Strategy.

Database / Referral Centric

Do you have a system of record? Is every past client/referral assigned drip

campaign? Are you connected to these people on

social media? Linkedin, Facebook, Twitter, Instagram

What to focus on in 2016

Multi-Channel Marketing Social Proof: Gather More Reviews Utilize Technology to Market to Gen Y Attract Co-Marketing Partners Going Deep in Your Community

The New Environment

Customer Experience is vital. Strong Partnerships improve customer

experience & ROI. Multi-channel Marketing to build brand

equity.

Why So Many Fail?

All Their Eggs In One Basket Not invested in multi-channel Not using ‘new’ methods to communicate Banking on referrals alone No co-marketing strategy

Multi-Channel Marketing

The Diamond Strategy Website/Online Social Print Community

The Diamond Strategy Print

12-16 Touch Post Cards Just Listed/Just Sold Market Report Flyers Door Hangers

Website/Online Personal Site Niche Site Single Property Sites Zillow Google PPC

Social Facebook Branding Ads Facebook Lead Gen Ads Instagram LinkedIn

Community Open Houses Local Sponsorships Charity Events School Sponsorships

Increase Your “Touches”

7 – 13 Touches To Make a Sale Phone/Text Email Campaigns Social Media Postcards/Door Drops Sign Views/Open Houses Community Involvement

Multi-Channel Action Plan

Increase Your Touches Across All Channels Use email DRIP campaigns Increase your daily social media activity Targeted PPC/Social Ads 12-Touch print mailing campaigns Quarterly community event/sponsorships

Key Metrics in 2016 Know your KPIs:

1. Appointments Set2. New Clients/Referral Partners3. Closed Units4. Completed Marketing Activities by Channel5. Total Revenue6. Total Marketing Expense

**Track each by week, month, and YTD.

Roadmap Your Success

Work backwards: How much money do you want to make in 2016?

What do you need to get there? How many listings? How many referrals from Partners?

Executable Strategies Harness the Power of Co-Marketing

Double your efficiency. Daily Action Plan

Spend time each day growing your business Build Relationships

Long term success depends on strong relationships.

Scale Your Marketing Plan Create a repeatable process.

Key Takeaways

Plan your strategy for 2016 - expand on what worked in 2015.

Increase your multi-channel touches. Track the right KPIs. Create a roadmap for your success and

execute your growth strategies.