8x8 Seller Action Plan

ASSIGN TO A NEW ACTION PLAN

The 8 x8 Action Plan for potential Sellers is now complete. We do not want to lose contact with them so now is the time to switch them over to a new action plan. Below are your options. NOTE: The following question should have been addressed in your phone calls: If they’re looking to buy now, when would be a good time to get together in person? If they’re not ready to sell right now, would they like you to stay in touch? (Move them to 33 Touch, No Cost Touch, Market Snapshot, Exclude, etc.) Over the course of your 3 follow up phone calls with them, hopefully you find out where they are in the process? 1. They’re going to be ready to sell now. (Now or 3-6 months) 2. They’re going to be ready to sell or planning to sell later. (Longer than 6 months) 3. They’re never going to sell. (Not on the horizon in the next 12 months) 4. Never want to be contacted again. 1. Set up an in person consultation. 2. Confirm they are signed up for Market Snapshot and Market Snapshot Action Plan. 3. Assign to 33 Touch Action Plan. 4. Confirm contact status is “Active” in Top Producer. READY TO SELL OR PLAN ON SELLING LATER: 1. Try and set up an in person consultation. 2. Confirm they are signed up for Market Snapshot and Market Snapshot Action Plan. 3. Assign to 33 Touch Action Plan. 4. Confirm contact status is “Active” in Top Producer. READY TO SELL NOW:

NEVER GOING TO SELL: 1. Assign to our No Cost Touch Action Plan. 2. Confirm contact status is “Active” in Top Producer. DO NOT CONTACT: 1. Change contact status to “Exclude” in Top Producer. 2. Do Not assign to any further Action Plans.

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