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© 2006 Mark Leader Courses®
Red-Hot Rookie©
© 2006 Mark Leader Courses®
Red-Hot Rookie©
TABLE OF CONTENTS WORKBOOK 1. Workbook title page
2. Table of Contents
3. Message from Mark Leader
4. Tell Us About You
5. Success or Failure / 10 Steps to Building a Sound Business Foundation
6. 10 Steps for Building a Red-Hot Career
Step 1 - The Foundation
Step 2 - Market Research
7. 10 Steps for Building a Red-Hot Career
Step 3A - Company Comparison
Step 3B - Marketing Checklist
8. 10 Steps for Building a Red-Hot Career
Step 4 - Pro-Active Time Management
Step 5 - Developing Referral Relationships
9-10. 10 Steps for Building a Red-Hot Career
Step 6 - Daily Prospect Generation
11. 10 Steps for Building a Red-Hot Career
Step 7 – The Six Ps’ of Effective Marketing Presentation 12. 10 Steps for Building a Red-Hot Career
Step 8 - Track Productivity and Results
Step 9 - Lister’s Toolbox 13. 10 Steps for Building a Red-Hot Career
Step 10 - Buyer/Lister Skills
14. Leader’s Success To-Do List
15. Pledge of Participation
16. MLC® Certificate of Completion
17. Instructions for the Red-Hot Rookie© Success Plan
18. Guidelines for Ensuring Greatness
19. Phone-in Inquiry Questionnaire
20. Tracking Your Listing Appointments (Form E)
21. Separating Lookers from Buyers
22. Guidelines for the Weekly Conference Meeting
23. Instructions for the Manager/Coach/Accountability Partner
24. Greatness Starts by Learning Something New
25.-33. Mark’s Red-Hot Rules
34.-47. Red-Hot Rookie© Sales Professionals’ Forms
(All forms also on the website at:
www.leaderschoice.com/redhotrookiesalesprofessionalforms.asp) 48.-49. Red-Hot Rookie© Program Evaluation
50.-53. Company Products and Services
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
A MESSAGE FROM MARK LEADER Congratulations on successfully becoming a licensed real estate sales professional! Our business is truly one of the few remaining bastions where what you earn is limited only by the knowledge, skill and effort you dedicate daily. Assuming you’ve been in real estate for at least a short period of time, you’ve probably come to the same startling realization that so many have before you–the licensing course did little or nothing to prepare you for actually making a living as a real estate sales professional. Well, not to worry. You now hold the key to a successful career in your hands– the RED-HOT ROOKIE© New Real Estate Sales Professional Training Program. After 20 years of eating, sleeping and breathing this business, training literally thousands of people just like you, I assure you that this plan is a proven step-by-step process that will virtually guarantee your success if you follow the steps as they are outlined. You will:
• Learn to do the highest-priority activities first
• Learn the benefits of pro-active time management
• Learn how to build the foundation of a strong buyer or seller lister
• Learn the 10 steps for building a red-hot career
• Learn how to apply focused prospecting techniques
and much, much more!
Finally, and most important, you will get off the “Mark” quickly so that you will start earning a living quickly. To benefit fully from this plan, it will require your full effort and commitment along with the supervision of your manager, coach or accountability partner. And, please remember, if you ever need a friendly hand, I’m just a phone call away. Good Luck!
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
It is important for us to know a bit about you and to understand where you are in your real estate career. By doing so, we are better prepared to work toward achieving your goals. Please take a few minutes and carefully complete the following: (Fax completed form to 705-730-6924) Age: 18-34_____ 35-54_____ 55-64_____ 65 and over____ Annual Real Estate Income: 0-___ $40,001-___ $60,001___ $80,001-___ $100,001-___ Over $40,000 $60,000 $80,000 $100,000 $150,000 $150,000___ Length of Career: Less than 6 mos.___ 6 mos.-1 yr.___ 1-2 yrs.___ 2-5 yrs.___ 5-8 yrs.___ 8 yrs. plus___ Number of seller listings in the past 12 months: _________ Number of buyer listings in the past 12 months: _________ (exclusive right to represent agreements signed) Number of listings sold in the past 12 months: _________ Number of sales obtained in the last 12 months: _________ What is the most important reason for your participation in this program? (Please be specific.) ________________________________________________________________________________________________________________________________________________________________________________________ Where did you hear about the program?____________________________________________________________ First Name:________________________ M.I.______ Last Name: ______________________________________ Home Address: ________________________________________________ City:__________________________ State/Province: ______________________ Zip/Postal Code:______________________ Home Phone:( ) _________________________ Home Fax: ( ) ________________________________ Company Name: _____________________________________________________________________________ Company Address: _____________________________________________ City:__________________________ State/Province: ______________________ Zip/Postal Code:______________________ Company Phone:( ) ______________________ Company Fax: ( ) _____________________________ E-mail Address:_______________________________________________________________________________ Broker’s Name: _______________________________ E-mail Address: _________________________________ Manager’s Name: ______________________________ E-mail Address: _________________________________
Tell Us About You!
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
SUCCESS OR FAILURE … IT’S YOUR CHOICE!: Reason For Failure What’s the goal? 1. ______________________________ 1. ______________________________
2. ______________________________ 2. ______________________________
3. ______________________________ 3. ______________________________
4. ______________________________ 4. ______________________________
5. ______________________________ 5. ______________________________
10 STEPS TO BUILDING A SOUND BUSINESS FOUNDATION:
1. __________________________________________________________________
2. __________________________________________________________________
3. __________________________________________________________________
4. __________________________________________________________________
5. __________________________________________________________________
6. __________________________________________________________________
7. __________________________________________________________________
8. __________________________________________________________________
9. __________________________________________________________________
10. __________________________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
10 STEPS FOR BUILDING A RED-HOT CAREER: STEP 1: THE FOUNDATION Action Plan: Complete the following exercise: List the reasons why you chose a career as a real estate sales professional: ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ List the reasons why you chose your company: ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Which of your strengths will help you build a successful real estate career? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ What challenges do you forsee that may stand in your way? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ STEP 2: MARKET RESEARCH Action Plan: Research and compile the following market area statistics (use past 12 months): ______ # Real estate agents ______ # Real estate companies ______ # New listings per month ______ # Sales per month ______ Average list-to-sale price ratio (% of list price obtained by seller) ______ Average number of listings sold monthly ______ Average commission earned per transaction ______ Average sale price ______ Average % co-broke commission rate
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Red-Hot Rookie©
STEP 3A: COMPANY COMPARISON (Base responses on past full year.) Action Plan: Research and compile the following data comparing your company to your competitors.
STEP 3B: MARKETING CHECKLIST Action Plan: Research and compile a list of marketing services your company offers to sellers, and then compare your services to those of your competitors. Fill in the chart below indicating Yes (Y) or No (N) for each marketing service offered.
Statistics Your Company
Competitor Competitor Competitor Area or MLS Average
# Offices
# Full–Time Agents
# New Listings per month (avg.)
Avg. Sale Price of Sold Listings
Avg. List-to-Sale Ratio (% of list price to $ obtained by seller)
Avg. Time on Market
MARKETING SERVICES
YOU COMPETITOR COMPETITOR COMPETITOR
1. Y
2. Y
3. Y
4. Y
5. Y
6. Y
7. Y
8. Y
9. Y
10. Y
COMPETITOR
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
STEP 4: PRO-ACTIVE TIME MANAGEMENT Action Plan: Maintain each of the following pro-active time management methods: 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ STEP 5: DEVELOPING REFERRAL RELATIONSHIPS Action Plan: Contact and add people to your referral/relationship list daily. 1. _____________________________________________________ _____________________________________________________ _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
STEP 6: DAILY PROSPECT GENERATION Action Plan: On a daily basis, fill out Phone-In Inquiry form, Pg. 19, for each contact generated. 1. _____________________________________________________ _____________________________________________________ _____________________________________________________ _____________________________________________________ a) ___________________________________________________ ___________________________________________________ b) ___________________________________________________ ___________________________________________________ c) ___________________________________________________ ___________________________________________________ d) ___________________________________________________ ___________________________________________________ e) ___________________________________________________ ___________________________________________________ f) ___________________________________________________ ___________________________________________________
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Red-Hot Rookie© Workbook
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STEP 6: DAILY PROSPECT GENERATION (cont.) Action Plan: On a daily basis, fill out Phone-In Inquiry form, Pg. 19, for each contact generated. 2. _____________________________________________________ a) ___________________________________________________ ___________________________________________________ b) ___________________________________________________ ___________________________________________________ c) ___________________________________________________ ___________________________________________________ d) ___________________________________________________ ___________________________________________________ ___________________________________________________ e) ___________________________________________________ ___________________________________________________ ___________________________________________________ f) ___________________________________________________ ___________________________________________________
© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
STEP 6: DAILY PROSPECT GENERATION (cont.) Action Plan: On a daily basis, fill out Phone-In Inquiry form, Pg. 19, for each contact generated. 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ STEP 7: THE SIX Ps’ OF AN EFFECTIVE MARKETING PRESENTATION 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
STEP 8: TRACK PRODUCTIVITY AND RESULTS Action Plan: Record your daily/weekly activity and results. Summarize for your weekly coaching meeting. 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________ STEP 9: LISTERS’ TOOLBOX Action Plan: Become familiar with the purpose and use of the following tools: 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________ 7. _____________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
STEP 10: BUYER/LISTER SKILLS 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________ 7. _____________________________________________________ 8. _____________________________________________________ 9. _____________________________________________________ 10. ______________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
LEADER’S SUCCESS TO-DO LIST Action Plan: Reproduce and post this checklist in a prominent place. Check if Date on track Completed _____ 1. ___________________________________________________________ _____ 2. ___________________________________________________________ _____ 3. ___________________________________________________________ _____ 4. ___________________________________________________________ _____ 5. ___________________________________________________________ _____ 6. ___________________________________________________________ _____ 7. ___________________________________________________________ _____ 8. ___________________________________________________________ _____ 9. ___________________________________________________________ _____10. ___________________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
PLEDGE OF PARTICIPATION
I hereby commit to follow the work plan as outlined in Mark Leader’s RED-HOT ROOKIE© New Real
Estate Sales Professional Training Program for the next 12 weeks, and through to completion.
I understand this includes commitment to the following: 1. To work at least 5 full days per week. 2. To plan the week’s activities in advance, according to the Weekly Activity Assignments & Objectives. 3. To keep accurate and complete records of all my activities and results. 4. Meet weekly with my Manager/Coach or Accountability Partner for a conference meeting. 5. Estimated completion date:_______________ _________________ _____________ Agent Date _________________ _____________ Manager/Coach Date
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
MLC® CERTIFICATE OF COMPLETION I, __________________________________, confirm that the agent named below has
successfully completed The Red-Hot Rookie© New Real Estate Sales Professional Training
Program and is entitled to a Certificate of Completion.
_______________________________________ Manager/Coach Signature
_________________________________________
Agent Name
_________________________________________
Company
_________________________________________
Address
_________________________________________
City State/Prov ZIP/Postal Code
_________________________________________ _________________________________
E-mail Web Page
Send to: Mark Leader Courses® 8 Whispering Pine Place Barrie, ON L4N 9R9 Fax to: 1-705-730-6924
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
INSTRUCTIONS FOR THE RED-HOT ROOKIE© SUCCESS PLAN (All forms are on the website at: www.leaderschoice.com/redhotrookiesalesprofessionalforms.asp. Samples are in this workbook. DAILY:
1.) Fill out your THINGS-TO-DO LIST, FORM D, in order of priority and
based on the WEEKLY ACTIVITY ASSIGNMENTS & OBJECTIVES,
Form B.
2.) Start with your top-priority activity, and focus on it until completed.
3.) Check off each item on your list that you accomplished.
4.) Record your activity and production in the boxes at the bottom of the
THINGS-TO-DO LIST, FORM D.
5.) Reschedule incomplete tasks for the following day.
6.) Stay on track by referring to the LEADER’S SUCCESS TO-DO LIST,
PG. 14.
WEEKLY:
1.) Schedule your weekly activities according to the instructions on the
GUIDELINES FOR ENSURING GREATNESS, PG. 18 . You choose
which days of the week you’ll work.
2.) Set goals for the week, and record them in the goals column, of the
WEEKLY SUCCESS CHART, FORM A.
3.) Record actual results on the WEEKLY SUCCESS CHART, before your
weekly conference meeting.
4.) Maintain FORM E, TRACKING YOUR LISTING APPOINTMENTS,
PG. 20, and record results before your weekly coaching session.
5.) Reschedule incomplete assignments for the following week.
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
GUIDELINES FOR ENSURING GREATNESS STEP 1: Pro-Active Time Management
Pre-Schedule Activities: • Office sales meetings
• New listing tour/caravan
• Coaching conference
• Company training
• Open houses
• Closings (if attendance is required)
• Personal appointments
STEP 2: Schedule family/personal day off weekly STEP 3: Schedule/follow through with prospecting time the same way you
would with an appointment
STEP 4: Recite one of Mark’s “Red-Hot Rules” daily STEP 5 Follow your pre-scheduled week. It’s the key to achieving a
six-figure income!
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
PHONE-IN INQUIRY QUESTIONAIRE Agent’s Name:__________________________________ Date:_______________ • Thank the caller, and inquire where they saw the ad or heard about the company, depending upon the reason for their call. • If company policy, ask if they are already working with someone else in the company and if they want to be connected to that individual. • Once you know what ad(s) they are calling about, ask them to hold while you access the data. Hold no more than 30 seconds! • Provide the data. Your goal is to see if the home is or is not right for them. If not right, find ones that may be. • Your goal is to set a face-to-face appointment at the office. Remember: 90% of the time people call on an ad, the home they call on is not going to fit their needs. Before you give out the address, try to see if the amenities of the home even fit their needs. When setting the appointment, get the following information: Prospects Name(s):_______________________________________________________ Address: _______________________________________________________________ Phone (cell):_________________________ Home: _____________________________ Own or Rent:_____________ If own, ask: “Will you be needing the proceeds from the sale of your present home in order to close on your next purchase?” _______________________________________________________________________ What are your critical needs in a home?_____________________________________ Have you been pre-approved for a mortgage? ________________________________ How much will you be investing in your next home?___________________________ What is making you think of moving at this time?_____________________________ _______________________________________________________________________ Please share with me what’s most important to you in the purchase of your home: _______________________________________________________________________ Appointment date and time:_______________________________________________ Comments:_____________________________________________________________ Follow up date and time:__________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
FORM E TRACKING YOUR LISTING APPOINTMENTS
Name
Address
Date
1st Follow
up
Results 2 nd Follow
up
3rd Follow
up
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Buyer or
Seller
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
SEPARATING LOOKERS FROM BUYERS The key to separating activity from real productivity is determining quickly whom to work with and whom to put into your contact management system for possible purchase in the future. Rate each potential purchaser for urgency, motivation and ability to purchase as follows: Y N
1. Buyer is ready to purchase within the next 90 days.
2. Buyer has been pre-approved for a loan or will meet with a loan officer.
3. Buyer is willing to sign an exclusive right to represent agreement.
4. Buyer is open and communicative, sharing needs and wants.
5. Buyer is willing to meet with you at your office.
6. All parties involved in the decision process are available for searching.
7. If buyer needs proceeds from sale of present home, are they willing
to immediately put present home on the market at a realistic price?
8. Buyer is not contractually obligated to another agent.
9. Buyer is willing to devote ample time to finding a home.
10. Buyer is receptive to listening to facts about the present market
conditions in order to negotiate realistically and in good faith.
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Red-Hot Rookie© Workbook
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GUIDELINES FOR THE WEEKLY CONFERENCE MEETING (With Manager/Coach/Accountability Partner) PREPARATION:
1) Total the activity and results charts from your THINGS-TO-DO LISTS,
FORM D, and enter the totals on FORM A, WEEKLY SUCCESS CHART.
2) Update FORM E, TRACKING YOUR LISTING APPOINTMENTS.
3) Review FORM B, WEEKLY ACTIVITY ASSIGNMENTS & OBJECTIVES
for the week, and be sure each was completed.
4) Review the LEADER’S SUCCESS TO-DO LIST, PG. 14.
CONFERENCE INSTRUCTIONS:
5) Review and analyze your activities and results for the week using
the RESULTS SUMMARY (bottom of the Things-To-Do List, Form D).
6) Reschedule incomplete assignments.
7) Schedule activities for the upcoming week and complete your
THINGS-TO-DO LIST, FORM D.
8) Go to GREATNESS STARTS BY LEARNING SOMETHING NEW,
PG. 24, and enter your key-learning points from the previous week.
© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
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INSTRUCTIONS FOR THE MANAGER/COACH/ ACCOUNTABILTIY PARTNER 1.) WEEKLY: Assist the agent with completing their activity schedule for the
coming week, according to the WEEKLY ACTIVITY ASSIGNMENTS &
OBJECTIVES, FORM B. Please follow the instructions on pg. 18 , GUIDELINES
FOR ENSURING GREATNESS.
2.) Ensure that the weekly conference meeting is scheduled in advance.
3.) With your guidance, the agent chooses the days of the week to work. Please ensure
that there is sufficient time scheduled to complete each assignment.
4.) During the weekly coaching conference, FORM A, WEEKLY SUCCESS
CHART, as your guide. Compare goals against results achieved.
A) By comparing activity to actual results, you learn what the protégé
is focusing on and can adjust accordingly if necessary.
B) By comparing production goals with production results, you
discover their strengths and weaknesses.
C) By tracking weekly assignments complete/incomplete, you determine
where coaching direction or supervision is needed. Also, you determine
which incomplete assignments will need to be rescheduled to the next
week.
© 2006 Mark Leader Courses®
Red-Hot Rookie©
GREATNESS STARTS BY LEARNING SOMETHING NEW Make a list of this week’s key-learning points: 1. _____________________________________________________________
2. _____________________________________________________________
3. _____________________________________________________________
4. _____________________________________________________________
5. _____________________________________________________________
6. _____________________________________________________________
7. _____________________________________________________________
8. _____________________________________________________________
9. _____________________________________________________________
10. ____________________________________________________________
11. ____________________________________________________________
12. ____________________________________________________________
13. ____________________________________________________________
14. ____________________________________________________________
15. ____________________________________________________________
16. ____________________________________________________________
17. ____________________________________________________________
18._____________________________________________________________
19._____________________________________________________________
20. ____________________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
Commitment Coupled With
Follow Through Removes
The Chance For Failure.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
Success Comes Not Necessarily
From Doing More Than You Said You Would Do, But From Never
Doing Less.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
It’s What You Do When You Don’t Have
To That Will Determine What You’re Going
To Be When You Can No Longer Help It.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
There’s Nothing Special About
Special People. It’s What They Do, Not Who They Are,
That Makes Them Special!
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
I will always be guided to do and say the things
that contribute to my success.
From this moment forward
anything that happens, happens in my best
interest.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
People Don’t Care What You Know Until They Know That You Care.
Caring About What Others Care About
Is What Caring Is All About.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
You Get By Giving.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
Take everything one step at a time, and
always stay on track. If you’re always moving forward,
it doesn’t matter if the steps are
large or small.
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
Education Without Application is Worse Than Worthless.
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
WEEKLY SUCCESS CHART W
EEK
6
FORM A
Goa
l A
ctu
al
WEE
K 5
Goa
l A
ctu
al
WEE
K 4
Goa
l A
ctu
al
WEE
K 3
Goa
l A
ctu
al
WEE
K 2
Goa
l A
ctu
al
WEE
K 1
Goa
l A
ctu
al
# L
isti
ng
Con
tact
s M
ade
# L
isti
ng
Pro
spec
ts
Gen
erat
ed
# L
isti
ng
A
ppoi
ntm
ents
A
tten
ded
Pro
spec
ts
Follo
w U
p W
eekl
y
Ass
ign
men
ts
Com
plet
ed:
Y
es o
r N
o
# N
ames
Add
ed
Ref
erra
l/
Rel
atio
nsh
ip
list # L
isti
ng
Obt
aine
d
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
WEEKLY ACTIVITY ASSIGNMENTS & OBJECTIVES
PREPARATION: ____ 1. Make a list of who’s who in your company (areas of responsibility, reporting, etc.). ____ 2. Learn what’s where in your company (resources, tools, systems, etc.). ____ 3. Schedule all required organization events. ____ 4. Fill in the GOAL columns on FORM A, WEEKLY SUCCESS CHART, at the beginning of each week. ____ 5. Schedule your weekly activities in advance. ____ 6. Listen to an educational CD, and/or watch a training video. PROSPECTING: ____ 1. Organize your leads-management system by creating an inventory of prospect-profile data sheets, and setting up either a monthly file or your contact-management software. ___ 2. Organize your relationship list for follow up by using contact- management software or a 3-ring binder. Use the client-information forms. ____ 3. Your goal is to add 3 names per day to your relationship list. ____ 4. Practice the dialogue for contacting the relationship list. PRICING: ____ 1. Inspect or preview 2 listed houses per day, or a total of 10 per week. PERSUASION: ____ 1. Research and compile area market data. ____ 2. Compile a list of your company’s marketing services. PROGRESS: ____ 1. Fill in the ACTUAL columns on form “A,” WEEKLY SUCCESS CHART, at the end of each week. Take it with you to your weekly conference. ____ 2. Schedule and attend your weekly conference with your broker, manager, coach or accountability partner. ____ 3. Maintain FORM C, Tracking Your Listing Appointments.
FORM B
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© 2006 Mark Leader Courses®
Red-Hot Rookie© Workbook
SCHEDULE THE WEEK AHEAD
INSTRUCTION FOR SCHEDULING THE WEEK AHEAD Step 1: Write down all pre-scheduled activities Step 2: Choose your day off & write it on your weekly schedule Step 3: Schedule your prospecting time Step 4: Write out the weekly “Mark’s Red-Hot Rule” Step 5: Adhere to this schedule
WEEK _____________
“Mark’s Red-Hot Rule” ____________________ ____________________ ____________________
MON. TUES. WED. THURS. FRI. SAT. SUN.
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7
_____ _____ _____ _____ _____ _____ _____ Date:
9 AM
10 AM
11 AM
NOON
1 PM
2 PM
3 PM
4 PM
5 PM
6 PM
7 PM
8 PM
9 PM
FORM C
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
THINGS-TO-DO LIST WEEK ______
Day: ______________ Date: ________________
1. Add 3 names to relationship/referral list
2. Book and go on 3 buyer or seller listing
appointments this week.
3. Schedule a day off
4. _______________________________________
5. _______________________________________
6. _______________________________________
7. _______________________________________
8. _______________________________________
9. _______________________________________
10. _______________________________________
DONE
# Listing # Listing # Listing # Listings
# Names Added to Relationship/Referral List
Total Names on Relationship/ Referral List
# of Assignments Completed
Incomplete Assignments
Rescheduled Y/N
Results
FORM D
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
FORM E TRACKING YOUR LISTING APPOINTMENTS
Name
Address
Date
1st Follow
up
Results 2 nd Follow
up
3rd Follow
up
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Buyer or
Seller
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
STEP 8: TRACK PRODUCTIVITY AND RESULTS Action Plan: Record your daily/weekly activity and results. Summarize for your weekly coaching meeting. 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________ STEP 9: LISTERS’ TOOLBOX Action Plan: Become familiar with the purpose and use of the following tools: 1. _____________________________________________________ 2. _____________________________________________________ 3. _____________________________________________________ 4. _____________________________________________________ 5. _____________________________________________________ 6. _____________________________________________________ 7. _____________________________________________________
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© 2006 Mark Leader Courses®
Red-Hot Rookie©
14
LEADER’S SUCCESS TO-DO LIST Action Plan: Reproduce and post this checklist in a prominent place. Check if Date on track Completed _____ 1. ___________________________________________________________ _____ 2. ___________________________________________________________ _____ 3. ___________________________________________________________ _____ 4. ___________________________________________________________ _____ 5. ___________________________________________________________ _____ 6. ___________________________________________________________ _____ 7. ___________________________________________________________ _____ 8. ___________________________________________________________ _____ 9. ___________________________________________________________ _____10. ___________________________________________________________
Workbook
© 2006 Mark Leader Courses®
Red-Hot Rookie©
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Workbook
GUIDELINES FOR ENSURING GREATNESS STEP 1: Pro-Active Time Management
Pre-Schedule Activities: • Office sales meetings
• New listing tour/caravan
• Coaching conference
• Company training
• Open houses
• Closings (if attendance is required)
• Personal appointments
STEP 2: Schedule family/personal day off weekly STEP 3: Schedule/follow through with prospecting time the same way you
would with an appointment
STEP 4: Recite one of Mark’s “Red-Hot Rules” daily STEP 5 Follow your pre-scheduled week. It’s the key to achieving a
six-figure income!
© 2006 Mark Leader Courses®
Red-Hot Rookie©
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Workbook
PHONE-IN INQUIRY QUESTIONAIRE Agent’s Name:__________________________________ Date:_______________ • Thank the caller, and inquire where they saw the ad or heard about the company, depending upon the reason for their call. • If company policy, ask if they are already working with someone else in the company and if they want to be connected to that individual. • Once you know what ad(s) they are calling about, ask them to hold while you access the data. Hold no more than 30 seconds! • Provide the data. Your goal is to see if the home is or is not right for them. If not right, find ones that may be. • Your goal is to set a face-to-face appointment at the office. Remember: 90% of the time people call on an ad, the home they call on is not going to fit their needs. Before you give out the address, try to see if the amenities of the home even fit their needs. When setting the appointment, get the following information: Prospects Name(s):_______________________________________________________ Address: _______________________________________________________________ Phone (cell):_________________________ Home: _____________________________ Own or Rent:_____________ If own, ask: “Will you be needing the proceeds from the sale of your present home in order to close on your next purchase?” _______________________________________________________________________ What are your critical needs in a home?_____________________________________ Have you been pre-approved for a mortgage? ________________________________ How much will you be investing in your next home?___________________________ What is making you think of moving at this time?_____________________________ _______________________________________________________________________ Please share with me what’s most important to you in the purchase of your home: _______________________________________________________________________ Appointment date and time:_______________________________________________ Comments:_____________________________________________________________ Follow up date and time:__________________________________________________
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SEPARATING LOOKERS FROM BUYERS The key to separating activity from real productivity is determining quickly whom to work with and whom to put into your contact management system for possible purchase in the future. Rate each potential purchaser for urgency, motivation and ability to purchase as follows: Y N
1. Buyer is ready to purchase within the next 90 days.
2. Buyer has been pre-approved for a loan or will meet with a loan officer.
3. Buyer is willing to sign an exclusive right to represent agreement.
4. Buyer is open and communicative, sharing needs and wants.
5. Buyer is willing to meet with you at your office.
6. All parties involved in the decision process are available for searching.
7. If buyer needs proceeds from sale of present home, are they willing
to immediately put present home on the market at a realistic price?
8. Buyer is not contractually obligated to another agent.
9. Buyer is willing to devote ample time to finding a home.
10. Buyer is receptive to listening to facts about the present market
conditions in order to negotiate realistically and in good faith.
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GUIDELINES FOR THE WEEKLY CONFERENCE MEETING (with Manager/Coach/Accountability Partner) PREPARATION:
1) Total the activity and results charts from your THINGS-TO-DO LISTS,
FORM D, and enter the totals on FORM A, WEEKLY SUCCESS CHART.
2) Update FORM E, TRACKING YOUR LISTING APPOINTMENTS.
3) Review FORM B, WEEKLY ACTIVITY ASSIGNMENTS & OBJECTIVES
for the week, and be sure each was completed.
4) Review the LEADER’S SUCCESS TO-DO LIST, PG. 14.
CONFERENCE INSTRUCTIONS:
5) Review and analyze your activities and results for the week using
the RESULTS SUMMARY (bottom of the Things-To-Do List, Form D).
6) Reschedule incomplete assignments.
7) Schedule activities for the upcoming week and complete your
THINGS-TO-DO LIST, FORM D.
8) Go to GREATNESS STARTS BY LEARNING SOMETHING NEW,
PG. 24, and enter your key-learning points from the previous week.
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INSTRUCTIONS FOR THE MANAGER/COACH/ ACCOUNTABILTIY PARTNER 1.) WEEKLY: Assist the agent with completing their activity schedule for the
coming week, according to the WEEKLY ACTIVITY ASSIGNMENTS &
OBJECTIVES, FORM B. Please follow the instructions on pg. 18 , GUIDELINES
FOR ENSURING GREATNESS.
2.) Ensure that the weekly conference meeting is scheduled in advance.
3.) With your guidance, the agent chooses the days of the week to work. Please ensure
that there is sufficient time scheduled to complete each assignment.
4.) During the weekly coaching conference, FORM A, WEEKLY SUCCESS
CHART, as your guide. Compare goals against results achieved.
A) By comparing activity to actual results, you learn what the protégé
is focusing on and can adjust accordingly if necessary.
B) By comparing production goals with production results, you
discover their strengths and weaknesses.
C) By tracking weekly assignments complete/incomplete, you determine
where coaching direction or supervision is needed. Also, you determine
which incomplete assignments will need to be rescheduled to the next
week.
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GREATNESS STARTS BY LEARNING SOMETHING NEW Make a list of this week’s key-learning points: 1. _____________________________________________________________
2. _____________________________________________________________
3. _____________________________________________________________
4. _____________________________________________________________
5. _____________________________________________________________
6. _____________________________________________________________
7. _____________________________________________________________
8. _____________________________________________________________
9. _____________________________________________________________
10. ____________________________________________________________
11. ____________________________________________________________
12. ____________________________________________________________
13. ____________________________________________________________
14. ____________________________________________________________
15. ____________________________________________________________
16. ____________________________________________________________
17. ____________________________________________________________
18._____________________________________________________________
19._____________________________________________________________
20. ____________________________________________________________
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Red-Hot Rookie©
© 2006 Mark Leader Courses®
Red-Hot Rookie©
RED-HOT ROOKIE© STUDENT EVALUATION FORM Dear Rookie: So glad that you made a commitment to enhancing your career. Please complete this form, and preferably hand it in at the end of class, or FAX it to Leader’s Choice© (705) 730-6924. Best Wishes, Mark Leader
PROGRAM PRODUCTION
Agent’s Name: _____________________________________________________________ Company: _________________________________________________________________ E-mail Address: ____________________________________________________________ Cell Phone Number: ________________________________________________________ Your Trainer’s Name: _______________________________________________________ What was the most helpful part of the program for you? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ In what areas did you improve the most? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ Why would you recommend this program to other agents in your company/office? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ What could we add to make it even more effective? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ Thanks for participating!!!
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