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Gary David Hall's
Transaction Management Activity Plans
For Listings & Closings -
includes letters
Go to:
Description of
the Activity Plans Package
Detailed Content of
Each Plan
List of Letters
What is the Activity Plans Package?
FINALLY! A set of activity plans, and the associated letters, for taking a
listing, or selling a property, and taking it to closing. This is the
ONLY package available for listing & sale transaction management plans
of which we are aware.
I've taught many hundreds
of agents how to create "Activity Plans". VERY few of them have
ever made the time to sit down and create the activity plans that will help
them organize their business, tell their assistant what they need to do, and
set themselves up to be able to sell their business as a turn-key operation.
The concept is to simply
go down through the list of tasks, letters, promotional pieces, and phone
calls, and simply delete any activity that you do not need, or is not appropriate
for the way you run your business. While these activity plans can't possibly
include every single thing every agent does through their transaction, they
include the vast majority of them. They have been compiled from many different
agent's activity plans, and should make the job of creating
your activity plans infinitely easier - and most importantly - much faster!
The package consists of
everything mentioned above, plus documentation explaining each activity, and
many tips about how to build and use the plans, far beyond just launching
them.
Following is a list showing
each plan, and what it is comprised of. Click on the links to see examples
of some of the tasks & letters in the plans.
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Detailed
Content of Each Activity Plan
Residential Listing
Plan
13 Calls
77 To-Do’s
0 Appointments
5 Mail
4 Promos
Listing Price Adjustment
0 Call
17 To-do’s
1 Appointment
1 Mail
1 Promos
Buyer from Contract Date
2 Calls
67 To-Do’s
0 Appointments
3 Mail
2 Promos
Buyer from Closing Date
4 Calls
36 To-do’s
0 Appointments
14 Mail
2 Promos
Seller from Contract Date
1 Call
61 To-Do’s
0 Appointments
3 Mail
0 Promo
Seller from Closing Date
3 Calls
49 To-Do’s
0 Appointments
14 mail
2 Promos
Both Sides from Contract Date
1 Call
82 To-Do’s
0 Appointments
20 Mail
2 Promos
Both Sides from Closing Date
4 Calls
64 To-Do’s
0 Appointments
26 Mail
3 Promos
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List of Letters
The letters you receive will be written
in both - From 'me' not 'us', and - From 'us' not 'me' -
formats. You use the ones that are appropriate
for you.
"Personally, I think your letters
are extremely well crafted, and, as I mentioned above, they cover situations
we run into every day in the real world. Having spent a couple hours making
sure Florida market idiosyncrasies
are covered, I appreciate all the more the tremendous amount of work that
went into this effort. You are truly amazing! I talk you up at every opportunity.
Hopefully, it will result in some business being sent your way."
Gary Rekstad
Residential Listing Plan:
Thank You for The
Listing Letter
MLS Copy Cover Letter
Marketing Recommendation Checklist
Letter
Thank You to an Unlicensed Person for
the Referral Letter
Thank You To
An Agent for the Referral Letter
Listing Price Adjustment:
Price Adjustment Letter
Seller from Contract date:
Closing Information Form
Seller After
Contract Letter
Thank You to Agent for Referring Someone
Letter
Thank You to an Unlicensed Person for
a Seller Referral Letter
Seller from Closing Date:
Seller Preparation for Closing Letter
Closing Inspection Explanation Letter
Closing Inspection Checklist
Closing Inspection Explanation to Co-op
Agent Letter
Transaction Status Checklist Letter
Everything is Proceeding Smoothly Letter
Seller Address & Birthday Information
Form
Seller after Closing Letter
Thank You to a an Unlicensed Person
for the Referral After the Closing Letter
Thank You To
An Agent For A Referral After the Closing Letter
Hope You're Sleeping Soundly in Your
New Home Letter
Hope All is Well Letter (if seller
did not buy right away)
Thank You to Co-op Letter
Evaluation Questionnaire Letter
Buyer from Contract Date:
Buyer After
Contract Letter
Thank You to Agent for Referring Someone
Thank You to an Unlicensed Person for
a Referral
Buyer from Closing Date:
Buyer Preparation for Settlement Letter
Closing Inspection Explanation for
Your Client Letter
Closing Inspection Checklist
Closing Inspection Explanation to Co-op
Letter
Transaction Status Checklist Letter
Everything is Proceeding Smoothly Letter
Buyer After
Closing Letter
Thank You to a
Unlicensed Person for the Referral After the Closing Letter
Thank You To
An Agent For A Referral After the Closing Letter
Hope You're Sleeping Soundly in Your
New Home Letter
Thank You to Co-op Letter
Evaluation Questionnaire Letter
Both Sides from Contract Date:
The same letters are used in this plan,
as are in the above "Seller from Contract Date" and "Buyer
from Contract Date" plans.
Both Sides from Closing Date:
The same letters are used in this plan,
as are in the above "Seller from Closing Date" and "Buyer
from Closing Date" plans.
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