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10 Day CRM Blueprint

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Message 10 DAY CRMBLUEPRINT

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10 DAY CRM BLUEPRINTPAGE 2Your database is your MONEY MAKERYour database is a proven way to earn more business and a higher income on an annual basis. Each household in your database correlates to roughly $2,000 in income. This challenge will allow you to add 10 contacts to you to 100 contacts at the end of the challenge, which is $200,000 in income!

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10 DAY CRM BLUEPRINTPAGE 3THE 10 DAY CRM BLUEPRINTDAY 1The Task: Connect with 10 people you haven’t talked to in a while… by phone {yes, you actually have to talk to people}. Then, write and mail a personal card to each contact!The Goal: Have genuine, human interactions! Don’t try to sell, just try to connect. Make sure to get their full address, phone and email to stay connected in the future! The Script:and wanted to catch up and see how….(pick one question from each column!)The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!THE 10 PEOPLE I ADDED TO MY DATABASE: F (FAMILY) How are the kids enjoying school?How’s your mom/ dad/spouse/grandkids?playing baseball?O (OCCUPATION)How is your work going?Where are you working these days?How’s the ________ (tech, medical) world treating you?R (RECREATION)Do anything exciting this past holiday season? How was your labor day? What do you (and your family) do for fun?D (DREAMS)What’s your plan when you retire? Any plans for a wedding? More kids? Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 4DAY 2The Task:Financial Planners, etc) and 5 trusted vendors. Then, write and mail a personal card to each contact!The Goal: Have genuine, human interactions! Don’t try to sell, just try to make new connections. Get their full address, phone and email to stay connected in the future!The Script: “Hi _______. It’s __________ I’m a Real Estate Advisor with BHHS! I get questions about other professionals all the time and like to connect with people outside of The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!THE 10 PEOPLE I ADDED TO MY DATABASE: F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 5THE 10 PEOPLE I ADDED TO MY DATABASE: DAY 3The Task: Wish 10 people Happy Birthday on Facebook Messenger! Can be their birthday today, belated birthday or upcoming birthday!The Goal: Start a conversation! Don’t try to sell them! Make sure to get their full address, phone and email to stay connected in the future! The Script: “Happy birthday ______! Hope your day has been [was or will be] great! Have any plans for your big day?? {Keep the conversation going after that}The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 6THE 10 PEOPLE I ADDED TO MY DATABASE: DAY 4The Task: As a CEO, networking is critical to your legendary success! Test your skills by The Goal: Pass out all 10 cards to new contacts you make today! Don’t try to sell them! Get a piece of contact information to stay connected in the future!The Script:The Follow-Up: Friend them on Facebook if limited info or Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 7THE 10 PEOPLE I ADDED TO MY DATABASE: DAY 5The Task: Reconnect with 10 people you worked with in the past (either in Real Estate or The Goal: Set up a time to get together face-to-face to do a Real Estate Review for them! Get any contact information you’re missing! The Script: Hey _______, it’s _________! How is the year going for you so far?! Once a year, I like to reach out and give a quick update on your real estate holdings! I’ve prepared a report and some information that I’d like to review with you. Does Wednesday at noon or report vs email)!The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year then prep a Real Estate F (FAMILY) How are the kids enjoying school?How’s your mom/ dad/spouse/grandkids?playing baseball?O (OCCUPATION)How is your work going?Where are you working these days?How’s the ________ (tech, medical) world treating you?R (RECREATION)Do anything exciting this past holiday season? How was your labor day? What do you (and your family) do for fun?D (DREAMS)What’s your plan when you retire? Any plans for a wedding? More kids? Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 8THE 10 PEOPLE I REACHED OUT TO:DAY 6The Task: Gratitude is the foundation for any rewarding business! Today, give THANKS to small! The Goal: Give thanks for the people and opportunities in your life! Make connections by lifting someone else up! Get any extra contact information you’re missing! The Script: You can’t script genuine! So, say what you mean and mean what you say!The Follow-Up: If not already in your database, enter them into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!

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10 DAY CRM BLUEPRINTPAGE 9THE 10 PEOPLE I ADDED TO MY DATABASE: DAY 7The Task: Connect with 10 people who don’t know you do Real Estate! The Goal: Support a local charity AND tell your peers what you do, without telling them what you do! Get any extra contact information you’re missing! The Script: Hi ______. It’s ________! You may not know this, but I’m a Real Estate Advisor with BHHS and we are big supporters of the Sunshine Kids and have an annual charity clay shoot tournament to raise funds for these children with cancer. I was curious, would you be The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?If you can get these results from a couple calls, image the results you could get from a Call Night! You’ve now positioned yourself as a Strong Business Owner who values relationships 

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10 DAY CRM BLUEPRINTPAGE 10DAY 8The Task: Pop in to 10 businesses you either give your business to or that you drive by every day and ask them to support your business! The Goal: Make 10 new contacts and add them to your database! Get any contact information you’re missing! The Script: Hi ______. It’s ________! You may not know this, but I’m a Real Estate Advisor {Then, make build a relationship using F.O.R.D}The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year! *Go the extra mile: highlight your contact’s business in general on your Facebook/social media channel with a video or photo post. Be sure to tag the business and owner if possible!THE 10 PEOPLE I ADDED TO MY DATABASE: F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 11THE 10 PEOPLE I ADDED TO MY DATABASE: DAY 9The Task: Print 10 Open House Flyers for your upcoming Open House and go meet the house! [Don’t have an Open House? Choose 10 homes in your farming neighborhood, create and print a one page CMA (from CORE Present) on each home to bring something of value with you!]The Goal: Connect with the neighbors of your Open House and provide something of value! Get a piece of contact information to stay connected in the future!The Script: “Hi ______. I’m ________ with BHHS! I’m hosting an Open House at your neighbor’s house this weekend and wanted to meet the neighbors! How long have you lived in this community?” Or if not an open house, “Hi ______. I’m ________ with BHHS! I buyer heat map and other metrics any homeowner may like to know. How long have you lived in this community?” {Then, use F.O.R.D. to get to know them}.The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!F (FAMILY) Do you have any children?O (OCCUPATION)What’s the most rewarding thing about what you do?R (RECREATION)What do you like to do around here for fun?D (DREAMS)Have you ever thought about doing... ?

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10 DAY CRM BLUEPRINTPAGE 12DAY 10The Task:pop-by. You’ll need to get their contact info including their address to be able to deliver the pop-by. (If you don’t want to go with a theme, we have pop-by tags in MADI under the prospecting section.) The Goal: Let your friends know you were thinking of them by dropping in to provide them with a small gift that reminds them your business is based on referrals. Get any additional contact information you’re missing! The Script: “Hi ________! You were on my mind this week. How are you doing? I’d like to {Then, make build a relationship using F.O.R.D}The Follow-Up: Enter all 10 people into your CRM and set them up on Ninja Flow drip campaign to stay connected automatically throughout the year!THE 10 PEOPLE I ADDED TO MY DATABASE: F (FAMILY) How are the kids enjoying school?How’s your mom/ dad/spouse/grandkids?playing baseball?O (OCCUPATION)How is your work going?Where are you working these days?How’s the ________ (tech, medical) world treating you?R (RECREATION)Do anything exciting this past holiday season? How was your labor day? What do you (and your family) do for fun?D (DREAMS)What’s your plan when you retire? Any plans for a wedding? More kids? Have you ever thought about doing... ?

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