2016 Business Planning Mastermind
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Transcript of 2016 Business Planning Mastermind
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.