Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

24
Team Mee'ng March 8 th , 2016

Transcript of Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Page 1: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Team

Mee'n

gMarch8

th,2016

Page 2: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Ken Brand

 <ken@

kenb

rand

.com

>

[New post] HAR to Display Real Satisfied Ratings – Strategy and Instructions 

1 message

Begin to

 Win <donotreply@

wordpress.com

>Sat, M

ar 5, 2016 at 10:50 AM

To: [email protected]

New

post

on

Begi

n to

Win

HAR to Display Real Satisfied Ratings – Strategy

and Instructions

by Linsey Ehle

HA

R w

ill so

on a

nno

unce t

hat

part

icip

ants

of

the R

ealS

atisfied

rating

syste

ms c

an n

ow

dis

pla

y t

heir r

ating

s o

n H

AR

.  T

his

has t

he p

ote

ntial to

be a

real ad

vanta

ge f

or

Gary

Gre

ene a

gents

that

have b

een p

art

icip

ating

. If y

ou h

ave f

elt c

om

pelled

to

try

to

get

yo

ur

clients

to

co

mp

lete

bo

th t

he R

ealS

atisfied

surv

ey, and

the C

lient

Exp

erience R

ating

(C

RE

)

surv

ey f

or

HA

R, th

ing

s m

ay h

ave just

go

tten m

uch e

asie

r fo

r yo

u.

This

to

ol is

only

availab

le t

o a

gents

that

part

icip

ate

in R

ealS

atisfied

whic

h is p

ote

ntially a

big

ad

vanta

ge f

or

all G

ary

Gre

ene a

gents

.

Step 1 ­ Determine Yo

ur Strategy

There

are

so

me t

hin

gs t

o c

onsid

er

befo

re y

ou d

ete

rmin

e t

he r

ight

str

ate

gy f

or

yo

u.  H

AR

will a

llo

w y

ou

to

dis

pla

y o

nly

on

e r

ati

ng

syste

m o

n y

ou

r p

ro

file

.  S

o y

ou'll need

to

decid

e if

yo

u w

ant

to d

isp

lay t

he C

lient

Exp

erience R

ating

Syste

m o

r R

ealS

atisfied

.  If

yo

u

ele

ct

to s

ho

w R

ealS

atisfied

, yo

ur

HA

R/C

RE

revie

ws w

ill no

lo

ng

er

be v

isib

le.

If y

ou h

ave b

een h

eavily investe

d in c

ollecting

 HA

R r

evie

ws, d

isp

layin

g R

ealS

atisfied

revie

ws m

ay n

ot

be r

ight

for

yo

u.  B

ut,

yo

u w

ill w

ant

to c

onsid

er

the f

ollo

win

g a

dvanta

ges

of

RealS

atisfied

befo

re y

ou m

ake y

our

str

ate

gic

decis

ion.

1.

If y

ou e

lect

to u

se R

ealS

atisfied

, yo

u o

nly

need

to

enco

ura

ge t

hem

to

co

mp

lete

that

one s

urv

ey.

2.

RealS

atisfied

pushes t

heir c

onte

nt

to R

ealto

r.co

m t

o d

isp

lay o

n y

our

pro

file

.  C

RE

only

resid

es o

n H

AR

.

3.

RealS

atisfied

surv

eys a

re e

asily s

hare

d.

4.

Yo

ur

RealS

atisfied

web

pag

e is a

n e

asy w

ay t

o s

hare

testim

onia

ls.  P

lace a

hyp

erlin

k

in y

our

em

ail s

ignatu

re, "W

hat

are

peo

ple

sayin

g a

bo

ut

wo

rkin

g w

ith L

insey?" f

or

exam

ple

.  L

ink t

o y

our

RealS

atisfied

pag

e.  Y

ou a

re t

he o

nly

ag

ent

in t

hat

sp

ace

vers

us d

rivin

g y

our

pro

sp

ects

and

sp

here

to

HA

R.

5.

Yo

u h

ave c

ontr

ol o

ver

whic

h s

urv

eys a

re p

ub

lished

to

yo

ur

pub

lic R

ealS

atisfied

pro

file

.

6.

Yo

ur

revie

ws f

ollo

w y

ou w

here

ver

yo

u g

o, and

into

any m

ark

et.

Page 3: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Step 2 ­ Setting Up RealSatisfied on HAR

1.

Lo

g into

HA

R a

nd

go

to

yo

ur

Dashb

oard

.

2.

Scro

ll d

ow

n t

o Q

uic

k A

ccess lin

ks a

nd

click o

n C

lient

Exp

erience R

ating

.

3.

Go

to

Mark

eting

To

ols

on t

he left

sid

e.  S

cro

ll t

o t

he b

ott

om

of

the M

ark

eting

To

ols

and

click o

n R

ealS

atisfied

Rating

4.

Yo

u'll see a

pla

ce t

o p

ut

in y

our

RealS

atisfied

Vanity K

ey.  

5.

To

fin

d y

our

vanity k

ey, g

o t

o y

our

RealS

atisfied

pub

lic p

rofile

.  N

ot

sure

where

it

is?

Page 4: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Sim

ply

Go

og

le y

our

nam

e w

ith R

ealS

atisfied

and

it

sho

uld

co

me u

p.  C

lick o

n y

our

pro

file

.  W

hen it'

s d

isp

layed

yo

u'll see t

he U

RL. T

he e

nd

of

the U

RL is t

he 'slu

g' o

r

exact

nam

e o

f th

e p

ag

e y

ou a

re o

n.  It

will likely

be y

our

nam

e.  T

hat

slu

g is y

our

vanity k

ey.

6.

Co

py t

he s

lug

and

past

it into

the V

anity K

ey s

pace o

n H

AR

. H

it 'S

ub

mit'.

7.

Yo

ur

RealS

atisfied

revie

ws w

ill no

w d

isp

lay o

n y

our

HA

R p

rofile

.

Page 5: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

As a

lway

s, if

you

have

que

stio

ns a

bout

the

stra

tegy

that

is ri

ght f

or yo

u, o

r how

to se

t this

up, d

on't

hesit

ate

to re

ach

out t

o Ke

n or

myself.

  Linsey Ehle | M

arch 5, 2016 at 4:50 pm

 | Categories: BHG GG Offerings, C

oncepts & Tips, Marketing You,

Real Satisfied Survey | U

RL: http://wp.me/p4AFsM­zz

Comment

   See all comments

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osts

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ange

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ail se

tting

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anage Subscriptions

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Trou

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Page 6: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

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Page 7: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Stel

lar S

ervi

ce w

ith

Roun

dtab

le

The

num

ber o

ne c

ompl

aint

buy

ers

and

selle

rs h

ave

follo

win

g th

e cl

osin

g of

a s

ale

is th

at th

ey w

ish

they

had

bee

n be

tter

info

rmed

dur

ing

the

cour

se o

f the

tran

sact

ion.

Dur

ing

the

cour

se o

f the

list

ing,

the

List

ing

Serv

ice

Repo

rt[1] c

anm

ake

a hu

ge d

iffe

renc

e w

ith

selle

rs.

But,

ther

e is

a tr

emen

dous

reso

urce

that

can

als

o be

uti

lized

for b

oth

Buye

rs a

ndSe

llers

.  Y

ou’ll

find

Rou

ndta

ble

in th

e Ba

ck A

gent

sys

tem

can

mak

e a

trem

endo

usdi

ffer

ence

in y

our a

bilit

y to

kee

p yo

ur c

lient

s in

form

ed a

bout

impo

rtan

t dat

es,

and

prov

ide

pape

rwor

k so

that

’s it

’s a

vaila

ble

to th

em a

t any

tim

e.

Rou

ndt

able

giv

es y

ou th

e ab

ility

to in

vite

clie

nts

and

vend

ors

into

a w

eb-b

ased

port

al w

here

you

can

sha

re d

ocum

ents

and

mes

sage

s.  A

ll yo

u ne

ed is

an

emai

lad

dres

s on

file

for t

he c

lient

.

Get

Sta

rted

Sim

ply

star

t by

addi

ng y

our c

lient

’s o

r ven

dor’

s co

ntac

t inf

orm

atio

n in

the

cont

acts

sec

tion

. You

will

nee

d a

good

em

ail

addr

ess

for t

hem

.

Cli

ck ‘S

hare

Tra

nsa

ctio

n’

Page 8: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

You

hav

e th

e op

tion

of

shar

ing

util

izin

g In

tran

et (

wit

h so

meo

ne

in t

he o

ffic

e, f

or e

xam

ple)

or

wit

h R

oun

dtab

lefo

r cl

ien

ts a

nd

ven

dors

.

Page 9: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Cli

ck ‘A

dd/U

pdat

e sh

ares

’ nex

t to

the

con

tact

you

wan

t to

invi

te in

to R

oun

dtab

le.

Whe

n y

ou c

lick

‘Upd

ate

Shar

es’ i

t w

ill s

end

your

cli

ent

or t

he v

endo

r yo

u ar

e in

viti

ng

a W

elco

me

Emai

l in

viti

ng

them

into

the

Rou

ndt

able

. Thi

s is

wha

t th

e em

ail w

ill l

ook

like

.

Page 10: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

The

y ar

e in

vite

d to

set

up

a pa

ssw

ord.

Clie

nt V

iew

of R

ound

tabl

e

Yo

ur c

lie

nt o

r v

en

do

r n

ow

ha

s a

cce

ss t

o a

ny

do

cu

me

nt y

ou

’ve

ele

cte

d t

o s

ha

re

wit

h t

he

m a

t a

ny

tim

e t

he

y w

an

t t

o a

cce

ss

it.

 Th

ey

ca

n s

ee

im

po

rta

nt d

ate

s a

s w

ell

as n

ote

s.

 Th

is p

orta

l w

ill

all

ow

yo

u t

o d

ocu

me

nt t

hin

gs a

lon

g t

he

wa

y i

n a

ce

ntra

liz

ed

sp

ot.

He

re

is w

ha

t t

he

cli

en

t w

ill

se

e:

Page 11: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

The

re a

re a

lso

tabs

alo

ng

the

top

guid

ing

them

to

Dat

es, D

ocum

ents

an

d N

otes

:

Page 12: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Upd

ates

Now

eve

ry ti

me

I add

a d

ocum

ent t

o th

e fi

le, a

nd I

choo

se to

sha

re it

wit

h th

em, t

hey

will

get

an

emai

l let

ting

them

kno

wth

ey h

ave

new

doc

umen

ts in

Rou

ndta

ble.

Not

e: A

s an

age

nt y

ou d

on’t

log

on to

Rou

ndta

ble.

 Rat

her,

you

are

invi

ting

oth

ers

(clie

nts

and

vend

ors

you

sele

ct) i

nto

the

spac

e.  A

ll th

ey s

ee is

wha

t you

cho

ose

to s

hare

wit

h th

em, b

oth

docu

men

ts a

nd c

alen

dar d

ates

.

To

shar

e a

new

doc

umen

t:

Page 13: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Sele

ct R

oun

dtab

le S

hari

ng:

Tha

n s

elec

t th

e cl

ien

t or

ven

dor

you

wan

t to

sha

re t

he d

ocum

ent

wit

h:

Page 14: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Wh

en

th

e c

lien

t a

ccess a

do

cu

men

t o

r l

ea

ves a

no

te i

n R

ou

nd

ta

ble

, yo

u w

ill

see a

no

tif

ica

tio

n i

n N

otes &

His

to

ry:

Take

adv

anta

ge o

f thi

s ea

sy to

ol to

kee

p yo

ur c

lient

s in

form

ed.  

If y

ou h

ave

ques

tion

s ab

out h

ow to

uti

lize

Roun

dtab

le,

set a

n ap

poin

tmen

t[2]

to c

ome

chat

wit

h m

e.

Page 15: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
Page 16: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
137 Days Of Golden Opportunity
A Long Winter!
Page 17: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

l P

age 1

90

00 F

ores

t Cro

ssin

g, T

he W

oodl

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exas

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ffice

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Th

e W

oodl

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as R

eal E

state

Rep

ort

Mon

ths S

uppl

y O

f “Fo

r Sal

e” L

istin

g In

vent

ory

– M

arch

2nd

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6 Q

. Is i

t a S

elle

r’s M

arke

t or

a B

uyer

’s M

arke

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Acc

ordi

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rea

l est

ate

econ

omis

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six

-mon

th s

uppl

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For

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vent

ory

repr

esen

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bal

ance

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arke

t. O

ver

six

mon

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of F

or S

ale

Inve

ntor

y in

dica

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a bu

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ess

than

six

mon

ths

of i

nven

tory

in

cons

ider

ed a

selle

r’s m

arke

t. H

ere’

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reak

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pric

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PRIC

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ON

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EN

TO

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$

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onth

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ctiv

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. . .

. . .

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onth

s [1

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ctiv

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000

. . .

. . .

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onth

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ctiv

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. . .

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4.6

Mon

ths

[8

59 A

ctiv

e]

Wha

t doe

s thi

s mea

n?

For

Buy

ers:

Whe

n sh

oppi

ng s

elle

r’s

mar

ket p

rice

rang

es, w

hen

you

find

som

ethi

ng y

ou lo

ve, d

on’t

hesi

tate

to

subm

it an

off

er. W

hen

shop

ping

buy

er’s

mar

ket p

rice

rang

es th

e se

rvic

es o

f a k

now

ledg

eabl

e ne

gotia

tor w

ill h

elp

you

secu

re th

e ve

ry b

est p

rice

and

term

s. W

hat e

ver

your

pric

e ra

nge,

for

the

best

pos

sibl

e pr

ice

and

term

s ca

ll to

day.

For

Selle

rs: I

n a

buye

r’s

mar

ket y

ou’ll

nee

d m

axim

um e

xpos

ure,

fier

ce m

arke

ting

and

a sk

illed

neg

otia

tor t

o he

lp

you

win

. To

sell

your

pro

perty

for H

IGH

EST

poss

ible

pric

e an

d th

e B

EST

poss

ible

term

s cal

l us t

oday

.

Clo

sing

Tho

ught

s:

Whi

le m

ullin

g ov

er t

hese

inv

ento

ry n

umbe

rs,

keep

in

min

d th

ese

figur

es r

epre

sent

big

ave

rage

s ac

ross

The

W

oodl

ands

. R

eal e

stat

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Page 18: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

l366 Out Of 856 (42%) Have A Reduced Price

Page 19: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Active Listings

Sold & Under Contract YTD

Page 20: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
Page 21: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
Page 22: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
Page 23: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia

Epic Spring ForwardOpen House Event

Page 24: Team Meeting Agenda Notes - BHGRE Gary Greene, The woodlands and Magnolia
Yes. Please Put Me On A Spring-Forward Master Mind Team
1.
2.
3.
4.
Teams Of Seven. Meet once a week for seven weeks. Focus on what works, best practices,saving time, leverage, encouragement, accountability and helping each other WIN BIGGER.