Mailed Newsletter to CRM

Modeling Your Business Serving Real Estate Investors

We’re going to continue working through The Real Estate Investor’s Agent One-Page Business Plan™ spreadsheet.

We’ve already covered the following blocks in the Real Estate Investor Group section:

• Group Members

• Per Meeting

• Total For All Meetings

• Meet One-On-One

And the following in the Clients section:

• One-On-One Meeting to Client Conversion Rates

• Signed Agency Agreement

• Showings

• Offers Made

• Under Contract

Plus, the results with the Closed Purchase and Totals section.

And, we started to go through the Marketing section:

• Organic Growth of the Real Estate Investor Group’s Meetup

• Podcast Subscribers Joining Real Estate Investor Group

Now, we’re going to look at sending a printed, mailed through US postal system monthly newsletter to folks in your CRM.

Contacts in CRM

As you go about your regular life and business, you’ll come into contact with people that know you that you would be willing to help if they needed to buy or sell a home.

These folks should be added to your Customer Relationship Manager (CRM).

You could organize these folks into 3 groups:

1. Business folks you come into contact with in your normal course of running your real estate business that provide services your clients may need.

2. Ordinary folks you meet just living your life.

3. Folks that attend your real estate investor meetings.

Business Folks

For people that you meet that are in business for themselves—especially, but not limited to, those that are in a business directly related to serving real estate investor clients like lenders, inspectors, insurance agents, all the skilled tradesmen, property managers—you want to have a robust referral directory of resources for every need and foreseeable need that your clients and prospective clients.

Ordinary Folks

You should also add the folks to your CRM that are not going to be in your referral directory.

My personal rule of thumb is…