I set up a business plan with goals as the year winds down. My group’s marketing calendar drives all lead-generation activities for the year. The marketing calendar dictates the number of client touches via calls, video, Slybroadcast, face-to-face meetings, etc. We focus on generating leads from October through March and cultivating leads from March through September. Each year, it’s ‘rinse and repeat’. We develop an overall goal for the year, backed up by three strategies and five priorities for each of the strategies.
Thanks to Alyce Dailey, CRS, a sales agent at Keller Williams Gateway in Baltimore, MD. Alyce has been a CRS since 2007.