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Meeting #14 - Planning Ulises's Six Annual Client Building Community Events

By Frank Klesitz in Client Journey: Beginner on Sep 1, 2018

Beginner Client Journey - Ulises Vera (Chula Vista, CA) | Real Estate Agent
 
 
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Frank's Notes: Frank met with Ulises today to plan out his six annual client and community appreciation events to meet more people (ideally homeowners!) and add them to his database.

Here are the tentative events we planned today:

  1. January - Annual Movie Night
  2. March - Annual Home & Wine Tour
  3. May - Annual Free Food Night
  4. July - Annual Ice Cream Social
  5. October - Annual Pumpkin Pick 
  6. December - Annual Santa Claus Event

Ulises's assignment this week is to pick the dates he will hold these events every year, in addition to working with Laura in our office to complete the design (and mailing addresses uploaded to Emma) for his monthly postcard to his database. I also want him to read Dave Ramsey's Total Money Makeover book since we'll start discussing establishing a marketing budget to be in front of his target market. Great work today Ulises!

To learn more about how Ulises is now attracting, and not chasing business (after 10 years of cold door knocking), watch his full client journey from start to finish here: https://www.getvyral.com/blog/topic/client-journey-beginner

ABOUT ULISES: Ulises Vera is a real estate agent just south of San Diego, CA. He's been door knocking for 10 years selling 1-2 homes a month and is burnt out. He hired us to attract more business and to get his time back so he can spend more time with his family. Watch his journey as we guide him weekly to build a database, communicate with it, and work it for business so more homeowners in his past client, sphere, and neighborhood farm call him to list their home.

Client Journeys is a series where we meet weekly with a client to help them fully implement the Vyral Marketing Plan we teach in our 3 hour workshop. We broadcast each meeting live on Facebook. You’ll hear their desires, struggles, challenges, successes, and of course marketing tactics as they build and improve communication with their database for more business. We organize Client Journeys into three categories, so you can follow clients in your business stage. ADVANCED JOURNEY – Highly leveraged professionals focused on strategy, recruiting, team building, and marketing. (2) INTERMEDIATE JOURNEY – Successful rainmakers who work with many clients and have minimal time for marketing. (3) BEGINNER JOURNEY – Those just starting their marketing journey beyond cold calling and referrals. Join us as we personally guide a client on their journey to results. Watch all past shows on Facebook or on our website.

Topics: Client Journey: Beginner

Frank Klesitz

Written by Frank Klesitz

Frank Klesitz is the CEO and co-founder of Vyral Marketing

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