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Meeting #2 - How to build a list of relationships to invite them to Ulises video newsletter

By Frank Klesitz on Apr 3, 2018

Beginner Client Journey - Ulises Vera (Chula Vista, CA) | Real Estate Agent

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Frank's Notes: I opened the call with a brief review of his situation and remembered his goal was to get "more time". I immediately referenced the previous call and the homework. We followed up on him making a list of all the people he knows, building a full contact list of past clients, and then getting the contact information of the people in his 3,000 homeowner farm. I also introduced him to the idea of hosting community events to meet the people in his farm.

His assignment for the week is to complete all of the above AND start thinking about possible events to hold in the community he likes. He loves events with kids since his homeowner farm (his target market) is so family driven. Much of the time we spoke about the new way of thinking and the personal battles he's going to face implementing an attraction based marketing plan as he overcomes the deep habits of door knocking for all his business for 10 years.

I sent him an example community event video as a vision for his future: https://www.facebook.com/jeff.glover.39/videos/10156022011291708/ and this one https://www.facebook.com/events/2045197379136657/


His assignment is:

1. Write a list of relationships with using social media as a memory jogger of people he's going to invite to his newsletter


2. Update the phone, email, Facebook link, and notes of his past clients


3. Come up with a list of event ideas he can hold in the community to bring homeowners in his farm together, and possibly look at what a MEGA Open House looks like since open houses can be a part of his event strategy.

Join us for the next client meeting LIVE on Facebook


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.

Frank Klesitz

Written by Frank Klesitz

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

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