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Branding
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Online Identity Scoring Chart

A detailed rubric for grading your online presence.

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Sue B. Zimmerman's 2019 Instagram Strategy Guide

Guest speaker Sue B. Zimmerman's strategies to get more followers and buyers from Instagram, while becoming a go-to-authority in your niche.

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LinkedIn Implementation Plan for Real Estate

This resource walks you through how to set up and use your LinkedIn to get more leads and referrals, as taught by LinkedIn expert Ted Prodromou.

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Marketing Campaign Builder - EXAMPLE

Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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10 Step Bio-Writing Checklist

One of the hardest things to do is write a professional bio. Follow this easy 10-step process to craft a bio that makes a great impression on people searching for you online.

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Business Mixer Event Project Plan

A business mixer event is a great way to network with the people in your community who are more likely to buy and sell real estate at higher price points and also to know more people who are likely to do so. Use this project plan to put together a great event to hobknob with these kinds of people.

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Seller Update Report - Template

Keep your sellers abreast of all your marketing activities for their home to show them how much work you put in to get your commission. This template is fully brandable and customizable for each client.

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2015-08-12 Coaching Session - Powerful Real Estate Branding

Quickly review the information from this call using the slides from the presentation. This deck also contains the 7 questions you need to ask yourself to craft your brand message.

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Home Seller Guide Template

Edit this high-impact marketing piece with your market statistics and company information to start attracting seller leads. Host it on your website or a landing page and include a link to the customized version in your email marketing to prospects to demonstrate your value.

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Buyer Direct Access Program Graphic

As a real estate agent, you provide many valuable services to home buyers. Summarize and promote them to get buyer leads using this graphic on your website, in a social media post or ad, or in your email marketing.

    Evernote for Real Estate
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    Evernote for Real Estate Field Manual

    This step-by-step guide will take you through the fundamentals of Evernote, getting you acquainted with the functions of the app and our system for using it for real estate. This guide also describes how to use each of our Evernote Templates.

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    Evernote Hacks Guide: Make Evernote Part of Your Daily Life

    The more you use Evernote, the better you will get at it, and the more you'll realize that it has a ton of powerful uses beyond just the real estate transaction. Check out this manual for our suggestions and instructions for the most impactful uses of Evernote in your daily life.

      Facebook Marketing
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      Real Estate Social Media Strategy Calendar Template

      Learn what to post on social media to help you look good to new leads and stay top of mind with past connections. Includes a calendar template to help you plan out your posts. Zip file of Keynote, Powerpoint, and PDF formats.

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      Facebook Ads Blueprint

      If you’ve ever tried Facebook and wondered why you didn’t get results, it’s likely you were missing parts of a strategy. This blueprint shows you our own strategy and process for using FB to cultivate customers and leads.

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      How to Use Facebook Business Manager

      In this guide, learn how to create your Facebook Business Manager account, add business pages and other assets, and navigate the new access portal.

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      Manage Your Facebook Lead Ads with Google Sheets

      Facebook Lead Ads are incredibly useful tools, but managing the leads that come in can be a bit confusing. Instead, follow this checklist to easily see all your leads in one place by connecting your Facebook Lead Ads to Google Sheets using Zapier.

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      Marketing Your Market Updates Landing Pages on Social Media Checklist

      Follow this checklist to successfully promote your Market Update Landing Pages on Facebook. The guide gives you copy for a free post to your business page as well as instructions for running paid ads.

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      Split Testing Facebook Ad Campaigns Guide

      Running a Facebook ad isn't a one-and-done kind of deal. To be really successful, you need to analyze the results of your ads after they run for a time. Learn in this checklist how to analyze your ads for effectiveness and then make ad variations (called split tests) to improve results.

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      Using the Facebook Pixel Guide

      One of the more advanced Facebook advertising techniques involves using a Facebook Pixel. Use this checklist to learn how to create the pixel, install it on your website, and create custom audiences to retarget your website traffic with new Facebook ads.

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      How To Create Your Facebook Business Page

      A guide for how to setup and optimize a Facebook Business Page for real estate.

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      Marketing Campaign Builder - EXAMPLE

      Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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      Using a Facebook Custom Audience

      You can upload your database to Facebook in order to more effectively market to the people you already know. Find out how and also see an example of a type of ad campaign we recommend running to that audience.

        Getting Organized
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        Stimulus Paycheck Protection Program Cheat Sheet

        Our tax firm put together this Stimulus Cheat Sheet for their clients. As of this post, independent contractors can start applying April 10, 2020.

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        14-Day Business Goal Setting Challenge Worksheet

        Get the worksheet to guide you through the 2019 Business Goal Setting Challenge. Downloads as a zip file, contains both Pages and Word versions of the worksheet.

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        Manage Your Facebook Lead Ads with Google Sheets

        Facebook Lead Ads are incredibly useful tools, but managing the leads that come in can be a bit confusing. Instead, follow this checklist to easily see all your leads in one place by connecting your Facebook Lead Ads to Google Sheets using Zapier.

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        Real Estate CRM Comparison Chart

        This chart shows a basic feature comparison for a short list of CRM products we’ve either tested, used, or received a qualified recommendation.

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        Good Business Planner - Sample and Template

        Figure out your production goals for the upcoming year with this template. Make sure to reference the sample to ensure you've set it up correctly! Also, watch the following training:

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        Facebook Content Calendar Templates

        Take the guesswork out of posting quality information to your Facebook properties by following the instructions in this template, which helps you schedule out up to months of content at a time! Zip file of Keynote, Powerpoint, and PDF formats.

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        Outsourcing a Blog Writer Sample and Template - Powerpoint

        Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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        Outsourcing a Blog Writer Sample and Template - PDF

        Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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        Outsourcing a Blog Writer Sample and Template - Keynote

        Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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        Editorial Blog Calendar Sample and Template - Powerpoint

        Use this blog editorial calendar resource to help you plan out what posts you want to publish to your blog and when. The sample gives you a few ideas to get started, as well as detailed descriptions in case you'd like to outsource the writing of these posts. The template portion gives you space to replicate the sample with your own topics and descriptions.

          Landing Pages
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          Marketing Your Market Updates Landing Pages on Social Media Checklist

          Follow this checklist to successfully promote your Market Update Landing Pages on Facebook. The guide gives you copy for a free post to your business page as well as instructions for running paid ads.

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          Market Updates Landing Pages - Setup Checklist

          Use this visual checklist to create as many Market Update Landing Pages as you need.

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          2015-09-09 Coaching Session - Landing Pages

          Quickly review the information from this call using the slides from the presentation. This deck also includes sample text you can use for various landing pages.

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          Home Value Estimate Landing Page Example

          Edit our copy and create a landing page designed to convert online seller leads who are interested in finding out the value of their home.

           

          Since creating this resource, we have released the AgentID Sites, which have a landing page template for home value estimates. Check out the AgentID Sites 101 course for more information.

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          Buyer Direct Access Program Landing Page Design and Copy

          As a real estate agent, you provide many valuable services to home buyers. Summarize and promote them to get buyer leads using this landing page example and copy.

           

          Also consider using the AgentID Site's Free Form Landing Page for this.

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          Home Buying Guide Landing Page and Copy

          Edit our copy and create a landing page designed to convert online buyer leads.

          Also consider using the AgentID Site's Free Form Landing Page for this.

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          Keyword Reseach Guide

          Learn how to use Google's Keyword Planner Tool to help you determine what keywords you should aim to include on your landing pages.

            Lead Generation
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            Market Updates Landing Pages - Setup Checklist

            Use this visual checklist to create as many Market Update Landing Pages as you need.

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            GLux Sample Postcard - Winter

            Remind your home-owning contacts that winter is a great time to sell their home with this sleek postcard.

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            Business Mixer Event Project Plan

            A business mixer event is a great way to network with the people in your community who are more likely to buy and sell real estate at higher price points and also to know more people who are likely to do so. Use this project plan to put together a great event to hobknob with these kinds of people.

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            Modern Home Tour Campaign Swipe File

            GoodLife Realty is famous in Austin for our Modern Home Tour, which is a widely popular event and gives us an excuse to reach out to our database. Get our email templates and phone scripts in this swipe file, as well as examples of the collateral you would need to create to replicate this campaign successfully.

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            Property Tax Campaign Project Plan

            In Austin, one of our most successful campaigns is to help homeowners protest their inflated property taxes. It's a great way to provide value to our community and a great excuse to reach out to our database. Get our email templates and phone scripts as well as examples of the collateral you'll need to create to run this campaign successfully. This project plan also outlines all the steps you need to follow to run the property tax campaign.

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            Prospecting Scripts (Expireds Followup, Newsletter Followup, FSBOs

            This resource covers our scripts for prospecting to FSBOs and for following up with your network after you send them an item of value, such as a monthly newsletter.

            It also includes our script for following up with expired listing owners after you drop off the "My Home Didn't Sell, Now What?" guide. This process is described in the Marketing Club Session titled Updated Expired Listing Campaign Strategy.

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            Home Seller Guide Template

            Edit this high-impact marketing piece with your market statistics and company information to start attracting seller leads. Host it on your website or a landing page and include a link to the customized version in your email marketing to prospects to demonstrate your value.

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            Home Buyer Guide Template

            Give your buyers the information they crave about the home buying process in this valuable guide. The template is completely customizable for your brand and message, so host it on a landing page to start generating buyer leads.

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            Home Value Estimate Landing Page Example

            Edit our copy and create a landing page designed to convert online seller leads who are interested in finding out the value of their home.

             

            Since creating this resource, we have released the AgentID Sites, which have a landing page template for home value estimates. Check out the AgentID Sites 101 course for more information.

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            Converting Online Seller Leads Email Templates

            Once you have the contact information for an online seller lead, you need to carefully nurture them. Use this professionally written sequence of emails to stay top of mind. Based off training from the February 11, 2015 Marketing Club Session titled "Converting Online Leads - Seller Edition."

            Marketing with Online Video
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            Virtual Home Showing Strategies Checklist

            Get the details of online open houses, Lazy Listing Tours, walkthrough video tours, and video chats. You'll learn when to use which strategy and what equipment you'll need for each.

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            7 Video Walkthrough Tips for Home Sellers

            Give this guide to your home sellers so they can help you create professional-quality video marketing collateral for their home.

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            Market Update Video Script for January 2020

            The supporting script to make an outstanding market update video for January 2020.

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            January 2020 Market Update and Forecast Support Slides

            The supporting graphics that will help you make an outstanding market update video to keep your clients and leads in the know in 2020.

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            YouTube Ads Checklist

            Follow this checklist to learn how to setup a Google Ads campaign to promote your YouTube videos.

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            Video Script Template by Mary Anglin

            Marketing Club Member Mary Anglin is killing it on YouTube. Follow her script template to make sure each one of your videos is as engaging as hers and showcases your market expertise!

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            Video Storyboard Template and Sample

            Use this template to help storyboard your next video. Downloads as a zip file and also includes a completed sample.

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            Marketing Your Market Updates Landing Pages on Social Media Checklist

            Follow this checklist to successfully promote your Market Update Landing Pages on Facebook. The guide gives you copy for a free post to your business page as well as instructions for running paid ads.

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            Marketing Campaign Builder - EXAMPLE

            Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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            Marketing Collateral Evaluation Tool

            Before you implement a new marketing piece, evaluate it using this worksheet, which is designed to help you suss out any weaknesses and provide you the opportunity to strengthen your campaign.

              Online Reviews
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              LinkedIn Testimonials Cheat Sheet

              Learn why you should have testimonials on LinkedIn and who to ask for them. The guide also has training on proper LinkedIn etiquette and how to request recommendations right from the website.

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              Yelp Cheat Sheet

              Learn how to claim your Yelp Business page to start collecting your client's reviews. The guide also has training on how to set expectations for a 5-Star review, instructions to give your clients for writing a review, and tips on what to do when you don't have any reviews or need to respond to a negative one.

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              Google Cheat Sheet

              Learn how to create a Google My Business account to boost your online presence and to start collecting your client's reviews. The guide also has training on how to set expectations for a 5-Star review, instructions to give your clients for writing a review, and tips on what to do when you don't have any reviews or need to respond to a negative one.

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              Email Template for Reviews and Testimonials

              Use these email templates to request reviews and testimonials from your past clients. We've written every word intentionally to make sure you get the most 5-star reviews possible!

                Open Houses
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                Virtual Home Showing Strategies Checklist

                Get the details of online open houses, Lazy Listing Tours, walkthrough video tours, and video chats. You'll learn when to use which strategy and what equipment you'll need for each.

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                How to Add Open Houses to Your AgentID Site Property Landing Pages

                Review this visual checklist for a step-by-step guide on how to add open house information to your property landing pages on your AgentID Site.

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                Open House Prep Checklist

                Make sure you get every little detail right before holding a home open to make the best impression on your potential leads.

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                GLux Open House Sign Templates - Pricing 2016

                Download this Pricing Sheet to get the specs for the order of our Open House Signs. Make sure to also download the PDF and ESP versions of our two-sided signs for Saturday and Sunday open houses.

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                GLux Open House Sign Templates - Sunday

                Download this zip file to get the PDF and ESP versions of our two-sided signs for Sunday open houses. Make sure to also download the Saturday open houses sign template and the Pricing Sheet to get the specs for the order.

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                GLux Open House Sign Templates - Saturday

                Download this zip file to get the PDF and ESP versions of our two-sided signs for Saturday open houses. Make sure to also download the Sunday open houses sign template and the Pricing Sheet to get the specs for the order.

                  Property Promotion and Marketing
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                  Virtual Home Showing Strategies Checklist

                  Get the details of online open houses, Lazy Listing Tours, walkthrough video tours, and video chats. You'll learn when to use which strategy and what equipment you'll need for each.

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                  7 Video Walkthrough Tips for Home Sellers

                  Give this guide to your home sellers so they can help you create professional-quality video marketing collateral for their home.

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                  Property Marketing Plan Template

                  Demonstrate your marketing expertise with this detailed property marketing plan that also serves as a checklist to a successful Just Listed campaign.

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                  3Ps Video Scripts

                  The 3Ps are "Preparation, Price, and Promotion." These are the three most important factors to selling a home faster and for more money in a competitive market. Use these scripts to film an educational video series on how you work with the 3Ps to effectively sell homes in your area.

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                  Marketing Campaign Builder - EXAMPLE

                  Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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                  Market Snapshot Template

                  Garry uses this template to show interested buyers and sellers what kind of activity is going on in a certain area. Customize it for your local market with your own brand, logo, and contact information.

                    Real Estate Blogging
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                    Marketing Campaign Builder - EXAMPLE

                    Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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                    10 Step Bio-Writing Checklist

                    One of the hardest things to do is write a professional bio. Follow this easy 10-step process to craft a bio that makes a great impression on people searching for you online.

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                    24 Power Words - Sample Headlines

                    These 24 Power Words greatly increase the power of your headlines. Check out our samples to get inspired on how to use them in your own copywriting.

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                    10-Point Killer Headline Checklist

                    The headline is the most important part of anything you send to your network because it's what determines if your message gets read! Make sure your headlines are as killer as possible with this checklist.

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                    Outsourcing a Blog Writer Sample and Template - Powerpoint

                    Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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                    Outsourcing a Blog Writer Sample and Template - PDF

                    Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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                    Outsourcing a Blog Writer Sample and Template - Keynote

                    Having a blog is a good idea for your real estate business, but doing it yourself may not be the right decision for you. In that case, consider hiring a freelance writer to do the job. Check out this sample job description that we used to find a blog writer for GoodLife Realty, then use the template to write your own.

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                    40 Blog Topics for Real Estate

                    Need inspiration for your real estate blog? Give one of these topic ideas a try.

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                    Editorial Blog Calendar Sample and Template - Powerpoint

                    Use this blog editorial calendar resource to help you plan out what posts you want to publish to your blog and when. The sample gives you a few ideas to get started, as well as detailed descriptions in case you'd like to outsource the writing of these posts. The template portion gives you space to replicate the sample with your own topics and descriptions.

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                    Editorial Blog Calendar Sample and Template - PDF

                    Use this blog editorial calendar resource to help you plan out what posts you want to publish to your blog and when. The sample gives you a few ideas to get started, as well as detailed descriptions in case you'd like to outsource the writing of these posts. The template portion gives you space to replicate the sample with your own topics and descriptions.

                      Real Estate Sales Tips
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                      Negotiation Skills Reading List

                      Refer to this list of books written on the subject of negotiation to continue to build your skills.

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                      Initial Consultation Template

                      Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                      Agent Referral Questionnaire

                      Use the questions on this worksheet to evaluate to make sure you're sending your referrals to the best choice of agent.

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                      SPP - Social Research Checklist
                      Many agents are afraid to pick up the phone because they feel like they have nothing to talk about. But in today’s digital age, you can use technology to overcome that fear. Before you make your next prospecting call, conduct what we call “social research” on your client.

                      Social research refers to the process of looking your client up online to develop some context for who they are and what matters to them. Download this checklist for a guide on what to look for.

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                      Database Prospecting Scripts

                      This resource includes two script templates: one for after you send out an item of value like the Monthly Digital Marketing Campaigns, and another for when your client is about to close on a transaction.

                        Technology Recommendations
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                        Real Estate CRM Comparison Chart

                        This chart shows a basic feature comparison for a short list of CRM products we’ve either tested, used, or received a qualified recommendation.

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                        Setting Up Your GoDaddy Account

                        Follow this checklist to see how to switch over your GoDaddy DNS to start pointing at your AgentID Site.

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                        Database Maintenance System

                        This resource covers two major components of database management – what kind of data you should be tracking in your CRM, and the process for keeping in contact with your clients and prospects.

                          Using Your AgentID Site
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                          Free Form Landing Pages on the AgentID Sites

                          Free Form Landing Pages are the newest type of landing page available through your AgentID Site. They give you the flexibility to write your own offer and add your own images. Download this guide to see how they work.

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                          Editing a Blog Post on Your AgentID Site

                          Learn how to quickly edit an existing blog post on your AgentID Site with this visual checklist.

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                          How to Activate Additional Listings on Your AgentID Site Property Landing Pages

                          Having links to other listings on your AgentID Site Property Landing Pages will increase the amount of time your visitors spend on your site, as well as give them a better experience. See how to activate related listings in this checklist.

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                          How to Add Open Houses to Your AgentID Site Property Landing Pages

                          Review this visual checklist for a step-by-step guide on how to add open house information to your property landing pages on your AgentID Site.

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                          Market Updates Landing Pages - Setup Checklist

                          Use this visual checklist to create as many Market Update Landing Pages as you need.

                            Working with Builders
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                            Initial Consultation Template

                            Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                            Builder Presentation Samples

                            Review a sample of a finished Builder Presentation Kit as you develop your own. Downloads as a zip file with versions for Apple Keynote and Microsoft Powerpoint.

                             

                            See also: Builder Presentation Templates

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                            Builder Presentation Templates

                            Customize this template to effectively sell your services to and develop long-lasting, lucrative relationships with builders and developers. Downloads as a zip file with versions for Apple Keynote and Microsoft Powerpoint.

                             

                            See also: Builder Presentation Samples

                              Working with Buyers
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                              Virtual Home Showing Strategies Checklist

                              Get the details of online open houses, Lazy Listing Tours, walkthrough video tours, and video chats. You'll learn when to use which strategy and what equipment you'll need for each.

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                              Buyer Property Tour Template

                              Organize your property tour using this template so that you have all addresses and contact information easily at hand.

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                              Seller Priorities Questionnaire

                              Use the Seller Priorities Questionnaire Template to discover the sellers' priorities to craft the best buying offer possible.

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                              How Much it Costs Buyers if They Wait to Buy Template

                              Use this template to help your buyers calculate how much they stand to lose if they wait to buy their next home. Ask your board for local appreciation rates.

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                              Initial Consultation Template

                              Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                              Timing Your Move Worksheets

                              Edit this customizable worksheet to use in convincing sellers to meet with you now rather than later. It illustrates how waiting to move can hurt their net on the sale of their home. Contains Word, Pages, and PDF versions of the worksheet.

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                              Database Prospecting Scripts

                              This resource includes two script templates: one for after you send out an item of value like the Monthly Digital Marketing Campaigns, and another for when your client is about to close on a transaction.

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                              Digital Buyer Presentation Template

                              Educate your buyer clients with this professional digital presentation that is completely customizable for your business and individual customer. Zip file that includes both PowerPoint and Keynote formats.

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                              MLS Search Set Up Checklist and Email Template

                              This checklist demonstrates how we set up a search in our MLS, and it should help you make one in your own MLS. We've also included an email template for you to use when sending your saved MLS search to your clients.

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                              11-point Home Buyer Email Sequence

                              Use this new buyer email sequence to stay in contact with your buyer leads after they submit their information to you online. These messages on this timeline will ensure that you get a call back!

                              Working with Expired Listings
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                              Initial Consultation Template

                              Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                              Tale of Two Austin Homes - Sample

                              A marketing piece demonstrating your value to expired listing homeowners.

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                              Prospecting Scripts (Expireds Followup, Newsletter Followup, FSBOs

                              This resource covers our scripts for prospecting to FSBOs and for following up with your network after you send them an item of value, such as a monthly newsletter.

                              It also includes our script for following up with expired listing owners after you drop off the "My Home Didn't Sell, Now What?" guide. This process is described in the Marketing Club Session titled Updated Expired Listing Campaign Strategy.

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                              2015-07-22 Coaching Session - Expired Listing Campaign

                              Quickly review the information from this call using the slides from the presentation. This deck also contains the 7-step process outline, phone scripts, and sticky note template you'll need to prospect to and convert expired listings like we do at GoodLife Realty.

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                              Expired Listing Packet Cover Letter Template

                              As part of our updated Expired Listing Campaign process, we drop off a physical packet of information. Include this cover letter to introduce yourself and prep your sellers for what they can expect from you.

                               

                              Learn more in the July 22, 2015 Marketing Club Session.

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                              TEMPLATE - My Home Didn't Sell, Now What

                              Personalize and brand everything from the cover image to the contact information in this template of the "My Home Didn't Sell, Now What?" guide, designed to hit home with sellers of expired listings.

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                              12-Point Expired Email Sequence

                              Use this email sequence -- which comes complete with a timeline of when to send each message -- to stay top of mind with your expired listing sellers.

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                              Initial Response Email Templates Pack

                              An easy way to personalize your emails is to have a different initial response for each avenue from which you get leads. Check out our starter pack for emails to send right away to leads gained from Home Value Campaigns, Expired Listings, and FSBOs.

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                              Expired Listings Video Campaign Scripts

                              In GoodLife Realty's original process for prospecting to expired listings, we filmed a 10-part video series. Review samples of these videos from the June 18, 2014 Marketing Club Session, and download these scripts to modify and make your own.

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                              GLR 10-point Email Campaign for Expired Listings
                                Working with FSBOs
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                                Initial Consultation Template

                                Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                                Prospecting Scripts (Expireds Followup, Newsletter Followup, FSBOs

                                This resource covers our scripts for prospecting to FSBOs and for following up with your network after you send them an item of value, such as a monthly newsletter.

                                It also includes our script for following up with expired listing owners after you drop off the "My Home Didn't Sell, Now What?" guide. This process is described in the Marketing Club Session titled Updated Expired Listing Campaign Strategy.

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                                Initial Response Email Templates Pack

                                An easy way to personalize your emails is to have a different initial response for each avenue from which you get leads. Check out our starter pack for emails to send right away to leads gained from Home Value Campaigns, Expired Listings, and FSBOs.

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                                Rolling Averages Tracker - Template

                                Use this spreadsheet to determine your ongoing Listing Price to Sale / Closing Price ratios over time. The template is blank, and the Rolling Averages Tracker - Sample is filled out with information to show you what a completed spreadsheet will look like.

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                                Master Market Spreadsheet - Template

                                Use this spreadsheet to track a variety of important market statistics, as well as interpret them visually in easy-to-read graphs. The template is blank, and the Master Market Spreadsheet - Sample is filled out with information to show you what a completed spreadsheet will look like.

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                                Master Market Spreadsheet - Sample

                                Use this spreadsheet to track a variety of important market statistics, as well as interpret them visually in easy-to-read graphs. The Master Market Spreadsheet - Template is blank, and this sample is filled out with information to show you what a completed spreadsheet will look like.

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                                Rolling Averages Tracker - Sample

                                Use this spreadsheet to determine your ongoing Listing Price to Sale / Closing Price ratios over time. The Rolling Averages Tracker - Template is blank, and this sample is filled out with information to show you what a completed spreadsheet will look like.

                                  Working with Investors
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                                  Initial Consultation Template

                                  Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                                  Cash Flow Calculator - Investment Spreadsheet Sample and Template

                                  Help your clients determine the potential return on investment on properties they’re interesting in purchasing for cash flow. This template is brandable and includes sample data so you can see a worked out example.

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                                  Real Estate Investment Video Series Campaign Collateral

                                  Educating your clients on real estate investing is a new point of value you can provide them. Discover how we communicated this offer to our audience at GoodLife Luxury and get the resources to create your own campaign.

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                                  Sample Residential Lease Agreement

                                  See a sample lease agreement that Garry uses with his own tenants here in Austin.

                                    Working with Sellers
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                                    7 Video Walkthrough Tips for Home Sellers

                                    Give this guide to your home sellers so they can help you create professional-quality video marketing collateral for their home.

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                                    Property Marketing Plan Template

                                    Demonstrate your marketing expertise with this detailed property marketing plan that also serves as a checklist to a successful Just Listed campaign.

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                                    Initial Consultation Template

                                    Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                                    44-Point Listing Lead Campaign Checklist

                                    Fill your pipeline with leads, listings, and clients while dominating discount brokers & the competition.

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                                    Timing Your Move Worksheets

                                    Edit this customizable worksheet to use in convincing sellers to meet with you now rather than later. It illustrates how waiting to move can hurt their net on the sale of their home. Contains Word, Pages, and PDF versions of the worksheet.

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                                    Good Home Value Analysis Graphics

                                    One of your most valuable services as a real estate agent is being able to provide an accurate and highly personalized value analysis of a home. Promote this service in an interesting way with these graphics. This file contains two graphics to use for your next Facebook ad or in your next email, as a banner image.

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                                    Luxury Digital Listing Presentation Template - Powerpoint and Keynote Formats

                                    Make a lasting impression on your prospective sellers with this sleek marketing proposal that’s meant to be a conversation piece showing the sellers what’s in it for them when they work with you. This presentation is completely customizable for your business and individual customer.

                                     

                                    Compare to our original Digital Listing Presentation Template here.

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                                    Database Prospecting Scripts

                                    This resource includes two script templates: one for after you send out an item of value like the Monthly Digital Marketing Campaigns, and another for when your client is about to close on a transaction.

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                                    Seller Update Report - Template

                                    Keep your sellers abreast of all your marketing activities for their home to show them how much work you put in to get your commission. This template is fully brandable and customizable for each client.

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                                    Seller Homework Templates

                                    Also called the "Seller Homework Template." Increase your chances of getting a signed listing agreement at your next appointment by engaging and educating your seller before even showing up at the house. Have them fill out this short homework packet to impress them and develop an amazing marketing narrative to sell their home.

                                    YouTube Marketing
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                                    Setup and Brand Your YouTube Channel Checklist

                                    Use this checklist to learn how to setup and configure your YouTube channel, as well as get ideas of ways to create engaging content that will intrigue your audience and grow your real estate business.

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                                    YouTube Ads Checklist

                                    Follow this checklist to learn how to setup a Google Ads campaign to promote your YouTube videos.

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                                    Video Script Template by Mary Anglin

                                    Marketing Club Member Mary Anglin is killing it on YouTube. Follow her script template to make sure each one of your videos is as engaging as hers and showcases your market expertise!

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                                    The Google Ads Blueprint

                                    See the four stages of generating real estate leads using Google Ads with this visual blueprint.

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                                    2018-09-19 Member Training - Simple Strategies for Marketing on Facebook, Google, and YouTube

                                    Quickly review the information from this call using the slides from the presentation.

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                                    2018-07-18 Coaching Session - How to Create and Promote Your YouTube Channel

                                    Quickly review the information from this call using the slides from the presentation.

                                      Resource Type - Checklist
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                                      Virtual Home Showing Strategies Checklist

                                      Get the details of online open houses, Lazy Listing Tours, walkthrough video tours, and video chats. You'll learn when to use which strategy and what equipment you'll need for each.

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                                      7 Video Walkthrough Tips for Home Sellers

                                      Give this guide to your home sellers so they can help you create professional-quality video marketing collateral for their home.

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                                      YouTube Ads Checklist

                                      Follow this checklist to learn how to setup a Google Ads campaign to promote your YouTube videos.

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                                      Advanced MVP Checklist

                                      Once you've mastered the basics, take your implementation of the MVP to the next level with this checklist of ideas.

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                                      How to Use Facebook Business Manager

                                      In this guide, learn how to create your Facebook Business Manager account, add business pages and other assets, and navigate the new access portal.

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                                      SPP - Social Research Checklist
                                      Many agents are afraid to pick up the phone because they feel like they have nothing to talk about. But in today’s digital age, you can use technology to overcome that fear. Before you make your next prospecting call, conduct what we call “social research” on your client.

                                      Social research refers to the process of looking your client up online to develop some context for who they are and what matters to them. Download this checklist for a guide on what to look for.

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                                      Manage Your Facebook Lead Ads with Google Sheets

                                      Facebook Lead Ads are incredibly useful tools, but managing the leads that come in can be a bit confusing. Instead, follow this checklist to easily see all your leads in one place by connecting your Facebook Lead Ads to Google Sheets using Zapier.

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                                      Real Estate CRM Comparison Chart

                                      This chart shows a basic feature comparison for a short list of CRM products we’ve either tested, used, or received a qualified recommendation.

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                                      Marketing Your Market Updates Landing Pages on Social Media Checklist

                                      Follow this checklist to successfully promote your Market Update Landing Pages on Facebook. The guide gives you copy for a free post to your business page as well as instructions for running paid ads.

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                                      How To Create Your Facebook Business Page

                                      A guide for how to setup and optimize a Facebook Business Page for real estate.

                                      Resource Type - Session Recaps
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                                      RECAP: The Buyer Presentation Template to Get Buyers Under Contract Faster

                                      A PDF version of the recap email sent to members following the October 16, 2019 Member Training.

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                                      RECAP: The 5-Phase Buyer Tour for Showing Fewer Homes & Wowing Buyers Into Action

                                      A PDF version of the recap email sent to members following the November 6, 2019 Member Training.

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                                      RECAP: Facebook Messenger Bot Masterclass with Travis Moore

                                      A PDF version of the recap email sent to members following the July 17, 2019 Member Training.

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                                      RECAP: 5 Simple Steps to Triple Your Number of Qualified Leads

                                      A PDF version of the recap email sent to members following the September 19, 2019 Member Training.

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                                      RECAP: Chip Barkel's Listing Toolbox

                                      A PDF version of the recap email sent to members following the July 3, 2019 Member Training.

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                                      RECAP: Make a Powerful Impression with Your Online Presence

                                      A PDF version of the recap email sent to members following the August 21, 2019 Member Training.

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                                      RECAP: How to Swipe Clients from iBuyers

                                      A PDF version of the recap email sent to members following the October 3, 2019 Member Training.

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                                      RECAP: Google Ad Campaign for Getting Seller Leads

                                      A PDF version of the recap email sent to members following the June 19, 2019 Member Training.

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                                      RECAP: Pre-Listing Packet Tips & Strategies to Stand Out and Sell More Homes

                                      A PDF version of the recap email sent to members following the September 4, 2019 Member Training.

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                                      RECAP: How to Use Facebook to Deliver Fresh Buyer and Seller Leads

                                      A PDF version of the recap email sent to members following the August 7, 2019 Member Training.

                                      Resource Type - Email Template
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                                      12-Point Expired Email Sequence

                                      Use this email sequence -- which comes complete with a timeline of when to send each message -- to stay top of mind with your expired listing sellers.

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                                      Initial Response Email Templates Pack

                                      An easy way to personalize your emails is to have a different initial response for each avenue from which you get leads. Check out our starter pack for emails to send right away to leads gained from Home Value Campaigns, Expired Listings, and FSBOs.

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                                      11-Point Home Seller Email Sequence

                                      Every contact you have with a potential customer is a step to turning them into a real client. Take the guesswork out of nurturing your seller prospects with this professional email sequence designed to get your readers to reach back out to you.

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                                      11-point Home Buyer Email Sequence

                                      Use this new buyer email sequence to stay in contact with your buyer leads after they submit their information to you online. These messages on this timeline will ensure that you get a call back!

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                                      Digital Pre-Listing Packet Email Template

                                      Send out this email template after you schedule your listing appointment to immediately engage your potential seller.

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                                      Converting Online Seller Leads Email Templates

                                      Once you have the contact information for an online seller lead, you need to carefully nurture them. Use this professionally written sequence of emails to stay top of mind. Based off training from the February 11, 2015 Marketing Club Session titled "Converting Online Leads - Seller Edition."

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                                      Email Template for Reviews and Testimonials

                                      Use these email templates to request reviews and testimonials from your past clients. We've written every word intentionally to make sure you get the most 5-star reviews possible!

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                                      Online Buyer Lead Process and Follow-Up Emails

                                      Converting online leads is a delicate process. Use the email templates and process outlined in this resource to ensure that you turn those online buyer leads into commissions.

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                                      Sample Email 1 - Buyer's Offer

                                      Students of the Real Estate Negotiation Institute used these exact buyer offer letters to help put their clients ahead of the pack in multiple offer situations. Use them as templates for your next offer letter.

                                      Download Sample Email 2 - Buyer's Offer here.

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                                      Sample Email 2 - Buyer's Offer

                                      Students of the Real Estate Negotiation Institute used these exact buyer offer letters to help put their clients ahead of the pack in multiple offer situations. Use them as templates for your next offer letter.

                                      Download Sample Email 1 - Buyer's Offer here.

                                      Resource Type - Manual
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                                      Stimulus Paycheck Protection Program Cheat Sheet

                                      Our tax firm put together this Stimulus Cheat Sheet for their clients. As of this post, independent contractors can start applying April 10, 2020.

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                                      Negotiation Skills Reading List

                                      Refer to this list of books written on the subject of negotiation to continue to build your skills.

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                                      Sue B. Zimmerman's 2019 Instagram Strategy Guide

                                      Guest speaker Sue B. Zimmerman's strategies to get more followers and buyers from Instagram, while becoming a go-to-authority in your niche.

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                                      LinkedIn Implementation Plan for Real Estate

                                      This resource walks you through how to set up and use your LinkedIn to get more leads and referrals, as taught by LinkedIn expert Ted Prodromou.

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                                      The Google Ads Blueprint

                                      See the four stages of generating real estate leads using Google Ads with this visual blueprint.

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                                      2018-10-17 Member Training Workbook

                                      Download this workbook for notes on the October 17, 2018 Marketing Club Session.

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                                      Case Study Guidelines

                                      We’re giving you a chance to appear on The Paperless Agent’s own blog! Tell us how your experience with The Paperless Agent training has changed your business for the opportunity to get some good Google-juice and also more traffic to your website! Follow these guidelines to submit your case study.

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                                      Marketing Consultation Giveaway Guidelines

                                      Take your marketing campaigns to the next level with a little bit of personalized help from our very own digital marketing expert, Chris Scott. He’ll take a deep-dive into a marketing campaign of your choice and tell you how to optimize it for your audience so that you can start achieving your objectives faster and at a lower cost per click. Enter to win this consultation, valued at over $4000, by following these instructions.

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                                      Split Testing Facebook Ad Campaigns Guide

                                      Running a Facebook ad isn't a one-and-done kind of deal. To be really successful, you need to analyze the results of your ads after they run for a time. Learn in this checklist how to analyze your ads for effectiveness and then make ad variations (called split tests) to improve results.

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                                      Using the Facebook Pixel Guide

                                      One of the more advanced Facebook advertising techniques involves using a Facebook Pixel. Use this checklist to learn how to create the pixel, install it on your website, and create custom audiences to retarget your website traffic with new Facebook ads.

                                      Resource Type - Script
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                                      Market Update Video Script for January 2020

                                      The supporting script to make an outstanding market update video for January 2020.

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                                      iBuyers Social Video Script

                                      Film a video to educate your leads and clients about working with iBuyers and promote it on your preferred social media channels.

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                                      3Ps Video Scripts

                                      The 3Ps are "Preparation, Price, and Promotion." These are the three most important factors to selling a home faster and for more money in a competitive market. Use these scripts to film an educational video series on how you work with the 3Ps to effectively sell homes in your area.

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                                      Video Script Template by Mary Anglin

                                      Marketing Club Member Mary Anglin is killing it on YouTube. Follow her script template to make sure each one of your videos is as engaging as hers and showcases your market expertise!

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                                      Database Prospecting Scripts

                                      This resource includes two script templates: one for after you send out an item of value like the Monthly Digital Marketing Campaigns, and another for when your client is about to close on a transaction.

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                                      Online Lead Follow-Up Phone Scripts

                                      This resource includes two scripts for following up with online leads, one for immediately after you connect with them, and another for a secondary follow up. Each script has a version for a live phone call, a voicemail, and a text message.

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                                      Prospecting Scripts (Expireds Followup, Newsletter Followup, FSBOs

                                      This resource covers our scripts for prospecting to FSBOs and for following up with your network after you send them an item of value, such as a monthly newsletter.

                                      It also includes our script for following up with expired listing owners after you drop off the "My Home Didn't Sell, Now What?" guide. This process is described in the Marketing Club Session titled Updated Expired Listing Campaign Strategy.

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                                      Seller Consultation Script

                                      Your first contact with your seller clients is the first real impression of your brand that they will get. Follow this script to make sure it's a thorough and excellent experience for them and also to get all the crucial info you need the first time.

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                                      Expired Listings Video Campaign Scripts

                                      In GoodLife Realty's original process for prospecting to expired listings, we filmed a 10-part video series. Review samples of these videos from the June 18, 2014 Marketing Club Session, and download these scripts to modify and make your own.

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                                      Listing Appointment Dialogue Tips

                                      In this resource, we offer some scripts and dialogue tips to help you overcome some common objections you might encounter during a listing appointment, such as "I'm interviewing other agents" and "Will you discount your commission?"

                                        Resource Type - Slide Deck
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                                        2020-10-07 Member Training - Using Canva for Real Estate Graphics

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-09-16 Member Training - 1-Minute Real Estate Video Templates

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-08-19 Member Training - Instagram Listing Secrets

                                        Quickly review the information from this call using the slides from the presentation. Includes a checklist for how to run ads on Instagram.

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                                        2020-08-05 Member Training - Social Media Tactic to Reach Your Clients and Leads

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-07-15 Member Training - Property Marketing Plan to Multiply Listings

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-07-01 Member Training - Listing Scripts & Templates

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-06-17 Member Training - Instagram Leads Using 5-Step Marketing System

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-06-03 Member Training - Listing Lead Campaign

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-05-06 Member Training - Social Media Strategy for a Slingshot Recovery

                                        Quickly review the information from this call using the slides from the presentation.

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                                        2020-04-15 Member Training - Virtual Showings & Open Houses

                                        Quickly review the information from this call using the slides from the presentation.

                                        Resource Type - Template
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                                        Real Estate Social Media Strategy Calendar Template

                                        Learn what to post on social media to help you look good to new leads and stay top of mind with past connections. Includes a calendar template to help you plan out your posts. Zip file of Keynote, Powerpoint, and PDF formats.

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                                        Property Marketing Plan Template

                                        Demonstrate your marketing expertise with this detailed property marketing plan that also serves as a checklist to a successful Just Listed campaign.

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                                        Buyer Property Tour Template

                                        Organize your property tour using this template so that you have all addresses and contact information easily at hand.

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                                        Seller Priorities Questionnaire

                                        Use the Seller Priorities Questionnaire Template to discover the sellers' priorities to craft the best buying offer possible.

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                                        Initial Consultation Template

                                        Set the right expectations for communication between you and your client during your very first Initial Consultation. Get our template to standardize your phone calls and make sure you get all the info you need, every time. Also includes an example.

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                                        Listing Presentation Slide - iBuyers

                                        Add this slide to your listing presentation to introduce to your potential sellers how you can represent them to iBuyers. Powerpoint and Keynote formats.

                                        Get the full listing presentation template here.

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                                        iBuyers Campaign Post Card

                                        Bonus marketing material for the October 2019 Monthly Value Program on the topic of “Everything You Need to Know About iBuyers and the 'Instant Cash Offer'." Zip file of Powerpoint and Keynote formats of the post card template.

                                        See the rest of the October 2019 MVP here.

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                                        The Professional Dossier

                                        Turn your network of relationships (clients, contacts & people you know) into door-stomping advocates by giving them the tools to refer you to the people they know.

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                                        The Professional Network Campaign

                                        100 people you can turn into fans, advocates, human-billboards to build up your presence in your local marketplace. Includes a script for scheduling meetings with these professionals as well as a meeting template.

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                                        Home Anniversary Campaign Note Template

                                        Send out personal notes using this template to stay in touch with homeowners in your database and ensure you're the first to know when they start thinking of making a move.

                                        Resource Type - Worksheet
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                                        Online Identity Scoring Chart

                                        A detailed rubric for grading your online presence.

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                                        14-Day Business Goal Setting Challenge Worksheet

                                        Get the worksheet to guide you through the 2019 Business Goal Setting Challenge. Downloads as a zip file, contains both Pages and Word versions of the worksheet.

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                                        Agent Referral Questionnaire

                                        Use the questions on this worksheet to evaluate to make sure you're sending your referrals to the best choice of agent.

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                                        Timing Your Move Worksheets

                                        Edit this customizable worksheet to use in convincing sellers to meet with you now rather than later. It illustrates how waiting to move can hurt their net on the sale of their home. Contains Word, Pages, and PDF versions of the worksheet.

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                                        Marketing Campaign Builder - EXAMPLE

                                        Using this worksheet, fill out your answers to the questions of the 7 Steps before you build your next marketing campaign. We’ve included example answers to get you started in the right direction.

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                                        Marketing Collateral Evaluation Tool

                                        Before you implement a new marketing piece, evaluate it using this worksheet, which is designed to help you suss out any weaknesses and provide you the opportunity to strengthen your campaign.

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                                        Good Business Planner - Sample and Template

                                        Figure out your production goals for the upcoming year with this template. Make sure to reference the sample to ensure you've set it up correctly! Also, watch the following training:

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                                        LinkedIn Profile Builder Worksheet

                                        A strong LinkedIn profile tells prospective clients that you are professional and accomplished. Use this worksheet to figure out what you should include on it.

                                         

                                        See also: All-Star LinkedIn Profile Checklist.

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                                        Dangers of Delay

                                        Edit this customizable worksheet to use in convincing sellers to meet with you now rather than later. It illustrates how waiting to move can hurt their net on the sale of their home.

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