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  • Database Management

    Thank you for taking action today to get yourself the leverage you have been looking for in your business. Below is how we can help you be more efficient and take your business to the next level.  We make this part of the process seamless and simple so you can move on to dollar-producing activities!
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    How the 36-Touch System Drives Sales
    The Database Management system works by systematically building trust and demonstrating value over time, ensuring that when a client needs your services or is asked for a referral, they think of you first.

    Systemized Marketing: Provides a clear, actionable plan for year-round contact that prevents agents from getting overwhelmed.


    Increased Visibility & Top-of-Mind Awareness: Consistent contact (an average of 3 touches per month) keeps you top of mind with your clients. People tend to forget a brand or offer every 17 days, so frequent engagement is key.


    Trust, Expertise & Stronger Relationships: High-impact, valuable touches—such as providing hyper-local market statistics, an annual equity check-up, or a client appreciation event—position you as an expert, not just a salesperson. Builds deeper connections with your Sphere of Influence (SOI) and past clients.


    Predictable Income: Creates a steady flow of business by systematically nurturing your database, leading to consistent referrals. By moving away from random lead generation and focusing on a systematic follow-up with a known database, you build a more predictable, referral-based business.


    Key Variables for Your Results
    The actual number of units you gain will depend on:
    Database Quality: The 17:100 ratio is for people you already have a relationship with ("mets"). Results from cold leads will be different.


    Execution and Consistency: The system only works if executed daily and systematically. Skipping touches or relying on low-impact automated emails can reduce effectiveness.


    Market Conditions: Your specific industry and local market dynamics will influence sales cycles and conversion rates.


    Quality of Touches: Personal phone calls, valuable direct mail, and in-person events often have a higher impact than generic, automated emails.


    In essence, the Profile Plus Database Management system is a framework to maximize the potential of your existing network. By systematically caring for your client relationships, you dramatically increase the likelihood that they will do business with you or refer you to others. We are here to partner with you to turn your contacts into a significant financial asset instead of an unused Rolodex.

    What's Included:
    • Weekly systematic comb-through (DTD2) 

    • Monthly newsletter emailed (*additional charges may apply for customer newsletters)

    • Weekly call list sent to help you stay in close contact with your database

    • Set up drip campaigns

    • Campaign creation as needed

    • Happy Birthday text/email/list emailed (*additional charges may apply for texts)

    • Happy Anniversary text/email/list emailed (*additional charges may apply for texts)

    • Add contacts to your database

    • Postcard/mailer creation
    • Layout, upload addresses, and place order

     

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  • Please help us understand what you are looking for & how to access your database(s) -

  • Newsletter & DTD2 Info

    DTD2 stands for "Do the Database Two". DTD2 is a systematic, repeatable, manageable way of contacting your entire database by phone 4 times over the course of 1 year. We will send you your database as 2 letters a week, spread out to touch the whole database each quarter.
  • Newsletter Topics

    We use MailChimp for Newsletters. Most accounts are free of charge; however, if you have over 500 emails addresses in your CRM there will be an additional charge for a paid MailChimp Account. Link to MailChimp pricing: https://mailchimp.com/pricing/marketing/
  • Terms of Service

    First payment will be processed right away. Succeeding payments will be processed the first week of every month.

    Pricing and Commitment

    • Choose One Package for: $325/month
    • Add on each additional package: $275/ month each
    • Single Event Coordination $295/ per event

     (6 month commitment requested - though, if it's not going well we don't expect you to stay)

    HOURS - posted in Central Time Zone

    Ongoing Support 8am-5pm Monday - Friday 

    Urgent weekday tasks* until 9pm 

    Urgent weekend tasks* 11am-7pm

    *Urgent tasks - Showing Help, Doc Prep, CMA/Comps

    Follows Offer Team Holidays 

     

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