2025 Business Plan - Actions for Success
Berkshire Hathaway HomeServices Jordan Baris Realty provides associates with an outstanding client-service model to enhance the client experience. In striving to provide consistently outstanding service, the company focuses on the associate experience as well, providing associates the tools, processes and support needed to build a strong portfolio of sold listings. With a client-centric and associate-driven focus, Berkshire Hathaway HomeServices Jordan Baris Realty aspires to build market share in each of its core markets and build a strong and profitable presence in new markets.
Name
First Name
Last Name
Email
*
example@example.com
Who is your Manager?
*
Carol Abdo
Teri Gamble
Pam Taylor
Blossom Vernon
AREA OF FOCUS: During the period of this plan, my marketing efforts in building a strong presence and a referral network is in
(Enter the name of a neighborhood, area, type of property or other market segment).
Career Development
Ongoing skills enhancement - Predictive to obtaining appointments
Sources of Business Predictive to Lead & Appointment Generation
Daily Morning Calls 5-5-4
Sphere of Influence
Real Estate Reviews
Geographic Farming
For Sale By Owner Prospecting
Expired Listing Prospecting EXPIRED LISTINGS
Open Houses
Circle Prospecting
Personal Referrals
Buyer Property Matches
Curate Your Warm List
Forever Client Quartely Communication
Target Marketing
Other
Tactics - Calls/Conversations Predictive to Daily Leads/Appointments
5/You Know 5/You Don’t/4 Follow-ups
Call / Offer Value to Those You Know
Call / Offer Neighborhood Equity RERs
Call & Walk your Farm
Intro Call to Preview the Home
OH Plan - Buyer Advantage Handbook
Call around an A, P, S Property
Call/Offer Value in your Ask for a Referral
MLS Daily Hot Sheet Calls
Call/Target Future Client Opportunities
Call Closed-Client List - Prior Years
Schedule Follow-up Calls
Other
Actions Predictive to Weekly Leads/Appointments
40-50 Calls per Week
Ask What-IF Questions
2/week F-to-F or Meet-ups
Offer Guidance for Top $
Monday Follow-up Calls
Offer Real Estate Value Reviews
Share Knowledge
Offer Real Scout
Ask ‘If/Dream’ Questions
Be solutions-oriented
Offer Seller/Buyer Guides
Other
Farming Prospecting
Send direct mail to property owners in my farm area
Send direct mail to farm w/ JB sold listings in farm area
When I take a new listing, send an outstanding flyer or postcard to 200+ neighbors
When I have a closing, send an outstanding SOLD flyer or postcard to 200+ neighbors
When walking in a neighborhood street, when neighbors present, introduce myself, present a business card and ask if they know of any properties for sale
Distribute brochures in businesses thru farm area
Host Farm Area Event
Contact owners of expired listings in farm area
Contact all FSBO owners in my farm area based on ads and signs
Offer to provide guest speakers to organizations in farm area
Contact prospective sellers in farm area
Hold Open Houses in farm area, given every opportunity
Create high-quality property brochures for all listing; distribute at open houses
Other
How Often Will You Send Mailings to Your Farm?
How Many Pieces in Each Mailings to Your Farm?
How many postcards will you send when there is a new sale in your Farm?
Farming Technology
Use JB Advantage with every buyer and seller.
Create a blog; post regularly
Monitor and utilize zillow.com Q and A
Register buyers in Real Scout
Use Pre-Marketing Guide in JBTeamTools with ‘maybe’ Sellers as an early selling plan; email or deliver it before every meeting w/actual Sellers on a listing appointment.
Use Selling for a Premium Listing Consultation for Seller Listing Appointments
Customize JB-provided website
Use Buyer Advantage Handbook & Path for Buyer Buy-in in JBTeamTools for new buyer conversion
Upload contacts in KVCore
Post automatic social media using SOCI
Post automatic social media using ACE
Use REMINE to access property ownership info and data
Access JBTeamTools for Quick Links to JB-provided resources
Access JBTeamTools Training Resource Library for Buyer, Seller & Prospecting Resources
Other
Daily Farming Actions
Review goals & progress
Enroll contacts in Real Scout Email Alert
Social networking by making a daily Real Estate Post
Contact to List FSBOs from web posts, signs, flyers, newspaper
Contact Expired Listings to increase listing business
Call 3 prospects
Visit jbteamtools.com & Resource Center
Ask all clients for Reviews
Respond to leads within 10 minutes
Monitor/Respond to email constantly
Request & present showing feedback (register and lockbox data)
Review GSMLS Hotsheet
timeblock 1 hour every morning for prospecting
Other
Referral Community Activities
Join a business group where the members recommend customers and clients to each other
Be active in a community organization
Be a professional at all times with all people in- person and online
Other
Proactive Referral Prospecting
ASK FOR REFERRALS
Buyers, sellers, mortgage lenders, attorneys and others I’ve done business with
Friends and relatives
Professional contacts – doctors, lawyers, accountants, government officials, neighbors
People met at gas stations, stores, schools, etc.
Attorneys to whom I recommend business
Other
Weekly Actions
ASK FOR REFERRALS
Buyers, sellers, mortgage lenders, attorneys and others I’ve done business with
Friday meeting
Breakfast club
GSMLS tour
Host open houses
Tech Talk and Tuesday Lunchtime Learning
Other
Listing Consultations
Preparing
Send Thank You confirmation note
Fill in forms as completely as possible
Deliver or email the Pre-Marketing Guide w/Value Proposition & 10 seller questions
Prepare CorePresent CMA
Other
At Meetings With Sellers
Present Testimonials/Reviews along w/contact info of past sellers of successful transactions
Review the CIS, Consumer Information Statement to confirm the type of agency relationship
Establish rapport before talking business; then, review the 10 questions from Pre-Marketing Guide of seller objectives
Educate the seller of the 3 critical decisions on pricing a home from the Pre-Marketing Guide. Review the CMA.
Educate the seller of the various condition strategies from the Pre-Marketing Guide to market their home for a premium
Present Selling for a Premium on Tablet or Laptop of BHHS & JB marketing & internet capabilities
Arrange for professional photos of ready-to-show rooms for Just Listed postcard, flyers, virtual tour.
Review Direct Mail & Email Blast
Review the Corporate Guide
Other
Listing Consultation Follow-Up
Send Thank You note
Return with manager (if not listed)
Add to KV Core Campaign
Other
Listing Marketing
Initial Marketing
Provide full and accurate information on the listing
Include owner name/phone on listing if owner occupied
Customize Marketing Material
Add minimum 25 ready-to-show photos on MLS
Enhance description on zillow.com and trulia.com
Post on social media
Erect a sign with name rider
Install key safe
Create print brochure and distribute at Friday meeting
Distribute brochure at property and to neighbors
Send Email Blast
Hold public open house(s)
Hold a broker tour
Order CO if required by town
Review the value to the buyer & the seller when seller purchases the HMS Warranty
Encourage owners to make obvious repairs immediately
Send Just listed postcards
Other
Weekly Listing Activities
Thank showing agents and request their feedback
Report to owners the results of every showing
Provide owners weekly report from realtor.com, zillow.com and trulia.com
Update CMA to provide similar property data for pricing perspective
Return all inquiry calls and e-mails promptly
Communicate with seller every week (even when there is no activity). Review effective pricing from Pre-Marketing Guide
Other
Accountability Tracking
Performance Data
Listings taken
% of listing consultations converted to listings
Listings sold
% of listings taken that are sold
# of listings taken that are sold
Relist rate
Other
Client Feedback
Customer ratings on Excellent Communications
Customer ratings on level of confidence
Customer survey comments
Personal Activity Data
Brochures prepared & sent
Networking activities
Contributions to JB company initiatives
Professional Development
Daily Activities Critical For Success
I will commit to having these daily activities in my calendar and will act on them:
Enter every new contact into KV Core
Enter every new Buyer Prospect into RealScout
Each morning review KV Core/RealScout and make calls/texts to
Send Calendar Invites Every Time I Schedule a Meeting
Send Reminder Texts the Night Before Meetings
Have Business Generation Time Scheduled Every Day in My Calendar
I Will Review MLS Hotsheet Daily to Keep Posted on the Market
Schedule 3 Sphere of Influence Calls Daily in My Calendar
I Will Schedule "Me Time"
Other
Weekly Activities Critical For Success
I will commit to having these weekly activities in my calendar and will act on them:
Schedule a Weekly Beneficial Lunch
Post on Social Media Real Estate Content
Visit JBteamtools.com to keep up to date.
Visit BHHS Resource Center and the Marketing Resource
Attend Lunchtime Learning Tuesdays at Noon and add to my calender
Attend Friday Power Hour at 9 am and add to my calendar
Other
Commitment
I will work diligently daily to implement this plan to have a successful 2025. As the year progresses, I will review my plan and results. As needed, I will adjust the activities in my plan to maximize my results.
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