How to make your CRM into a Money Machine (Actual Plan)

Your Monthly, Quarterly, or Seasonal Center of Influence and Past Client Suggested Event Schedule…
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Note: There are several categories of events: events you create, promote, and manage yourself, events that you can sponsor, which are created by others, and smaller get-togethers with select groups from your list.
1 January:  Happy New Year Party –or- a How To Winterize Your Home video message.  If you’re having a blizzard where you live, make a video about preparedness, emergency systems, where to get the best snowblower, etc.
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2 February:  Use Red Hot candies for a pop-by gift, ‘It might be cold outside, but the market is red hot!’  Or ‘I love referral business!’  Using heart candy or heart candles. You can use these for doorknocking, lead follow-up, open house giveaways, and at the closing table.  Bring them to new build reps and ask for their resale referrals.
3 Spring:  Tax time, free CMAs, and closing statements to last year’s clients. You can do one video email offering an updated market analysis and follow up with phone contact.
4 Spring: ‘Buy or Sell With me / Adopt A Pet For Free’ promotion.  Work with your ASPCA or local shelter for a specific format. They often promote this to you with press releases or events like PetSmart adoption days.  Promote your event via video sent to your database, individual phone calls to invite your people, and of course, post on social media.  Note: Press releases are easy to get published. This is the type of event that gets a lot of media attention.
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5 May:  Memorial Day Parades, especially if you’re in a military or historic town.  Participate in existing parades, and give out candy water bottles or American flags.  Create a Facebook live session or a video about VA loans and how they work.  Doorknock your neighborhood and doorknock prior to your open houses with red, white, and blue candy and flags.
6 June: Paper ‘n Pancakes Paper Shredding Party! Rent a shredding truck and a pancake food truck and host a shredding party at your office or at an events center or clubhouse. This has a surprising turnout and doesn’t cost much!
7 Summer Tornado / Hurricane / Fire season.  After a disaster, host a donation drive. You can do this doorknocking, or ask people to drop donations at your office or home office.  Get good press for this through your local papers and TV stations.
8 Summer / Fall:  Work with the American Red Cross for a blood drive. They’ll bring the BloodMobile to your location and even prospect for you so you have maximum turnout.
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