| January 15, 1999 |
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One of the greatest moneymaking features of contact managers, such as Top Producer and PREP, is their ability to use fully automated follow-up action plans. Simply put, these programs allow you to specify any sequence of actions (call, postcards, letters, etc.) that you would like to use for prospecting, and then apply the entire plan to any contact with the click of a button. For example: Using an "action plan" you can easily insure that every person in your sphere of influence receives a custom, and personalized, prospecting letter every single month. While each contact manager comes with a standard set of "stock" letters to use, it's important to think of these generic plans as "soup starter." Before using any plan that comes with the program, I strongly suggest that you modify the letters that come with the program, and add your own letters to the plans, as well. For instance, Top Producer comes with a generic "12 Month Farm" action plan, which simply contains a letter each month for a year. While this kind of follow up is superior to what most agents use, you will receive much greater impact, and more leads, if you customize the action plan so that: This kind of follow-up insures that you're in constant contact with your
prospects, without becoming too predictable.
While you might spend several hours customizing each action plan that comes
with your contact manager, you'll find that the results are well worth the
investment.
Not only will prospects respond much more favorably to the customized
follow up, but you can easily extend a twelve-month action plan to three or
four years. And, since you've modified the plan before applying it to a
prospect, you'll only have to do this once! Your customized action plan
can be used over and over again!
While many agents use the action plans just as they come out of the box,
you will see an increase in leads, for years to come, if you will just take
the time to customize these action plans to create your own unique
marketing program.
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