Welcome to the Webinar: Audio Options Webinar Tool bar To listen to the webinar through the speakers on your computer, click the “use mic and speakers” button To dial in via telephone, click “use telephone” then dial the number that appears along with the access code and audio pin. For help, call us: 973-630-5644

Questions and Discussion You’ll be in “listen only” mode for this webinar. Question and Answer section on the right of your screen. Type in your questions here. We will address questions at the end of the webinar Webinar Tool bar

Upcoming Webinars Mark Your WeichertPRO Calendars Date Time Hot Topic Monday, May 12 1:00 – 1:30 pm How to QUICKLY and EASILY bring all your contacts into WeichertPRO Monday, June 9 The Power Behind the Contact Record

April 2014 All User Webinar Hot Topic : How to use WeichertPRO’s Contact Organization Tools to make More Money

WeichertPRO will take you from here…

…To here

Step 1: Add the basic data to all contact records

Step 1, continued: Motivation for moving and Full Address(s)

Step 2: Every Contact needs to be assigned to a Group and a Source Select More than one Choose from the list or Create Your Own Group – is used for marketing, follow up and generating call lists Source – is for tracking your business and developing a plan to increase it

Step 3: Create an Action Plan for your Groups Weekly Follow Up Email & Call Reminders with Group Lists Attached

Step 4: Update the plan & let PRO organize & track your results

Use the Auto-populated call list to reach all your prospects from one page

Your Notes and Follow up Plans are automatically stored in your contact folders

Email your Groups as part of your Action Plan

No need to create folders and move Client messages like in other mail services…

Your Client Emails are Automatically Saved and Organized in Your Contact Folders

Let’s take a quick look at the other tabs in the contact record Your next step (Update) in the WLN plan is located here The tasks/reminders you created are listed here All the Open Houses you scheduled for this client are listed here

Consistent & Efficient Follow Up = Closed Deals

Closed Deals = Happy Clients

Happy Clients = Life long Referrals

Stay on Track by Syncing your Mobile Device to the PRO Calendar Scheduling and managing your time: Recurring prospecting time slots Slots for new customer appointments Open Houses Viewing homes Personal Appointments

and Receive Appointment Reminders You can set this up to receive your daily agenda via eMail.