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  SALES MEETING TOOL KIT: USING E-MAIL EFFECTIVELY
 

Component 1: Facilitator talking points

Component 2: E-mail agenda

Component 3: Action Plan worksheet

Component 4: Story of business e-mail success

Component 5: Activity 1: E-mail Quiz (handout)

Component 6: Activity 1 answers

Component 7: Appropriate uses of e-mail (handout)

Component 8: E-mail etiquette (handout)

Component 9: E-mail marketing tips (handout)

Component 10: Making personal contact

More Resources
  Component No. 2: Agenda

Welcome (2 min.)

True stories (3 min.)
1. Read the article about using e-mail effectively in business, or
2. Relate personal stories on e-mail success or disaster

Background, goals, and objectives of the e-mail meeting (3 min.)

Activity 1E-mail true-false quiz (5 min.)
Review and discuss the correct answers.

Using e-mail effectively (5 min.)
Different types of electronic communications and when each is appropriate

E-mail etiquette (7 min.)

Activity 2Advantages and disadvantages of e-mail (7 min.)
List the advantages and disadvantages of e-mail. Discuss ways to use those advantages in your marketing practices.

Marketing tips (7 min.)
Share how e-mail has and hasn’t worked for you.

Making personal contact (7 min.)
Discuss when and how to move from e-mail communications to more of a personal form of communication (phone, face-to-face contact).

Activity 4—A contest (2 min. set up)
The first salesperson to respond to a first-contact e-mail, which the broker will send sometime during the week, wins a prize. Criteria: The winner must have responded in the appropriate time frame and used the e-mail techniques learned here.

Component 3, next page >