REALTOR® Magazine Online: Action Plan Worksheet

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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. 3: Action Plan Worksheet
Use the chart to update your salespeople about company e-mail policy during the sales meeting. Use the blank form below to customize your own chart.

The left column lists e-mail considerations. The "remarks" column provides suggestions on how you can incorporate these considerations into your office policies. Use the other columns to identify whether the guidelines will become part of the policy or simply suggestions. For example, if copyright considerations will be part of your policy, place a checkmark under the policy column and indicate where to find the information in the policy manual. If the topic is already part of your office policy, provide a copy.

E-mail Considerations	Policy	Suggestions	Guidelines
Copyright			Consider implementing office policy guidelines indicating that information on the Internet is copyrighted. Salespeople should give credit to the source if they borrow a few lines from a site and should ask permission if they use more extensive information.
Using the company e-mail system			Remind salespeople that when they use the company e-mail system, they’re representing the company.
Etiquette			Explain that proper use of e-mail—correct spelling, avoiding all capital letters— demonstrates professionalism.
Integrating e-mail into a marketing plan			Emphasize that salespeople shouldn’t send unsolicited e-mail, or spam. It is illegal to send out e-mails unless a person has requested information or given you permission to send certain types of information. E-mail newsletters should include an easy way for recipients to unsubscribe. Salespeople should explain the company’s privacy policy or compose their own at their Web site so that contacts can be sure their personal information isn’t being shared.
E-mail signatures			Identify what salespeople should consider including in their e-mail signatures (company name and contact information, link to company's privacy policy).
Viruses			Encourage salespeople to install an antivirus program on their laptops and home computers, and consider offering training on how. If your company has installed such a program on in-house computers, show them how to use it.

Component 4, next page >

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