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Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
      2. Buyer Specialist
      3. Content Creator
    2. CEO Tasks
    3. COO Tasks
    4. CFO Tasks
  2. My Brand
  3. Common Tasks and How-To's
    1. Buyer Specialist - People - Getting Into a Routine
    2. Buyer Specialist - Clients - Showings - Booking Showings
    3. Buyer Specialist - Clients - Showings - Communicating Showings With Clients
    4. Buyer Specialist - Leads - Systemic Follow-Up
    5. Buyer Specialist - People - How to Organize People to Reach Them
    6. Buyer Specialist - People - How to Lead Generate
    7. Calls - Reasons to Call Someone
    8. Client Service - How to do a weekly update.
    9. Closing - What Forms Are Sent Where
    10. Contests - How to Export from KingSumo to Bombbomb
    11. Courier - How to Courier an Item or Document
    12. COVID-19 - Special Procedures
    13. Drive - How to Organize Google Drive
    14. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    15. Firm Sale - Sales Assistant Invoice
    16. Forms - Sales Assistant (SA) Invoice (2021) Procedure
    17. Generating Referrals
    18. Leads - How to write a calendar invitation to a lead
    19. Leads - How to write a postcard to a new lead.
    20. Leads - How to Introduce Yourself to a New Lead
    21. Meetings - How to Run a "Same Page" Meeting
    22. Meetings - Weekly "Level 10" Meeting
    23. People - Accounting and Bookkeeping
    24. Showing Time - How to Set Up
    25. Organization - Marketing Administrator Calendar Reoccurring Items
      1. Communication Channels Check Communication Channels Check + Last Minute Tasks
      2. 9 am Check-In
      3. 3pm Check-In
      4. Filling Out The Scorecard
      5. Social Media Statistics
      6. Ongoing Client Weekly Market Reports
  4. Marketing Plan
    1. Ads
    2. Client Events
      1. Old Procedures for Reference
      2. Holiday Kick Off Party
      3. Bonspiel for Shelter
      4. Tire Change Day
    3. Blog
    4. Content Marketing Hub and Spoke
    5. Giveaway Contests (Social)
    6. iXact eNewsletter
      1. iXact Monthly Email Newsletter Video Embed Workaround
    7. Bombbomb E-Blast
    8. Market in a Minute
    9. Our Website - nickfundytus.ca
    10. Monthly Market Summaries
    11. Open Houses
  5. Listing a Property for Sale
    1. Winning the Listing
    2. Pre-Listing Phase
      1. How to Create an Exclusive Feature Sheet on Beacon.by
      2. How to Create a Feature Sheet in Beacon.by
      3. Inputting Information for a New Listing in to Matrix
      4. Adding Pictures to a Matrix Listing
      5. Setting Up ShowingTime For a New Listing
      6. Putting a New Listing on The Website
      7. Preparing Documents for Electronic Signing
    3. Exclusive Listing Phase
    4. Listing Procedures (Old Procedures for Reference)
    5. Listing Paid Marketing
    6. Forms You Will Need - Listing
  6. Working with a Buyer
    1. Buyer Leads
    2. How to Book a Showing
    3. Buyer Procedures (Old Procedures for Reference)
    4. Depositing a Cheque with Another Brokerage
    5. Completing a "Receipt of Funds"
    6. Forms You Will Need - Buyer
    7. Buyer Presentation
    8. Sending Documents to the Lawyer & Mortgage Broker
  7. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  8. Tools and Apps
    1. Agent Resources
    2. Beacon.by
    3. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    4. Canva
    5. Fiverr
    6. Followup Boss (CRM)
      1. Follow-up Boss Sources, Stages and Tags
    7. Google Tag Manager
    8. iXact Contact (CRM)
    9. Matrix
      1. How to Book a Single Showing
    10. Nexone (Faltour)
      1. How to Mark Up a Counter-Offer for E-Signatures
      2. How to Create and Upload FINTRAC Individual Identification Records
      3. Finalizing in Nexone
      4. Nexone - How to Check Through Listings and Transactions
    11. Nickfundytus.ca
    12. Prezi
    13. RLP Smart Studio
    14. Showing Time
    15. Trello
    16. Webforms
    17. Kashoo
    18. Misc. Websites and their uses
    19. Instagram
    20. Slack
    21. Twitter
    22. Shorby
  9. Glossary - Definitions and Terms
  10. Contacts and Professional Referrals
  11. Ottawa Neighborhoods - Districts
  12. Team Forms
  13. Veem
  14. Buyer Agent Systems
    1. The Sales Funnel
    2. Karim's Social Media Profile
  15. Buyer Specialist - What Do I Do Every Day?
  16. Paid Promotions Guidelines
  17. YouTube Best Practices
  18. How to Record and Publish a Client How-To
  19. Further Learning
    1. Fundamentals of Digital Marketing
    2. Getting a business online
Marketing Plan {{ currentPage ? currentPage.title : "" }}

Summary

This is the marketing plan for Nick Fundytus

Who is this for?

This plan is for the lead and admin, as well as collaborators who may need to understand specific aspects (for example, the expectations of how a blog is written).

Description

Purpose of the Marketing Plan

To grow my business into a team so that I have dependable, scalable income and increased leisure time.

Objectives - What am I measuring?

  • To get 10 quality leads/month from my website

  • 30+ referrals/year

  • 25+ listings/year

  • 500K Gross Annual Commission

  • Improve likeability, trustworthiness, and demonstrate skill at scale.

Background - What have I been doing?

  • Previously, marketing was a mix of marketing/service and sales

  • Too many “random acts of marketing” were occurring without a holistic plan

  • I was losing weaker leads as they are not being nurtured and converted

  • I have a clear brand (“people first”) that I can build upon.

Competition - Who is my competition?

My competition comes in a few archetypes:

  • “Rob”

    • Has an established neighbourhood presence

    • Skilled and experienced

    • I have to beat this archetype based upon my preparedness and clear system.

  • “Jen and Diane”

    • Huge marketing budget

    • I have to win on personal service, focus on client, education

    • Will win on systems and level of attention

  • “Gab”

    • Young and fun

    • Real estate pedigree

    • Has some systems

    • Will beat him on organization

Not my Competition

  • Re/Max Core

  • FSBO’s - (purplebricks, grapevine, comfree)

  • Investor Agents (not the same clients as mine)

  • Gimmicky agents

Strategies - How do I reach my clients?

I have three main types of clients

  • Past Clients and Sphere of Influence

  • Sellers

  • Buyers

  • Past Clients and Sphere of Influence

    • Along with Sellers, this is the type of client where I should be expending 75% of my marketing effort. Past clients and SOI are my most valuable connections and create the best quality opportunities at the lowest cost. My SOI is ranked by priority in my CRM. I reach them by:

      • Pop-bys and events

      • Personal Notes

      • Calls

      • Socializing

      • Print Newsletter

      • eNewsletter

  • Sellers

    • Sellers are the second-most valuable type of client to market to. A seller with a listing allows me to generate buyer and seller leads and demonstrate credibility by doing (social proof). I reach them by:

      • Social funnel to web

      • Strong conversion plan and sales plan

      • utilize the life cycle of the sale to create many touch points and opportunities for marketing.

  • Buyers

    • Buyers are some of the least expensive leads to generate, but often take the most time to convert. I reach them by:

      • Social funnel to web

      • Byproducts of other marketing

      • Open Houses

Strategies - What principles am I basing my strategies on?

  • Marketing can build a brand, drive leads or nurture leads.

  • I use a hub and spoke model with my website as the hub.

    • This is a weatherproof strategy. I control the site and can adapt to new channels for the spokes as the social landscape changes.

    • By focusing on my blog/video blog at the hub, I can create a unified look for each marketing effort.

  • My strategy is multi-channel:

    • Facebook Profile

    • Facebook Professional Page

    • Facebook Group

    • Twitter

    • Instagram

    • Instagram Stories

    • LinkedIn

    • Email Lists

    • NEW - Geographic Farm

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