30 DAY – EO
Escrow Eclipse Challenge ACTION ITEM 1 Update/make current Linked In/Facebook/ Instagram 2 Post a picture showcasing a highlight of your day 3 Create a list of clients and targets *** required with 4 Join a Facebook group in your marketplace and engage in a post. 5 Connect and engage with someone you’d like to recruit to WFG 6 Send out a newsletter, midyear email update, or video for your clients.
7 Find a piece of content you like in BAM! and share it on your newsfeed
CLIENT CONNECTIONS
GET TO KNOW ME 8 Write a post about something personal or unique that will help clients connect to you
9 Write a post about a hobby you enjoy and ask if others like it too
10 Recognize someone (and tag them) for the impact they’ve had on your life 11 Share a past memory in present day
15
Schedule 4 coffee check ins (in person or zoom) 16 Create a Facebook / Instagram story and interact with the people who like it
17 Connect to 10 prospects in your market & comment on one of their posts 18 Send a prospect a message (card or email ) connecting them with a rep.
talking about something you’ve done to help a client
19 Spend 30 minutes friending as many clients and targets as you can find
13 Take a screenshot of a webinar
20 Send 10 emails to the reps
12 Create a Facebook video
you attended and discuss something you learned
14 Post a fun or thought provoking question to your audience and interact with people who comment
connecting them with co-ops of non WFG Clients. 21 Attend an industry function to meet prospective clients or connect with current ones.
22 Write a thank you card or email
on every closing you have in August to Lender and/or Realtors
Work the Escrow 23 Set up a Zoom meeting with a potential client. 24 Call a former client to reconnect. Get feedback, learn, and work on re-earning their business. 25 Create a post about a WFG product and how a client can leverage it 26 Write 10 thank you cards 27 Call and introduce yourself to 5 prospects. 28 Check the hotsheets and request an escrow from a listing. 29 Ask 10 clients to complete the customer service score at closing; lender, realtor, buyer, seller lender. . 30 request 10 people to provide a positive review post close (google).