FAU Monday – Quick Start Checklist

Day one of Forever Agent University is your launchpad for success. We’ll introduce the Forever Agent mindset and outline what it means to build a relationship-based business. This session sets the foundation for your real estate journey with purpose, professionalism, and long-term vision.

Your To-Do List:

• Task #1 – Build Your Contact Database
  • Begin to create a database of your personal contacts and sphere of influence. The database needs to be compiled into Microsoft Excel (or other online system) so it can easily be imported into BHHSConnect (kvCORE/BoldTrail) https://www.bhhsresource.com/resourcecenter/s/login/?  or add one contact at a time. We have provided a sample import spreadsheet for you in order to get started easily, please download it. 
  • RESOURCES: Log into BHHS Resource Center, then to BHHS Connect/BoldTrail to add your contacts. Have an excel spread sheet ready with name, phone number and email address. Remember your new contacts will automatically receive the Ninja Flow Campaign. Use the import template spreadsheet for BHHS Connect/ Bold Trail
• Task #2 – Add To Your Database
  • To get your Sphere of Influence (SOI) database started, add 25 new contacts for your Sphere of Influence (5 per day: Monday – Friday)
  • RESOURCES: Review Mike Ferry Scripts. Go to https://www.mikeferry.com. You may need to create an account (no charge). Then on the top menu click on resources, downloads, then sales scripts. Look for the “Center Of Influence” scripts. Be sure to take notes during your conversation for future reference. Here is one more resource.
• Task #3 – Get Ready For Prospecting & Open Houses
  • Review the Open House Blueprint, kvCORE/BoldTrail Open House App, 10-10-20 Prospecting Blueprints and more.
  • RESOURCES: You can see all the blueprints for prospecting here. 
• Task #4 – Build Relationships
  • Building relationships with your Sphere of Influence (SOI). Create a text message to send to your SOI through Testimonial Tree. Collect a ‘Character Reference’ from your friends and family.
  • RESOURCES: Sample Message

Dear Friends and Family,

I have a small favor to ask. As I begin my journey as a new real estate agent, I’m building a page of testimonials to reflect the kind of person I am—and no one knows me better than you. I would truly appreciate a short testimonial about my character, values, strengths, or abilities.

To make it easy, I’ve included a few thought-starter questions: How would you describe my character or work ethic? What are some of my strengths or qualities that stand out? Have I supported you in a meaningful way you’d be willing to share?

With your permission, I’d love to include your message on my real estate website or marketing materials. No pressure and no deadline—I just appreciate anything you’re willing to share. Thank you so much for your support, it means the world!

Warmly,

[Your Name]

• Task #5 – Introducing Ninja
  • Begin reading Ninja Selling and implement at least three of the 9 daily activities (Ninja Nine). 
  • RESOURCES: Ninja Selling Books are provided to you on day one of class.

Nine Habits for Success

1. Daily Gratitudes
2. Show up!
   Stop opening my email first. Resist the addiction! Instead, do one hour of productive work first. Work “On” my business in the morning. Work “In” my business in the afternoon.
3. Write two personal thank you notes.
4. Focus on my Hot List daily.
   “Who can I write a contract with this week?”
5. Focus on my Warm List daily- work to convert this to your hot list!
6. Focus on my Customer Service Calls weekly.
7. Schedule two Real Estate Reviews this week.
8. Schedule 50 live contacts this week.
9. Update my database for property matches (weekly)

Homework 

1. Review the F.O.R. D  philosophy
2. Create a script to use with potential buyers.
3. Prepare “Ready to Go” Kits for meeting potential Buyers and Sellers