Profit Mapping Part 19

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  • 8/14/2019 Profit Mapping Part 19

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    PROFITMAPPING TRAINING PART 19: DAYS 55 57 of 90

    Welcome to Part 19 of your post Workshop follow-up training! Today were going to use the USPS mail

    account you set up in Part 12.

    But first, did you order your bandit signs, go to Home Depot and buy your stakes and nails to get them

    ready to put out and find someone to outsource your sign placement to?

    If not, then go back and complete your Action Steps for Part 18. If so, then read on

    The Action Steps

    Action Step #1 Well be using your USPS account to send these letters, but you have to do a little

    research and preparation first. The first step is to go to your local Yellow Pages or online directory and

    find a list of divorce attorneys for your area.

    Divorce attorneys can be a great source of deals because they are continually dealing with clients who

    are liquidating their assets to divide them up in a divorce. Sometimes, clients have to get rid of the

    properties quickly and they are usually emotional about it, which can create opportunity for you.Action Step #2 Select the first 25 attorneys from the list you found. If you have not found that many,

    then look also for other types of attorneys who may be able to refer you property deals. This includes

    probate, bankruptcy, real estate, business and tax attorneys. Pull at least 25 to create your mailing list.

    Action Step #3 Now that you have a list of the attorneys you want to mail, you need to put it in a

    format that you can upload to your USPS account. We use Excel as the fastest and easiest format. Type

    each attorney first name, last name, address, city, state and zip code into your Excel spreadsheet and

    then save it on your desktop where you can find it.

    Action Step #4 Go and login to your USPS account. By the way, the first time we tried to login to our

    account after setting up, it somehow forgot all of our info and we had to re-register. Heres the shortcutlink to get to your accounthttps://mailingonline.click2mail.com/default.aspx. If your username and

    password dont work, just set up your account again.

    Action Step #5 Youre going to be doing a mail merge, so there are a few steps youre going to need to

    take to make it happen. First, you need to read how to get your list uploaded into the program. You can

    do that at this linkhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htm

    Action Step #6 Read the information at the link and then upload your list to your account.

    Action Step #7 Were going to be creating a letter to send to attorneys, so click on the Letter Regular

    & Reply button.

    Action Step #8 On the next page, youre asked to select a letter. Since were keeping it simple, just

    click on Basic. Now click on Use This Document on the Letter 8.5x11 Separate Address Page in Flat

    Envelope document.

    Action Step #9 Use Mail Merge to create your letter. You can click on the little mail merge help button

    on the middle right side of your screen. Its the question mark button beside the words Mail Merge

    and a screen will pop up with the following instructions:

    https://mailingonline.click2mail.com/default.aspxhttps://mailingonline.click2mail.com/default.aspxhttps://mailingonline.click2mail.com/default.aspxhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/default.aspx
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    What are merge fields, and how do I use them in my document?

    Merging is the process by which fields (information items pulled out of mailing list records) are inserted into your

    document, customizing the document for its reader. Although frequently used for simply merging addresses onto

    form letters, mail merging within C2Ms document editor will allow you to personalize your documents with

    variable information fields such as Customer Name, Salutation, Account Number, Balance Due, Appointment Date,

    Discount Rate and Preferred Store Location.

    To incorporate merge fields in your document, you must already have uploaded the merge fields data (your mailing

    list) before you create or upload a document. For more information on uploading a mailing list, please seeHow do I

    upload a Mailing List?

    To insert merge fields into your document:

    1. In the Document Editor, expand the Mail Merge section in the right panel.2. Check the Use Mail Merge checkbox. Wait for a few seconds. The Mail Merge section will display a drop-

    down list of mailing lists you have already uploaded into Mailing Online. If you have more than one mailing

    list, select the correct mailing list to use.

    3. Click the Insert link above the document editing area to display the Insert palette/toolbar, if it is not alreadydisplayed.

    4. Click the Text Box button ( ) on the Insert palette/toolbar to insert a textbox in your document. Positionand size the textbox to your desired location and size.

    5. Double-click the textbox to enter edit mode.6. Choose merge fields from the Mail Merge Fields drop-down list. As you select them, they will automatically be

    inserted into the textbox. To remove a field, you will need to select the field name and the curly braces ( {} )

    that surround it, in the textbox, and delete that text.

    7. Update the textbox, and exit edit mode, by clicking the Save icon.8. To preview your document with merge fields inserted, click the blue Next Step: Preview button. You will be

    taken to the Document Preview page, which displays a preview of your document as it appears with your

    newly-added mail merge fields, but without doing a mail merge.

    9. After your preview, move on to defining the recipients for your mailing. Click the blue Next Step: Recipientsbutton. The Define Recipients section is displayed. By default, the mailing list you had chosen for your mailmerge will be checked.

    10. To view your mail merge data, click the blue Next Step: Proof button. The Document Proofs page displays themailing list fields merged with your document. You can navigate to all the recipients' records using the Previous

    Record/Next Record arrow buttons.

    Read these instructions and set your letter up to mail merge the attorney list you created into your

    letter

    Action Step #10 Now use the following letter, which you can copy and save as a document to upload

    into your account, or you can just copy it here and paste it into the letter field:

    Date

    Dear

    [I/My (wife/husband) and I] are real estate investors in the [Your Area] area. We buy and sell houses in

    [cities or areas of your market segment].

    I know that every now and then, you have clients who have real properties that need to be sold for

    various reasons, and I hope that the next time that happens, youll give [me/us] a call.

    https://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htmhttps://mailingonline.click2mail.com/WebHelp/Context_Sensitive_Help/How_do_I_upload_a_mailing_list_.htm
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    I can promise your clients there will be no real estate commissions in their transaction and I can get

    them a written offer within 48 hours of going out and taking a look at their property.

    [Im not a/We arent] real estate agent[s], and dont work for a real estate office. [Im/Were] just

    investing in real estate for [myself/ourselves] and [I/we] usually try to buy between 3 and 8 houses

    every month. These are houses just like youre clients probably have.

    I can promise you a quick closing because [I/we] have access to a large amount of private money, which

    eliminates the need for a long and drawn out approval process since theres no bank or mortgage

    company making the decision. Theres just me.

    We can handle all the paperwork and agreements, so your clients can move their property and move on

    with their lives.

    [I/we] look forward to working with you and your clients and know that by working together we can

    meet their needs and objectives.

    Please feel free to call me directly at (xxx) xxx-xxxx any time you have a property that your clients would

    like to dispose of quickly.

    Sincerely,

    [Your Signature and printed name, address, contact phone, fax and e-mail. The more ways they have to

    reach you, the better.]

    [Optional if you have a website] P.S. You can find out more about [me/us] at [my/our] website at [Your

    web address].

    Action Step #11 After youve made the changes to your document, click the Save button at the

    bottom of the text box you were just typing in.

    Action Step #12 Click the Next Step/Preview button at the bottom of the screen.

    Action Step #13 Review your document and make any changes you need to make, then click the Next

    Step/Recipients button at the bottom right of your screen.

    Action Step #14 Click the Upload Mailing List button and upload the Excel file of attorneys you

    created previously.

    Action Step #15 Click the Next Step/Proof button. Proof your document, make necessary changes

    and follow the remaining prompts to send it out.

    Action Steps Completed

    1. Find a list of attorneys to mail to.2. Use your USPS account to create and complete a merge letter.

    3. Mail the letters to the attorneys.There you have it. Youve just completed your first direct mail campaign to attorneys.

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    This concludes Part 19 of your post workshop follow-up. In the next installment, youre going to talk to

    other real estate investors who are trying to wholesale deals to expand your network and see if there

    are any good opportunities you should make an offer on.

    Yours In Success,

    Bob & JaymeBob Leonetti & Jayme Kahla

    RealEstateProfitCoach.com