WHAT DOES A DSP MANAGER DO?
Kristen is one of our Freedom Club coaches. As part of our teaching, we advocate for our members to hire a DSP (daily success partner) as part of their business growth plan.We are often asked what a DSP manager’s responsibilities are. Below, Kristen describes what those responsibilities entail.
3. Update your past client database with their current contact info — cell phone for husband and wife, email for each — and confirm home mailing address. “We are planning a client appreciation event and want to make sure we have your info.” 4. Select and get printed mailers to your database each month. They can hand-address the mailers, place the old-fashioned postage stamp, and get them off to the post office by your selected date. 5. Set up weekly emails to past clients in your database. Example: “What is going on around town this weekend?” 6. Help call past clients in database three times per year, and text the final quarter with a happy holidays message. 7. Update your past client database with whom they use for insurance, accounting, financial planner, attorney, etc. If they don’t have these relationships, this is an opportunity to add value and send them recommendations. Likewise, your recommendations can be reached with a new referral of a client needing their services. 8. Call pre-approved and looking clients. Help them dream- cast and get excited about looking for a home. 9. Text real estate agents on Thursday to see who they have who needs a prequel for the coming weekend. 10. Send out Agent Mastermind invites weekly to your agent referral partners. 11. Book lunch-and-learns or possible CE classes that you could teach. Make invites, and plan for location, PowerPoint content, refreshments, follow-up after, and sending thank- you-for-attending notes, etc. 12. Reach out to banks for their turn-down biz. They keep the deposits, and you save the mortgage deal for them. 13. Reach out to State Farm Insurance agents for turn-down business. They keep the insurance client. 14. Reach out to dead leads and prequels for the past year and see if they are still interested in purchasing a home. This can be done with a simple text explaining who you are and “Are you still interested in purchasing a home?”
Picture having your office humming, with your loan partner and processor getting your leads in the door and to the closing table. You are now free to do what you love — getting out of the office and meeting with referral partners. While you are away, you can have your DSP manager (aka marketing assistant) working on a variety of tasks to drive new business through the door. Here are some suggestions to get you started: 1. Coffee Appointment Relationship Success a. Research agent prior to appointment on Facebook, learning hobbies, family, etc. This will help you with FROGGING. b. Text agents after coffee: “Thanks for your time! It was great to finally meet you!” c. Send a follow-up note card to agents after you have attended a coffee appointment. d. Friend agents on Facebook after your coffee and like and comment on a post or two. e. Tuesday of the week after coffee, be Mr. Schmooze and send a “one thing” gift. f. Week two after the coffee appointment, send a personal note from you to agents. g. Week three, text them: “You popped in my head, and I hope you are well.” 2. Get yourself set up with various third-party tools for efficiency, such as Phoneburner, BombBomb, CRM, or a texting service.
4 | mortgagemarketinganimals.com
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