Database Review and if needed, overhaul.  Creating the plan to use it.

Branding and USP Review and when needed,

Website review, overhaul and launch.

Email stationary, Newsletter.

Web Integration with LOS and database.

An introduction to email marketing.

Should I promote myself or the company?

Mission Statement, Why have a web strategy?

Setting realistic, obtainable web and email goals.

What marketing tactics are you going to use?

Plan a one year marketing campaign or attack calendar.  

Why do so many top producers use newsletter marketing?

Understand "Branding."

A demonstration of Internet Branding.

How often to send out a newsletter/other email marketing information. 

The email newsletter marketing schedule.

Step One, Building the Database!

What database management software should I use?

Download and installing the Act! database

Connect your database, processing and Mortgage Coach software programs.

What web mining software do you recommend?

Who to target for email marketing? 

Some Realtor Associations.

Some Legal associations to visit.

How to locate insurance and financial planning professionals.

Step Two, Building your Website!

Importing the content.

Editing the content.

Building the Navigation structure.

Publishing your site.

Installing the e-mail Stationery.

Creating the Newsletter Template.

Building the Newsletter piece.

Step Three, The Newsletter Process

A review of four weeks of newsletters!

How do I receive and save the email newsletter?

How do I personalize the email newsletters?

What email marketing software should I use?

Email marketing composition checklist.

Step Four, Sending the Newsletter

Setting up e-BLAST!

Creating an HTML Email Template.

Performing an Email Merge with e-BLAST!

FortuneFlow Lookups (Queries)

Scanning Email Delivery Status and Updating ACT!

How to setup your email stationary?

Sample newsletters with Realtor®, Mortgage, Financial Planning, Taxation, & Enrolled Agent Information.

Step Five, Responding to Removes & Cleaning the Database!

What about issues like "spamming" or "unsolicited faxes?

My spin on fax marketing programs being marketed to mortgage professionals.

PC response to a "remove me" request.

Sarcastic response to a "remove me" request.

Should I hide my identify for email marketing?

Step Six, Decide What You Want Your Web To Be!

How are Lenders co-email-marketing with Realtors®?

The Consentino Realtor® networking examples!

Replacement Principle.

How to setup your email stationary within Outlook!

Web Site Tips & Information

The Email Ready-To-Go Desktop Trick

Email Netiquette

Build a site or rent a site from an industry specific web base provider.    

Web Site ideas and Content

9 More Tips for those that want to build their own site.

What is a Meta Tag?

Cover your ASSets

How to create email signatures! 

Web Vocabulary Resource Center

The Email Checklist!

Creation of job description and planning for the first hire, the Database Email Web Director...The DEW.

Return to Phase I Overview