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Advantage Xi Task Series

& Letter/Email Campaigns for Listings & Closings


"These plans and letters import into the program you're using, and included in the plans are drip mail/email campaigns to thank referrers, keep your clients informed and therefore calmed down, always asking for referrals at the same time."


  • Two sets of plans

  • One set of letters from a 'single agent', one from a 'team'

  • Over 500 activities per set

  • Most activities have extensive notes

  • 28 letters you need to send throughout a listing & sale

  • Installs all plans & letters  in 7 clicks

  • Calls you need to make

  • To-do's you need 'to do'

  • MUCH more than 'just' transaction management

  • Newer agent or assistant? This is a "must have"!



What will Trans-Plans do for you?

  • Reduce your overall stress level more than ANY other single action you can take

  • Stop the details from "falling through the cracks"

  • Save you approximately 150 - 200 hours by not having to create and key in the plans yourself

  • Keep you in touch with automated letters or e-mails, for your buyers and sellers throughout the listing and closing process

  • Give you a comprehensive "Action List" to present to buyers and sellers in your initial presentations with them

  • Significantly reduce the learning curve for new agents

  • Significantly reduce the time necessary to train a new assistant, or give your assistant a comprehensive list of their responsibilities. One that you can track!

  • Give you new ideas to differentiate you from your competition

  • Enable you to create and maintain a detailed history of your transaction for future reference

  • Provide an instant to-do list for someone helping you out while you're on vacation

  • Enable you to provide detailed "Client Reports" for your buyers and sellers

  • Get FAR more paperless

  • If you have a team, everyone is assigned their individual tasks, which appear on their calendar - not yours!

  • If you have a team - you will stop playing "Who has the file?"


"I would like to offer a non-solicited plug for Gary's 'Trans Plans' action plans that he sells on his web site. I purchased them several months ago, and have been slowly modifying them to my way of doing business. I feel without his plans, I would not have been able to keep up my current 2007 production of 40+ transaction sides with no assistant.

To take your business to the next level, or just simplify your existing business, take a close look at what he has to offer. Thanks! "

Randy Eide



...Finally I broke down and took a class from Gary David Hall. WOW! That was money Well Spent!  Gary knows his programs and is a good teacher. I learned a whole lot and was able to put it to good use.

...Another point: Listing Plans come with the program. Gary Hall wrote a set called Trans-Plans. They are VERY Thorough. I was surprised at some of the things he came up with to remind me to do. Some are not relevant to my practice but most are and it is very easy to delete the ones you don't need.

Brent Link



The 'Trans-Plan' package includes:

  • All Task Series

  • All the letters listed

  • A 'Note' in the vast majority of the activities; explaining the description; giving tips & suggestions about the activity; many with click by click directions telling how to create reports, where to enter information, etc.; and introducing various services.

  • An introduction explaining how they are to be used, with suggestions for implementation.



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