An Easy Way to Learn How to Build & Maintain Your Database for Realtors® and Mortgage Loan Originators

Created exclusively for real estate agents and mortgage loan officers, ConnectTheData.com is the most cost-effective training you will ever find - from how to choose a database system - to marketing ideas - to analyzing the profitability of each client.

  • 30 Audio Lessons
  • Written transcripts of each audio
  • Sales & Marketing Materials - with most lessons

Why ConnectTheData.com? Most database building lessons are so generic that they are virtually worthless for the needs of real estate agents and mortgage loan officers. I've been in your shoes and know exactly what it takes to create customers for life and increase your profitability per client. Let me show you how today!

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Cindy Douglas
Lesson Summary
  • How to Choose the Database That's Right For You (4 Lessons)
  • How to Turn Data Into Knowledge (4 Lessons)
  • How to Create a Database With The End In Mind (4 Lessons)
  • How to Master the Art of Pro-Active Marketing ( 3 Lessons)
  • How to Turn Data Into Repeat Business (6 Lessons)
  • How to Build a Referral-Based Database (3 Lessons)
  • How to Create Personalized Marketing Strategies (3 Lessons)
  • How to Analyze the Profitability of Each Customer (3 Lessons)
PREVIEW ALL 30 AUDIO LESSONS BELOW

CRM & DB Sounds Like Greek to Me - The Differences of a Contact Management and Database Software
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Are you confused by the lingo the sales person uses when they talk to you? Are you afraid that you may be spending too much money, and not getting the results you expect? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to understand the difference between Contact Management and Database Software.

The Database Selection Process - A Guide to Choosing the Right Database Program
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Are you ready to invest in a database, but afraid of investing the money? Have you heard sales pitches that sound too good to be true? If you answered "Yes" to this question this audio session is for you. Learn how to get past the hype. Marketing Materials Included: Value Versus Time Analysis Worksheet

Shopping for Software - An Overview of the Top Five
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Not sure about which software program to buy? Are you mesmerized and intimidated at the same time, when shopping for software? Would it help you out to understand the difference between the most popular programs in the market place? If you answered "Yes" to any one of these questions this audio session is for you as we will present you with an overview of the top 5 contenders. Included: ACT! by Sage Feature Checklist, Goldmine Feature Checklist, Microsoft Feature Checklist, Software Product Matrix

Converting Sticky Notes to a Dynamic Database - How to go from paper to software
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Are you tired of hunting through mounds of paper to contact your potential leads and clients? Do you ever feel like with a little bit of organization you could be ahead of the game instead of behind the eight ball? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to go from paper to software.

Fields of Opportunity
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Are you tired of chasing leads that take up a lot of your time, but never materialize into closed transaction? Are you ready to stop playing phone tag with your customers? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to increase your production by adding a few fields to your database. Here are the top 7 that make you money.

Scheduling for Success - Top $ Producing Activities
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Have you ever felt like your day controlled you instead of the other way around? Do you wish you had more time to sell? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to increase your sales by concentrating on the top $ producing activities. Included: Activity Analysis

Read All About it - Chronicle Your Customer's Story
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Have you ever had a customer call you, and you do not remember who they are? Has it ever cost you money because you did not keep accurate records? If you answered "Yes" to any one of these questions this audio session is for you. Learn how keeping detailed notes and attaching critical documents to a client record will enable you to chronicle your customer's story.

So You Think You Want To Automate? - Start With The End In Mind
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Have you ever spent time developing a terrific strategy only to find it would take too much manpower to get it successfully off the ground? Have you considered automation? If you answered "Yes" to any one of these questions this audio session is for you. Learn how propel your automation efforts by starting with the end in mind.

To Delegate or Not To Delegate - Prevent Costly Mistakes When Hiring an Assistant
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Are you ready to hire an assistant? Have you hired the wrong person in the past? Are you afraid of making a bad choice? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to prevent costly mistakes when hiring an assistant. Included: Task Evaluation

Define Your Customer - Why Settle for Bottom Feeders
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Do you have customers that make you cringe when they call or stop by the office? Do you feel this is a common occurrence rather than a rarity? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to elevate your standards ~ after all why settle for bottom feeders? Included: 1st Discovery Interview, 1st Discovery Script, 2nd Discovery Interview, 3rd Discovery Interview, Customer Profile, Daily Task Evaluation

Not All Referral Sources Are Created Equal - Rewards Based On Performance
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Are you dissatisfied with the amount of closing you have in relation to the amount of hours you are working? If you answered "Yes" to this question this audio session is for you. Learn how to create a Customer Loyalty Program that rewards based on performance. Included: Referral Evaluation

Know the Value of Your Customer
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Are you dissatisfied with the amount of closing you have in relation to the amount of hours you are working? If you answered "Yes" to this question this audio session is for you. Learn how to create more from less.

Converting Prospects Into Closed Deals - Follow Up That Works
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Do you find yourself chasing leads that never materialize? Is your follow-up always a day, a week or month late? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to convert prospects into closed deals with systematic follow-up that works.

Transaction Management - Grease the Wheels Before They Squeak!
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For most sales people 80% of their day is spent putting out fires. If this sounds like you, this audio session will help you to mitigate the constant barrage of interruptions that throw you off track. Learn how to grease the wheels before they squeak! Included: Time Analysis Worksheet

Your Customer Is Not A Dead Horse - Build A Customer Loyalty Program
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Are you constantly looking for new customers? Are you busy one month then slow the next? Would you like a steady flow of business? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to build a referral based business. Included: Just Moved Up, Move Postcard

Happy Birthday to You - The Birthday Strategy
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Would your customers appreciate hearing from you on their birthdays? Are you missing this information in your file? Do you feel your customers would like to hear from you on their special day? If you answered "Yes" to these questions this audio session is for you. Learn how to implement the birthday strategy.

Stay in Touch - Without Becoming a Nuisance
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Have you ever lost a prospect or an existing customer to the competition? Did it upset you? If you answered "Yes" to these questions this audio session is for you. Learn how to stay in touch without becoming a nuisance.

For Sale By Owner - Knock, Knock It's Opportunity Knocking (Realtor Version)
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Have you ever lost a prospect or an existing customer to a For Sale by Owner? Would you like to increase the average size of your commission checks? If you answered "Yes" to these questions this audio session is for you. Learn how to implement the "For Sale by Owner strategy-Realtors®".

For Sale By Owner - Knock, Knock It's Opportunity Knocking (Lender Version)
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Have you ever lost a prospect or an existing customer to a For Sale by Owner? Would you like to increase the average size of your loan amounts? If you answered "Yes" to these questions this audio session is for you. Learn how to implement the "For Sale by Owner strategy-Lenders".

The Annual Review - Fueling Your Business With Repeat Customers & Referrals (Realtor Version)
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Have you ever called a customer to see if they might need your services only to find they did, but hired your competition for the job? Did it upset you to lose this person as a client? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to fuel your business with repeat customers and referrals-Realtors®.

The Annual Review - Fueling Your Business With Repeat Customers & Referrals (Lender Version)
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Have you ever called a customer to see if they might need your services only to find they did, but hired your competition for the job? Did it upset you to lose this person as a client? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to fuel your business with repeat customers and referrals - Lenders. Included: Annual Review Cover Letter, Annual Review

Create An External Sales Force - How to Build A Referral Based Business
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Are you ready to work less hours? Are you ready to increase your production levels? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to build a referral base business. Included: Referral Profile

Build An Advisory Board of Directors - Membership Has Its Privileges
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Have you ever lost a customer based on the advice they received from a well meaning family member or friend? Are you tired of working with professionals who are not of your caliber? If you answered "Yes" to any one of these questions this audio session is for you. Learn how to protect yourself from losing clients to bad advice by forming an elite group of key professionals where membership has its privileges. Included: Key Professionals,Referral Sheet

Life Happens - The Market Does Not Govern When Your Customer Needs You
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Do you ever feel like you're beating your head against a brick wall? Do you feel the economy is controlling your destiny? If you answered "Yes" to these questions this audio session is for you. Learn how to tap into opportunities that are not market driven.

It's Not About You - It's About Them! - Marketing that is Personal & Relevant to Your Customer
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Do you believe your customers read everything that you send them? If you answered "Yes" to this question this audio session may not have as much impact, but if you answered "No" this audio is for you. Learn how to produce marketing that is personal and relevant to your customer.

Does Your Marketing Produce Results - A Guide To Creating Effective Marketing
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Does your marketing produce phone calls that keep you busy without visible results? If you answered "Yes" to this question this audio session is for you. Learn how to produce effective marketing pieces.

Create Customer Loyalty - Vertical & Horizontal Marketing Pieces That Work Together
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Have you ever lost a customer that you market to on a regular basis to the competition for no apparent reason? If you answered "Yes" to this question this audio session is for you. Learn how to brand yourself while building customer loyalty by sending vertical and horizontal marketing pieces that work together. Included: E-mail Survey, Postcard Survey

Know Your Numbers - Your Success Formula
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Do you find yourself chasing deals one month, and then spending all of your time trying to get them closed? If you answered "Yes" to this question this audio session is for you. Learn how to build a report that will provide you with your own personal success formula.

Milestones - Recognizing Who is in Your Top 3%
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Do you find your production levels stagnating no matter how many hours you work? If you answered "Yes" to this question this audio session is for you. Learn how to reach the goals you have set by recording the journey.

Pipeline Management
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Do your surveys reflect mediocre to poor ratings in the communication area? Do you find yourself back peddling to produce consistent status reports? If you answered "Yes" to these questions this audio session is for you. Learn how to build a report that will improve your customer service levels. Remember it's not lip service ~ it's customer service.

— START TODAY — PURCHASE CONNECT THE DATA —
Option #1 - Online Access to Lessons

1. Lifetime Online Access to all 30 lessons.
2. Download Written Transcripts
3. Download all Marketing Materials
4. MP3 Download of Each Lesson
5. 30 Minutes — Coaching by Cindy

ONLY $99.00

Option #2 - Online Access & Binder

1. Lifetime Online Access to all 30 lessons.
2. Copies of all written transcripts
3. Printed copy of all Marketing Materials
4. Audio CDs(4) containing all lessons
5. 1 Hour — Coaching by Cindy

ONLY $199.00

"Hi Cindy, Your database knowledge and advice is invaluable and was EXACTLY what I needed to help me sort through the many, many, many files I have. I appreciate all of your assistance and it truly has given me LOTS of clarity and I no longer feel overwhelmed - KUDOS for THE DATABASE DIVA! Take care and make it a great day!"
  ~ Shanda Porter, Loan Originator, Florida

Cindy Douglas reminded me that the very core of my business is my database - And I vowed to not be intimidated anymore but to take her advice and her guidance and chunk it down and just do it.   ~ Cindi Gardner, Opes Advisors

We have over 250 agents at our office and I just want you to know that I have received great feedback as to how your systems will be able to help them with prospecting and overall production. Your lessons were informative... Thanks for making your info extremely informative — yet not overwhelming.   ~ Wanda Peyton, Keller Williams Productivity Coach

You have a unique gift of being able to take complex subjects and break them down into manageable bite-size pieces. What I really liked was that there was no fluff—but all sound business practices. Thanks Cindy.   ~ Julie Miller, Prospect Mortgage

Cindy taught me how to understand who my customer really is, what they want and how to interact with them in the future. She is the most knowledgeable person I have ever met on the subject of 1:1 marketing for real estate agents and loan officers—and best of all, her lessons are in plain English.   ~ Kate Wilson, Fairway Independent Mortgage

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