Jeanean Gendron, Your Shasta County Real Estate Specialist: I Love Sticky Notes Off-Line and On-Line

I Love Sticky Notes Off-Line and On-Line

Jeff Dowler is giving us great advice on how to help our clients and provide on-line resouces that are effective and efficient. Thanks Jeff! I love these ideas and will be implementing them!

Via Jeff Dowler ~ Carlsbad Real Estate ~ 760-840-1360 (RE/MAX Moonlight Beach (CA DRE Lic. # 01490977)):

I have been a big fan of sticky notes, a.k.a. Post-It Notes (Post-Its), for years. A great invention. In the corporate world they were indispensable. Still are, no doubt. 

My Seller's Handbook CoverTheir use carried over into my real estate business and became a staple when I started blogging. Post-Its were everywhere, with all my ideas for blog articles.

I got more organized and started keeping a file filled with clippings, notes, etc. to keep track of all my ideas. Post-It Notes are still a big part of that organization. And I continue to use them in a variety of ways as I suspect many of you do. 

One of the neat things I discovered is the Sticky Note feature on PDFs. Here's one way I have been using them. 

I developed a BUYER'S HANDBOOKand a SELLER'S HANDBOOK to use with clients once we start working together (abbreviated versions are shared with prospects). 

As I try to be more sensitive to the environment, and to make better use of technology, I now typically share these handbooks on GOOGLE DOCS instead.

This also works well because many of my clients who are buying are not local so much of our work, communication and document sharing is on-line. 

In order to educate new buyers to the Southern California area and our wealth of real estate paperwork, I include Appendices in the Buyer's Handbook where I share sample copies of all the documents they typically will encounter. Sticky Notes are a great way to provide on-line notes throughout the documents and share information I want buyers to know about particular items buyers, especially decision points like price and dates. 

Using Sticky Notes on Your PDFs On-Line

I encourage buyers to review all the documents in advance so they have some idea of what to expect. Of course we go through all this when we meet but a little on-line education beforehand saves time and answers many questions.

Sticky Notes - the NOTE TOOL - is found under the TOOLS tab, then under COMMENTING. You simple CLICK on NOTE TOOL and place the note where you want in the document, fill in the information on the note, adn you're done. Cool stuff.

Sticky Note Tool for PDFs

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If I can provide more information about Carlsbad real estate and surrounding areas, or the housing market in general, or otherwise assist you in your homes search, please contact me by phone or text at (760) 840-1360 or email me at JDowler@remax.net.

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Comments

Jeanean I so love you!  You're so sweet in your comments :-)  Sticky notes eh?  I'm going to have to read this through more carefully - I've always used post it's and do keep files for blogging topics etc........but online notes? hmmm AND you have these cool books for buyers and sellers!  I wonder how many actually read them - it would be interesting to know.  Such a great job!:-)

Posted by Liz Moras ~ Chilliwack Realtor, Garrison Crossing,Chilliwack, Abbotsford (Harrison Hot Springs, Cultus Lake) over 2 years ago

uh oh - i think i just commented on Jeff's post, lol...........your re-blog....but the first part was still directed at you! lol

Posted by Liz Moras ~ Chilliwack Realtor, Garrison Crossing,Chilliwack, Abbotsford (Harrison Hot Springs, Cultus Lake) over 2 years ago

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