Leads

Under Construction

7 Steps

Lead Strategies

Top Lead Strategy

Time Block

Tracking

Results

7 Steps To A Paycheck

LEAD STRATEGY, CRM

SCHEDULE BLOCK, CRM

CONVERSION, DFY, CRM

LISTING SYSTEM, OFFER PLATFORM

MENTOR, TRAINING CENTER

TC, TRAINING CENTER, MENTOR

BUILD RELATIONSHIPS: CRM, NURTURE

INITIAL CONTACT

CONSISTENT FOLLOW UP

GET THE APPOINTMENT

SIGNING CONTRACTS

ACCEPTANCE OF THE DEAL

ESCROW PERIOD

AFTER CLOSE

BUILD YOUR DATABASE

SCRIPTS & COMMUNICATION

DIY | DFY

UNDERSTANDING CONTRACTS

THE ART OF NEGOTIATION

WAYS TO PROTECT YOUR CLIENT

GRADUATION CERTIFICATE

Choose A Lead Strategy

SOI

Home Value LP

Referrals

3rd Party CRM's

Farm System

Open Houses

IDX Landing Page

LinkedIn Ads

Generous Giving

Lender Lead Program

Just Sold Cards

Facebook Ads

Agent Vendor LIst

Cross Promotions

Relocation

YouTube

Networking Groups

DIY Offers Site

DFY Marketing

Instagram Ads

Cross Promotions

Team Sponsorships

RE Workshops

Chamber Events

FSBO & Expired ISA

Networking

Dream Home Rewards

Company Leads

Top Lead Stratagy

Example of TOP 3 LEAD SOURCES (Bar Chart)

[wpdatachart id=1]

#1 Done For You

#2 SOI & FARM / Networking

#3 Digital: SM, Landing Pages, Company IDX SIte

Time Blocking:

6:00 AM

SAVERS Routine

8:00 AM

Prospecting - New Business / SM

10:00 AM

Follow Up: Existing Leads - Emails / Texts / Phone / SM

12:30 PM

Lunch

1:00 PM

Appointments & Showings

4:00 PM

Additional Prospecting & Follow Up

6:00 PM

Family Time

9:00 PM

Prep for tomorrow

Lead Tracking

Month: ____________________________________

Week 1

STRATEGY

# CONTACTED

# APPOINTMENTS

# CONVERTED / SIGNED

CLOSED

DFY

#__________

#________

#________

#________

SOI Email & Phone

#__________

#________

#________

#________

SM Home Value LP

#__________

#________

#________

#________

TOTAL

____________

____________

____________

GOAL

Week 2

STRATEGY

# CONTACTED

# APPOINTMENTS

# CONVERTED / SIGNED

CLOSED

DFY

#__________

#________

#________

#________

SOI Email & Phone

#__________

#________

#________

#________

SM Home Value LP

#__________

#________

#________

#________

TOTAL

____________

____________

____________

GOAL

Week 3

STRATEGY

# CONTACTED

# APPOINTMENTS

# CONVERTED / SIGNED

CLOSED

DFY

#__________

#________

#________

#________

SOI Email & Phone

#__________

#________

#________

#________

SM Home Value LP

#__________

#________

#________

#________

TOTAL

____________

____________

____________

GOAL

Week 4

STRATEGY

# CONTACTED

# APPOINTMENTS

# CONVERTED / SIGNED

CLOSED

DFY

#__________

#________

#________

#________

SOI Email & Phone

#__________

#________

#________

#________

SM Home Value LP

#__________

#________

#________

#________

MONTHLY TOTALS

# CONTACTED

# APPOINTMENTS

# CONVERTED / SIGNED

CLOSED

RE PORTAL TOOL

LEADS THIS MONTH

NURTURE & CALLS MADE

CONVERSIONS

OFFERS MADE

MENTOR, TRAINING CENTER

TC, TRAINING CENTER

BUILD RELATIONSHIPS: CRM, NURTURE

THE STEP

INITIAL CONTACT

CONSISTENT FOLLOW UP

GET THE APPOINTMENT

SIGNING CONTRACTS

ACCEPTANCE OF THE DEAL

ESCROW PERIOD

AFTER CLOSE

DETAILS

INSERT NUMBER

___ EMAILS ___ SMS ___ CALLS

____ SET ____ CONVERSION %

___ RLA SIGNED ____ OFFERS IN

____ DEALS IN NEGOTIATION

____ DEALS IN ESCROW

____ LONG TERM NURTURE

Results:

CRM Stats

#___

LEADS TODAY

#___

LEADS LAST 7 DAYS

#___

LEADS LAST 30 DAYS

Lead Follow Up (This Month To Date)

___ / ___

TEXT / EMAILS SENT

#___

CALLS MADE

#___

ENGAGED

#___

APPOINTMENTS BOOKED

Transactions Closed / Not Closed

#___

TRANSACTIONS CLOSED TO DATE

#___

TRANSACTIONS THAT DID NOT CLOSE

Analytics

IMPRESSIONS BAR CHART

CLICK THROUGHS PIE CHART

AGENT IDX SITE

SM ADS

SM SITES

AGENT IDX SITE

SM ADS

SM SITES