nurtured until it hatches. seller a buyer a lifebushido
TRANSCRIPT
GOLDEN EGG
Nurtured Until It Hatches
Lifebushido
Do I have an “A” Lead or HOT
Seller A Buyer A
Lifebushido
Do I have an “A” Lead
Seller A Lead is ready to sale home Ready to meet with agent Ready to sign with agent Ready to start showing
Lifebushido
Do I have an “A” Lead
Buyer A Lead is ready to start going to showings Ready to buy within 0-3mos
Lifebushido
Now that you have a “Golden Egg”
Enter your Golden Egg into the“Leads – Clients” Database
Lifebushido
Now that you have a “Golden Egg”
Client - Name of your client, or Lifebushido if Sales Calling
Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use)
Salutation - Lead’s Salutation
Firstname - Lead’s First name
Lastname - Lead’s Last name
Lifebushido
Now that you have a “Golden Egg”
Client - Name of your client, or Lifebushido if Sales Calling
Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use)
Salutation - Lead’s Salutation
Firstname - Lead’s First name
Lastname - Lead’s Last name
Now that you have a “Golden Egg”
Lifebushido
New Escalated - used when you first enter the leadWaiting on Agent Confirm - used at the 24 hour check inNot an A Lead – used when lead is not ready to buy/sellDead Lead – Not going to buy/sellConfirmed Golden Egg - used after the client confirms of A LeadTracking - used while agent is working with leadMeeting - Showing - used if you book and appointment with the lead and your clientClient - Under Contract - used after the lead goes under contract but before the lead closesClient Closed - used after closing while Golden Egg is being confirmed
Status is VERY important
Lifebushido
Now that you have a “Golden Egg”
The following only used for BAB – Sales
Proposal – Close NowProposal – FreshProposal – HotProposal – WarmProposal – ColdHot or Scheduled Steve
Status in Database
Note: We ONLY initially enter Buyer/Seller A leads into Leads – Clients, if the status for that leads changes after it is Escalated, then the caller will use Buyer/Seller B,C,Dead Lead, Lost, etc. to update
Lifebushido
Now that you have a “Golden Egg”
Summarize the overall status for the lead here
For example:
“Lead ready to buy in 2mos”
“Lead would like agent to call for showing tomorrow”
“Lead want to meet with agent about signing up ASAP”
Notes Overview
Lifebushido
Now that you have a “Golden Egg”
Date Escalated - This is the date you escalated the lead to client
Date Last MeetingThe last time the client met with the lead (may not be used at first)
Last Status UpdatePlease put the date of each milestone until you start monthly updates
Track Day 3/Track Day 10/Track Monthly Please put the status of what happen at each milestone
Date Last Monthly Status Put your last monthly check in date here
Statuses and Dates
Now that you have a “Golden Egg”
Lifebushido
Lead and Agent Info
Notes History - All notes go here from you calling go here. Please start from the beginning.
Database Record Link – TBA
Email – Lead email address
Phone – Lead telephone number
Source – The database source you are calling from, i.e. BoomTown, Top Producer, etc. If it is not listed please add it
Agent – The agent this lead is assigned. (Note: Agent and Client may be different). If not listed, please add them.
Client Status – Input if client is active/inactive
Lifebushido
Now that you have a “Golden Egg”
Following up with Client
Here are some template Emails you may used when contacting your client:
Day One:
Attached is a PDF report of Buyer/Seller A lead that requires immediate action. Please reply to all within 24 hours acknowledging receipt of this lead. Please update Top Producer/BoomTown, etc with the status of the lead, and reply back to all within three days with results of the live answer and the next call back date.
Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best
Agent Business
Lifebushido
Now that you have a “Golden Egg”
Day Three:
On “date”, I sent you a lead for “lead name”. I am just following up to see if you were able to reach them by phone and what their status was. Please reply back to all and let us know how it is progressing.
Following up with Client
Here are some template Emails you may used when contacting your client:
Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best
Agent Business
Lifebushido
Now that you have a “Golden Egg”
Day Ten:
I am touching base with you on “lead name” that was escalated to you last week. Have you been in direct contact with “lead name”. Please reply back to all with a status up date.
Following up with Client
Here are some template Emails you may used when contacting your client:
Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best
Agent Business
Lifebushido
Now that you have a “Golden Egg”
Monthly (for BAB – Sales ONLY)
Take a few minutes monthly to check your A leads in the People database. After these leads close, you should email Steve and cc [email protected] verifying the closing. After Steve verifies this, you may bill five hours under special - golden egg in goal actions. If there are no notes, please call your lead monthly to discuss their status.
Here is how to create the PDF of all ‘A’ Leads for your client.
Following up with Client
Here are some template Emails you may used when contacting your client:
Subject Line for all Emails: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best
Agent Business
Lifebushido
Now that you have a “Golden Egg”
In Leads – Clients Database
Choose report:
Leads by Client – Short Version
Add Client’s name:
i.e. - King, Tracy
Creating PDF of Client’s Leads
Lifebushido
Now that you have a “Golden Egg”
Creating PDF of Client’s Leads
In Leads – Clients Database
Choose report:
Leads by Client – Short Version
Add Client’s name:
i.e. - King, Tracy
Lifebushido
Now that you have a “Golden Egg”
Report displays with all of Tracy’s Buyer A Leads that have been entered
Creating PDF of Client’s Leads
Now that you have a “Golden Egg”
You will need software to print to a PDF
Go to http://www.cutepdf.com/ to download for FREEClick
“Print”
Creating PDF of Client’s Leads
Lifebushido
Lifebushido
Now that you have a “Golden Egg”
Print Options:
Print the report as a table, and Click ‘OK’Include date and include summary, and Click ‘Continue’
Creating PDF of Client’s Leads
Lifebushido
Now that you have a “Golden Egg”
Print:
Choose your “CutePDF Writer” as your PrinterChange your Page Orientation to: Landscape
Click PrintChoose the location your would like it saved
Now send the PDF as an attachment to Client
Creating PDF of Client’s Leads