📅 Daily Routine System

Nurturing Phylosophy

💡

Work Smarter, Not Harder.

The methods shared here will help you develop your own way of working with your leads, so that you can find success, and feel accomplished & unburdened while working within your CRM. This is shared as a possible solution and as gentle guidance and is in no way the only possible way to work your leads.

For more about Elevate Programs CLICK HERE.

🧮

ONE

Organize

sort and change the stats of leads who are active to "ACTIVE"
remove leads under the status "NEW" after 15 days of attempted engagement
change the status to "ENGAGED" or "MARKETING" and add the tag "Inactive"

🎁

TWO

5 Minutes of Due Diligence

FOR BUYERS

open up your present leads (brand new leads indicated by the "blue ribbon" to the left of their name)
make sure the lead has a name by editing their master profile
make sure your lead has a "Saved Search" that will yield intriguing results for the "Morning Report"
if they have a phone number, call

FOR SELLERS

open up your present leads (brand new leads indicated by the "blue ribbon" to the left of their name)
make sure the lead has a name by editing their master profile
make sure your leads "Seller Listing Report" is set up with an accurate mile radius and percentage price range
lookup the address in 3rd party database to see if you can find privately linked information attacked to that address such as cell number & email address
if they have a phone number, call

👋🏽

THREE

Reaching Out

TO BUYERS

reach out to your new leads based on the schedule that you created for yourself
utilizing 1 communication style per day: call day, text day, email day

TO SELLERS

reach out to your new leads based on the schedule that you created for yourself
utilizing 1 communication style per day: call day, text day, email day
also, add on physical mail: postcard, letter, seller package - make sure to include your website on your physical mail outs. (I've been enjoying thanks.io for sending out postcards!)

🕵🏽‍♀️

FOUR

Reasearch

research the activity of your leads who have the status of "ACTIVE"
use your gut to determine if you should reach out to them
you may need to apply another "5 Minutes of Due Diligence"

🚪

FIVE

Reinvite

you only need to perform this step twice per month, not daily
reinvite your leads labeled with the tag "Inactive", or however you decided to labele them, back to your site in creative ways
use a bulk action to do this
if you need some creative ideas, you can use the "Invite Templates" I have provided

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