📅 Daily Routine System

💡

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.

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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!)

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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"

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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