What's included

• Motivated Seller Appointments

  A well-vetted list of potential motivated sellers, including detailed property information, contact details, and notes on seller motivation.

• Detailed Call Logs

  Full records of all outbound and inbound calls made, with key notes and insights gathered from conversations.

• CRM Updates

  Fully updated CRM (e.g., Podio, CallTools, Mojo) with all lead information, property details, and follow-up tasks organized and accessible for future action.

• Follow-Up Schedules

  Clear follow-up schedules and reminders for each lead, ensuring that no opportunity is missed for conversion.

• Daily/Weekly Progress Reports

  Regular reports summarizing the number of calls made, leads generated, follow-ups completed, and other KPIs relevant to the project.

• Lead Status Tracking

  A categorized list of leads by status (e.g., cold, warm, hot) to prioritize follow-up efforts.

• Call Recordings (if required)

  Recordings of calls made (depending on client preference and legal considerations), allowing clients to review conversations with potential leads.

• Lead Vetting & Objection Handling Insights

  A summary of common objections from leads and how the agents handled them, along with a list of leads that require further follow-up due to specific objections.

• Data Entry & Organization

  A clean, well-organized database of all lead information, property details, and relevant notes stored in the agreed-upon platforms like Google Drive, Excel, or CRM systems.

• Email & Text Logs

  Documentation of all email and text communication sent or received during the project, including replies from leads.

• Marketing Channel Results (Inbound Calls)

  An overview of the performance of various marketing channels, including the number of inbound calls received from sources like postcards, text blasts, or RVM campaigns.

• End-of-Project Analysis & Recommendations

  A final report outlining project performance, highlighting successes, areas for improvement, and recommendations for future lead generation or acquisition strategies.