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Golden Egg. Nurtured U ntil It Hatches. Do I have an “A” Lead or HOT. Seller A Buyer A. 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 . Do I have an “A” Lead. Buyer A

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Golden egg

Golden Egg

Nurtured Until It Hatches


Do i have an a lead or hot
Do I have an “A” Lead or HOT

  • Seller A

  • Buyer A

Lifebushido


Do i have an a lead
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 lead1
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
Now that you have a “Golden Egg”

Enter your Golden Egg into the

“Leads – Clients” Database

Lifebushido


Now that you have a golden egg1
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 egg2
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 egg3
Now that you have a “Golden Egg”

Status is VERY important

New Escalated- used when you first enter the leadWaiting on Agent Confirm- used at the 24 hour check in

Not an A Lead– used when lead is not ready to buy/sell

Dead 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

Lifebushido


Now that you have a golden egg4
Now that you have a “Golden Egg”

Status in Database

The following only used for BAB – Sales

Proposal – Close Now

Proposal – Fresh

Proposal – Hot

Proposal – Warm

Proposal – Cold

Hot or Scheduled Steve

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 egg5
Now that you have a “Golden Egg”

Notes Overview

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”

Lifebushido


Now that you have a golden egg6
Now that you have a “Golden Egg”

Date Escalated - This is the date you escalated the lead to client

Date Last Meeting

The last time the client met with the lead (may not be used at first)

Last Status Update

Please 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

Lifebushido


Now that you have a golden egg7
Now that you have a “Golden Egg”

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 egg8
Now that you have a “Golden Egg”

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

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, etcwith 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.

Lifebushido


Now that you have a golden egg9
Now that you have a “Golden Egg”

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

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.

Lifebushido


Now that you have a golden egg10
Now that you have a “Golden Egg”

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

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.

Lifebushido


Now that you have a golden egg11
Now that you have a “Golden Egg”

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

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 calling@bestagentbusiness.com 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.

Lifebushido


Now that you have a golden egg12
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 egg13
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 egg14
Now that you have a “Golden Egg”

Creating PDF of Client’s Leads

Report displays with all of Tracy’s Buyer A Leads that have been entered

Lifebushido


Now that you have a golden egg15
Now that you have a “Golden Egg”

Creating PDF of Client’s Leads

You will need software to print to a PDF

Go to http://www.cutepdf.com/ to download for FREE

Click “Print”

Lifebushido


Now that you have a golden egg16
Now that you have a “Golden Egg”

Creating PDF of Client’s Leads

Print Options:

Print the report as a table, and Click ‘OK’

Include date and include summary, and Click ‘Continue’

Lifebushido


Now that you have a golden egg17
Now that you have a “Golden Egg”

Creating PDF of Client’s Leads

Print:

Choose your “CutePDF Writer” as your Printer

Change your Page Orientation to: Landscape

Click Print

Choose the location your would like it saved

Now send the PDF as an attachment to Client

Lifebushido