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Lead Management for Teams

Lead Management for Teams. Brad Korn. Brad Korn. Greater Kansas City Area KWU International Master Faculty MAPS Fast Track and Agent Coach John Maxwell Founding Member Certified Coach Featured on HGTV’s “My House Is Worth What?” Featured in REALTOR® Magazine: Top 10 Website

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Lead Management for Teams

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  1. Lead Management for Teams

    Brad Korn
  2. Brad Korn Greater Kansas City Area KWU International Master Faculty MAPS Fast Track and Agent Coach John Maxwell Founding Member Certified Coach Featured on HGTV’s “My House Is Worth What?” Featured in REALTOR® Magazine: Top 10 Website Winner of realtor.com’s®5Carat Diamond Contest Lead Management for Teams
  3. Please complete an evaluation formfound in the back of your program guide. Lead Management for Teams
  4. Which model is right for you? Lead Management for Teams
  5. Shared Access Setup: Lead Agent Lead Management for Teams
  6. Shared Access Setup: Lead Agent Lead Management for Teams
  7. Shared Access Setup: Lead Agent Lead Management for Teams
  8. Shared Access Setup: Lead Agent Lead agent needs to know member agent’s domain name Lead Management for Teams
  9. Shared Access Setup: Lead Agent Lead Management for Teams
  10. Shared Access Setup: Member Agent Lead Management for Teams
  11. Shared Access Setup: Member Agent Lead Management for Teams
  12. Shared Access Setup: Member Agent Lead Management for Teams
  13. Shared Access Setup: Member Agent Lead Management for Teams
  14. Shared Access Setup: Member Agent Lead Management for Teams
  15. Questions about Shared Access Is there a team website? How should I assign my leads? Who can see my contacts? What about marketing? How do I complete the transaction? Lead Management for Teams
  16. Team Dashboard and Reports Lead Management for Teams
  17. Team Dashboard: Production Data for Annie Agent as of: 1/31/2013 Annie Agent Data for Annie Agent as of: 1/31/2013 Annie Agent The more transactions, the greater the revenues Lead Management for Teams
  18. Team Dashboard: Leads Data for Annie Agent as of: 1/31/2013 The more leads, the greater the transactions Lead Management for Teams
  19. Team Full Report: Production Annie Agent Lead Management for Teams
  20. More Tips for Team Tracking and Accountability Lead Management for Teams
  21. Lead Capture from Team Team has goal to feed database every day Keep track of how many leads go out and how many get in database Track the actual results Did leads get into database? Are the leads on the appropriate follow-up plan? Lead Management for Teams
  22. Follow-up Systems for Team Create template action plans Duplicate the plan for each team member All “touches” can have team member listed as the assigned person BONUS TIP: Create three versions Mail Email Mail and Email Lead Management for Teams
  23. Team Members Use Category & Group Lead Management for Teams
  24. Accounts Are Connected Lead Management for Teams
  25. Have Copies of Plans for Team Lead Management for Teams
  26. Team Member Tracking Lead Management for Teams
  27. Team Member Grouping Lead Management for Teams
  28. Team Systems Create action plans for everything Your Perfect List to Sell Process Your Perfect Buyer Agency to Contract Process Your Contract to Closing Process Your Missed Listing Process Your Social Media Touch Reminder Create the standard process and copy for each team member Lead Management for Teams
  29. Team Member Actions Lead Management for Teams
  30. Team Member Actions Lead Management for Teams
  31. Staying Accountable to Daily Activity Lead Management for Teams
  32. Assigning Team Member Plans Lead Management for Teams
  33. Start Leads on Follow-up Plans Lead Management for Teams
  34. Sort by Group for Each Team Member Lead Management for Teams
  35. Lead Management for Teams
  36. Your Dashboard Lead Management for Teams
  37. Copy Base Plan and Rename Lead Management for Teams
  38. Go to the Beta Dashboard Lead Management for Teams
  39. Give Assignments to Team Lead Management for Teams
  40. Meet with Team Weekly Lead Management for Teams
  41. Thank You! Please complete an evaluation form found in the back of your program guide. To download a free copy of this presentation, GO TO: www.familyreunion.kw.com/downloads
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