Video Tutorial HERE
When Nick or Katye receive a Buyer lead, they are added to the Trello “Buyer Pipeline” under the “Leads” column (far left)
make sure that the card contains the Buyer’s name, basic contact info if its available, and how they got in touch with us (who referred, sign, Reddit…etc)
Once that lead becomes active, they are moved over to the “Active”
a set of checklists will immediately propagate on the card
Once we are actively working with a client, we create a Slack channel for them (VIDEO TUTORIAL HERE)
Select the + beside “Channels” on left hand side
to create a new client channel for a BUYER,
Create a Buyer Checklist from the Google Sheets Template 0051 - CHECKLIST - BUYER CLIENT TEMPLATE
Edit the title to this format “0051 First Last - CHECKLIST - BUYER”
If there is more than one person who will be on the paperwork, label as “0051 First Last + First Last - CHECKLIST - BUYER (Woman’s name goes first)
Add in any info that you already have to the checklist by looking at any old emails between Nick and client and info on Trello card
Create a Google Drive folder in the Fundytus Realty Folder
Label the folder “First Name Last Name” or “First Last + First Last”
Put the woman’s name first as they are usually the one replying and we are feminist like that
Create another folder within the one you just created named “First Last Client-Facing File”
Create another folder within the last one and label it “Upload a copy of your ID here for the FINTRAC requirement”
Go back to the Google Sheets checklist and link it to the Trello board
Go to the Trello card
On the right had side you will see a Google Drive option
Select that and choose the ENTIRE client file and it will automatically link to the Trello board