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- Organizational Structure (Midsize Team)
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- LM1.1 - Oversee all aspects of sellers transactions from initial contact to executed purchase agreement. (2022)
- LM1.2 - Prepare all listing materials (2022)
- LM1.3 - Prepping a property for listing
- LM1.4 - Obtain all necessary signatures
- LM1.5 - Coordinate showings
- LM1.6 - Obtain feedback from showings on our listings
- LM1.8 - Coordinate all public open houses and broker open houses
- LM1.9 - Input all listing information into MLS and marketing websites
- LM1.10 - Submit all necessary documentation to office broker for file compliance (2022)
- LM1.11 Input all necessary information into client database and transaction management systems.
- TC1.3 Coordinate mortgage and appraisal processes.
- TC1.4 Coordinate inspections and coordinate completion of repairs.
- TC1.5 Regularly update & maintain communication with clients, agents, title officer, lender etc.
- TC 1.6 Submit all necessary documentation to office broker for file compliance
- TC 1.7 Coordinate moving/possession schedules.
- TC1.8 Schedule, coordinate & attend closing process.
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- Job Description - Inside Sales Agent (ISA)
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- Job Description - Listing Agent
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- 2023 Job Description - Associate Realtor - "Paper Agent"
- Job Description - Runner
- Job Description - Sales Manager
- Job Description - Showing Assistant
- Showing Assistant 2022
- Compensation Model
- Our Current Team (2023)
- CEO Tasks
- COO Tasks
- CFO Tasks
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- Ads
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- Blog
- Content Marketing Hub and Spoke
- Giveaway Contests (Social)
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- Bombbomb E-Blast
- Market in a Minute
- Our Website - nickfundytus.ca
- Monthly Market Summaries
- Open Houses
- Lead Magnets - How To Create a Lead Magnet
- Paid Promotions Guidelines
- YouTube Best Practices
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- In-House Listing Videos
- Weekly Content Roundup Procedures
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- Ads - Create a Facebook Lead Ad for a Listing (2022)
- Buyer Specialist - People - Getting Into a Routine
- Buyer Specialist - Clients - Showings - Booking Showings
- Buyer Specialist - Clients - Showings - Communicating Showings With Clients
- Buyer Specialist - Leads - Systemic Follow-Up
- Buyer Specialist - People - How to Organize People to Reach Them
- Buyer Specialist - People - How to Lead Generate
- Calls - Reasons to Call Someone
- Client Service - How to do a weekly update.
- Closing - What Forms Are Sent Where
- Commissions - Entering team commissions in NexOne (2023)
- Contests - How to Export from KingSumo to Bombbomb
- Courier - How to Courier an Item or Document
- CRM - Client Record Audit
- COVID-19 - Special Procedures
- Drive - How to Organize Google Drive
- Final Walkthrough - How to Schedule a Final Walkthrough with a Client
- Firm Sale - Sales Assistant Commission
- Firm Sale - Sales Assistant Invoice (OLD PROCESS)
- Forms - Sales Assistant (SA) Invoice (2021) Procedure
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Leads - How to write a calendar invitation to a lead
- Leads - How to write a postcard to a new lead.
- Leads - How to Introduce Yourself to a New Lead
- Listings - Gathering Listing Activity Feedback (2023)
- Meetings - Daily Check-ins
- Meetings - How to Run a "Same Page" Meeting
- People - Accounting and Bookkeeping
- Showing Time - How to Set Up
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- How to Record and Publish a Client How-To
- How To - Referral Form
- How to hold an Open House
- Glossary - Definitions and Terms
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- Winning the Listing
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- How to Create an Exclusive Feature Sheet on Beacon.by
- How to Create a Feature Sheet in Beacon.by
- Inputting Information for a New Listing in to Matrix
- Adding Pictures to a Matrix Listing
- Setting Up ShowingTime For a New Listing
- OLD - Putting a New Listing on The Website
- Preparing Documents for Electronic Signing
- Exclusive Listing Phase
- Listing Procedures (Old Procedures for Reference)
- Listing Paid Marketing
- Forms You Will Need - Listing
- Open House ShowingTime & Website Set Up 2022
- How to Cancel a Listing
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- Sales Assistant Invoice
- The Sales Funnel
- Karim's Social Media Profile
- Buyer Specialist - What Do I Do Every Day?
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- Team Forms
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- Agent Resources
- Beacon.by
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- df.ai
- Fiverr
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- Google Tag Manager
- iXact Contact (CRM)
- Keywordsearch.com
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- Nickfundytus.ca
- Prezi
- Showing Time
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- Misc. Websites and their uses
- Slack
- Shorby
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- Ottawa Neighborhoods - Districts
- Condo Amenities' Locations
- Fundytus.inc Recording Equipment List
- Contacts and Professional Referrals
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- The Complete Copywriting Course - UDEMY
- CREA Logo Usage Rules - 2022
- Fundamentals of Digital Marketing
- Getting a business online
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- Tom Storey Seminar Notes - 24% Return on Database
- YouTube Lessons
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- Podcasts - How to publish an episode to Simplecast from Google Drive
- Creating an Opinion of Value in Prezi Video
- Creating a New Client Folder for Buyer or Seller
- Forms - Buyer Closing Checklist
- Forms - Buyer Intake Form
- Forms - Seller Closing Checklist
- Forms - Seller Intake Form
- Meetings - Weekly "Level 10" Meeting
- Video - How to pitch and record a Client Video
- Referrals - How to send a referral to a Realtor in another market
- Sales Training - Conversion U
- Podcast - Overview of Creating, Publishing and Promoting an Episode (2022)
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- Content - Ottawa This Week
- Content - New Build Experience (2022)
- Content - Home Stuff You Should Know (2022)
- Listing Manager/Transaction Coordinator Schedule - Typical Week, Weekly Schedule (2023)
- Lead Sources and Transaction Types - Definitions (2023)
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- 1YNP - One Year Nurture Plan (2023)
- AEU - Annual Equity Update (2023)
- Client Events (2023)
- Leads - How to Convert New Leads (2023)
- Listings - Leveraging Listings to meet more clients (2023)
- Matrix - Matrix as a Marketing Tool (2023)
- Paperwork - Paperwork as a Marketing Tool (2023)
- Solving Problems - Problems Can be a Marketing Opportunity (2023)
- Referrals - Systems for Generating Referrals (2023)
- W&Q - Weekly and Quarterly Updates (2023)
- WCR - Weekly Content Roundup (2023)
- WNE - What's Next Emails For Each Stage (2023)
- Listings - Preparing and Launching a Listing (2023)
- Team Email Signatures
- Navigating Nickfundytus.ca/admin
- Adding a Listing on nickfundytus.ca
- Thumbnail - YOUTUBE
- Weekly Content Roundup - How to Post Coffee with Karim
- Weekly Content Roundup - How to Post Max's Deal of the Week
Summary
How to write a calendar invitation to a new lead or someone that we don’t know too well yet. Calendar invitations are great because we can see when clients accept them and know that the message has reached them. It’s also a professional method of communication.
Details
Best Practices
Send the invitation directly from Nick’s Google Calendar. For buyer agents without access to Nick’s calendar, invite Nick as well so I can see it on my calendar.
Fill out details like street addresses and contact phone numbers. This way if we’re running late we can easily reach the client.
Include a summary of the meeting and what will be discussed.
If it is a zoom meeting, put the invitation link in text so that it is easily found.
Script for Listing Presentation
Title: Property visit for (client names)
Location: Property address
Hi __________,
Here’s the zoom link for our first virtual site visit at your home at (address). The purpose of this first visit will be to take detailed notes on your home so that I can create an accurate valuation for listing. If you haven’t yet, please fill out the first section of our shared Google sheet with any notes on upgrades, systems and special features of your home. I’ll plan on arriving a few minutes early so that we can start right on time.