For full list, see the duties for this position.
Every Morning. 9:00-9:10
Join Google Meet or in-person daily team huddle.
Every Morning 9:10-10:00
Hard prospecting and make notes in Follow-Up Boss, with a focus on listing.. Voice-to-voice phone calls (not just texts or emails) to leads and prospects, not active clients. Focus on:
Getting an appointment with A, B or C prospects
Inviting a member of your sphere to coffee, a client event or some other item of value.
Reaching leads that you have not yet been able to speak to and categorize as an A, B, C, nurture or trash.
Every Morning 10:00-11:00
Content creation. Work on your content for the week for the weekly content newsletter. This will generally be a video plus blog entry.
To-do list on Monday.com. Use your to-do list and check it for assignments from the admin team.
Every Morning 11:00-12:00
Soft prospecting and make notes in Follow-Up Boss. Although voice-to-voice calls are still best, this could also be texts, emails and handwritten notes. Focus on:
Converting leads into prospects by providing value.
Reverse prospecting our listings.
Strengthening relationship with prospects by nurturing the relationship and getting to know what they need.
Bring value to your sphere with follow-up and deepening your relationships.
To-do list on Monday.com. Use your to-do list and check it for assignments from Nick or the admin team.
Consider using lunches to deepen relationships. Take a prospect or member of your sphere for coffee. Meet a colleague in the cafeteria to share ideas. Things like that. A good goal would be to do this twice a week.
Every Afternoon before leaving the office
Strategic and tactical marketing (writing ads, setting up email sequences, etc.) and serving clients.
Create schedule for tomorrow in calendar
Make notes on any leads or prospects that you contacted today
Add to-dos to Monday to-do list or agent’s to-do list. This must be done before leaving the office.
Listing Launch Days - If we are launching listings this week, they take priority over other activities.
10:00 - Join Weekly Sales Meeting (for Realtors). Check that everyone is on track. Set goals for agent lead-gen activities for the week ahead and set expectations for content creation and posting.
Batch video shoot with Jan Tiley
Add items for L10 meeting.
Attend our weekly Level 10 meeting.