January 2022 - NEW Tagging system for auditing, SOI (Sphere of Influence), Permanent Database & profile information
FIND THE VIDEO TUTORIAL HERE
SOI (Sphere of Influence) - everyone you have worked with as an agent and most, if not all of your Permanent Database. Will include clients you have helped that came in via the team’s leads, ads on listings, assigned to Nick from the brokerage but passed on to you.
Permanent Database - everyone you would take with you as an agent if you were to leave the team (friends, family, leads you brought in, leads assigned to you from the brokerage, leads from ads you paid for, leads from ads from your listings…etc)
Audited 20XX - This tag is only applied once a client’s profile is as complete as possible. You must have at bare minimum
Client(s) name, phone #, email, current address
Source (where did they come from? Referral? From who? Open House? Reddit? KV Core Lead?)
Ranking
Tags showing if they are invited to Tire Change Day, Pie Day
Tags showing if they are to receive our newsletter and direct emails
More information that would ideally be included in their profile would be:
The price range they are looking in or selling in
a tag with the year they closed and moved
tags indicating if they are a gamer, dog lover …etc
their employment information listed in the “Background” section as well as any other personal information like relationships with other clients, children, pets, interests and more
The lawyer they used on their most recent purchase or sale
birthdays
move-in date
Nick’s tags
Nick’s SOI
Nick’s Permanent Database
Nick’s Friend
Nick’s Top 100
Karim’s tags
Karim’s SOI
Karim’s Permanent Database
Laura’s tags
Laura’s SOI
Laura’s Permanent Database