Lead

Result

Purpose 

• Where did they come from
• Interaction history

Action Plan

Appointment Scheduled

Reason

Work, Prep, Tools, and Deliverables

Meaningful Conversation

Reason

• FORD
  • Family
    • Kids sports events
    • Happy Birthday
    • Kids Birthday
    • Anniversaries
    • New Baby
    • Kids to college
    • Pets
  • Occupation
    • Congrats on a new job
    • Congrats on promotion
    • Challenges facing your industry
    • Referrals
    • Intro to an opportunity
  • Recreation
    • Check in on vacations
    • Best board game to play
    • Fun in isolation ideas
    • Sports
    • Skiing
    • Articles related to their interests
    • Fishing
    • Camping
    • Bars
    • Gyms
  • Dreams
    • Where do you see yourself in 5 years
    • Why are you working so hard
• Understanding Motivations (Pains & Pleasures)
• Establish Rapport
• Staging convo
• Finding out interests in selling
• Educating about Homebot
• Educating about Ylopo
• Preliminary report findings
• Transaction Fee validation
• What to expect during showings
• Upcoming events in an area
• Property specific details
  • HOA
  • CCRs
  • Utilities
  • Home Warranty
  • Inspections
  • Taxes
  • Exemptions
• Qualifying criteria for upfront search
• Market dynamics/updates
• Local events
• Team event invite
• Neighborhood specific updates
• Pain/pleasures
• Changes in the law that would impact that person's area of interest
• Neighborhood updates that might impact them
• Vendor introductions
• Tactical Empathy
  • Labels
  • Mirrors
• Fist call interview questions
  • How many homes have you owned
  • What do you need from your sale
• Net Sheets
• Offer Presentation
• Offer Analysis
• Price adjustments
• Open houses
• Plans after selling
• Appraisal

Work, Prep, Tools, and Deliverables

• Refer to notes/call logs in FUB
• Homebot neighborhood info
• Homebot house value
• Rough search criteria in Ylopo
• MLS sales history
• RPR neighborhood report
• Net sheet creation
• Offer Analysis spreadsheet
• Useful web content to share
  • weather.com
  • Google RSS feed
  • Applicable resources
    • Washoe County Schools
    • greatschools.net

Appointment Held

Reason

• Area tour with Sellers
• First meeting at property
• Second "Pre-Listing" meeting at the property
• Pre-listing inspections
• Listing photos
• Evaluate and evolve (Feedback review & pricing review)
• Showings (if presence is required by seller)
• Offer
• Offer negotiation
• Inspections/dilligence
• NORR response
• Coordinating work/service providers
• Appraisal
• Lockbox/keys
• Signing appointment
• Moving help
• Closing
• Gift delivery
• Nesting

Work, Prep, Tools, and Deliverables

• First listing meeting plan
  • Listing folder
  • Interview questions 
  • Expectation goals
• CMA
• Focus First style presentation
• Net Sheet tool
• Property profile
• AMGnv.com
• Pre-listing checklist
• Bi-weekly listing activity report
• Showing instructions
• Assessors site
• Schedule pre-listing inspections
• Coordinate/support property repairs & vendors

Outcome - Closed Sale

Reason

• Closed transaction

Work, Prep, Tools, and Deliverables