Lead

150 Ways to Build a Database

Contact Attempt

• "Influential zone" reach out - phone call, video message, facetime, zoom
• ***Do not count an appointment as a contact attempt, only count reach outs

Meaningful Conversation

Reason

• FORD
  • Family & Friends
    • Kids sports events
    • Happy Birthday
    • Kids Birthday
    • Anniversaries
    • New Baby
    • Kids to college/graduation
    • How are your parents doing?
    • How is your spouse?
    • Divorce
    • Death/sympathy
    • Siblings/extended family
    • Health & recovery (do they need anything)
    • Dating
    • Pets

    • Upcoming social events (book club, fund raisers, annual home run derby, boys/girls trips)

  • Occupation (tone is important. Be curious, not judgmental)
    • Congrats on a new job
    • Congrats on promotion
    • Challenges facing your industry
    • Referrals
    • Intro to an opportunity
    • Outlook/current events/economic forces
    • Details about job 
    • Goals & hurdles
    • Acquisitions & industry happenings
    • Company news
  • Recreation
    • Check in on vacations
    • Best board game to play
    • 2nd homes or where you would want to have one
    • Sports
      • Favorite teams
      • Upcoming games
      • Sports you play
      • Kids sports
    • Skiing
    • Articles related to their interests
    • Fishing
    • Boating
    • Camping
    • Dining & favorite restaurants
  • Dreams
    • Where do you see yourself in 5 years
    • Why are you working so hard
    • Share your personal goals & dreams to open the door for theirs
    • What does retirement mean to you?
    • What excites you about the idea of retirement?
    • Future family
    • What are you excited about for...?
    • What do you want your legacy to be?
    • What does X do for you?
    • Book suggestions
    • Contribution
      • Non-profits
      • Fundraisers
      • Volunteer work
      • Development boards
      • School
      • Church
• Market dynamic & updates
• Interest rate changes
• Refinance 
• Off Market homes  
  • I saw this property and thought of you
  • Check this out
• Local events
• Team event invite
• Neighborhood specific updates
• Trigger event from Homebot

Work/prep/tools/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
• Useful web content to share
  • weather.com
  • Google RSS feed
  • Application resources
    • Washoe County Schools
    • Greatschools.net

• ***Do not count an appointment as a meaningful conversation

Appointment Scheduled

• Count appointments only in the week for which they are set. For example, if you schedule an appointment for 2 weeks out, do not count it until that future week's accountability

Appointments

Reason

• Small group events
• Kids events
• Dinner
• Drinks
• Parties
• Coffee
• Company Event
• 4th Friday events
• Annual Property Review
• Trigger event from Homebot
• Pop-bys
• Ski dates
• Play dates
• Sporting events

Work/prep/tools/deliverables

• Notes in FUB
• Video invite
• Mail invitations
• Buy coffee
• Plan events
• Calendar invite
• Have open times available 

Outcome

Reason

• Referral

Work/prep/tools/deliverables