[K+] Basic Lead Followup Plan

            This is a plan some of our own sales experts have put together that we recommend for a basic strategy with Kunversion+. A detailed plan that incorporates things like hashtags and setting up your pipeline can be found here. Meshing the two is what you want to work towards.

            1st week

            • Agent follow up only.
            • Make sure to set up correct drip campaign.
            • Call and text immediately, all new leads.
            • Look over activity stream: Look for any listing they may have looked at multiple times.
              • Send text or email about that specific listing something along the lines of: "John I noticed you looked at 123 oak street 3 times in the last few days. Let me know if you want to look at that in person?"
            • Set up listing alerts: They are the #1 thing that will bring them back to site. Don't forget, it's possible for you to set a default alert and manage this task by simply setting a hashtag!
            • If you don't establish contact in the first 24 hours: continue trying to contact 6 times over the next 4 days.
            • Always add notes after each task

            2nd week and on

            • Tuesdays / Thursday:  Lender follows up with leads.
            • Monday / Wednesday / Friday: Agent follows up with leads.
            • Key things to look for as a Lender

              • Look at the activity stream and find an average price point, and a home that they have looked at multiple times, then sends a related message.
              • Make sure the agent has added your Lender info in some part of the drip campaign.
              • Ensure listing alerts are set up.
            • Key things to note as an Agent

              • After initial contact attempt is made, try finding the lead in searches on additional sites like Google and Facebook.
              • Connect with them on Facebook Messenger after your initial contact.
              • Make sure you have them in the correct hashtags. 
              • Make sure listing alerts are set up.
              • Look up properties and text ,chat or email specifics about what they were doing. (Use the text messaging strategies.)
              • Take notes.

            The Daily Routine

            A basic routine that you can use as a general guide to plan your days. The more you read about all the strategies we have all over this site, the more opportunities you'll see to incorporate them into a routine such as this one.

            Agent schedule:

            7-9 Online Lead Generation
            9-11 Email and Paperwork
            11-12 Lunch
            12-2 Prepare for Lead Generation (add facebook groups and get ads ready)
            2-4 Post Ads
            4-7 Cold Calling
            Updated: 3 days ago
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