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Clear Process & Roles - 01/13/2021 - Coggle Diagram
Clear Process & Roles - 01/13/2021
Transaction Coordinator (Brittan MacCallum)
Write Contracts
Schedule Updates & Follow-Ups
Systematic Emails
Status Level Updates (where are they in process)
Do CTC Presentation or Introductory
Clients often forget about the Buyers Consultation
Empower Clients (Tracker - KW Command App, Etc)
Bonuses
Transaction Coordinator
$250 Bonus
When: If target of 4,500,000 is reached ($500 Bonus)
$500 Bonus
When: for every each $1,000,000 volume above base of amount ($4.5M) that you work is $250 Bonus (each million)
Adminstrative Assistant
$500 Bonus
When: Perfect Process (Mastery)
Make Operational Manual/Playbook, Video Training, and Google Quiz Assessment (Retention) of complete process. Medications will need to be made over time
Use time that you are on the job to make videos and documentation. This usually will be your best training. Be mindful of sensitive client information however.
Adminstrative Assistant (Mastery)
Campaigns (Marketing Plan)
Search Tags for Campaigns (Tags from Agents)
Manage Wide/Deep Advertising List
Provide Buyer /Seller List for Email Campaigns (Outside of Command). - Set-up through Marketing Team
Handle Direct Mailers to Database
Just Listed, Just Pending, Just Sold
Input TBT Buyer/Seller Google Form Data
Input any sign in sheets from Networking Events
Manage the Google Form/Sheet Responses (Not Agents)
Ownership of Contacts
Make sure all contacts are in TBT
Notify Agents to Release Ownership whenever someone in their sphere database becomes an active client
Manage Lead Pool Distribution
Assign New Leads
JC & Kira get first grabs at new leads (as of now)
Can put time limit on KW Command for the lead Pool
Connecting Leads/Clients to the right person
Connecting them to Listing Agent, Buyer Agent, Lead Buyer Agent, TC , Listing Coordinator
Health of Database
Let us know - give us task to get data (from client)
Let us know who we need addresses , emails, better numbers for, etc.
Agent responsible for proper tags, and getting info if you weren’t able to reach them.
Education Yourself on how to do your job better
Daily Task
Scheduling
Paper Work
Preparing Folders
Closing Dcouments
Referral Gifts
Thank you Cards
Holiday Cards if applicable
Client Event Updates
Emailing/tTexting
Getting Head Count
Getting Materials Together
Calendar Driven Task
Make Sure Opportunities are up to date
Coordinate with TC to update clients on CTC process. Can use Asana (for TC to communicate, but Admin makes update or TC can be given KW Command Admin Login).
Clear Process (Confidence)
Lead Buyers Agent (JC/Kira)
JC (BR) - 5 buyer’s per month Max (or $900,000 volume)
Delegate leads over volume to buyers agents (incorporate showing agent as needed for high end sales etc).
E.g. 6th buyer lead is $300,000 home
Kira (BR) - 5 buyer’s per month Max (or $900,000 volume)
Delegate leads over volume to buyers agents (incorporate showing agent as needed for high end sales etc).
E.g. 6th buyer lead is $300,000 home
Process
1) Connect & Rapport: Data, Google Form, Like & Trust
2) Buyers Consultant Presentation
Help find homes & show homes
3) Introduce Showing Agent
4) Introduct to CTC
5) Agent Limited Touches (2 to 4 touches - weekly or biweekly)
Set expectations with client
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7) Showing Agent: Closing
Lead Listing Agent (JC/Kira)
Main Focus (No Limit)
Process
1) Connect & Rapport: Data, Google Form, Like & Trust
2) Sellers Consultant Presentation
3) Admin/Listing Coordinator Suppport
4) Introduce to CTC
5) Agent Limited Touches (2 to 4 touches for duration - weekly or bi-monthly)
Buyers Agent (Team for now)
1) Connect & Rapport: Data, Google Form, Like & Trust
2) Buyers Consultant Presentation
4) Work with them through CTC: Attend Inspection & Final Walk Through
CTC Support
5) Attend Closing
3) Show Properties