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Staff Meeting 05/12/2020 - Coggle Diagram
Staff Meeting 05/12/2020
Client Proces Improvement
1) Database
Database is our business and how we grow
Brittan: get with Lauren from Zillow for connecting Zillow with KW Command #1-949-652-3641
Make sure Redfin, Zillow, Buyers Consultation, are checked daily
2) Opportunities - KW Command
Discussion is KW Command
Look at it every morning 8:30 am JC & Kira and in morning
Have files/discussions up to date 9:00 am
:check:Kira & Brittan wants to do some R&D on "Offer" Tab and integrating it with Docusign
Ask for Referrals Systematically
Ask atleast 3 to 4 times.
This will keep leads flowing into the business so that we can keep our pipeline full which makes it easier for the business to project
3) Campaigns/MLS Collaborator
Follow-Up
Put in database (with data)
Opportunities - Campaigns/Kira
Buyers MLS Collabator
Add them to Social Media Page
Brittan can help with Instagram page
All Relevant Campaigns need to include at least one phone call
Kira needs to assign campaign task to necessary team members
4) Lender Chart
2 to 3 suggestions. Allow them to interview them
Goals
20 million
Actual
2,911,870 as of now
33% of our goal as of 05/12/2020
Behind Goal #
5,899,241