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12/19/2022 - Coggle Diagram
12/19/2022
Brittany
FUB Smart List
Add Nurture List
Accountability with agents - LG Tracker
Get LG Tracker Data
Attempts, calls/connections, Written Contracts (Buyers Consultation Signed), Set Appts, Kept Appointments, Closings)
This is where we teach team members to be accountable for the success of their business.
See what we can customize with FUB
Metrics - Connections, Notes, Appointments, etc
Determine best course of action to get this done.
Transaction Tracker
Sales Volume
Detailed Historical Data
FUB will be good for Financial Projections & Potential Business
Transaction Tracker will be good for closed business & transaction details.
Transaction Tracker is our system to customize data in a way that it works for our company.
Skyslope
Data Sweep (Digi Sign)
Upgraded Version of Digi Sign before the end of year
Talk to Upper Leadership
Manager
FUB Automations
Actions Plans
Stages Don't Move Deals
But Deals Can Move Stages
Actions Plans can move stages but not deals
Marielle
FB Ads at least 3 potential good Ad Copies
Email Mapping / Journeying
Email Sequence
Thaya Updates
Continue Schooling for SEO etc.
Updates for Department
Sales Team
New Year Goals for Team
Group Shout out for Bryan's accepted Contrat
Get April's Quiz Working - Attn for Brittany to Clean it up
VA Team
Glez
Recruiting Agents - Improvement
Adding old appraisal clients
Payroll Clarification & Updates
Build Dashboard Pipefy
To run the business
monthly orders & reports
accounting system
how many reports are not paid for past 30 days
Paid reports for the month or year
Verifty funds through Skype proof of payments
Adding Past Clients to GHL for
Khurram
Hiring Platforms
Posting jobs Virtual
Help me get a few back up video guys
Add Newly add agents from LREC to MLS (
ISA's
Laarni B.
Call old leads
Call Sphere
Facebook Leads
Ashton
Call old Agent
Kira
Video
14 videos - Attract Videos
Legacy Coaching Videos
JC Videos on Database Management & Lead Generation, CCT, Referral videos
Financial - what is needed.