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Executive Meeting 09/07/2021 - Coggle Diagram
Executive Meeting 09/07/2021
Website
WordPress Forms/Sheets
Process
FUB
FUB Integrations
Google Forms - Zapier
Calendly
BombBomb
AmCards
Transaction
Skyslope
Brokermint
Transactify
Mojo Dailer
Forms
Buyers Consult
TX/BR
Sellers Consult
TX/BR
Open House Form
BombBomb or Google Forms
Referral Form
Events & Giveaways
Campaigns
KW Command Campaigns (import into FUB)
JC/Kira go through Smartlist and give the ones that we want on Asana
Tools
Brittan & Marielle
Brittan
open acount with Calendly with the
"thebanksteam1@gmail.com
" account
Test the account out with the tbt.info3 and tbt.info4 gmail accounts. This is a dummy account
Work on the onboarding of new clients from our website from chatbox or inquiries
Make sure we go over our mission statement every week
Do Elena's Database system.
Also learn more about evergreen marketing campaigns
Listen to video
Study the cheat sheet