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Marketing - Coggle Diagram
Marketing
Sales Team
Tags
A,B,C (Ready, <90, >90)
LA/TX (Lousiana/Texas)
Rapport or No Rapport
Buyer/Seller
Notes
Background Notes
(How you met, what you personal bio of person)
General Notes
Details on person transiion
Call Logs
6 to 12 calls before Rapport (Connection)
Task
Past Task (What you previously discussed)
E.g. Last time we talked you said you needed to get secured credit card and improve your credit score to a 650 (Past Task)
Present Task (Reason you are calling)
I'm calling to see has your credit score improved and if so would you like to get approved with one my lenders (Present Task)
Future Task (What you will discuss or confirm next time you call them)
I'm so glad you got your score up to a 650 credit score, I will send you one of my lenders and I will call you in couple days to see how it is going (Future Task)
Deals
Deal Pipes
Stages
Escrow
inspections
Appraisal
Financing
Clear to Close
Closed
Legacy
Sphere
Past Client
Integrations
FUB & BombBomb
Zapier
FUB & GoHighLevel
FUB & Calendly
https://zapier.com/apps/calendly/integrations/follow-up-boss
FUB & SendGrid (GHH)
Ads
Adwords
Google Analytics
Go High Level
Adwords
Google Ads
Get Reviews Up
Get Information in correctly - Attn: Thaya
Social Media
TikTok
Craiglist
Facebook
Instagram
Users - Add Marielle as an Admin on TBT Facebook
Secondary Database (CRM)
Vendor Marketing (Automations - FUB)
Vendor Automations - Database Marketing
Homelight
Redfin
Zillow
Realtor.com
Go High Level
RedX
FSBO
Marketing Sequence - Emails (Call to Action)
Cold Calling
Pipe Moves (Appointment)
Send Lender Link (Christy Solar/Ann Matasa)
Send google form
promise of E-book after completion of appointment
Calendly for them to Round Robin our calendar
Expired
Marketing Sequence - Emails (Call to Action)
Cold Calling
Pipe Moves (Appointment)
Send Lender Link (Christy Solar/Ann Matasa)
Send google form
promise of E-book after completion of appointment
Calendly for them to Round Robin our calendar
Geo Farming
Marketing Sequence - Emails (Call to Action)
ISA Circle Prospecting
Pipe Moves (Appointment)
Send Lender Link (Christy Solar/Ann Matasa)
Send google form
promise of E-book after completion of appointment
Calendly for them to Round Robin our calendar
60 Database (CRM) Touch
Send Automatic Link for Zillow/Google/Redfin reviews when stage moves in FUB