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New /Followup/SOI Prospecting, :red_flag: FUB: Follow Up Boss FUC: Follow…
New /Followup/SOI Prospecting
Call a Lead
2 Way Contact
Hot Prospect
FUC : Weekly
Stage : Hot Prospect
Tag : Buyer (or) Seller (or) Buyer/Seller
Update Contact Sheet
Update KDNA
A: 1-3 Month
FUC
: Seller Directed Date/Monthly
Stage
: A: 1-3 month
Tag
: Buyer (or) Seller (or) Buyer/Seller
Action Plan : Automation
If lead is a buyer/seller : KTS Nurture Buyer + Seller
(or)
If lead is a buyer : KTS Nurture Buyer
(or)
If lead is a seller : KTS Nurture Seller
Update Contact Sheet
Update KDNA
B : 3-6 months
FUC : Monthly
Stage : B : 3-6 months
Tag
: Buyer (or) Seller (or) Buyer/Seller
Action Plan : Automation
If lead is a buyer/seller : KTS Nurture Buyer + Seller
(or)
If lead is a buyer : KTS Nurture Buyer
(or)
If lead is a seller : KTS Nurture Seller
Update Contact Sheet
Update KDNA
C: 6+ months
FUC : Bi Monthly
Stage : C - Cold 6+ Months
Tag
: Buyer (or) Seller (or) Buyer/Seller
Action Plan : Automation
If lead is a buyer/seller : KTS Nurture Buyer + Seller
(or)
If lead is a buyer : KTS Nurture Buyer
(or)
If lead is a seller : KTS Nurture Seller
Update Contact Sheet
Update KDNA
Not Interested
Stage : Pond
Tag : Global Campaign (Auto)
Action Plan : Automation
KTS - Stale
Update Contact Sheet
Update KDNA
Appt: :check:
Stage : Appt set
Tag : Seller (or) Buyer
Action Plan : Automation
Appointment Set
COMPLETE Follow up tasks
Send Calendar invite
Send Company introduction Email
Update Contact Sheet
Update KDNA
No Contact
Disconnected/Wrong Number
Stage: Disconnected
Update notes
Left Voicemail
1- Way Contact
Task : Add Follow up Call
Stage : Pond
If address & Email :check:
Send CMA
If Address& No Email :red_cross:
Send Hand Written Note + Update Notes
Update Contact Sheet :tada:
:red_flag: FUB: Follow Up Boss
FUC: Follow Up Call
FUT: Follow Up Task