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JC To Do List - 07/06/2023 - Coggle Diagram
JC To Do List - 07/06/2023
Transparent Appraisals
Sign up with more AMC's Prefered List
Sign up with NAN Elite list
5 calendar day turn time, background check, and good communication
Get national or multi-use background check - Attn
Glez
&
Kira
Veteren Appraiser List status
DBE Status for appraisal contracts - attn Glez
Deron,
Lady with program, Lady who does real estate dba and went Creflo Dollar church
The Banks Team Advisors
Train ISA's to book appointments
Review LG Trackers (Updates)
Find out industry standards for certain lead types. Find out how to determine attempt amount, connection amount, and appointment.
Get appraisal seller leads to ISA Team to work
Provide them a script
Indeed International
Use to find south america (costa rica - etc)
Sell Lender Packages
Follow Up with lenders
Provide testimonials form ISA team
Delegate - Marielle
Recruit Fiverr (Ad Copy + Graphic Designer + Emails Sequence/Customer Journey
Database Clean Up
Take FUB bad numbers and good emails add them to GHL
Put them as non-active in FUB or delete if necessary (discuss & review with team)
Provide CSV of database from FUB to GHL for 60+ Touch
Put them on campaign list (with tag)
Seperate GHL Database into it's 4 categories (see asana)
Delegate to Thaya - for completion
Kira Reels + YouTubes + Career night virtually
KPI's for team
Back Office KPI
Client Reviews
Incompleted Task in TC Process
Transaction Tracker Sheet Filled Out
Database Health Score
Agent LG Tracker - Weekly Reports
Put agents Leads "ON" and "OFF" based on metrics
Agent Recruiting
See Asana
Agent Performance
See LG Tracker
Licensed Agent Database
Broker Metrics
Run Campaign on GHL
Marketing
Chris
Optimize TBTA website - Google Page
White Label GHL Emails
$150 for one hour session
Other Organizations
Royal
Global Communities Empowered
Get account opened
Connect kira's Royal Stripe account
Finish Kira's website
website elements & destinations
Landing page
set up check pages correctly
Add workflows & sequences (email & text) for forms etc
Regal Book
Edit Book with Dominque
Determine Final Word Count
Publish it
Pay for publishing cost
KFTK
Prepare for copyrighting LDI material
Then start Teaching it
Trademark name