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INVESTOR LEAD END-TO-END EXPERIENCE - Coggle Diagram
INVESTOR LEAD END-TO-END EXPERIENCE
Lead Incoming - FB/ Text/ Email
Lead is not a Big Dog
Add the contact in FUB
Make sure we have an email and a phone number
Stage - Investor, Source - Rosie Hayer, Tag - Cash Buyer
Appointment Set -
Zoom or Phone Call
Add in Google Calendar
Investment Consultation Protocol
Add tag : Rivet Investor
(if applicable)
Triggers Active Pipe Campaign
Criteria for Your Investment Portfolio
1 more item...
Take luck out of Real estate investing
1 more item...
Terms of the Investment Purchase
1 more item...
Who helps you purchase investment properties
1 more item...
Investment Series - 80/20
1 more item...
Add tag : Investment Consultation - Complete
Triggers Investment Consultation Action Plan
Email #1 : Email Introduction [BRITTANY DAILEY AS BUYER SPECIALIST]
1 more item...
Email #3 : Flyer - #1 Way you can work with us
1 more item...
Email #2 : How we will get started
1 more item...
Email #4 : Flyer - #2 Way you can work with us
Email #5 : Flyer - #3 Way you can work with us
Email #6 : Flyer - #4 Way you can work with us
Email #7 : Flyer - #5 Way you can work with us
Bri : Thursday Spreadsheet
Bri : Proforma Sheet
Bri : Deck
Rosie executes Pie-Ann
Add Notes in FUB
Lead is from Big Dog Group
Big Dog Events
Rosie collects contact info and send it to Kay
If any data missing, text them to get their email address and phone number and add to FUB
Ring Central
Lead added into Follow Up Boss
Stage - Investor
Source - Rosie Hayer
Tag - Big Dog, Cash Buyers, Owner Finance Buyers
Facebook
Text them to get their email address and phone number and add to FUB
Stage - Investor
Source - Facebook
Tag - Big Dog, Cash Buyers, Owner Finance Buyers
If agent adds "Social Hour" tag
(after social hour)
Triggers Action Plan - Social Hour
https://rivetre1.followupboss.com/2/action-plans/edit/106#