CRM - Real Estate: Daily Success Plan

SOP: Daily Success Plan for Lead Management

Objective

To provide a clear and concise set of steps for team members to effectively manage leads, ensuring timely follow-ups, maximizing productivity, and minimizing errors in lead conversion.

Key Steps

1. Calling New Leads

   • Log into the software at app.leadhackers.io.

   • Navigate to the dashboard and locate the "Daily Success Plan."

   • Access the "Manual Actions" section to find leads to call.

   • Use the Power Dialer to call leads efficiently.

   • After each call, update the lead status based on the call outcome:

     • If no answer, select the appropriate contact attempt status (1-5).

     • If answered but a callback is requested, select the corresponding callback status.

     • If a major outcome occurs (e.g., appointment set), update accordingly.

   • Save the status and proceed to the next lead.

2. Responding to Leads

   • Click on the "Conversations" tab to view unread messages.

   • Respond to leads via text, email, or phone based on their preferred communication method.

   • If a lead opts out (e.g., "stop" or "unsubscribe"), mark them as Do Not Disturb (DND).

   • Regularly check the inbox at least three times a day to ensure timely responses.

3. Reactivating Old Leads

   • Import contacts into the system using the "Import Contacts" button.

   • Tag leads appropriately for targeted text and email blasts.

   • Send out reactivation messages periodically (e.g., every 60 days) to engage old leads.

4. Managing Follow-Up Tasks

   • Access the "Tasks" section under the Daily Success Plan.

   • Create tasks for each follow-up needed, ensuring the CRM tracks who to follow up with and when.

   • Check off completed tasks and keep the task list organized.

5. Checking Ads Report

   • Navigate to the "Reporting" section and select the relevant ads report (e.g., Google or Facebook).

   • Monitor the Cost Per Lead (CPL) to ensure it remains within an acceptable range ($10-$25).

   • If the CPL exceeds the budget, pause or adjust the ad campaign accordingly.

6. Getting Support

   • Utilize the "Events" tab to join support and coaching calls as needed.

   • Email support at support@leadhackers.io for additional assistance.

   • Attend strategy calls for ad or sales strategy guidance.

Cautionary Notes

• Ensure to save any status updates after calling leads to prevent data loss.

• Be aware of spam messages and avoid clicking on suspicious links.

• Do not confuse "not interested" with an opt-out; save "not interested" leads for future follow-ups.

Tips for Efficiency

• Schedule dedicated time blocks (30-45 minutes) for prospecting each day.

• Use the note-taking feature in the CRM to keep track of important lead information.

• Regularly review the task list to prioritize follow-ups and stay organized.

• Attend coaching calls to continuously improve skills and strategies.

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By following this SOP, team members can effectively manage their leads, ensuring a consistent approach to follow-ups and maximizing the potential for conversions.