Based on your income goal, we recommend a minimum number daily lead generation activities. Please choose the types of activities that you’d like to track and adjust the goal numbers based on what you think you should do. You will then record the activities you have completed each day by clicking on the 'RECORD ACTIVITY' on the left side of the screen.
Ideally you want to choose 3-6 daily activities to reach those goals. Not all of the lead generation activities listed will apply to you. Please note that we do have plans to add custom fields in a future update.
Choosing Your Activities:
- Recommended daily lead generation activities: this number represents the minimum number of activities, contacts, or touches you should complete each day to achieve your goal of appointments needed to meet your income goal.
- Activities Set: this number represents the number of activities you currently have chosen to track to each day. You may decide that you want to exceed that number.
- Activity On / Off Toggle Button: Slide this button to the 'ON' position to track this activity each day and week.
- Goal Input: in this area, simply put the daily contacts or touches you wish to make for that particular activity. Please note that you may not do each activity each day, so please divide the weekly number you wish to make by five to detemine your daily goal. For instance, you may send out 50 farming postcards a week, so enter 10 for your goal that day.
- Save Goals: Do not forget to click the 'SAVE GOALS' button when done.
NOTES About Choosing Your Lead Generation Activities:
By default; we have turned on four lead generation activities with a minimum goal of 5 for each. Those defaults are calls to:
- Expired Listings
- FSBOs
- Referral Partners
- Sphere of Influence
Lead Generation Definitions:
Telemarketing
- Expireds: cold call to prospective home sellers that had their home listed but did not renew their listing agreement with the same agent
- FSBO: cold call to homeowner that has chosen to sell their home without the services of a real estate agent
- Networking events: (????) calls to those people you met at a recent networking event to build a relationship for the opportunity to help them or someone they know with future real estate needs
- Referral partners: calls to touch base with your network of other professionals with whom you trade referrals
- Sphere of Influence: calls to touch base with friends, family, past clients, acquaintances to determine if they or someone they know needs your real estate services
Face To Face
- Client Parties: ????
- Door-Knocking Expireds: visiting the residence of a homeowner whose listing agreement has expired and who has chosen not to renew the listing agreement with the prior agent
- Door-Knocking Farm Area: visiting homeowner's residence in a neighborhood where you have chosen to prospect
- Door-Knocking FSBOs: visiting the residence of a homeowner who has chosen to sell their home without the services of a real estate agent
- Open Houses: holding an open house for one of your listings or the listing of another agent in your office
- Seminars: seminars hosted by you on a real estate topic designed to attract those who wish to learn more about the real estate process
Traditional Marketing
- Farming Postcards: postcards mailed out in a neighborhood where you have chosen to prospect. You may enter 1 for one mailout or click the total number of cards mailed.
- Just Listed/Just Sold Cards: postcards mailed out in a neighborhood where you have just listed a home for sale or where you have recently sold a home. You may enter 1 for one mailout or click the total number of cards mailed.
- Market Updates: local real estate market trends either mailed or emailed to your database
- Newsletter Campaigns: real estate news and tips either mailed or emailed to your database
- Special Event Cards: postcards or invitations to your database for any type of special event. Can include mailouts to prospects you don’t know for seminars.
Social Media
- Blog Posts: articles written on your blog
- Facebook Comments: any facebook comment on another’s post that is real estate-related or designed to keep you top of mind with your sphere of influence
- Facebook Likes: liking the status of friends of updates to stay top of mind
- Facebook Status Updates: any facebook status update or post that is real estate-related or designed to keep you top of mind with your sphere of influence
- Tweets: any Tweets on Twitter that are real estate-related or designed to keep you top of mind with your sphere of influence
Follow-up Activities
- Ad Calls: follow-up calls to any leads that come as result of any advertising you are doing
- Buyer Internet Leads: callbacks to any prospective buyer that have come as a result of your IDX or your listings posted on the MLS, listing syndication website, your website, etc.
- Phone Duty Calls: callbacks to any inquiries you receive while working phone duty at your brokerage’s office
- Seller Internet Leads: callbacks to any leads that are a result of any homeowner that is inquiring about your listing services unless they come from an ad.
- Sign Calls: buyer or seller leads that are a direct result of your listing’s yard sign
If you have any questions, feel free to leave a comment.
- Entering & Updating Your Income Goal
- Choosing What Daily Lead Generation Activities to Track
- Recording Your Daily Activities
- Understanding the Dashboard
- Understanding How To Interpret The Results Page to Increase Your Business