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services:lead_management:daily_lead_capture [2018/07/31 04:51] (current)
raquelmartin created
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 +====== Daily Lead Capture ======
 +
 +====== Lead Flow ======
 +
 +===== Manual Leads=====
 +=== Green Money Lead Sheets ===
 +
 +Green Money Lead sheets allow you to focus on your leads without the distraction of your phone or computer. You must focus, focus, focus on calling or meeting with leads weekly and writing notes for each lead using your Green Money Lead sheets if you want to become a Billion Dollar Agent.
 +
 +Capture all leads. Make copies on green paper and have copies of Green Money Lead sheet at your office, home, car, and in your work folders. Every lead is worth $50-$500. Send leads daily by email to <​leads@bestagentbusiness.com>​ or fax 240-751-4247
 +
 +{{ :​services:​lead_management:​green_money_lead_sheet.pdf |Green Money Lead}} sheet (printable PDF)
 +
 +===== Automatic Leads =====
 +
 +==== Setting up your Lead Flow ====
 +
 +  -create a new email address at your domain - leads@yourdomain.com
 +  -We will auto-forward your Trulia, Zillow, Realtor.com and other leads to your new email address
 +  -Your emails are then forwarded to <​leads@bestagentbusiness.com>​ where our Leads Box Team monitors and adds your new leads to your Core Database 7 days a week/365 days per year
 +
 +
 +==== Lead Sources ====
 +  *Business Cards
 +  *Phone
 +  *Outlook
 +  *Email
 +  *Zillow, Trulia, Realtor.com
 +  *People you meet in person
 +  *Referrals
 +
 +
 +
 +
 +====== Lead Auto-Forward Setup ======
 +
 +==== Trulia & Zillow ====
 + ​Trulia and Zillow have no auto-load/​auto-feed directly to Top Producer. This means Trulia/​Zillow and Top Producer are unable to communicate directly to load lead information into Top Producer, it must be entered manually. The solution is to forward leads from Trulia/​Zillow to our Lead Box at [[mailto:​leads@bestagentbusiness.com|leads@bestagentbusiness.com]] for manual entry of your leads.
 +
 +===== What We Need From You =====
 +
 +  * If you are using Outlook or Gmail: You can set up filters to send Trulia/​Zillow leads to [[mailto:​leads@bestagentbusiness.com|leads@bestagentbusiness.com]]. If you need help setting this up, you will need to provide us with your login information.
 + 
 +  * Domains: If you have a Domain Name, please provide logins and your Email ID so we can create a new email as [[mailto:​leads@bestagentbusiness.com|leads@yourdomainname.com]] which forwards to [[mailto:​leads@bestagentbusiness.com|leads@bestagentbusiness.com]].
 + 
 +  * If you do not wish to disclose your Domain information to us, you will need to manually set up forwarding of your leads from Trulia/​Zillow to our Lead Box at [[mailto:​leads@bestagentbusiness.com|leads@bestagentbusiness.com]].
 +   
 +  * We suggest creating an email account which can be forwarded to both yourself and our Lead Box named Leads@yourdomainname.com.
 + 
 +  * If you do not have a Domain Name, you will need to manually set up forwarding of your leads from Trulia/​Zillow to our Lead Box at [[mailto:​leads@bestagentbusiness.com|leads@bestagentbusiness.com]].
 +   
 +  * We suggest creating an email account which can be forwarded to both yourself and our Lead Box named [[mailto:​yourname.leads@gmail.com|yourname.leads@gmail.com]] or whatever email account program you desire to use.
 +
 +==== Understanding Domains ====
 + A Domain Name would be www.bestagentbusiness.com. Domain Name is bestagentbusiness.\\ ​ Email Name would be Sample@bestagentbusiness.com. Email ID is Sample and Domain Name is bestagentbusiness.
  
  • services/lead_management/daily_lead_capture.txt
  • Last modified: 2018/07/31 04:51
  • by raquelmartin