Key Take Aways:

  • Focus on Tactical and Philosophical Work: The team will alternate between tactical tasks within Follow-Up Boss (FUB) and philosophical discussions about database business at the Porter Group.

  • Tactical Data Entry in FUB: The meeting included a demonstration of how to input a new contact into FUB, including adding relevant tags and creating a deal.

  • Importance of Tags: Tagging contacts is crucial for organization, follow-up, and tracking activities. Specific tags mentioned include open house location, areas of interest, first-time homebuyer, and critical tags for annual reviews and database management (SDL database, MIM event master).

  • Deals Over Stages: The team is primarily using deals (warm, hot, client) over traditional stages (lead, nurture, client) in FUB.

  • Autoflow System: The autoflow system in the database is triggered by the "SDL database" tag. Contacts without this tag will not receive automated emails or postcards.

  • Event Management: The "MIM event master" tag is used to manage event invitations and attendance.

  • Life of a Lead: The team is working on a "life of a lead" worksheet to outline the stages of a contact, how to serve them, and identify triggers for action.

  • Annual Reviews: Tracking annual reviews is important and specific tags are used for this purpose.

  • Data Integrity: Quarterly updates are done on the database to ensure all contact information is accurate and up-to-date.