Key Take Aways:

  • Life of a Lead Stages: The Porter Group uses a system to categorize leads into stages: Contact, Warm Lead, Hot Lead, Client, and Advocate.

  • Ninja Selling Philosophy: The team is incorporating the Ninja Selling philosophy into their sales process.

  • Follow-Up Boss: The importance of using Follow-Up Boss to record information, tag contacts, and manage deals is emphasized.

  • Value Addition: At every stage, the goal is to add value to the lead or client.

  • Understanding the Lead's Mindset: It's crucial to understand what's on the lead's or client's mind at each stage to better serve them.

  • Work Activities: Specific work activities are associated with each stage, such as asking qualifying questions for warm leads and conducting seller/buyer keys for hot leads.

  • Referrals: Referrals are a significant part of the process, especially from advocates and during the client transaction phase.

  • Client Care: Ongoing client care extends beyond the transaction, including advice on renovations, PMI, and connecting them with other service providers