Key Take Aways:

  • Life of a Lead: The training covers the progression of a lead: contact, warm, hot, client, and advocate.

  • 48 Touch System: Integrates The Porter Group's 48 touch system within FUB.

  • Tactical Use of FUB: Demonstrates practical ways to use FUB to manage leads and maintain relationships.

  • Tags and Automation: Highlights using tags for automated emails and postcards, but stresses that personal touches build relationships.

  • Personal Touches: Importance of personal outreach like handwritten cards, birthday reminders, and individual follow-ups.

  • Notes and Logging: Emphasizes detailed note-taking in FUB after interactions, annual reviews, and phone calls.

  • Task Setting and Reminders: Using FUB's task and reminder feature with timing and email alerts to stay organized.

  • Different Lead Stages: Shows how to handle leads differently based on their stage (contact, warm, hot).

  • Serving Sellers: Utilizing FUB for market monitoring, save searches, and client communication with sellers.

  • Turning Clients into Advocates: Strategies to nurture clients and encourage them to become advocates who provide referrals.

  • Imperfect Notes: The importance of any notes over perfect notes, as the long game is remembering details over time.

  • Flexibility: Being able to deviate from the plan and adapt to the situation with clients.

  • Showing Something: The importance of showing clients action through price adjustments, condition improvements, or follow up communication.

  • FORD Conversation: Family, Occupation, Recreation, Dreams, this conversation can uncover key information about leads.