Key Take Aways:

  • Lead Management: Understanding the different stages of a lead (contact, warm, hot) and tailoring interactions accordingly.

  • Follow-Up Boss Utilization: Proper usage of Follow-Up Boss for deal creation, note-taking, file uploads, and team collaboration.

  • Client Experience: Aiming for a five-star client experience to create referrals and advocates.

  • Team Collaboration: Tagging team members in notes and adding them as collaborators for effective handoffs and task management.

  • Documentation: Keeping detailed records of client interactions, contracts, and game plans within Follow-Up Boss.

  1. Action Plans: Using action plans for post-closing activities and long-term client follow-up.