AGENT
TOOLBOX
TOOLBOX
Daily Actions For Success
1
Designated Jucebox Time
Set aside designated Jucebox time everyday.
Minimum of an hour each day to go through the Daily Actions.
Ideally an AM & PM time to reach out to leads.
2
Manage CRM Conversations
Check for new leads, conversations, replies, voicemails, and missed calls
Address conversations promptly
Manage pipeline stages and move prospects based on conversation status
3
Stay Organized
Move leads into appropriate Pipeline Stages.
Make notes on any lead actions.
Make notes after contact has been made.
Update notes on any appointments that have been completed.
4
Follow Up
Follow up with leads that haven’t had any contact in 2-3 days.
Send a “following up” text or Make a call.
Reach out and try and reschedule any calls/zooms that were no shows.
Check “Abandoned Leads” for follow ups needed.
Check “Long Term Nurture” Pipeline for follow ups
5
Stay Persistent
Continue calling sequence with all leads that haven’t reached Contact Made.
Assess pipeline and make calls 1-10 for leads with no contact.
Send manual texts to any leads in Contact Made that haven’t received one
