Key Responsibilities & Workflows
- Lead Engagement & Speed-to-Lead:
- Rapid Response: Acknowledge all inbound leads within 5 minutes (target: 30 seconds for high-priority leads).
- Zillow Live Calls: Follow a Never Decline policy for live transfers using the ALM (Appointment, Location, Motivation) script.
- High-Volume Outreach: Execute at least 150 outbound dials per day, covering new leads and nurturing.
- Qualification & Appointment Setting:
- LPMAMA Method: Screen leads based on Location, Price, Motivation, Agent status, Mortgage status, and Appointment readiness.
- Logistics: Coordinate with Agent Coverage Maps and calendars to book appointments in Follow Up Boss (FUB) and Google Calendar.
- Database Management:
- 30-Day Blitz: Perform twice-daily outreach for 30 days for unresponsive leads before moving them to long-term nurturing.
- Data Integrity: Keep real-time updates in FUB with accurate tags, staging, and detailed call notes.
- Inquiry Handling: Redirect commercial leads and educate lease clients on the buying process.
- Professional Handoffs:
- Agent Support: Introduce agents to clients via group text and confirm all appointments 24 hours and 1 hour in advance.
- Feedback Loop: Follow up with agents the day after an appointment to track outcomes and update lead status.
