Inbound Sales Agent (with Zillow Flex)
Key Responsibilities & Workflows
Lead Engagement & Speed-to-Lead
Rapid Response: Acknowledge all inbound leads within 5 minutes; aim for contact within 30 seconds for high-priority sources.
Zillow Live Calls: Maintain a Never Decline policy for live Zillow transfers. Follow the ALM (Appointment, Location, Motivation) Script to secure a viewing on the very first call.
High Volume Outreach: Execute a minimum of 150 outbound dials per day, including follow-ups and cold/warm lead nurturing.
- Qualification & Appointment Setting
LPMAMA Method: Use the standard script to identify a lead's Location, Price, Motivation, Agent status, Mortgage status, and Appointment readiness.
Strategic Routing: Use Agent Coverage Maps and real-time calendars to assign leads to the correct local agent.
Logistics Management: Formally set appointments in Follow Up Boss (FUB) and Google Calendar, ensuring all details (Address, Agent, Client Motivation) are included.
- Lead Nurture & Database Management
30-Day Blitz: For leads with no initial contact, execute a 30-day reach-out plan (2x daily) before moving them to long-term nurture ponds.
Data Integrity: Maintain real-time updates in FUB, including accurate staging, tagging (e.g., Appointment Set, Spoke to Lead), and detailed call notes.
Specialized Handling: Redirect commercial land inquiries and manage lease clients by explaining the buying process and referring them to internal lease specialists.
Agent Support: Introduce agents to clients via group texts and confirm all appointments 24 hours and 1 hour in advance to maximize held rates.
Feedback Loop: Follow up with agents the day after an appointment to track outcomes and adjust lead status.
