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Marketing SOPs

The Marketing SOP’s are designed to provide you with a step-by-step guide from pulling your seller data to ordering your marketing.

Step 1 Pull your Data:

Pulling Lists

Review this page for the criteria we use for each of our motivated lists we pull

Step 2 Stack your Data:

Stacking Lists into RESimpli

Once you have your lists pulled from PropStream, use this SOP to upload them into RESimpli, stack them using your different lists, and then export them to refine your final marketing list.

Step 3: Order Marketing

Submit your order request using this form.

Step 4: Measure Your Performance:

KPI Sheet

Use this templated KPI sheet to track all of our recommended KPIs on your business. This will help you understand where you can make improvements.

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Sales SOPs

The sales SOP’s are designed to help you not only overcome seller objections but how to set up a strong lead funnel so that no lead get’s left behind.

Lead Intake

1.0 Answering the First Call

1.1 Prequalification

Following Up

2.0 Following Up - General Rules

2.1 - FU - Unable To Reach Seller - No Contact Made

2.2 - FU - Contact Made - No Offer or Contract Yet

2.3 - FU - Offer Made - Not Accepted

2.4 - FU - Warm Long Term Follow Up

2.5 - FU - Offer Accepted but Ghosted by seller

Offers

3.0 - Making Offers

3.1 - Signing Contracts

Negotiations

4.0 - Renegotiating

4.1 - Dropping Contracts

Challenges

5.0 - Common Transactional Challenges

5.1 - Multiple People On Title

5.2 - Seller has Low Equity or Negative Equity

5.3 - Probate Situation/Seller Has Died

5.4 - Tenant won't grant access

5.5 - Performing Cash For Keys

5.6 - Seller Ghosts After Signing

5.7 - Seller Needs to find somewhere to move

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Hiring SOPs

When to Hire Your First Team Member

Org Chart

Hiring Virtual Assistants

Hiring US Based Employees

Job Listings

Interviewing Virtual Staff

Interviewing US Based Staff

New Employee Training

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Management SOPs

CRM Audit

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