Database Management
Learn how to manage your database daily to follow up with your leads and set more appointments consistently. Organization, follow-up tools, strategies, and workflow are covered extensively.
This course is scheduled to be released June 14, 2024. I'm recording the rest of the content over the next few days and will publish when complete. Over 30 lessons of content are scheduled! Order now during the pre-sale to save $500 if you order before then. Course price is $999, so hurry now and order for only $499!
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Anatomy of a Lead Profile
Pipelines
Segments
Tags
Columns
Lead Pond
Filters
Auto Property Follow Up
Home Report
Call Package
Manual Email and Text
Smart Plans
AI Assistant
Buyer Match
Listing Hot Sheets
Inbox (Workspace)
Seller Report
Smart Plan Modifications
Smart Plan Creation
Smart Plan Holiday and Specific Date
Smart Plan Transaction Date
Activities
Inbox (Workspace)
Property Alerts
Market Snapshots
Market Reports
Automations (Triage/Sort)
Pipeline and Segment Cascade
Pathways & Conditional Questions
Reassignment Automation
Newsletter via Email
Newsletter via Landing Page
Reassign Leads Not Worked
Dashboard
Tasks and Appointments Calendar
Inbox
Transactions and Clients
New Leads
Work the Pipelines
Prospect Through Listings
Filter and Follow Up