The Sasha Miletic Home Selling System Completed Listing Tasks Week 1

Transcription

1 The Sasha Miletic Home Selling System Listing Tasks Week 1 Task Date +/- Assigned to Description Completion 1 Day 0 Admin 1 Internal Added to Internal Web Form in Database 2 Day 0 Admin 1 Internal CHECKBOX Clicked- "Click Here If They Are Also VIP Buyers Under Contract 3 Day 0 Admin 1 Internal Apply Tag: Client Buyer 4 Day 0 Admin 1 Internal TASK: ADMIN 1 INTERNAL- New Seller is Also a VIP Buyer- New Task to Admin 1 Internal 5 Day 0 Admin 1 Internal ADMIN 1 INTERNAL- New Seller is Also a VIP Buyer- New Task to Admin 1 Internal 6 Day 0 Admin 1 Internal Enter Into Filogix 7 Day 0 Admin 1 Internal Enter Into Filogix Buyer Registry 8 Day 0 Admin 1 Internal If Already in Database: 9 Day 0 Admin 1 Internal Cut & Paste Address in Web Form 10 Day 0 Admin 1 Internal Leave Address Blank if Formatted Correctly 11 Day 0 Admin 1 Internal Change OPPORTUNITY to "Client" after Form is submitted 12 Day 0 Admin 1 Internal Assign Contact to a particular User: 13 Day 0 Admin 1 Internal Kevin Mollard 14 Day 0 Admin 1 Internal CLIENT SELLER- Thank You For Listing 15 Day 0 Admin 1 Internal Re-add to 1 follow-up sequence 16 Day 0 Admin 1 Internal CLIENT - 30 Day Listing Review Call to Set Appointment 17 Day 0 Admin 1 Internal Remove Tag 18 Day 0 Admin 1 Internal Leads--> BUY First Before Selling 19 Day 0 Admin 1 Internal Leads--> Buying Only 20 Day 0 Admin 1 Internal Leads--> Long-Term (Buyer / Buy First) Nurture 21 Day 0 Admin 1 Internal Leads--> Long-Term (Seller / Sell First) Nurture 22 Day 0 Admin 1 Internal Leads--> SELL First Before Buying 23 Day 0 Admin 1 Internal Leads--> Selling Only 24 Day 0 Admin 1 Internal Prospects--> Bombed Seller (Old) Prospect 25 Day 0 Admin 1 Internal Prospects--> BUY First Before Selling 26 Day 0 Admin 1 Internal Prospects--> Buyer 27 Day 0 Admin 1 Internal Prospects--> Buyer and Seller (Old) Prospects 28 Day 0 Admin 1 Internal Prospects--> Buyer Prospect (Old) 29 Day 0 Admin 1 Internal Prospects--> Home Seller Toolkit / Eval could NOT Contact (No Mail) 30 Day 0 Admin 1 Internal Prospects--> Newsletter Subscriber 31 Day 0 Admin 1 Internal Prospects--> Seller 32 Day 0 Admin 1 Internal Prospects --> Seller NO MAIL 33 Day 0 Admin 1 Internal Prospects --> Seller Prospects (Old) 34 Day 0 Admin 1 Internal Prospects--> Selling and Buying 35 Day 0 Admin 1 Internal Prospects --> VIP Buyer (Old) NOT Signed 36 Day 0 Admin 1 Internal Prospects--> VIP Buyer Apt Request Could NOT Contact (No Mail) 37 Day 0 Admin 1 Internal Apply Tag

2 38 Day 0 Admin 1 Internal Client--> Seller 39 Day 0 Admin 1 Internal Launch: CLIENT: New Listing Day +1 Sequence 40 Day 0 Admin 1 Outsourced ADMIN 1 INTERNAL- Task to Admin 1 Internal - Processing The Listing & Ads (Louisa) Day 0 41 Day 0 Admin 1 Internal TASK: ADMIN 1 INTERNAL- Task to Admin 1 Internal - Processing The Listing & Ads DAY 0 42 Day 0 Admin 1 Internal Change Person Type & Lead Source in Infusion 43 Day 0 Admin 1 Internal Apply Team Member Tag In Infusion 44 Day 0 Admin 1 Internal Open Listing File in Outlook (Street Name-St. # i.e. Main 1234) Under A-Listings Folder 45 Day 0 Admin 1 Internal Open 3 Sub-Folders 46 Day 0 Admin 1 Internal Ads 47 Day 0 Admin 1 Internal Market Analysis 48 Day 0 Admin 1 Internal Offers & Docs 49 Day 0 Admin 1 Internal Make sure the 3 PDF s are Named Properly & Slide Into Folder 50 Day 0 Admin 1 Internal 1234 Main-Listing Agreement-Miletic-Mollard-REMAX Pref 51 Day 0 Admin 1 Internal 1234 Main-Rest of Paperwork-Miletic-Mollard-REMAX Pref 52 Day 0 Admin 1 Internal 1234 Main Street-Personal Write the Remarks & Internet Remarks using the Real Estate 53 Day 0 Admin 1 Internal Advertising Scripts as a Guideline à for Internet Remarks end with: For full info. and to view interior photo s & virtual tour, visit: TITLE of Word Doc: 1234 Main REMARKS- Miletic-Mollard-REMAX Pref 54 Day 0 Admin 1 Internal PHOTO: Slide and Name (1234 Main-Front View-Miletic-Mollard- REMAX Pref) Front View into 55 Day 0 Admin 1 Internal Main Folder 56 Day 0 Admin 1 Internal Ads 57 Day 0 Admin 1 Internal FORWARD Listing to 58 Day 0 Admin 1 Internal Distribution List: 2 New Listing Sent To WECREB & RE/MAX 59 Day 0 Admin 1 Internal FORWARD REMARKS to 60 Day 0 Admin 1 Internal Distribution List: 2 New Listing Sent To WECREB & RE/MAX 61 Day 0 Admin 1 Internal FORWARD Rest of Paperwork to 62 Day 0 Admin 1 Internal Karen Qayoom 63 Day 0 Admin 1 Internal cc: info@sashamiletic.com 64 Day 0 Admin 1 Internal FORWARD PHOTO of Front View to 65 Day 0 Admin 1 Internal Felicia Scherer 66 Day 0 Admin 1 Internal cc to 67 Day 0 Admin 1 Internal info@xxxxx 68 Day 0 Admin 1 Internal karenxxx@xxxx 69 Day 0 Admin 1 Internal Slice all confirmations in Main Listing Folder 70 Day 0 Admin 1 Internal ADVERTISING 71 Day 0 Admin 1 Internal RE Listing Magazine 72 Day 0 Admin 1 Internal Drag ad From Previously Listed Home on Desktop and Re-name to 73 Day 0 Admin 1 Internal 1234 Main- RE Listings Magazine Ad 74 Day 0 Admin 1 Internal Change Appropriate Fields 75 Day 0 Admin 1 Internal Use 4 Bullets with Caps on Each Word

3 76 Day 0 Admin 1 Internal Use Descriptive Advertising Words- Listing 77 Day 0 Admin 1 Internal Make sure SMS Code is Correct 78 Day 0 Admin 1 Internal Home Show 79 Day 0 Admin 1 Internal Drag ad From Previously Listed Home on Desktop and Re-name to 80 Day 0 Admin 1 Internal 1234 Main- Home Show Ad 81 Day 0 Admin 1 Internal Change Appropriate Fields 82 Day 0 Admin 1 Internal Make Sure SMS Code is Correct 83 Day 0 Admin 1 Internal Or Trade > $150K, NO Money Down if < $150K 84 Day 0 Admin 1 Internal Cut & Paste Internet Remarks & Copy the following as last sentence: 85 Day 0 Admin 1 Internal For a virtual tour and to find out about our Trade Up Program visit 86 Day 0 Admin 1 Outsourced ADMIN 1 OUTSOURCED - Process in Outlook, Video's & Social Sites Day 0 87 Day 0 Admin 1 Outsourced TASK: ADMIN 1 OUTSOURCED - Process in Outlook, Video's & Social Sites (Mohammed) Day 0 88 Day 0 Admin 1 Outsourced OUTLOOK - Enter Client Contact Info 89 Day 0 Admin 1 Outsourced Copy and Paste any Notes from Infusion into Outlook (View All Notes) 90 Day 0 Admin 1 Outsourced Put Address, All Phone Numbers, into Outlook 91 Day 0 Admin 1 Outsourced AA Seller Info- Lock Box - Stats-SMS-- ENTER to Following: 92 Day 0 Admin 1 Outsourced Lock Box IDs and Shackle Codes 93 Day 0 Admin 1 Outsourced Sasha s Listings 2.0 (2012) 94 Day 0 Admin 1 Outsourced 2012 Year to Date Listing and Buyer Stats 95 Day 0 Admin 1 Outsourced Text Message Codes 96 Day 0 Admin 1 Outsourced Post in Advertising Sequence Sheet 97 Day 0 Admin 1 Outsourced Under the Advertising Folder 98 Day 0 Admin 1 Outsourced SHOWING SUITE: Home Feedback 99 Day 0 Admin 1 Outsourced Day 0 Admin 1 Outsourced LI: xxxx PW: xxxx 101 Day 0 Admin 1 Outsourced Create VISUAL TOUR (as per procedure) 102 Day 0 Admin 1 Outsourced Produce the Video Tour as per procedure 103 Day 0 Admin 1 Outsourced Slide link into file and post tomorrow in MCS 104 Day 0 Admin 1 Outsourced Create Video on xxxx as per Procedure 105 Day 0 Admin 1 Outsourced Check and Clean Remarks when finished 106 Day 0 Admin 1 Outsourced Sharing and Uploading Video's 107 Day 0 Admin 1 Outsourced Pinterest.com 108 Day 0 Admin 1 Outsourced Pinterrest.com (Pin It from xxxx) 109 Day 0 Admin 1 Outsourced Cap Lock Address and Key Word 110 Day 0 Admin 1 Outsourced Paste Rest of Remarks < 500 words total 111 Day 0 Admin 1 Outsourced YouTube.com (Export Video) 112 Day 0 Admin 1 Outsourced Look for Best Thumbnail 113 Day 0 Admin 1 Outsourced Copy and paste beginning and ending of Remarks 114 Day 0 Admin 1 Outsourced Tags (key word, address city) 115 Day 0 Admin 1 Outsourced Save 116 Day 0 Admin 1 Outsourced Facebook.com/RealEstateWindsor

4 117 Day 0 Admin 1 Outsourced Copy share code in You Tube & Past in Facebook 118 Day 0 Admin 1 Outsourced Copy Remarks 119 Day 0 Admin 1 Outsourced Paste over the Remarks that are there (with links at beginning and end from YouTube 120 Day 0 Admin 1 Outsourced Google Day 0 Admin 1 Outsourced Go to gmail.com then Google+ (upper left side) 122 Day 0 Admin 1 Outsourced Copy share code in You Tube & Paste in Facebook 123 Day 0 Admin 1 Outsourced Twitter 124 Day 0 Admin 1 Outsourced Open up xxxx.com 125 Day 0 Admin 1 Outsourced Copy the URL from SashaMiletic.com with the Video Tour of the Home 126 Day 0 Admin 1 Outsourced Paste it in the Add a link box 127 Day 0 Admin 1 Outsourced Format the tweet in the Compose a message box as follows: 128 Day 0 Admin 1 Outsourced Address-Key Word- City, Style, Bedrooms, Baths, Main Feature (video)eg: 129 Day 0 Admin 1 Outsourced 175 Grondin- Windsor House- LaSalle Raised Ranch, 4 beds, 2 baths Finished Basement (video) 130 Day 0 Admin 1 Outsourced Shrink the link and copy and paste the tweet into the Twitter excel sheet in Outlook 131 Day 1 Owner TASK 132 Day 1 Owner OWNER - Upload photo's in Filogix, Day Day 1 Owner Delay 1 Day 134 Day 1 Owner Upload 8-12 good photos in Filogix 135 Day 1 Owner My Listings -- Photo Admin 136 Day 1 Owner Send New Photo 137 Day 1 Owner Choose the folder where the photo s are stored 138 Day 1 Owner Select photo s you want to use (8-12) then click Add then Upload Images 139 Day 1 Owner Arrange the pics and video in a proper Flowing order from the front of the house, foyer, living room, kitchen, bedrooms, lower level, rear yard. 140 Day 1 Owner Add the description based on the photos 141 Day 1 Owner 142 Day 1 Owner OWNER - Upload photo's in Filogix, Day Day 1 Owner Delay 1 Day 144 Day 1 Owner Task 145 Day 1 Admin 1 Outsourced ADMIN 1 OUTSOURCED - Process in Best Agent, Touchbase, Day +1 (Mohammed) 146 Day 1 Admin 1 Outsourced Delay 2 Days 147 Day 1 Admin 1 Outsourced Go to BestAgent.ca 148 Day 1 Admin 1 Outsourced Log-in: xxxxx PW: xxxxx 149 Day 1 Admin 1 Outsourced Go to Lead Street and find listing 150 Day 1 Admin 1 Outsourced Assign SMS Code as per procedure manual 151 Day 1 Admin 1 Outsourced Copy and paste URL (not the share url but the one on top of the home page of the listing video in You Tube

5 152 Day 1 Admin 1 Outsourced Tweet the listing replacing the current tweet with ours from the excel sheet 153 Day 1 Admin 1 Outsourced Touchbase Auto-Showing Confirmations 154 Day 1 Admin 1 Outsourced Log-In 155 Day 1 Admin 1 Outsourced Real Estate Board: ON- Windsor-Essex County Real Estate Board 156 Day 1 Admin 1 Outsourced Member Code: xxx 157 Day 1 Admin 1 Outsourced PW: xxxxx 158 Day 1 Admin 1 Outsourced Listings 159 Day 1 Admin 1 Outsourced Edit 160 Day 1 Admin 1 Outsourced Listing Status 161 Day 1 Admin 1 Outsourced Active 162 Day 1 Admin 1 Outsourced Note Sent with Confirmation 163 Day 1 Admin 1 Outsourced On Lock Box Knock First 164 Day 1 Admin 1 Outsourced Vendor - NEW (Whichever Vendor is to be Notified) 165 Day 1 Admin 1 Outsourced First Name 166 Day 1 Admin 1 Outsourced Last Name 167 Day 1 Admin 1 Outsourced Home Number 168 Day 1 Admin 1 Outsourced Cell Number 169 Day 1 Admin 1 Outsourced Address 170 Day 1 Admin 1 Outsourced Click "YES" on all 3 Radio Buttons 171 Day 1 Admin 1 Outsourced Save 172 Day 1 Admin 1 Outsourced Listing Dispatch Property 173 Day 1 Admin 1 Outsourced Sasha & 2nd Agent 174 Day 1 Admin 1 Outsourced "Always" in all Fields 175 Day 1 Admin 1 Outsourced "Always" in First 3 Fields 176 Day 1 Admin 1 Outsourced Click "Save" 177 Day 1 Admin 1 Outsourced in Listing Dispatch / Property Line 178 Day 1 Admin 1 Outsourced Vendor Interface Settings 179 Day 1 Admin 1 Outsourced Activate Vendor Interface 180 Day 1 Admin 1 Outsourced Address (Log-In) 181 Day 1 Admin 1 Outsourced Password 182 Day 1 Admin 1 Outsourced Numeric and First Few Letters of Address e.g Day 1 Admin 1 Outsourced 1234main or 1293tecum 184 Day 1 Admin 1 Outsourced Save 185 Day 1 Admin 1 Outsourced Back to List 186 Day 1 Admin 1 Outsourced To Make Sure Everything is Saved Properly 187 Day 1 Admin 1 Outsourced Post Link to Visual Tour from File to REMAX s Website MCS 188 Day 1 Admin 1 Outsourced Go to Day 1 Admin 1 Outsourced Client code: xxxx: USERID xxxx -Password xxxx 190 Day 1 Admin 1 Outsourced LAUNCH NOTE TEMPLATE: 40 CLIENT 0 - NEW Listing Just Entered 191 Day 1 Admin 1 Outsourced 192 Day 1 Admin 1 Outsourced ADMIN 1 OUTSOURCED - Process in Best Agent, Touchbase, Day +1 (RE: Task Above) 193 Day 1 Admin 1 Outsourced Delay 2 Days 194 Day 1 Admin 1 Outsourced Action

6 195 Day 1 Admin 1 Outsourced STOP New Client Day 1 Sequence 196 Day 1 Admin 1 Outsourced Delay 10 Days 197 Day 1 Admin 1 Outsourced Re-add to 1 follow-up sequence 198 Day 1 Admin 1 Outsourced OWNER- Listing Approaching Expiry Date Sequence 199 Day 1 Admin 1 Outsourced Contact's Expiry Date in the year specified in their record (60 days before event) 200 Day 1 Admin 1 Outsourced OWNER- Expiry Reminder 60 Days 201 Day 1 Admin 1 Outsourced Contact's Expiry Date in the year specified in their record (30 days before event) 202 Day 1 Admin 1 Outsourced OWNER- Expiry Reminder 30 Days 203 Day 1 Admin 1 Outsourced Contact's Expiry Date in the year specified in their record (15 days before event) 204 Day 1 Admin 1 Outsourced OWNER- Expiry Reminder 15 Days 205 Day 1 Admin 1 Outsourced Contact's Expiry Date in the year specified in their record 206 Day 1 Admin 1 Outsourced OWNER- Listing Just Expired 207 Day 1 Admin 1 Outsourced Contact's Expiry Date in the year specified in their record (2 days after event) 208 Day 1 Admin 1 Outsourced ACTION: STOP Listing Approaching Expiry Date Sequence 209 Day 1 Admin 1 Outsourced Pause 1 follow-up sequence 210 Day 1 Admin 1 Outsourced OWNER- Listing Approaching Expiry Date Sequence 211 Day 3 Admin 1 Outsourced Re-add to 1 follow-up sequence 212 Day 3 Admin 1 Outsourced CLIENT: Social Media & First Week Sequence 213 Day 3 Admin 1 Outsourced CLIENT- Social Media to Client 214 Day 3 Admin 1 Outsourced Immediate 215 Day 4 Admin 1 Outsourced CLIENT- Social Media to Clients Friends 216 Day 4 Admin 1 Outsourced Delay 1 Day 217 Day 5 Admin 1 Outsourced CLIENT- Touchbase Showing Instructions & Procedure 218 Day 5 Admin 1 Outsourced Delay 2 Days 219 Day 6 Admin 1 Outsourced CLIENT- Showing Procedure & Feedback 220 Day 6 Admin 1 Outsourced Delay 3 Days 221 Day 7 Admin 1 Outsourced CLIENT- Clients Roll in the Process 222 Day 7 Admin 1 Outsourced Delay 4 Days 223 Day 8 Admin 1 Outsourced CLIENT- Tasks First Week 224 Day 8 Admin 1 Outsourced Delay 5 Days 225 Day 9 Admin 1 Outsourced ACTION: STOP Social Media & First Week Sequence 226 Day 9 Admin 1 Outsourced Delay 6 Days