jack conway business builder -...
TRANSCRIPT
Jack Conway Business Builder
Your Personal Customer Relationship Management System
Toni Manning, Technology Trainer [email protected]
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Click Login link on
www.jackconway.com
Enter your E-Mail address
& password, click Login
Your DASHBOARD
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Creating a New Customer / Lead
Click New Lead
to ADD
Required Info
Name
Phone
Add as much
information as
possible to have
a complete
record.
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You can setup
an overnight
property search
Complete
Additional
Details
Add Comments
Create
Creating a New Customer / Lead
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New Customer / Lead Created
Completed
Profile
The links on
top of lead info
are clickable
for easy editing
Click on
LEADS to go
back to
DASHBOARD
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New Customer / Lead Record
Edit Lead – Click Pencil
E-Mail Lead – Click Envelope
Click on Lead Name to ADD Property Search
Higher the LOGIC SCORE the more active they are,
WORK with high-score people!
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Add Overnight E-Mail Property Search
Click on Lead Name to ADD Overnight E-Mail
Property Search
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Criteria Overnight E-Mail Property Search
When you click CREATE SEARCH the
window will close and open in lead record
Scroll down to SAVED SEARCHES.
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Send Overnight E-Mail Property Search
1 2
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Lead Notification of New Account E-Mail
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Edit Lead – Click Pencil
Edit Customer / Lead Record
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E-Mail Customer / Lead Record
E-Mail Lead – Click Envelope
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Lead E-Mail
Make subject
line and body of
the message
creative so they
will OPEN!
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Lead Receives Ongoing E-Mail Property Searches
Note: When you sell a house to your lead don’t forget to come in and change their status to PENDING and STOP the overnight e-mails by unchecking SEND DAILY E-MAIL UPDATES.
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Customers
Login with the
credentials you
gave them.
This is their
page where
they can
control their
property
search.
Any changes,
saved searches,
can be viewed
by you on your
dashboard
under the
contact.
Leads Webpage
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Leads Webpage After lead logs into
their account they
can use any of the
tools available to
them on right
navigation panel.
My Agent – has my
info for contact this
is not my listing, it is
offered through IDX (Internet Data Exchange)
as long as you have a
“registered user” the
listing does not have
to display listing
agent.
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Leads Request Showing
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Revised Lead Record I added a TASK
TO SEND Thank
You note for
referral, note the
different color
labels that will
appear when the
item is due, over
due, etc.
The Showing
Request is under
UPCOMING
EVENTS
MY LEADS
ACTIVITY Click
on Lead Name for
updated lead
activity
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Searching Listings to Lead
1
2
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Select SALES SEARCH from dropdown, add your criteria.
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Searching Listings to Lead
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Enter Route Directions Add E-Mail Addresses Send
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Lead
Receives Your
Remember,
because they
are registered
to you your
name displays
as the AGENT.
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Sending Listings to
Lead You have the option to search & e-mail properties from your Dashboard click
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Lead Follow-up and Best Practices
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1. You play a valuable role in the sale and/or purchase of a home
2. Your customers look to you as the “professional” 3. They look to you for “guidance” 4. Remember, be the “expert” in your market stats
so you can provide the valuable information that is needed for your customer say “let’s put in the offer!”