✔ lead protocol graphic. super simple. cartoons or icons
Completed by whitney.zelig@gmail.com
- Assigned to
-
Kellie Z.
- Notes
-
Kellie
PDF print dimension ( flyer)
AS SOON AS THE LEAD COMES IN:
1. AUTO TEXT
2.CALL AND LEAVE VOICEMAIL
3. SEND EMAIL
1 DAY AFTER THE LEAD COMES IN:
1. FOLLOW UP WITH A PERSONAL TEXT
2. CALL AND LEAVE VOICEMAIL
3. SEND EMAIL
2-3 DAYS AFTER THE LEAD COMES IN:
1. FOLLOW UP WITH A PERSONAL TEXT
2. CALL AND LEAVE VOICEMAIL
3. SEND EMAIL
Here is a generic version
also keep background white incase they want to print it out
also say *business days * 1 and 2-3 business days
Maybe high level basics
We could do screen shots of how to make templates, how to use pipeline, etc. ?
1. Introduce yourself (friendly)
2. Get their name and number
3. Specials
4. Financing
5. Give multiple appt times/dates to book consult
thoughts? suggestions?
https://www.canva.com/design/DAEk3tO8Gnk/UaMkVAgFZqMC8ixBzQxm1g/edit
https://www.canva.com/design/DAEk3tO8Gnk/UaMkVAgFZqMC8ixBzQxm1g/edit
Also, can we make this into a nice pdf, with some engaging design dazzle? It is for clients that request more of a step-by-step process. Please and thank you!
https://docs.google.com/document/d/1qpHjX27MG6hjhA6YPq3FiyXx5_BGpgPsS3cejc9vM4Q/edit?usp=sharing
4. 10 days after the lead comes in:
1. Send out a text/email
https://www.canva.com/design/DAEk3tO8Gnk/UaMkVAgFZqMC8ixBzQxm1g/edit
https://watch.screencastify.com/v/GtjaEMKCgJIPpOzQPHiY
Thank you!