Nurtured Until It Hatches

 Seller A  Buyer A Lifebushido

 Seller A  Lead is ready to sale home  Ready to meet with agent  Ready to sign with agent  Ready to start showing Lifebushido

 Buyer A  Lead is ready to start going to showings  Ready to buy within 0-3mos Lifebushido

Enter your Golden Egg into the “Leads – Clients” Database Lifebushido

Client - Name of your client, or Lifebushido if Sales Calling Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use) Salutation - Lead’s Salutation Firstname - Lead’s First name Lastname - Lead’s Last name

Lifebushido Client - Name of your client, or Lifebushido if Sales Calling Caller - Your Name Caller Type Lifebushido (other options are for client's in-house use) Salutation - Lead’s Salutation Firstname - Lead’s First name Lastname - Lead’s Last name

Lifebushido New Escalated - used when you first enter the lead Waiting on Agent Confirm - used at the 24 hour check in Not an A Lead – used when lead is not ready to buy/sell Dead Lead – Not going to buy/sell Confirmed Golden Egg - used after the client confirms of A Lead Tracking - used while agent is working with lead Meeting - Showing - used if you book and appointment with the lead and your client Client - Under Contract - used after the lead goes under contract but before the lead closes Client Closed - used after closing while Golden Egg is being confirmed Status is VERY important

Lifebushido The following only used for BAB – Sales Proposal – Close Now Proposal – Fresh Proposal – Hot Proposal – Warm Proposal – Cold Hot or Scheduled Steve Status in Database Note: We ONLY initially enter Buyer/Seller A leads into Leads – Clients, if the status for that leads changes after it is Escalated, then the caller will use Buyer/Seller B,C,Dead Lead, Lost, etc. to update

Lifebushido Summarize the overall status for the lead here For example: “Lead ready to buy in 2mos” “Lead would like agent to call for showing tomorrow” “Lead want to meet with agent about signing up ASAP” Notes Overview

Lifebushido Date Escalated - This is the date you escalated the lead to client Date Last Meeting The last time the client met with the lead (may not be used at first) Last Status Update Please put the date of each milestone until you start monthly updates Track Day 3/Track Day 10/Track Monthly Please put the status of what happen at each milestone Date Last Monthly Status Put your last monthly check in date here Statuses and Dates

Lifebushido Lead and Agent Info Notes History - All notes go here from you calling go here. Please start from the beginning. Database Record Link – TBA – Lead address Phone – Lead telephone number Source – The database source you are calling from, i.e. BoomTown, Top Producer, etc. If it is not listed please add it Agent – The agent this lead is assigned. (Note: Agent and Client may be different). If not listed, please add them. Client Status – Input if client is active/inactive

Lifebushido Following up with Client Here are some template s you may used when contacting your client: Day One: Attached is a PDF report of Buyer/Seller A lead that requires immediate action. Please reply to all within 24 hours acknowledging receipt of this lead. Please update Top Producer/BoomTown, etc with the status of the lead, and reply back to all within three days with results of the live answer and the next call back date. Subject Line for all s: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business

Lifebushido Day Three: On “date”, I sent you a lead for “lead name”. I am just following up to see if you were able to reach them by phone and what their status was. Please reply back to all and let us know how it is progressing. Following up with Client Here are some template s you may used when contacting your client: Subject Line for all s: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business

Lifebushido Day Ten: I am touching base with you on “lead name” that was escalated to you last week. Have you been in direct contact with “lead name”. Please reply back to all with a status up date. Following up with Client Here are some template s you may used when contacting your client: Subject Line for all s: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business

Lifebushido Monthly (for BAB – Sales ONLY) Take a few minutes monthly to check your A leads in the People database. After these leads close, you should Steve and cc verifying the closing. After Steve verifies this, you may bill five hours under special - golden egg in goal actions. If there are no notes, please call your lead monthly to discuss their Here is how to create the PDF of all ‘A’ Leads for your client. Following up with Client Here are some template s you may used when contacting your client: Subject Line for all s: Golden Egg Updates - Buyer/Seller Leads - Client's Name - Best Agent Business

Lifebushido In Leads – Clients Database Choose report: Leads by Client – Short Version Add Client’s name: i.e. - King, Tracy Creating PDF of Client’s Leads

Lifebushido Creating PDF of Client’s Leads In Leads – Clients Database Choose report: Leads by Client – Short Version Add Client’s name: i.e. - King, Tracy

Lifebushido Report displays with all of Tracy’s Buyer A Leads that have been entered Creating PDF of Client’s Leads

You will need software to print to a PDF Go to to download for FREEhttp:// Click “Print” Creating PDF of Client’s Leads Lifebushido

Print Options: Print the report as a table, and Click ‘OK’ Include date and include summary, and Click ‘Continue’ Creating PDF of Client’s Leads

Lifebushido Print: Choose your “CutePDF Writer” as your Printer Change your Page Orientation to: Landscape Click Print Choose the location your would like it saved Now send the PDF as an attachment to Client Creating PDF of Client’s Leads