Database Set-up

Database Scrub

Clean up contacts & remove duplicates
Get tags/segments into best practices
Update Past Clients using the Post-Close process
Build out complete transaction checklists

Lead Nurture System

Apply appropriate SmartPlans, drip campaigns
Set-up Weekly, Monthly, Quarterly Call Lists
Build out scalable Lead Conversion, Nurture, & Engagement plans
Create reengagement process for stale leads

Integration & Automations

Zapier & API Integrations
Email Parser service
Apply Automations

System Training and Turnover

60-minute training for Agents and Operations on database best practices
Written process documentation and video recordings
Custom Database Best Practices Guide