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New Daily Reporting Announcement

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Message from Founder:

Hello Everyone,

I hope you and your families are doing well!

I am really excited to announce a Major Update to our reporting. We have been working hard to create a brand new Client Summary Report. Our new “Client Daily Report” will replace your Weekly Report that you received on Monday mornings. This significantly improved report will provide you with a summary of activities, appointments, transfers and nurtures. We hope you agree this new report features a clean and modern look that is well organized for quick viewing.

– Ro Malik

 

Below are details of this new report:

Appointments:
  • Yesterday and Today`s Appointments split into 2 different fields in order to review yesterday`s appointments and ensure today`s appointments are not missed.
Details Provided:
  • Time: Time of Call Back (Review ISA notes to ensure not ASAP).
  • Team Member: The Agent that was assigned the appointment.
  • Lead Name, Type, Phone, Email, Criteria & Notes: Self Explanatory.
Yesterday`s Transfers:
  • Attempted: Number of Live Transfers Attempted.
  • Achieved: Number of Live Transfers Connected.
Details Provided:
  • Time: Time Transfer was Accepted.
  • Team Member: The Agent that received the transferred lead.
  • Lead Name, Type, Phone, Email, Criteria & Notes: Self Explanatory.
  • Ans: If the transfer was answered.
Yesterday`s Activities:
  • Calls/Text Messages/Emails: Number of Leads Processed in each category for that day.
  • Week-to-Date, Month-to-Date, Year-to-Date: Total Number of Appointments and Transfers.
Leads Processed:
  • The number of leads you sent us this month.
Contacts Made:
  • Actual contact by phone, text or email.
Live Transfers:
  • Successful transfers to Agents.
Appointments:
  • Appointments set if lead is unavailable for live transfer.
  • Appointments set after a live transfer is not answered by Agent.
Nurtures Added:
  • Leads that were contacted and qualified but not looking to transact within the next 6 months.
  • Will continue to follow up with nurtures.
Number Added Yesterday:
  • Leads that made contact yesterday, but not acting in 6 months.
Total Leads being Nurtured:
  • This is the sum of all leads currently being nurtured.
  • Not Limited to leads originating in this month.

Ready to scale your real estate business?

Let us show you first hand how Conversion Monster can help you scale your business.

Bryce Cueto
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