All Or Nothing Real Estate

Time Sensitive Priorities

New Leads and Property Viewers

• New Leads: Contact brand new leads within 1-5 minutes of registration using the LPMAMA script.

• Property Viewers: Call Brivity contacts who have viewed a property three times from Brivity GO notifications.

• Lead Sheets: Have the Buyer Information Lead Sheet and Seller Information Lead Sheet ready to take down client info during calls.

Prior to Lead Generation

Review New Listings

Start your day by reviewing all new listings that have come onto the market in the last 24 hours in your area of service. This keeps you informed about the latest properties and gives you a competitive edge.

Enter Leads

Ensure that any open house attendees or other leads not already in Brivity are entered into the system. Centralizing all your contacts makes follow-up processes streamlined and efficient.

Lead Generation Priority ONE

Call HOT & Prospective Clients

• Review and Refresh: Review the top 5-10 Buyers/Sellers in your Database to refresh on their needs.

• Reach Out: Call HOT & Prospective Buyers/Sellers who haven’t received a call from you in the last 7 days.

• Match Listings: Use the Search Listings feature to match Hot Buyers or Buyer/Sellers with new listings, team-specific listings, or your open houses.

• Appointments: Set appointments to show properties or write offers for Hot Buyers/Sellers in the afternoon/evening.

Lead Generation Priority TWO

Call Recently Active Leads

• Market Report Viewers: Engage with leads who have recently viewed Market Reports using the topic of their most recent Market Report.

• Website Visitors: Call recent website visitors or Listing Alert viewers in your database using the topic of the homes they viewed.

Lead Generation Priority THREE

Complete Tasks

• Due Today and Overdue Tasks: Review and complete tasks in the Due Today and Overdue sections of Brivity’s "Tasks." Start with Priority 1 tasks.

Lead Generation Priority FOUR

Call 'Watch', 'Nurture', and 'Unqualified' Statuses

Reach out to leads in the Watch, Nurture, and Unqualified statuses who haven’t received a call in the specified days, using the Brivity Dialer. Use these filters to set up your call lists:

• Nurture: Has phone, has not received a call within the last 30 days.

• Watch: Has phone, has not received a call within the last 90 days.

• Unqualified: Has phone, has not received a call within the last 7 days

• Unqualified: Has phone, has received a call in the last 7 days, but no pick-up.

Post-Lead Generation

Check Notifications

Regularly check the Activity Feed in Brivity to ensure no communication has been missed.

Add Listing Alerts

Keep leads engaged by adding Listing Alerts for those who need them, ensuring they return to your website.

Add Market Reports

Add a Market Report to anyone that needs one to encourage return visits to your emails.

Homework

Follow up on morning calls with necessary tasks, such as completing CMAs and document requests.

Appointments

Prepare for appointments, attend them, or host an open house if no appointments are scheduled.

Enter Leads

Continuously update Brivity with any new leads from open houses or other sources not already entered.

Additional Lead Generation Opportunities

Past Clients

Dedicate a time block each week to call Past Clients, ensuring all "local" Past Clients receive a call within the last 90 days.

Sphere

If your sphere is in "Inactive" status, call them within a specified time block each week. Ignore if your Sphere is in the "Watch" status. If your SOI does not have the Brivity Source “Sphere of Influence”, update the filter to reflect the right source.

Circle Prospecting

Allocate one or multiple time blocks each week to circle prospect for listings or to invite neighbors to upcoming open houses.

Call FSBOs and Canceled/Expired

Call brand new Canceled/Expired Listings and FSBOs, ideally before 8:30 AM. This targets sellers who are likely eager to engage.

Current Clients Updates

Time block 1-2 times per week to call and update current clients. Check in with your active Buyers and Sellers using their Brivity Transaction to guide your conversation. What has been marked off? What is the next "step" (see tasks)? Have there been any updates you need to share?