​Print your leads. Do not try and use the CRM to "manage" your leads. Top producers always print their leads as soon as they are purchased.

Your initial contact with your leads is to schedule an "Appointment Call." We do not do any selling or quoting on the initial call. The purpose of the initial contact is to only book the appointment.

The primary method of contact to book appointments is to call your leads on the phone!

Review when to leave voicemails with your manager.

Track your dial sessions using the Dial Tracker and text this to your manager after each dial session.

Record your dial sessions using ZOOM, record to your computer (not cloud) and send audio file to your manager.

Set appointments same day for remote appointments. Any further out will result in high no-shows.

Set for same day or next day for in-person appointments. Any further our will result in high no-shows.

Trip Dial each number on the lead sheet.

Tie down your appointments to prevent no-shows:

Remote Tie-Down:

• "Grab a pen and paper real quick so I can give you a confirmation number"
  (provide your name, time of appointment and then the confirmation number)​

• "When I call back at 6pm, I just you need (and spouse) at the kitchen table with a pen and paper to write down some notes"

• "One last thing, Do you see any reason you won't be available at 6pm tonight"​​

In-Person Tie-Down:​

• "Grab a pen and paper real quick so I can give you a confirmation number"(provide your name, time of appointment and then the confirmation number)

• "I will be driving a gray SUV, just to help me see the house on your street, what color is it?"

• "Should I park in the driveway or street"