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1. Were new agents tagged in ISN each day and NOTES entered in their profile to document marketing activity?
Yes
No
If not completed, then explain why:
2. Were daily texts sent to your agents with inspections on the schedule?
Yes
No
Example: “Hi Sally, it’s great to see you on the calendar today! Your inspector will reach out, but please let me know if you need any extra help along the way! We appreciate the opportunity to serve your clients!"
If not, explain why:
3. Were 1st time agents and all agents from events/classes entered into Active Campaign email automation?
Yes
No
If not, explain why:
4. Were follow up emails sent to all agents who attended events / sponsorships / classes?
Yes
No
Use email template on the drive to remind them of the value we provide to agents.
If not, explain why:
5. Were follow up calls completed for 1st time agents who booked 1-2 weeks prior and notes made in the spreadsheet on the Drive?
Yes
No
You want to note comments on their experience and try to find out how they heard about us. Any negative feedback should be reported to the Services Manager.
If not, explain why:
6. Were new agents on rosters for offices with marketing agreements contacted?
Yes
No
Start with phone call. If no answer then leave VM and send text or email as well. ("Welcome to the Re/Max team! We are your home inspection partner and I just wanted to introduce myself and let you know some ways we can be a resource for you and your clients.")
If not, explain why:
7. Were Google reviews texted to appropriate agents?
Yes
No
“Hello - I just wanted to share this review that your client left for our inspector. It was so kind of them. We really appreciate the opportunity to work with you clients!"
If not, explain why:
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