What is the Morning Report?
Lisa sends the morning report around 7 AM each day so it’s ready for you when you get to work. It lists every upcoming appointment accepted by an agent and those unaccepted. Lisa will keep scheduling prospects during the day, so those new showings won’t be on it yet. For the most up-to-date appointments, check your team’s Outlook or Google Calendar.
The report has four sections. The first section looks like this:
9 showings today
Good morning. It's a busy day:
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Some Place ================ (7)
Another One == (2)
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This says that there are nine showings scheduled for two separate properties. Seven showings at Some Place and two showings at Another One. The bars compare the number of showings per place. The next part shows some potential problems:
⚠️ 7 showings no assigned agent
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Alice A ================ (4)
David D ============ (3)
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Seven appointments for prospects have not been ACCEPTED by any agent. Lisa lists the names of the agents who haven’t replied to the OFFERED appointments. Lisa offers these appointments based on showing order and working hours.
Lisa works all night. So prospects can make new appointments outside of working hours. Agents may not have had a chance to ACCEPT or DECLINE yet. As long as an agent ACCEPTs or DECLINEs the appointment at least three hours prior, prospects never know.
The next section shows the particular appointments:
📅 Some Place
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10:30 AM Alice A + 2
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11:30 AM Alice A + 2
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12:30 PM Bob B + 1
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3:00 PM Cheryl C + 2
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4:00 PM Alice A + 1
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5:00 PM Alice A + 1
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5:30 PM Bob B + 2
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📅 Another One
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12:00 PM David D + 1
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2:00 PM David D + 1
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Appointments are grouped by property. It’s good to remember that this information may change throughout the day. Prospects can cancel, reschedule, or make new appointments at any time. Your Outlook or Google Calendars will be most up-to-date.
The last section is a list of cold leads to call. If a prospect doesn’t respond, Lisa reactivates the conversation by messaging again. But, she can only do this once. So if Lisa has nothing left to say, the prospect will be added to cold leads list.
It lists unscheduled prospects who aren’t disqualified. Lisa treats leads who say they’re not interested as not prospects.
📞 2 cold lead to call
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Bobby B (555) 555-1234
Sally S qq8tm_jgz0c9…
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The first cold lead has a phone number to call. The second has an email address generated by the property management system. You can click on the string and you will automatically get an email to the right address!
Your report also has transcripts available. You can click on any name to see a transcript of the conversation to decide if you want to reach out to them. If you’re able to answer their questions, then you can tell them to go ahead and schedule an appointment with Lisa. They just need to message her back and she’ll help them out!