What Can Lisa Do? What Operational Changes Need to be Made?
Lisa is great at a lot of things. She respond to prospects, follows-up, schedules appointments, and answers questions.
However, she’ll rely on you and your teams for some critical tasks.
- She works to get leads into an appointment. But, the on-site team shows them around and reviews applications.
- She reports on marketing sources and customer satisfaction. But, it’s up to your team to post enough marketing to get leads interested.
- She will schedule appointments for agents. But, the agents have to make a schedule and come to appointments.
Put simply: Lisa brings more qualified prospects to visit your community. Here’s how to help Lisa out:
- Staff should no longer handle or follow-up on guest cards and leads from Internet Listing Services (ILSs). Lisa is doing that now. Staff still need to handle walk-ins.
- Staff should no longer use PM software to track upcoming appointments. They need to use their calendar for that.
- Staff should update Lisa when policies change. She’ll remember the update.