What Does Lisa Add to a Guest Card?
Lisa records a phone number or email based on how a prospect writes to her. If a prospect:
- Calls in, Lisa records their phone number,
- Emails, she records that.
- If a prospect writes from a marketing source, she records the information they gave.
She also asks for their name, their unit preferences, and offers appointments. She records this information on the guest card as she gets it. If prospects tell her, she will write down:
- Their first name,
- Last name,
- Phone number,
- Email address, and
- Preferred unit type (1br, 2br, 3br, etc.).
She also records:
- The first marketing source that referred the prospect,
- The property name,
- Any upcoming appointment,
- Along with any agent scheduled to meet them, and
- A transcript of her conversation.
Guest cards assigned to “Lisa Dynasty” don’t yet have an agent assigned to them.
If the prospect mentions a specific move-in date, she writes that on the guest card too.
You can review the transcript of their conversation for more details!