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Lisa keeps track of prospects, appointments, agents, and marketing sources. Based on her notes, she composes four kinds of reports: A Morning Report to inform your daily plans,. An Evening Feedback r…
Updated 4 years ago
Every Friday Lisa prepares a summary of the week. It has four sections outlining what happened over the past week. The first section looks like: 6734 messages this week. Good afternoon! This week: 📈…
Updated 5 years ago
Lisa sends all upcoming appointments to your agents on the day of offboarding. If you want to see all the leads Lisa has, ask her for API docs. After the offboarding date, Lisa will no longer respond…
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…
Each of the agents.csv , prospects.csv and showings.csv reports everything that’s ever happened. Modify the internet address Lisa gives you to restrict it to any particular period. Make sure you have…
After you have downloaded a.csv file, you can open it in Microsoft Excel. You may be able to double-click on the file. Try this: Double click the.csv file that you downloaded from the internet. Wait…
The Friday Funnel includes your exported data in.csv files. Lisa will also give you updated copies anytime you ask. To use these: Get the most up-to-date.csv files. Just ask Lisa for API docs. Adjust…
Yesterday's cold leads are listed at the end of the Morning Report. If a prospect doesn’t respond, Lisa reactivates the conversation by messaging again. But, she can only do this once. So if Lisa has…
After a prospect’s appointment, Lisa will reach out and ask how it went. Lisa collects all this feedback and puts in in the `Evening Feedback` report which she sends out after 7 pm. It looks like thi…
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