• Database Scrub

    • Clean up contacts
    • Remove duplicates
    • Tags/segment best practices
    • Update Past Clients
    • Set Up Post-Close process

  • Lead Nurture System

    • Apply SmartPlans
    • Apply drip campaigns
    • Set-up Weekly Call Lists
    • Set-up Monthly Call Lists
    • Set-up Quarterly Call Lists
    • Build Lead Conversion
    • Build Engagement plans
    • Create reengagement process for stale leads
  • Integration & Automations

    • Zapier & API Integrations
    • Email Parser service
    • Apply Automations

System Training and Turnover

60-minute training for Agents and Operations on database best practices

Written process documentation and video recordings

Custom Database Best Practices Guide 

Agent Collection