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Building Your Lists

  1. Realtors I work with (Retention)
  2. Realtors I want to work with (Prospecting)
  3. Realtors I’m Following up with
    1. Had a meeting with them and liked them – this is also prospecting, but in a separate list because you’re working it separately
  4. Active Pipeline (JUNGO will create this for you)
  5. TBD or Pre-Qual – Active
  6. TBD or Pre-Qual – Inactive
    1. There should always be a date on when it should move to active
  7. Past Customer Database
  8. VIP/Business Important People
    1. Anyone who is not a realtor or past client, but you’re getting business from their business
      1. Title, builders, neighbors, family, people that you feel you could be impactful with
  9. VIP – that you aren’t working with yet

Why are Lists Important?

  • It gives you people to actually call during time blocks
  • They keep you organized
  • They are the most efficient way to make your calls
  • Keeps track of who you’re calling
  • Allows you to market yourself to specific groups/lists
    • This should not be used in place of your phone calls. You should always be calling on your lists

Schedule Training / More Information