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Small Business Consultant, Sherri Smith

PROFESSIONAL PACKAGE: ADMINISTRATIVE AND TRANSACTION COORDINATION

PROFESSIONAL PACKAGE: ADMINISTRATIVE AND TRANSACTION COORDINATION

Regular price $2,176.00
Regular price Sale price $2,176.00
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PACKAGE

Professional Package Includes:

Administrative and transaction coordination support for 4 days a week within each month.

Administrative and transaction coordination includes calendar management, listing communication, lead communication, CRM management, management of listing and buyer contracts through transaction coordination, and research support.

Calendar management, listing and lead communication management includes arranging showing appointments of listed properties, arranging showing appointments to buyers, and more.

CRM management, email and lead management includes adding leads to the CRM program, add leads to appropriate categories within the CRM, create lead categories and lead captures, add leads to appropriate email sequences, create email sequences, remove leads from the CRM, and more.

CRM management includes creating email sequences to engage leads as they register to receive property information that is designed to take them from being a lead to a customer by building a relationship with them.

CRM management includes creating and scheduling blast emails to subscribers for Holidays, just listed, price adjustments, open houses, sales, and more.

CRM management includes setting up leads to receive MLS listings by email that fit their criteria.

CRM management includes creating a relationship with leads by following up with them by phone and email.

CRM management includes creating reports from lead activity.

CRM management includes creating and scheduling blast emails to local agents for just listed, price adjustments, open houses, and more.

Email and lead management includes responding to email inquiries from buyer leads by providing additional information about the property they're interested in.

Email and lead managements includes responding to email inquiries from seller leads by obtaining information about the property they're interested in listing.

Calendar management includes scheduling listing appointments.

Email and lead management includes organizing client folders and lead folders in email program.

Email and lead management includes adding notes to the CRM program regarding all communication with leads and customers.

Research support includes conducting market research, gathering property data, preparing target marketing and property data reports, and more.

Listing management includes creating listing presentations.

Buyer management includes creating buyer presentation.

Listing and transaction coordination management includes creating listings in the MLS, arranging for professional services, such as photographers, videographers, drone operators, and more.

Listing and transaction coordination management includes confirming listing syndication to relevant websites, and updating the MLS as listings go through the contract process.

Transaction coordination for listings includes acting as a liaison when listings go in contract between the seller, the buyer's agent, and parties related to the transaction.

Transaction coordination for buyers includes acting as a liaison when buyers go in contract between the buyer, the selling agent, and parties related to the transaction.

Transaction coordination includes reviewing contracts and disclosures for completeness, ensuring earnest money is deposited on time, coordination and scheduling professional services, such as inspections, creating and managing a timeline for the transaction to ensure the deadlines are met, assist in paperwork and documentation for extensions, file management for transactions, and more.

Daily or Weekly Zoom call is included in package. Calls will be to review business and strategy, and more.

Service can be purchased for one month.

Service price is discounted when purchasing succession packages.


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