5 Steps to Database Categorization Success

Database Categories are CRITICAL… Keep it Simple.. The more simplistic the more you will EXECUTE!

1. Keep it clean, organized, simple… always thinking Big Picture… If it is complicated you must understand it.. but what about a future assistant, ISA or agents you hire?

2.Systems = The Same Process Over and Over so we can ensure we always duplicate the same results…

3.Our CRM is set up with Lead Categories… (Buyer Lead, Seller Lead, Buyer, Seller, Commercial Buyer Lead etc.

4.Follow up protocol differs per Lead Category…

5.Important: Everyone in your Database should get Motivation, Monthly Market Snapshot, Holidays, Value Based Content…


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