It’s so funny (funny peculiar, not funny “haha”) how clients who have no idea the other exists will need the same services at the same time. And I’m not talking one or two clients, I’m talking four or five.
Prospects as well. I had two back to back consultations last week where each agent was looking for the same service as the other. To tell you the truth, I had a hard time remembering who was who after that.
Maybe it’s that time of year, or maybe I’m putting off some organizational vibe. I don’t know.
What I do know, is that EVERYONE wants checklists.
My clients like to know what step is coming up next, who takes care of it, and what is going to happen after. There is a certain sense of security in that, isn’t there? Not having to worry about missing a step, leaving something out or getting so busy that your client falls through the cracks.
Step by step systems and processes help every business. They help mine tremendously and I know they help yours as well. Think of how many steps are taken to get from prospect to closed sale in Real Estate. From marketing yourself, to getting the listing, to marketing the home, finding a buyer, negotiating, signing ALL those documents, coordinating the inspections, and then FINALLY closing escrow.
How many steps does it take you to get from the beginning to the end?
In the last two weeks I have created the following checklists:
- New Lead
- New Buyer
- New Seller
- After the Sale
- Listing Process (Gold)
- Listing Process (Silver)
- Listing Process (Bronze)
- Weekly Blogging & Article Submission
- Agent Referrals
- Initial Consultation
I think I did a few more, but you get the idea.
Can you see how having these lists in place would help you out in your day to day business? I keep them in Basecamp, my “online office”, but I also transfer them to Top Producer, Wise Agent, or Any other CRM that you are using. It’s important to have your lists where you’ll use them, so if you need to print them out and stick them in a “Business Operations” binder, do it.
Do what it takes to be more organized and on top of your business. It makes all the difference in the world.