BASE CAMP

Introduction and Setup

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Upon being assigned a listing by an Executive Agent you will be tasked with introducing yourself to all parties involved as well as setting up the necessary infrastructure for internal communication, contract software, document management, and anything else needed to facilitate and maintain our standard of exceptional level of service.

Step 1: Introduction to Client(s)

  1. Email Client(s)

    1. Add Client’s Email Address(s)

    2. CC Executive Agent(s)

    3. Change Address in the subject line

    4. Change All Bold Text in the body

    5. Attach to email - Home Preparation Pre-Listing Checklist

    6.  

ToPerson Person Person
CcPerson
BccPerson
SubjectIntroduction - We are excited to sell your Home on {address}
{Greeting of the day} {Clients Name},
Thank you so much for entrusting us with the sale of your home. My name is {Associate Agent Name} and I will be assisting {Executive Agent Name(s)} with the sale of your home. 
My responsibilities encompass:Document ManagementScheduling (Repairs, Cleaning, Photos & Video, Etc.)Marketing SetupAdditional Administrative Tasks
I have attached our Home Preparation Pre-Listing Checklist to help guide you to getting your home in tip-top shape before going on the market.
Our goal is to show your house in the best light to bring you a quick and profitable sale.
{Executive Agent Name(s)} and I work closely together. If you have any questions about the listing process please feel free to reach out to me anytime.
{Associate Agent Name}

  1. Call Client(s)

    1. Script: 

Step 2: Set up communication channels

  1. Create a Google Spaces Chat

    1. Name it the property address

      1. Start the name with the current status (Landing, Pre-Market, Active, Contract, Closing)

Ex: Pre-Market: 123 Main St

  1. Add a circle emoji with the color corresponding to the appropriate status

  2. Add Executive Agent(s)

  3. Add Associate Agent(s)

  4. Send an @all message notifying everyone of the new chat space for the property

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