Lead Backer

Automates processes for lead capture & lead nurturing / lead follow-up, lead database management, and lead conversion optimization.

Tasks:

  • Manage leads and the CRM.
  • Report issues with CRM by calling the hotline.
  • Answer CRM-related questions from agents and provide training if needed.
  • Service inbound leads from sign calls and online sources and determine where they are in the buying/selling process.
  • Immediate response and scrubbing of the leads. (adding labels, activating drip campaigns, sending welcome text or emails, assigning the le
  • ad to agents)
  • Build a follow-up process for the agents.
  • Nurturing all leads through steady communication (email and text) until the leads are ready to talk or meet with an agent.
  • Re-assigning leads to an agent once an appointment is set.
  • Daily monitoring of agent activity.
  • Keep track of completed tasks and goals to measure lead conversion ratio and meet performance benchmarks.
  • Generate reports regarding the Agent’s productivity and accountability.
  • Build trackers and dashboards through google sheets.
  • Track referrals and prepare referral forms.
  • Create a Lead Database for backup in case something happens with the CRM.
  • Database and Pipeline Tool Management.
  • Upload leads to dialer and schedule showings for agents.
  • Cascade updates regarding incoming CRM training or webinar and team announcements.

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Terms of Service

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