eEdge ABC’seEdge ABC’s

Your Dash BoardYour Dash BoardCheck this EVERY DAY! You may have a New Contact: (Lead) or a New Message: from a prospect.

Upcoming Reminders: This is a Gold Mine. The system

tells you who to CALL and why. It spies on your prospects.

One time set-upOne time set-upSet it and forget it:

Campaigns: 8x8 (ALL Buyers/Sellers) 33 Touch (Everyone)

12 Direct (Past Clients)Groups: Prospect

SOI Past Clients Agents Networking Vendors

Status:Status:Lead – get it changed to Active ASAP or they get emails!Active – actively looking to buy or sellInactive – not interacted, or not a clientRetry – was inactive and now activeHot – “A” buyer or seller Trash – x and dashSold – YEA!

Type:Type:BuyerSellerBuyer/SellerInvestorRenterVendorAgentOther

Phone:I put in cell if unknown type or have just one number

Email:Primary (one eEdge account per person)

Name:Use a dot or a dash if unknown

Referral InfoReferral Info“Source”Lender referred toShort important notes

Emails:Emails:[x] Check here…….(you must do it now while entering data, you can’t do later)

[ ] Include ….. (check ONLY if you have no idea of price/area)

Welcome……(I insert “source” and have added to the message) SAVE

Groups:Groups:

Scroll down to the bottom (IMPORTANT! Don’t forget this step)

[x] Prospect

Add Groups

Add

Campaigns:Campaigns:Click on wheel at top right

Add to campaigns: (yes both!) [x] 8x8 (Buyer or Seller) [x] 33 Touch

Add Campaigns

Listing Alerts:Listing Alerts:Click on the same wheel at top right

Add New Listing Alert Area: (same as the lead)

Nearby Cities: (at least 3) Property Type: Single Family only (unless lease or lot/land Price: 20-50k on each side of lead price (if under 100k leave 1st box blank)

Add Alert

Seller ProspectSeller ProspectMarket Insider:

Enter Zip

Edit

DONE!ONLY 3 minutes! MAX! In that time you have sent a “Welcome” to your website email, they are getting listing alerts everyday, a buyer/seller video once a week for 8 weeks and the 33 touch drip campaign forever.

eEdge ExtraeEdge ExtraTime to make prospecting calls?

Quick Search:Recently Active

“PICK UP THE PHONE!” and call them, they have been looking for a home.

eEdge ExtraeEdge ExtraKeep prospects “Active” for a 8 weeks, to match the 8x8 campaign. When you see someone searching again after you have changed to “Inactive” change to “Active” and…..

“PICK UP THE PHONE!” they may now be ready to buy.

eEdge ExtraeEdge ExtraNo phone number, no problem!

Pro (you will all have it soon)Click on Listing-Alerts

Click on the mail box symbol next to a home they have viewed or saved and send them an email and ask for the appointment.

eEdge ExtraeEdge ExtraAlways change Group to Past Client, delete Alerts, change Campaign to 12 Direct, Type to SOLD and enter Purchase Anniversary and New Home Address after a closing. The system will remind you of their anniversary.

“PICK UP THE PHONE!” when it does and ask for a referral.

LEAD FOLLOW-UPLEAD FOLLOW-UPCALL (within 5-10 minutes of receipt)TEXT (immediately following the call, send homes search app link)EMAIL (introduction if you left a message or “so nice talking to you”…, along with NETRIS information about the home inquired about and/or address and date of appointment.eEDGE (within 24hrs of lead receipt)CALL (next day, make sure they are getting the emails and that the alerts are correct but really it’s to get an appointment.)