infusionsoft mapping newest 2
TRANSCRIPT
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Owner is moved into this Stage when they have a Tenant in their property
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Owner is moved into this Stage when they DO NOT have a Tenant in their Property
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Tenant is automatically moved into this stage from the web form on Onqpm.com website
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Move a Tenant or Owner into this stage when receiving a 30 Day Notice from either. The system will know what type of LEAD (Owner/Tenant) was moved into this stage and will automatically start the designated process
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
*Sequence will only start if they do not have a "Paperwork Completed" Tag
PaperWork# Name Type Schedule
1 *S obtain 3 copies of each key Task Immediate
2 *S turn in file to SM Task Immediate
3 *S create portfolio/owner(s) in PW Task Immediate
4 *S create building(s) in PW Task Immediate
5 *S enable owners portal Task Immediate
6 *S set up owners epay in PW Task Immediate
7 *SM turn in file to admin Task Immediate
8 *SM scan and attach owners agreement to PW Task Immediate
9 *SM Review File in PW Task Immediate
10 *PM File Keys Task Immediate
11 *PM Upload CC&Rs Task Immediate
12 *PM Upload Proof of Insurance Task Immediate
13 *SM Broker initial Task Immediate
14 *SM input sale in tracking spreadsheet Task Immediate
15 *PM check W/O status w/ Sales Agent Task Immediate
16 Call New Owner and introduce yourself as PM Task Immediate
17 *New Owner email to PM Email Immediate
18 *ADMIN mail post card to New Owner Email Delay 15 Days (rounded to next Wednesday)
19 *New Customer - How are we doing? Email Delay 30 Days
20 *New Customer - Referral Request Email Delay 90 Days
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
*Sequence will only start if they DO NOT have a "Inspection Started" Tag
Inspection
# Name Type Schedule Content1 *Inspection Started Tag Actions Immediate Actions
2 *PM call for 6 month inspection Task Delay 180 Days Task
3 *PM call for 6 month inspection Task Delay 360 Days Task
4 *PM call for 6 month inspection Task Delay 540 Days Task
5 *PM call for 6 month inspection Task Delay 720 Days Task
6 *PM call for 6 month inspection Task Delay 900 Days Task
7 *PM call for 6 month inspection Task Delay 1080 Days Task
8 *PM call for 6 month inspection Task Delay 1260 Days Task
9 *PM call for 6 month inspection Task Delay 1440 Days Task
10 *PM call for 6 month inspection Task Delay 1620 Days Task
11 *PM call for 6 month inspection Task Delay 1800 Days Task
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Market Property# Name Type Schedule Ready
1 *S publish property and post to craigslist in PW Task Immediate Yes
2 *S upload pics to PW Task Immediate Yes
3 *S confirm utilities are on Task Immediate Yes
4 *S put sign on property Task Immediate Yes
5 *S take pictures of property Task Immediate Yes
6 *S put lock box on property Task Immediate Yes
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
*Sequence will only start if they do not have a "Paperwork Completed" Tag
PaperWork# Name Type Schedule
1 *S set up owners epay in PW Task Immediate
2 *S turn in file to SM Task Immediate
3 *S obtain 3 copies of each key Task Immediate
4 *SM turn in file to admin Task Immediate
5 *SM scan and attach owners agreement to PW Task Immediate
6 *SM Review File in PW Task Immediate
7 *S create building(s) in PW Task Immediate
8 *New Owner email to PM Email Immediate
9 Call New Owner and introduce yourself as PM Task Immediate
10 *PM check W/O status w/ Sales Agent Task Immediate
11 *SM input sale in tracking spreadsheet Task Immediate
12 *SM Broker initial Task Immediate
13 *PM Upload Proof of Insurance Task Immediate
14 *PM Upload CC&Rs Task Immediate
15 *PM File Keys Task Immediate
16 *S enable owners portal Task Immediate
17 *S create portfolio/owner(s) in PW Task Immediate
18 *ADMIN mail post card to New Owner Email Delay 15 Days (rounded to next Wednesday)
19 *New Customer - How are we doing? Email Delay 30 Days
20 *New Customer - Referral Request Email Delay 90 Days
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
*Sequence will only start if they DO NOT have a "Inspection Started" Tag
Inspection
# Name Type Schedule Content1 *Inspection Started Tag Actions Immediate Actions
2 *PM call for 6 month inspection Task Delay 180 Days Task
3 *PM call for 6 month inspection Task Delay 360 Days Task
4 *PM call for 6 month inspection Task Delay 540 Days Task
5 *PM call for 6 month inspection Task Delay 720 Days Task
6 *PM call for 6 month inspection Task Delay 900 Days Task
7 *PM call for 6 month inspection Task Delay 1080 Days Task
8 *PM call for 6 month inspection Task Delay 1260 Days Task
9 *PM call for 6 month inspection Task Delay 1440 Days Task
10 *PM call for 6 month inspection Task Delay 1620 Days Task
11 *PM call for 6 month inspection Task Delay 1800 Days Task
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Weekly Call# Name Type Schedule
1 *Call Owner Weekly Task Delay 3 Days (rounded to next Wednesday)
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Weekly Call# Name Type Schedule
1 *Call Owner Weekly Task Delay 3 Days (rounded to next Wednesday)SCENARIO
Property is Rented
Property still needs to be Rented
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Weekly Call# Name Type Schedule
1 *Call Owner Weekly Task Delay 3 Days (rounded to next Wednesday)SCENARIO
Property is Rented
Property still needs to be Rented
Agent Must change the OWNER’s Stage to Owner Occupied
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Weekly Call# Name Type Schedule
1 *Call Owner Weekly Task Delay 3 Days (rounded to next Wednesday)SCENARIO
Property is Rented
Property still needs to be Rented
Weekly Call Sequence Repeated
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Automated New Tenant Follow-Up
# Name Type Schedule
1 *PM Call New Tenant and introduce yourself as PM Task Immediate
2 *LA Lease is Signed by Agent and Tenants Task Immediate
3 *LA Copy of Driver License Task Immediate
4 *LA Give Tenant a copy of Leasing Paper-work Task Immediate
5 *LA Call owner inform Lease Status Task Immediate
6 *LA Property is Rent Ready Task Immediate
7 *LA Keys are ready (2 Copies) Task Immediate
8 *LA Return Sign Task Immediate
9 *LA Return Lockbox Task Immediate
10 *LA Take Prop off Website Task Immediate
11 *LA Turn File Into Sales Manager Task Immediate
12 *SM Review File Task Immediate
13 *SM Input into tracking Task Immediate
14 *LA Call Tenant to make Appt & Disclose Move-in Costs Task Immediate
15 *LA Prepare Leasing Paper Work Task Immediate
16 *LA Call Owner to Review Applicants Task Immediate
17 *LA Apply appropriate Management fee in ProertyWare Task Immediate
18 *PM Converting Application to Lease Task Immediate
19 *PM Enable Portal Tenant in Propertyware Task Immediate
20 *PM Setup Auto Pay information in Propertyware Task Immediate
21 *PM Scan and Attach File documents to Tenant Portal Task Immediate
22 *PM Input Data from Lease Task Immediate
23 *PM Give Check and File to Admin Task Immediate
24 *PM Received Application Task Immediate
25 *LA Request Screening in Propertyware Task Immediate
26 *LA Verify Past Landlord Task Immediate
27 *SM Broker Initialed Task Immediate
28 *LA Verify Employment Task Immediate
29 *LA Review Credit Check Task Immediate
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Owner 30 Day Notice# Name Type Schedule
1 *Send management change letter to tenant Task Immediate
2 *Close Owner File Task Delay 30 Days
Owner Occupied
Owner Unoccupied
Tenant“Tenant”
Auto New Tenant
“Occupied”
Paperwork
Inspection
“Owner Signed”
“Vacant”
“Vacant”
Paperwork
Inspection
“Occupied”
Market Property
Weekly CallRented
Not Rented
30 Day Notice
Owner
“Past Owner”
Inspection
“Occupied”
Owner 30 Day Notice
Tenant
“Past Tenant”
Auto New Tenant Fol-up
“Tenant”
Tenant 30 Day Notice
LEAD
Tenant 30 Day Notice# Name Type Schedule
1 *Move Out Tenant Email Email Immediate
2 *Call the Owner 30 day received Task Immediate
3 *Call for Move-out Inspection Task Delay 24 Days
4 *Put Lock Box on Property Task Delay 28 Days
5 *Completed move-out inspection Task Delay 28 Days
6 *Call Owner- report move-out inspection Task Delay 30 Days
7 *Get a bid for Maintenance/Cleaning Task Delay 30 Days
8 *Is the tenant out of the property? Task Delay 32 Days
9 *Call Owner- with bid Task Delay 34 Days
10 *Begin maintenance on the property Task Delay 37 Days
11 *Mail Tenants ledger/check Task Delay 40 Days
12 *Call Venders- check status Task Delay 43 Days
13 *Move paper file to past tenants Task Delay 45 Days
14 *Make sure the Property is rent ready Task Delay 45 Days