The Ultimate AGENT 1 Checklist
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45
1
Financial planning
2
Set yearly goals
3
CRM Organization
4
New Agent Sales Training
5
Calendaring
6
Build Business Intelligence
7
Define Workflows
8
Team Building & Training
9
Explore Automation
10
Morning Mojo
11
Watch AGENT 1 Webinars!
12
SOI Prospecting
13
Expired Outreach
14
FSBO Prospecting
15
Social Media Prospecting
16
Email prospecting
17
Past client followup
18
Online lead gen
19
Squeeze page
20
Home Buyer Presentation
21
Buyer Nurture Funnel
22
Tour Buyers
23
Draft Offer
24
Winning Bid Accepted
25
Buyer's Board Package
26
Build Your Brand Identity
27
Craft Buyer Persona
28
Organize News & Media Outlets
29
Create your content calendar
30
Post On Social Consistently
31
Video marketing
32
Quarterly Market Update Email
33
Brand Identity
34
Build PR Strategy
35
Home Seller Presentation
36
Seller Nurture Funnel
37
Listing Presentation
38
Listing Process
39
Open House
40
Showing
41
Seller Nurture Campaign
42
Negotiate Offer
43
Offer Accepted
44
Cold Business Development
45
Networking
Category
Operations
9
Category
Professional Development
2
Category
Inside Sales
8
Category
Buyer's Agent
6
Category
Marketing
9
Category
Seller's Agent
9
Category
Business Development
2
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Category
Notes / Subtasks
Summary
Summary
Operations
Build business model
Target revenue goals
P&L / Balance Sheets
Create budget
Establish savings targets
Operations
Define sales targets (OKR / KPI)
Plan vacation
Operations
Define required fields
Clean your contacts
Tag your contacts
Upload your contacts
Operations
Craft your "Why?"
Sales workflows / process
Sales training
List building
Script building
Role play
Operations
Itemize
Organize
Prioritize
Strategize
Sync airtable and calendar
Operations
Define OKRs / KPIs
Determine how you will mark them as achieved
Pick a record keeping platform
Analyze your success to your goals
Operations
Operations
Operations
Professional Development
Read local news for social post inspiration (
or AGENT 1 Blog
)
Put up video / post of the day
FB Post Cheat Sheet
Review my calendar / checklist
Professional Development
Check
AGENT 1 Resource Center
Inside Sales
Inside Sales
Build prospect list
3+ Years ownership
Not on market
Enrich contact information
Draft script
List of questions
Inside Sales
Build prospect list
+ 45 days on market
Enrich contact information
Draft script
List of questions
Schedule time to call daily
Inside Sales
Instagram profile setup
Instagram stories for lead gen
Use FB/IG polls
Go live
Inside Sales
Look into email tools
Create propsecting list by Zip/Price
Draft workflow
Build scripts (email / text / phone)
Inside Sales
Home anniversary
Solicit testimonial
Birthdays
Inside Sales
Define target areas
Set budget
Engage lead-gen company
Create follow-up funnels / process
Inside Sales
Build a lead magnet
Create form intake fields
Typeform
FB / Google forms
Redirect to deliverable / promised magnet
Nurture campaign
Buyer's Agent
Outline presentation
Draft slides
Turn to marketing team
Pitch partners
Find venue
Send invites
Buyer's Agent
Review new listings
Review new market updates / data
Send email / phone call / text / FB messenger
Buyer's Agent
Explain process
Pull listings
Get comments
Prioritize wants & needs
Schedule showings
Write down buyer comments/thoughts
Buyer's Agent
Price & money down
Contingencies
Inspection date
Days to close
Pre-qual
Love letter
Buyer's Agent
Request HOA/Board docs
Notify buyer of accepted offer
Share timelines w/buyer
Schedule inspection & review disclosures
Insurance / Warranty reminder
Schedule walkthrough
Buyer's Agent
Applicant Information Sheet (Purchase Application)
Credit Application / Release Form
Fully Executed Contract of Sale
Financial Statement (Pre-Close)
Post-Close Financial Statement and Cash Flow Statement
Bank Verification Letters
Marketing
Marketing
Marketing
Marketing
Daily social media post inspiration
Holiday calendar
Marketing
Facebook
Instagram
LinkedIn
Topics
What was the most interesting article you read this week?
Include two sentences on why.
Marketing
Video equipment
Ring light / tripod / selfie stick / gimbal
Drone
Camera / GoPro / iPhone
Create a YouTube / Vimeo / Loom account
Script your video and caption
Marketing
Gather topics
Avg Pricing
Inventory
Highlights
Outline email
Draft email
Marketing
Brand Bible, Voice & Tone
What do I want to achieve/convey?
Logo / Brand
Marketing
Seller's Agent
Seller's Agent
Plan number of emails and cadence.
1.
Is now the right time to sell?
2.
How do I get started?
3.
3 biggest mistakes homeowners make
4.
The easiest way to increase the value of any property...
Seller's Agent
Seller's Agent
Schedule appointment (with all decision-makers)
Prepare listing presentation
Bring note / gift
Get exclusive executed
Pricing
Staging
Seller's Agent
Discuss the showing process with seller
Schedule available time blocks
Confirm showing with owner
Place OH Signs & marketing emails & fliers
Print out showsheets, disclosures, & comps (QMA)
Sign-in sheets (electronic or paper)
Seller's Agent
Discuss the showing process with seller
Arrange key access (if applicable)
Schedule available time blocks
Confirm showing with owner
Confirm showing with buyers agent
Seller's Agent
Updated market statistics / local listings / sales
Relevant local news
Call / text / email follow-up
Enter into Seller Nurture Funnel
Seller's Agent
Seller's Agent
Business Development
Identify partners
Create prospecting list
Draft outreach workflow
Draft script
Send meeting requests
Business Development
Define target audience
Identify local groups & partners
Reach out to local partners about hosting / hosted events
Set follow-up calls / emails
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45 records
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