The Ultimate AGENT 1 Checklist
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Name
Status
Not started
Count45
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
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
45 records

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