Recent Changes

Monday, June 11

  1. page home edited Welcome to Best Agent Business ... Curly Triangle.jpg} Providing Providing professional coa…
    Welcome to Best Agent Business
    ...
    Curly Triangle.jpg}
    Providing
    Providing professional coaching
    www.bestagentbusiness.com
    client@bestagentbusiness.com
    202-297-2393
    For full list of services offered by Best Agent Business, see the Clients Page.
    Anything is possible!
    (view changes)
    6:49 pm
  2. page Client Management edited ... Client Success Team Overview The Client Success Team focuses on new clients who have not been…
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    Client Success Team Overview
    The Client Success Team focuses on new clients who have not been assigned a Key Assistant for various reasons. Clients may also be reassigned to the Client Success Team if aKey Assistant feels the client may benefit more from using the team.
    ...
    reasons include:
    Clients who like email communication only
    Clients that are a bit slower with their start-up
    ...
    The Client Management Team will be your main point of contact. Send all emails to client@bestagentbusiness.com. When you correspond with other teams please make sure client@bestagentbusiness.com is copied on emails so we can stay on top of everything and ensure it is being completed promptly.
    To schedule a call with a Client Success team member please use this link http://tinyurl.com/Client-ServicesBAB
    Phone number: 240-479-2711
    (view changes)
    6:42 pm
  3. page Clients edited {BAB Logo Curly Triangle.jpg} Welcome to the Best Agent Business Client page. This page is desig…
    {BAB Logo Curly Triangle.jpg}
    Welcome to the Best Agent Business Client page. This page is designed to be your one-stop shop for all of our wonderful Teams and Services.
    ...
    assist you. You may also call us at 240-479-2711. Note: Note: A New
    Links to help Potential/New/Current Clients:
    Business Team - Overview of services provided by Best Agent Business
    (view changes)
    6:41 pm
  4. page home edited ... Providing professional coaching and business services to top real estate agents. www.bestagen…
    ...
    Providing professional coaching and business services to top real estate agents.
    www.bestagentbusiness.com
    client@bestagentbusiness.com / 240-479-2711
    For full list of services offered by Best Agent Business, see the Clients Page.
    Anything is possible!
    (view changes)
    6:40 pm

Tuesday, April 17

  1. page Sales - Smarter Bonus edited ... For every new client you get to signup, you will get $100 free additional services. You can g…
    ...
    For every new client you get to signup, you will get $100 free additional services.
    You can get up to 10 new clients for $1,000 of additional services by 10 day deadline.
    See details of Monthly Project Service and signup link at: http://bestagentbusiness.wikispaces.com/Monthly+Project+Service
    New clients must signup using their own email/PayPal account. You cannot sign up for them.
    You must email to Steve, after they have signed up and before deadline either their name or forward the PayPal receipt from them that they get when they do signup.
    (view changes)
    8:21 am

Tuesday, March 20

  1. page Sales - Smarter Bonus edited ... Clients who achieve the Smart Bonus by signing up for our service by midnight after getting ou…
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    Clients who achieve the Smart Bonus by signing up for our service by midnight after getting our proposal are now eligible for the Smarter Bonus.
    Smarter Bonus for Clients
    ...
    client and got your Smart Bonus of an additional $100 of services for your first month.you joined Best Agent Business.
    Now, you
    ...
    up to $1,000$500 of additional
    ...
    Smarter Bonus.
    We offer a sampler service of $99/month for 5 hours per month for our Monthly Project Service.

    For every new clienttop agent that you get to signuphave a scheduled call to brainstorm their needs with Best Agent Business for our Monthly Project Service for $99,Steve Kantor and your Key Assistant, we will
    ...
    an additional $100$50 in free services for 5 more2.5 hours credited
    Do you know other top agents in your city or other cities who would benefit from Best Agent Business?
    SendWe are interested in speaking with any agent over $200,000 GCI in previous year and/or seeking assistant or calling help.
    Just connect
    them to your Key Assistant and Steve via email for an introduction.
    You can include
    a link for them to signupschedule a call with us at: http://bestagentbusiness.com/schedule_a_call.html.
    This bonus is only valid
    for our Monthly Project Service at http://bestagentbusiness.wikispaces.com/Monthly+Project+Service.the next 10 days.
    Smarter Bonus Steps
    Deadline is 10 days from the day you receive Smarter Bonus email offer.
    ...
    get to signup for Monthly Project Service at $99,signup, you will
    You can get up to 10 new clients for $1,000 of additional services by 10 day deadline.
    See details of Monthly Project Service and signup link at: http://bestagentbusiness.wikispaces.com/Monthly+Project+Service
    ...
    Email to Clients
    Smarter Bonus - Refer Other Agents next 10 days - Your Signup with Best Agent Business
    ...
    Best Agent Business and getting theBusiness. Here is a Smart Bonus of $100 offor additional free
    You now have a chance to get up to $1,000 of additional free services within the next 10 days.
    See our Smarter Bonus option at http://bestagentbusiness.wikispaces.com/Sales+-+Smarter+Bonus.
    (view changes)
    6:35 am
  2. page Accounting - Work Hour Policy edited ... Over the past month, we have modified our billing practice to better detail what we do interna…
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    Over the past month, we have modified our billing practice to better detail what we do internally to serve our clients. Our Systems Team was created to track work completed for clients by each team. This team not only assures that work is completed as assigned, but also tracks productivity by team members to eliminate waste and gradually lower costs to our clients by phasing out those team members who are not as productive and shifting those hours to the most productive people. In working with only those who are most productive, we can work more efficiently to complete client work timely and with fewer mistakes.
    If you have in-house assistants or buyer's agents, we suggest you may want them to track their time in simple paper time-recording systems. We would be happy to provide a simple paper form. By having them track their time for 10 work days, you will quickly have an insight into where they spend their time.
    A key aspect of our value is that we also handle all management aspects of staffing including recruiting, screening, hiring, firing, training, systems, accountability, and people management. Overall, management time, which you see reflected on work hour reports as "Systems", is generally 10% or less of overall billing. For those of you who have hired/fired/managed in-house assistants in the past, you understand the value delivered by our team model. If you have questions about this aspect, contact Steve.
    "Systems Time" is not billed at the $99 level or to new clients at any level during the first month of service. Systems time is billed to $495 clients at about 20% of the overall work hours or about 5 hours per month. For higher level clients, the Systems time is the same, so about 10% of overall billing hours for a $995 client, 5% of overall billing for a $1990 client, etc. Clients who are Paused, but have work hours pending either because they are using a backlog of hours or they are inactive, are billed Systems time at half the rate of an active client or about 2.5 hours per month.

    If you have a concern about over or under usage of hours on your account, direct those questions to accounting@bestagentbusiness.comand copy your key assistant so that we can resolve your issues quickly.
    To request a Summary Report of your hours from your start date, please send the request to accounting@bestagentbusiness.com
    Business Team
    A key aspect of our value is that we also handle all management aspects of staffing including recruiting, screening, hiring, firing, training, systems, accountability, and people management. Overall, management time, which you see reflected on work hour reports as "Systems", is generally 10% or less of overall billing. For those of you who have hired/fired/managed in-house assistants in the past, you understand the value delivered by our team model. If you have questions about this aspect, contact Steve.
    "Systems Time" is not billed at the $99 level or to new clients at any level during the first month of service. Systems time is billed to $495 clients at about 20% of the overall work hours or about 5 hours per month. For higher level clients, the Systems time is the same, so about 10% of overall billing hours for a $995 client, 5% of overall billing for a $1990 client, etc. Clients who are Paused, but have work hours pending either because they are using a backlog of hours or they are inactive, are billed Systems time at half the rate of an active client or about 2.5 hours per month.

    Terminating Service
    To terminate service, email your Key Assistant and copy accounting@bestagentbusiness.com.
    (view changes)
    6:19 am

Sunday, March 18

  1. page Client Kickoff - Database Management edited ... Send your response to database@bestagentbusiness.com Pages - Database Management ... Datab…
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    Send your response to database@bestagentbusiness.com
    Pages - Database Management
    ...
    Database Sources Kickoff
    Lead Management
    - https://bestagentbusiness.wikispaces.com/Lead+Management+-+Database+Sources+-+KickoffStandard Contact Types
    Database - Liability or Asset
    ...
    Management - ClientClosing Management
    Return to Client Kickoff page
    (view changes)
    9:22 am
  2. page Lead Management - Standard Contact Types edited Standard Contact Types Lifecycle of A Lead {https://docs.google.com/drawings/d/sKZj9u5HTyVpjyZgV…
    Standard Contact Types
    Lifecycle of A Lead
    {https://docs.google.com/drawings/d/sKZj9u5HTyVpjyZgVtSByDw/image?w=624&h=179&rev=1&ac=1}
    These are the standard Contact Types to be used in the system to code the database (DB). Agent updates lead in DB or BAB updates from notes from Agent
    New Lead
    All new and unqualified leads are marked as New until reached via phone live or solid email response to qualify. All leads should be qualified within one week of receipt, preferably within 1-2 days. As a lead is qualified, this type is replaced by ABC types below. See Advanced area at bottom for email only leads.
    Buyer – New Lead: All new buyer leads will start as Buyer – New Lead so it will be easy to see leads that have not yet been contacted
    Seller – New Lead: A new seller lead
    Interested
    The lead is interested in buying or selling, open to talking, and codes are based on estimated time frame and motivation before first showing or listing appointment. All Buyer ABC leads must have a Next Call Date. It is suggested that Next Call Date is roughly one week for A, 2-3 weeks for B, and one month for C.
    Buyer – A: 0-30 days until showing starts. (Hot lead.) Should be in process for pre- approval
    Buyer – B: 1-3 months. Warm lead. Pretty sure they will buy with someone
    Buyer – C: 3+ months
    Seller – A: 0-30 days to listing decision. May or may not have had listing appointment
    Seller – B: 1-3 months to listing appointment
    Seller – C: 3+ months to listing decision If they decide not to sell, you often move them from Seller – C to SOI – C for ongoing marketing
    Unsure if Interested or Not Interested
    Some leads have been reached live and qualified, but the notes are unclear.
    Buyer – Unsure: This is used for lead management cleanup of older leads. If there is no note showing the lead was ever qualified, or the last contact showed interest but was long ago or unclear of current timeframe, or the notes are not clear enough to be sure
    During cleanup, many leads are Buyer – Unsure until reviewed and reached live
    Seller – Unsure
    Client Active
    Client – Active Seller: A seller client with active listing
    Client – Under Contract - Buyer: A buyer under contract with pending deal
    Client – Under Contract - Seller: A seller under contract with pending deal
    Clients
    Clients are all past clients you have completed a transaction with. All clients should have both an ABC ranking, and must also have Client Closed - Buyer - “year” or a Client Closed - Seller - “year” tag. Proper source is critical for all clients as well.
    Client – A: A client who has provided a referral or done a second transaction
    Client – B: A client who you think would provide a referral or do a second transaction
    Client – C: A client you are unsure about referral/repeat
    Client – D: A client you do not want to contact or do business with again. To be safe, remove address, phone, email from these records. They are kept in database for proper total transaction details for history and to remind you of type of clients to avoid in future.
    Client Closed - Buyer - “year” and Client Closed - Seller - “year”: This tag must be included for all contacts that have closed in the present year and the year prior (at least). This can also be done for all past clients if the information is available.
    Option: decide with your client if they want/need the Buyer/Seller designation
    SOI – Sphere of Influence
    All of these people should be people you have met but have not done business with. They may or may not remember your name but you have met them.
    SOI – A: A person who has provided a referral.
    SOI – B: A person who you think would provide a referral or use your services for their next real estate transaction.
    SOI – C: A person who you are unsure whether they would refer or use your services.
    Not Interested
    Not Interested When you qualify a lead on phone or email and they are Not Interested, it may be because the buyer is Lost and has already bought a house or other reasons.
    Buyer - Lost Buyer: They bought a house with another agent. Be enthusiastic and congratulate them. Find out when they bought house, who was their agent, and how they chose them instead of our company. Wish them many years of happiness in new home. Get address, find out when they are closing, and add to notes.
    Seller – Lost Price: Listing lost due to another agent taking listing at a price which is higher than client would have listed the home. On call cycle to check for expireds.
    Seller – Lost Compete: Listing lost to competition, fair and square. This is useful to note truly lost listing appointments and learn from lost appointments.
    Buyer – Dead Lead: If the lead is resolved and dead for a variety of reasons. BAB reviews monthly and codes in more detail based on notes. If not interested in buying, determine whether lead or should be Buyer – C for 12-24 month next call date.
    Seller – Dead Lead: This is very rare. If a seller did not list, they are a likely lead in the future or perhaps SOI.
    Agent Assignment
    If more than one agent is involved with sales, such as a team, each lead should be assigned to specific agent. Format is Agent - FIRST LAST. This is also used to track referral agents when leads are referred out to an agent. This is for team leaders, buyer’s agents, referral agents, and other callers such as BAB.
    Agent – Mike Jones: Lead assigned to Mike Jones
    Agent – Unsure: If it is unclear who is Agent or older lead and needs to be reassigned.
    Agent – BAB: BAB calling team are calling these leads
    Advanced
    We have more advanced lead management contact types for marketing areas such as FSBO, Expired, Farm Marketing, Client Marketing, Vendors. As the need is identified, we will provide special systems for these areas.
    Email Only types
    Email only types are important to differentiate leads with no phone numbers who need email contact. Use the following tags for these contacts:
    Buyer/Seller – New Lead - Email Only: A new buyer or seller with no phone number. These leads will need personal email contact
    Buyer/Seller – Old Lead - Email Only: An older buyer or seller with no phone number

    (view changes)
    9:18 am

Saturday, March 17

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