Engage The customer
Phoenix
Agent selection
Day-day metrics
Surprise
100

What's our number one question to understand a customer's property plan?

what are your plans with the property over the next 6-12 months

100

What is the notes boxed used for?

Typing direct consultant notes

100

What are two main important data points to look at when selecting an agent?

properties sold in the radius + over the last year

100

What should our talk time be per day?

2hours+

100

who should you go too if you have a tech issue? 

your leader ;P 

200

what is step 3 of our sales methodology? 

Reason for the call 

200

If the vendor is not the owner of the property what must we ask and input into the crm? 

who is the owner? what is the relationship? + do you have permission to do the research?

200

What does the green star icon mean next to the agents picture when recommending agents?

This agent has the most sales in the past year in the radius of this property

200

what should our wrap up time be?

1-1.5 hour

200

what does NPS score stand for?

Net promoter score 

300

what are the types of customer profiles? name 3.

Downsizer, upsizer, investor, family situation 

300

what does the blue box mean around the agent selection?

Algorithm built into the crm on who we should think of recommending 

300
When recommending an agent, whats one thing you must confirm other than have you spoke to this agent?

Have you spoken to anyone within this agency?

300

what conversion should we be aiming for per day for each consultant?

20%

300

When handling an objection we use ACET, why do we clairfy?

to understand the real problem with the right question, listen to what they say so you can add value when you explain.

400

What is the intent of delivering a Personal Benefit statement?

The intent of delivering a Personal Benefit Statement is to make the value of a product, service, or recommendation directly relevant to the individual you’re speaking with. It bridges the gap between general benefits and the customer’s specific needs, motivations, or pain points.

400

What is the most common radius to search in a high- density area for agents using our map tool?

2km.

400

What does the blue DIY symbol mean next to the agents picture?

This agent was in the vendor's most recent DIY online search list. "They have looked at their profile"

400

what should our 3 agent recommendation percentage be?

70% or higher

400

Whats phase 1 of the buying strategy?

Identify selling opportunity by offering buyer.

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