CRM/ Reports
Touring Techniques
Phone Etiquette
100

An alternate report that can be run to show who visited the property.

What is the Appointment Tab?

100

Something you should do every day prior to touring. 

What is walking your tour route?

100

The first thing you do when speaking to someone to establish your name, property, and ask how to be of assistance.

What is a greeting?

200

The number on the Conversion Ratio report that your managers look at the most.

What is your tour to application ratio? (Or Prospect to application ratio)

200

These are papers with dimensions and other layout information that should always be given to a prospect. 

What are flooplans?

200

You should always ask for this during a phone call with a new prospect.

What is their name?

300

The page that shows phone calls, emails, and guest cards that need immediate attention. 

What is the Unreviewed Queue?

300

An email or phone call (or both!) sent to the prospect prior to touring.

What is a tour confirmation? 

300

You should make sure you take a detailed amount of these after each call or voicemail and be sure to save it in their activities.

What are call notes?

400
A very versatile report that shows you the overall status of your property, notices, moves in/ move outs, shows, and much more. 

What is the Box Score Summary?

400

Should be sent to the prospect immediately after their tour or within 24 hours.

What is a follow up?

400

You should always offer this to every prospect prior to hanging up.

What is a tour?

500

The time period that most reports should be run to give an accurate look at most recent activity.

What is the leasing week?

500

This tactic should be done throughout the entire tour, but especially at the end.

What is closing?

500

You should ask this of a prospect whenever they are in a rush and say they don't have time to speak right now.

What is a call back time?