| TYPE OF BUSINESS | WHOLESALE | RETAIL | BOTH | ADD OTHERS |
|---|---|---|---|---|
| Preference in Business | ||||
| Preference in type of properties sold? |
| What Type of Appointments Are you Asking for? | Stated/Seen | Qualified 1 | Qualified 2 | Fully Qualified | |
|---|---|---|---|---|---|
| Motivation Item | |||||
| Time Frame | |||||
| Asking Price | |||||
| Value of the Property | |||||
| Do you have a Script? | |||||
| Check for aligment | |||||
| State if it needs adjustment | |||||
| Is the requested VA considered an ACQ? | |||||
| Closer? | |||||
| Contract Prep? | |||||
| Follow ups? | |||||
| Dialer and CRM | |||||
| Do you have a CRM? | |||||
| Do you hav a Dialer? | |||||
| Are you set up for Philippine Dialing? | |||||
| Anything else we need to know? | |||||
| Do you have processes in place for Lead generation? | |||||
| Lead Mining? | |||||
| DO you have a VA or realty team - | |||||