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Lead Conversion > Lead Conversion > Client File Review – BPEC

Client File Review – BPEC

#BPEC
In notes, use #BPEC for easy searching in the future.

Build File

  • Dump your notes from your appointment making sure you captured all the W’s.
  • Pin that note for easy future reference

Plan

  • You just met this client and should be fresh full of ideas on how to follow up with them. Write to future you notes that will help you do so.
  • Example: “They really seemed delighted when I went negative on something, as well as really interested in the knowledge regarding construction. They glazed over a bit when talking about contracts and market, so I’ll stay away from that for a bit. They have 2 “fur babies”.
  • Here are some follow ups I intend on doing:
    • Text with new property going negative
    • Text with a new build talking about quality of builder and products
    • Call with question about the type of fencing they would need
    • Send properties through Zillow
    • Text a property (even if it’s out of their price range) that has a dog washing station, commenting on the new trend

Email

  • Send promised emails over!
  • The triple threat is the name of the game. This includes:
    • Email that covers the process of buying a house
      • Titled Buying A Home In WA template in Hubspot
    • An email introduction to a lender
    • MLS portal access email

Call

  • Call the same day as the appointment!
  • The likelihood they will answer is much greater, simply because they are curious why you are calling them an hour later.
  • Ask a very simple yes/no type of question regarding their needs, and get off the phone (unless of course they start chatting!).
  • Example: “Hey I forgot to ask, do you need to be able to park both vehicles in the garage? Or is a smaller size garage and the ability to park in the driveway just fine?”
  • Why? This gets them in the habit of answering your call, as well as creating the expectation that you will not waste their time and only bring value to them.