Daily
Numbers Tracking / KPI Tracking
Record dials & contacts - Activity Recording
Database Kept Cleaned Up and Complete
Check for Opened/Bounced/Unsubscribed
Add people to the database who are new to database/newsletters/drips
Send messages on FB based on Nurture/Custom Lists
Post on MyDay on Instagram, Twitter & fb
Export leads from lead sources and import into the database (RedX to MOJO)
Social Media - Instagram & FB Post
Facebook Interactions
Interactive Posts - Polls, to initiate interaction on Social Media
Facebook Messages for birthday and nurtures
*Update Command for Birthdays from Facebook
*Home Anniversary - Update closings to Command
Anniversary for wedding or houses
Birthday Reminders for advanced notice of important birthdays/anniversaries
Check Reviews - Make posts to social media with new reviews
*Post upcoming Listings
NextDoor - Contractor Recommendations
Set To Do’s for Follow Ups
Identify Call Lists - Setting To Do Calls for Agents & ISA’s
Audit the systems for notifications, information received and do follow-ups
Schedule/ Calendar audit to make sure everyone’s event is accurate/rescheduled
Check notifications in Command/CRM
Weekly
Numbers Tracking
Invite to Weekly Events
Prepare Social Media posts for the following weeks - pre schedule
DTD2 - Call List Prep, initiate texts
Team Meeting preparation
Friend Request Nurtures, SOI, and Referrals on Facebook
Request Reviews
*Liking people peoples posts on FB, interacting in the custom lists
Make Greensheets/ Commissions in Command
Email / Text Campaigns for Open Houses
Email / Text Campaigns for Buyers
Schedule Social (RIPL) Posts for the next week
Database Tracking
Weekly newsletter email to sphere - what’s up this weekend?
Invite People to like the business page - recently added friends & people who react to posts
Order closing gifts
BiMonthly
Newsletters
Payroll - prep ahead of time
Prep for Audits
Prepare ahead for big projects
Check Neighborhood Smart Plans & drips to make sure all contacts are on drips
Audit to make sure sales are reported correctly on the MLS
Monthly
Postcards - Mailers Just Sold/Database, New Listing, CMA postcards
Mail Home Anniversary Postcards to clients
Mail Birthday Cards to clients
Newsletter
Quarterly
Run survey/contact to update contact info (addresses) & get birthdays
Repeating / Ongoing Tasks
Numbers Tracking
Listings - make sure the checklist for Social Media & Listing To Dos is executed
Newsletter Quarterly with - Fall Events List/Season Events
Gifts to Clients for closings or referrals
Coming Soon, Open House, Under Contract, Sold Property Posts
Database cleanup - ongoing
Review Reports of Outside Systems and update database with revisions
Updating contact/leads with complete info
Tracking (DTD2) Responses to make sure the messages are sending
Look for tech updates to see if systems have improved
Update / Create landing pages to listings
Listings & Buyers : Intro VA/Team, provide updates of What Happens Next such as contract Reminders, Updates to clients, Feature Sheet, Customer Service, Reminders about signing docs
Create Opportunities
Campaigns for events the team is hosting and for local events
Put events on a calendar and share to contacts
Congratulate for BDays & Anniversaries
Upload Documents from email to Docusign/Dotloop - Assist TC
Keep email personal & business email cleaned up
Add events to calendar
Track / Updates passwords
Remind to Follow Up with Leads
Send surveys to update information
Generate CMAs
Create Mailers from realist and database,
Create sales reports,
Listing search
Set up smart plan so contacts automatically receive birthday wishes
Track touches /month to make sure the desired number of touches is achieved/not overkilled
Send Thank You Cards for Sales
Order closing gifts
Request Zillow/Facebook/Google/Realtor.com Reviews &
Follow Up on review requests for Completion
*Post Sale Follow Up 30/60/90/180/365 day etc
Disclaimer: These are just possible tasks and would still depend on the needs of your business.
