Real Estate Media Call Engine SOP

Objective

This SOP outlines the workflow for calling potential clients in the real estate media industry using Monday.com, Zapier, and Open Phone.

Key Steps

1. Create a CRM Board 0:14

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• Use Monday.com to create a board named 'CRM Short Real Estate Media Call Engine'.
• Ensure the board is set up to track potential clients.

2. Add Client Names 0:19

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• Virtual Assistant (VA) should add 33 names three times a week, totaling 100 names per week.
• Names should be added one week in advance.

3. Client Research Guidelines 0:43

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• Create a Notion document outlining client research criteria:
  • Must be within the 485 loop.
  • Include specific areas to target and avoid.
  • List qualifications such as number of deals done and social media presence.

4. Input Client Information 1:14

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• For each client, input the following details:
  • Name
  • Phone number
  • Brokerage
  • Instagram
  • Deals in the last 12 months
  • Last call date
  • Status (e.g., left voicemail, live conversation, interested follow-up, booked a free shoot, not interested).

5. Set Up Automations in Monday.com 1:37

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