Daily Agenda

Morning hours

  • Buy from Leads Mall 

  • Use the Pulled Leads 

  • Run a campaign​

  • IF Thursday - send Thursday Texts where applicable

  • IF it’s Month End - send Month End Texts where applicable

Ringy:

Go to Inbox

  • Blue unopened

    • Reply Accordingly work your timeline 

Go to Leads List

  • Phone Calls

    • Sort by “New Lead” List​

      • Sort Eastern Time zone at 7am​

        • Then sort Aged leads after​

      • Sort Central Time zone at 8am

        • Then sort Aged leads after​

      • Sort Mountain Time zone at 9am

        • Then sort Aged leads after​

      • Sort Pacific Time zone at 10am

        • Then sort Aged leads after​

    • “Phone/EM/Referral” List

  • Follow Up System

    • Sort by Working Text

      • Double text no replies

      • Work through timelines

    • Sort by Appt Missed

      • Reply Accordingly

    • Sort by Appt Completed

      • Reply Accordingly

      • Tag those necessary Appt Never Closed

    • Sort by Working Phone, Working Email, Personal/Referral

      • Address accordingly

Work in box as needed

Evening Hours 

Ringy:

  • 4:00 Run this campaign

    • Sort by NC for the date 10 & 20 days back. (based on funds available)

    • Send a bulk text

Go to Inbox

  • Blue unopened

    • Reply Accordingly work your timeline

​Go to Leads List

  • Sort by Range Works F/U 3

    • Tag Range Works F/U 4

  • Sort by Range Works F/U 2

    • Tag Range Works F/U 3 

  • Sort by Range Works F/U 1

    • Tag Range Works F/U 2

  • Sort by Range Works

    • Tag Range Works F/U 

-----------------------------------------------------------

  • Sort by Range Sent F/U 3 

    • Tag Non-Responsive/Ghosted

  • Sort by Range Sent F/U 2

    • Tag Range F/U 3 

  • Sort by Range Sent F/U 1

    • Tag Range F/U 2 

  • Sort by Range Sent

    • Tag Range F/U 1

-----------------------------------------------------------

  • Sort by Working Text

    • Double text no replies

    • Work through timelines

  • Sort by Appt Booked

    • Reply Accordingly

    • Presets – Appt Hold 1, 2

  • Sort by Appt Missed

    • Reply Accordingly

  • Sort by Appt Completed

    • Reply Accordingly

    • Tag those necessary Appt Never Closed

  • Sort by Working Phone, Working Email, Personal/Referral

    • Address accordingly

  • Send Quote Emails - Sort by Range WORKS F/U 2

    • Email Quote

    • Preset Quote Email Sent

    • Tag Quote Email Sent

  • Phone Calls

    • Sort by “New Lead” List​

      • Sort Eastern Time zone no later than 7pm​

        • Then Aged leads after​

      • Sort Central Time zone no later than 8pm

        • Then Aged leads after​

      • Sort Mountain Time zone no later than 9pm

        • Then Aged leads after​

      • Sort Pacific Time zone no later than 10pm

        • Then Aged leads after

    • Phone/EM/Referral” List​​