Training Checklist
Items to be trained on for this division
- Learning your website on where you’re clients will be going to find you and the information they will be seeing when they come to your site. Click here for an example of what we recommend http://beachside.managementone.com/management-services
- How to take the first call See Script on NPO
- Filling out a NPO- (property information sheet)
- What automated letters to send them from NPO
- How to handle the follow up call
- How to create a CRA (Comparable Rental Analysis)
- How to prep for your appointment with a new owner
- Putting together a new account sign up package- face to face
- Putting together a new account sign up package via phone/internet
- Calling the owner back on the CRA and getting an appointment to sign the account See script
- Learning the PPT (Power Point Presentation) given when the you sign the account- See Power Point Presentation and Video
- The actual face to face appointment
- The actual internet/phone appointment
- Process the file after you have signed up the new owner and their property
- Chronological order of the entire process of a new owner prospect
- Sending out your thank you notes, referral fee if appropriate, etc
- Re-allocating in your contact management system what they will receive from now on that they are a client
- Follow up after signing the new account on day 1 and day 7 days after it rents and ask for referrals.