Daily Agent Schedule for Success

Daily Agent Checklist

Started the day on the hub

Opened up Google Chat - sending all team communication in here

FUB - added 5 people

Texted or called 5 specific unique people

Text neighbors, friends, etc.
Text neighbors, friends, etc.Offer benefit cards (send JL link and mention first access until HG is launched).
Send properties or invite to the app.

Suggestion Box:

Are you struggling in any areas? Can we help? Would you like us to add something to the hub?

Provide 2 businesses for the Lifestyle hub:

Please suggest two businesses that would be valuable for the Lifestyle hub.

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Prospecting

📞 Start your day with prospecting your leads, FSBO, Expired, Community Residents, Farm Area, or Sphere of Influence - Prospecting Form.

Review Calls, Emails, Texts Last 24hrs

📧 Take this information and make sure it is updated in FUB under client profiles.

Update FUB with New Contacts

👤 Update FUB with any new contacts from today's calls.

Review MLS Hot Sheet

🏠 Review the latest MLS Hot Sheet for new listings or market updates.

Check FUB Tasks

✅ Ensure all Tasks in FollowUpBoss (FUB) are reviewed and completed.

Review Calendar

📅 Check for new events within the company and confirm upcoming appointments on your personal Calendar.

Prepare for This Week's Appointments

📝 Get with Emily to create LA's and BBA's, go into LP and create CMA's and Listing Presentations.

Check Recently Active Tab

🔄 Review the Recently Active Tab in FUB for potential clients to reconnect with.

Follow Up w/ "Hot/2x Week" List

🔥 Follow up with leads marked as hot, making sure to check in at least twice per week.

Check To Dos in BoldTrail

📋 Check all To Dos in BoldTrail and update accordingly.

Follow Up with Current Clients

🧑💼 Make sure the Copilot is updated, whether working with a Buyer or Seller.

Power Hour: Admin Stuff

⚙️ This is the time to check company announcements, review dashboard updates, and share critical information.