Elite Leads Program Guide_EHP

EHP Leads Program Guide

EHP LEADS PROGRAM FAQ

HOW TO RECEIVE EHP LEADS & WHAT TO DO WITH THEM ONCE YOU RECEIVE THEM.

WHAT IS THE ELITE LEADS PROGRAM

The Elite Leads Program (ELP) is designed to provide agents with high-quality leads and strategies to convert them into successful real estate transactions It includes various lead sources and structured processes to maximize results

HOW DO I QUALIFY FOR THE ELITE LEADS PROGRAM

To qualify, complete the following actions by Monday at 5 pm MST

(10) 2-Minute Conversations in Follow Up Boss

OR 1-Hour+ of Mojo Talk Time

Complete the Weekly PULSE Power Play and post it in the PULSE Facebook Group with the hashtag #pulsepowerplay

Complete and post the PULSE Weekly Scoreboard in the PULSE Facebook Group with the hashtag #weeklyscoreboard.

HOW SHOULD I PREPARE FOR HANDLING LEADS?

Attend Weekly EHP Role Play Sessions

Download, print, and complete the Elite Leads Checklist

Save the EHP Phone Number 720-208-7200

Use the EHP Sales Conversation Book to practice your delivery, tone, and cadence

WHAT TYPES OF CALLS WILL I RECEIVE DURING FLOOR TIME?

Google Local Service Ads

Direct inquiries from online or social media

Realtors with questions about listings Spam Calls Vendors

WHAT ARE THE STANDARDS FOR HANDLING FLOOR TIME CALLS?

Save the EHP Phone Number to your phone

Answer calls pressing “1“

Greet with: “Elite Home Partners, how can I help you?“

For sales: politely decline and request removal from their list

HOW DO I SET THE APPOINTMENT?

Set the appointment and add notes in Follow Up Boss

Add your appointment in FUB under Opportunities

WHO IS KATY BARTIC?

Hello! My name is Katy Bartic I’m here to help!

For leads: ask relevant questions, confirm contact details, set an appointment, and update FUB.

For missed calls: Check FUB > Click Inbox > Click Company to follow up.

For agent-specific calls: Gather caller information and send a Microsoft Teams message to the relevant agent without sharing personal phone numbers.

Confirm with the client via email and text

Order and pick consultation and marketing materials from the EHP Print Shop

Katy Bartic is EHP's designated contact for all initial email and text communications with potential clients Katy Bartic is a fictional name created to facilitate the handoff of leads to you. She is not Kathryn Bartic.

Our updated Sales Conversation Guide refers to Katy Bartic as your business partner When you contact the lead, you'll introduce yourself as following up on her behalf and then take over the lead from there

HOW TO QUALIFY

Learn to qualify for the Elite Leads Program as a new agent and continuing agent partner

HOW TO PREPARE

Learn the recommended strategies to maximize your results with leads provided in the ELP.

HOW TO PROCESS LEADS

This is your A-to-Z checklist to follow every time you have the opportunity to speak to a lead.

SETTING THE APPOINTMENT

Convert those leads into appointments with this step-by-step guide. 1 2 3 4

PRO TIP ELITE LEADS

Your FORTUNE is in the FOLLOW UP. Keep calling, texting, video text through FUB, email, make contact, have a powerful conversation, connect and build the relationship. SPEED-TO-LEAD, SPEED-TO-RESPONSE ARE CRITICAL! You've got this!!! ����⚡��

1

ELITE LEADS TEAM

HOW TO QUALIFY

Learn to qualify for the Elite Leads Program as a new agent and continuing agent partner

Complete the following actions before Monday at 5 pm, MST

(10) 2-Minute Conversations in Follow Up Boss OR

1-Hour+ of Mojo Talk Time

Complete the Weekly PULSE Power Play and post in the PULSE Facebook Group with the hashtag: #pulsepowerplay

Complete the PULSE Weekly Scoreboard and post in the PULSE Facebook Group with the hashtag: #weeklyscoreboard

2

ELITE LEADS TEAM

HOW TO PREPARE

Learn

Use the EHP Sales Conversation Book and begin practicing your delivery, tone and cadence. Scan the QR Code to begin!

ELITE LEADS TEAM

HOW TO PREPARE 2

Learn the recommended strategies to maximize your results with leads provided in the ELP.

Follow a cadence of success and prepare for a successful conversation with any lead provided from ELT Program.

Do not practice on your leads and clients. Attend EHP Role Play every week to ensure you are communicating in a professional manner. Check your EHP Calendar for more information on when the next Role Play Session is. Download, print, and complete the Elite Leads Checklist found the following page to ensure consistency and professionalism across the organization.

THE CHECKLIST IS REQUIRED!

ELITE LEADS TEAM

HOW TO PROCESS LEADS

This is your A-to-Z checklist to follow every time you have the opportunity to speak to a lead. 3

Call through Follow Up Boss

Text through Follow Up Boss - including your Follow Up Boss Virtual Business Card https://help.followupboss.com/hc/en-us/articles/14682844843543-Text-yourcontact-info-with-vCard

Email through Follow Up Boss

Add Detailed Notes in Follow Up Boss

Stage is updated in Follow Up Boss

Set a Task for you to follow up in FUB

Action Plan is on in Follow Up Boss

Listing Alert in on in YLOPO https://ylopo.zendesk.com/hc/enus/articles/360021746612-Create-and-Edit-a-Lead-s-Listing-Alerts-and-SavedSearches-in-Stars

Great opportunity? Ambassador tag in Follow Up Boss so they get your monthly mailer with your picture on it.

Do the 22: Clear your Smart Lists every day so you are following up at the appropriate times. Follow Up, Follow Up, Follow Up, Follow Up & Follow Up some more. It is not “IF” they will work with you, it’s “When”. Make them feel special and develop the relationship.

HOW TO PROCESS LEADS

This is your A-to-Z checklist to follow every time you have the opportunity to speak to a lead.

MEET KATY BARTIC

HI! MY NAME IS KATY BARTIC.

I’m here to help you maximize your success in Fello.

WHO IS SHE

To the client, she’s your business partner. Behind the scenes, Katy Bartic is an artificial intelligence partner who manages, assesses, and engages with your buyers and sellers providing you ultimate leverage.

WHAT DOES SHE DO

She reviews your Fello database and engages with your buyer and seller leads. When they are ready to have a conversation, these leads are handed off to you to set the appointment

HOW TO WORK WITH HER

Communicate with your clients that you have a business partner, Katy Bartic who helps ensure they are getting the value and service they deserve Pay close attention to your Fello account to know when to engage, call the buyer or seller, and set the appointment

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ELITE LEADS TEAM

SETTING THE APPOINTMENT

Convert those leads into appointments with this step-by-step guide.

Set the Appointment and add notes in FUB [IN-PERSON OR ZOOM]

Log in to SiSu and track Appointment Set

Confirm the appointment with the client [EMAIL & TEXT]

Order and pick-up Buyer Consultation presentation material

Order and pick-up SOLDin65 Listing Presentation material

Order EHP marketing materials for your appointments with buyers and sell

SCAN TO ACCESS THE EHP MARKETING PRINT SHOP AND ORDER YOUR MATERIALS EITHER FOR BUYERS OR SELLERS FOR PICK-UP