Brewer Method
Time on a sales call is like foreplay. The more time you spend on it, the more your prospect will be ready to open up to you.
10/09/2024
For my real estate investor friends out there, if you're struggling with cross-department communication and balls getting dropped on your deals in the TC and disposition departments, then today's "Tip Of The Day" is just for you!
Here's our "New Deal Details" template that we give to all of our clients here at Let's Grow COO:
https://docs.google.com/spreadsheets/d/1X6DMB3mA-98UlNvif0GP45fnoDM63TYfWHMyi2X_UnE/edit?usp=sharing
Just make a copy of it to your Google Drive or download as an Excel file, and then save it as a bookmark so you can use it over and over again.
Once your acquisition agents lock up a deal for you, I'd highly recommend that you (or ideally your sales manager) review everything and complete the template within one (1) business day of getting the deal under contract. Then email it to your TC and the other members of your team that will be involved in working the deal until it closes.
Everything on here corresponds to the fields in the Inventory Sheet on the CEO dashboard that we put together for our clients. By completing it, this will close any feedback loops, and will help eliminate a lot of back and forth in terms of what you want your TC, dispositions agent, realtor, etc. to know about and take action on.
There's a video instructions link at the top of the template, so please watch that first and then let me know if you have any questions or need some help with it.
Hope this helps!
(P.S. - If you want us to create your CEO Dashboard, or just want to learn more about how we here at Let's Grow COO can help you scale your real estate investing business beyond $300k in revenue per year, put "Scale" in the comments and I'll reach out to schedule a free strategy session with you)
(MAKE A COPY!!!) New Deal Details Email Template - MASTER v.10.09.2024
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