SOP Actions - 8-2-25

Falcon SOP

🦅 Welcome

Priority

  1. Hot Leads
    1. Off Market leads that are motivated (price is good)
    2. Agents that we determine are valuable
  2. Sort Off Market
    1. Email
    2. New Prop Opp
  3. Conversations

Daily Lead Gen SOP

Marketing Processes

  1. Send New Agent SMS @ 10 am latest
    1. 1000 to 1200 (work on budget)
  2. Monitor chat
  3. Sort Properties
    1. Off vs Actv
    2. disqualify
  4. All agents get message
  5. All Off markets get call, vm, text
    1. tag
    2. (move to?)

Dispositions Buyer List

Buyer List

  1. Build daily buyer lists (4/5 lists)
  2. Send Daily SMS text
  3. Check opt out rate
  4. Go Deep
  5. Sort responses into DB
    1. conversations
    2. buy box info
  6. Follow up campaign
    1. Call campaign
    2. something else

When to get on the phone

  1. All Off markets
  2. Any property that is not ACTV SFR
    1. Multifamily
    2. duplex, tri, etc
    3. commercial
  3. Ignore Land until further notice

New Property Leads

  1. Leads are in "New Property Leads" Opportunity
  2. Qualify or Disqualify
    1. Change Market Status on all Qualified
    2. Dead for all disqualified
    3. If ACTV needs sufficient work or original condition, earmark for conversation (agent lead)
    4. IF ACTV needs work, determine when to ChatARV for response