Pre-Call Preparation Checklist (8:45-9:00 AM)
Checklist Completed -> Launch Workflow
04:00
Call Execution Workflow (9:00-11:00 AM)
- Organize Tasks: First Offers, then Follow-up Offer Calls
- Start 4-minute timer
- Call agent via OpenPhone (954-807-3105)
- If connected:
- Introduce, confirm offer receipt, address objections (note in ReiFax)
- If offer not received: RESEND & confirm
- If email needed: send via ReiFax (see exhibit D)
- If counter: log in counteroffer box and escalate
- If tie-up: auto-handoff to MLR & send intro email
- If deadlock: escalate
- If no answer:
- Leave voicemail
- Send email (use template)
- Send SMS (use template)
- Mark task "Pending Retry"
- Stop timer, proceed to next call
Daily Summary (11:00 AM)
Review Your Submission
| Metric | Value |
|---|
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Weekly Summary
| Metric | Mon | Tue | Wed | Thu | Fri | Total |
|---|---|---|---|---|---|---|
| Calls Attempted | 0 | 0 | 0 | 0 | 0 | 0 |
| Connected | 0 | 0 | 0 | 0 | 0 | 0 |
| No Answer | 0 | 0 | 0 | 0 | 0 | 0 |
| Properties Tied Up | 0 | 0 | 0 | 0 | 0 | 0 |
| Escalations | 0 | 0 | 0 | 0 | 0 | 0 |
| Voice Note Summary Logged | 0 | 0 | 0 | 0 | 0 | 0 |
Monthly Summary
| Metric | Total |
|---|---|
| Calls Attempted | 0 |
| Connected | 0 |
| No Answer | 0 |
| Properties Tied Up | 0 |
| Escalations | 0 |
| Voice Note Summary Logged | 0 |