Can the Agent Tell the Concierge Who to Follow Up With?

Overview

Agents may want the SOLD.com Concierge Team to follow up with specific clients they’ve recently contacted or targeted through mailers, emails, or other outreach. This guide explains how agents can communicate these preferences effectively.

Process for Requesting Concierge Follow-Up

1. Update Portal Notes:

   • Log in to the SOLD.com Agent Portal.
   • Locate the specific client in the "Referrals" section.
   • Add detailed notes in the client’s profile indicating why the concierge team should follow up, including any relevant context or instructions.

2. Review by Concierge Team:

   • The concierge team regularly reviews client notes in the portal.
   • Once the note is identified, the team will make an effort to reach out to the specified client and provide updates or support as requested.

Suggested Talk Track

Talk Track:
"If there’s a specific client you’d like our concierge to follow up with, you can add a note in your SOLD.com portal for that client. Include details such as why you think this client would benefit from a follow-up or any recent interactions you’ve had with them. Our concierge reviews these notes and will reach out to the client to better position you for success."

Best Practices for Reps

• Encourage Detailed Notes:

  • Agents should provide clear and concise instructions in the portal notes to ensure effective follow-up by the concierge team.

• Provide Examples:

  • Share examples of scenarios where this process works well, such as clients who responded to a mailer or showed initial interest but haven’t engaged further.

• Confirm Portal Usage:

  • Ensure the agent is familiar with updating notes in the portal and offer assistance if needed.

Key Points to Highlight

• Efficiency:
  • This process helps the concierge team focus efforts on high-priority clients identified by the agent.
• Proactive Support:
  • By leveraging the concierge team, agents can maximize their chances of converting potential leads into meaningful opportunities.

By using this process, agents can collaborate with the concierge team to strategically follow up with clients, enhancing their engagement and positioning for success