HUB Reporting Crackdown
The crackdown from corporate continues on Hub management. I need your help making sure:
- No lead stays in NEW status longer than 24 hours
- ALL appointments set include the date and time
- After the appointment within 24 hours you update the status again and add notes.
- If you list a property in the Notes add - price or range pricing, timeframe of the listing agreement, proposed go active date
NOT DOING THIS EXPOSES YOUR LEADS TO REASSIGNMENT!
New - means not contacted yet. You should have no lead in New status for more than an hour.
Appointment Set - means you have a future appointment. This status should change immediately after the appointment is completed.
Follow Up and Agent Working Lead - means you need to follow up with the lead either to set the appointment or after the appointment. AWL in general, indicates longer term nurture needed.
Listed - this means YOU listed it, not someone else.
Do Not Contact - this is the explicit STOP message, if you didn't get a STOP then it's not DNC and should be changed to Follow Up or Agent Working Lead. This status isn't to be used for already listed homes, people who thought we are cash buyers, etc as they are still potential listings until they fully show closed in the MLS.
Closed - means you listed it and closed it.