Completing a Contact

So last week we talked about the contact ladder, where everybody belongs. Today we're going to talk about the four steps it takes to complete a contact. What's up? It's Kyle and this is Tool Time.

So today we're talking about the four steps to complete a contact because if you don't have all the information in your contact, you don't really have so much as a contact but more of like a sticky note. So today we're going to figure out how to do it. Step one, you got to set a segment. This tells clothes who they are.

Are they a buyer? Are they a seller? Are they an ABC? Doesn't matter.

And if you don't really know, they should either go in sphere or archive them. But once you've done that, then we move on to step two. Step two is setting their stage. Where are they at in the process?

They're either warm, hot, in contract, closed, or lost. A warm buyer, somebody looking to close in the next 12 months. A hot buyer, somebody you're driving around the car with. That's the idea.

While you're there, add your tags. So there's two kinds of tags that I use, a net or a spear. Net tags are for casting a wide, well, net. Past buyers, triple A, which is my favorite tag.

That's the one I use when I want to make sure that this guy receives all my postcards, all my newsletters, or whatever I happen to be doing, regardless of what stage or segment they're in. Another one would be like a buyer or Henderson, as an example. A spear tag is for action. Those tags are for things like that you're going to be using to actually market to those people.

For example, you have a new listing in Henderson. You put that contact in as the seller. You put the tag seller Henderson or two tags seller and Henderson. It doesn't really matter.

The point is when you meet your next buyer and they say, oh yeah, I'm looking to move to Henderson. You could type in one little command and close will pull up everybody that either lives or is looking to live in that neighborhood that you know. Step three is simple and it's basic, but it gets skipped all the time. This is where we find their contact information.

If you don't have a phone number and a physical address and a mailing address, do you really have a contact? So if you don't know those things, there's a couple of tricks. One, you call them and ask. Two, you look up, use for Warn to look up their number and find them that way.

I've done that more than once. Step four is your Ford, your family, occupation, recreation, and dreams. Inside clothes, there's a nice little section called at a glance. It's just a text box.

You can click there and fill out whatever you want. What I did is I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D and then I put in F-O-R-D F-O-R-D and then I typed in the family. So married to Joanne, have three kids, occupation, works at General Electric, recreation, loves to RV, and dreams to retire to the south of France. And it doesn't matter if you don't know it all now because the cool part is that gives you a framework and something to talk to them about next time you talk to them.

So your assignment's easy. Pick five contacts after sales meeting and start filling out these four steps. You got to pick their segment, their stage, their tags, their contact information, and their first contact and yeah that's five. Hope you have a great week.

Thanks.