Notes for Assistant

Step 1 (The Communications section)

Gather the Seller’s Name and Address and input into the Communications section of Podio. Always enter the name, THEN the address. After the address is put in, a new lead is created in the Leads section of Podio.

Objective of this section: The assistant obtains Seller’s name and address, and if possible asks for details about their property for Step 2 (Leads).

Leads come in through 5 channels. This is how each channel is processed:

Incoming text message: The message, incoming phone number, and time of submission are automatically captured in Podio. You will call back the seller, and input their name and property address into the Communications section of Podio.

Incoming voicemail: The message, incoming phone number, and time of submission are automatically captured in Podio. You will call back the seller, and input their name and property address into the Communications section of Podio. NOTE: Sometimes the voicemail isn't designated correctly on Podio. It may show as an Answered Incoming Phonecall with no Name or Address listed to it. In this case, call back the number to obtain their name and address.

Incoming phonecall: You will receive the call to your mobile phone. Gather as many details about the seller’s property as possible. After call, input these details into the Communications, then Leads section of Podio. If you are unable to answer the phone, the missed call will be logged in Podio. Reach out to the missed call to obtain their name, address, and details about the property. Log this information into Podio.

Social media leads: You will be responsible for regularly checking in on Cash 4 Camden’s facebook page. This means that you will be engaging with any potential sellers who post on our page and reach out to us, with the goal of converting them into actual sellers. The end goal of social media is to have them place a phone call to our hotline, which will then be treated as an incoming phonecall.

Website contact form input: The seller’s name, phone number, and address will be logged automatically into Podio. You will then contact the seller over the phone; once the caller is successfully reached, in the Outreach Attempt field in the Communications section, set the value to “Contacted Successfully”. This will send the lead to the leads section. Then, input all details about the property you learned from the phone call into the Leads section.

Step 2 (The Leads Section)

Input as much information about the seller & property as possible into the Leads section. Ideally, this would already be gathered in Step 1. The last step of this section is when you input the property inspection date; this will send the lead to step 3, the Appointments section.

Objective of this section: The assistant inputs as much information about the lead as possible into the leads section, and then schedule a property inspection with the seller.

Notes about step 2: Step 2 can be completed in tandem with Step 1. Step 2 is the process of gathering any relevant information about the Seller’s property, and then scheduling a property inspection with the Seller. This step will take place over the phone with the Seller.

Step 3 (The Appointments Section)

Step 3 is handled by the Inspector. The assistant does not play a major part here. In this step, the inspector confirms or reschedules the Property inspection date that was set up in Step 2. Once the appointment is confirmed and then occurs, the inspector will submit his results into the Property Inspections section of Podio.

Objective of this section: Not handled by Assistant. The Inspector views the property and enters his results into Podio.

Step 4 (The Property Inspections Section)

Step 4 does not involve the assistant. In step 4, Angad and the Inspector determine a Final Offer to present to the Seller, based upon the value and repair costs obtained from the inspection. Once the Final Offer is entered into Podio, the lead moves to Step 5, the Closings section.

Objective of this section: Not handled by Assistant. Angad determines a price to offer for the Property and enters it into Podio.

Step 5 (The Closings Section)

After Angad enters the Final offer in the previous stage, you will talk to him over the phone about this offer, and will discuss presenting the offer to the seller. You will then give the seller a call and provide them with the offer. In the “Closing Status” field, mark “Offer Accepted” or “Offer Denied” in accordance with the Seller’s decision.

Objective of this section: Assistant presents the seller with Angad’s offer. Mark their decision to accept or deny the offer in Podio.

Last step: If the offer is accepted, the offer moves into the Closing section. From here, the process is not conducted via Podio at this time.