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Updated about 9 years ago on . Most recent reply
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Following Up With Leads?
Hey BP,
I was wondering if anyone out there had any suggestions on how to keep track of leads, whether you've talked to them, when you should follow up, etc. Right now we're using the Fusion MLS system, as well as some mixture of Google but I feel like I'm just missing out on when I should be following up way too often. Preferably something free like an excel sheet or something. I'm a new agent on a budget as I'm spending enough on services, fees, and subscriptions, but I feel this is hurting my ability to generate income so I need help. Thanks in advance!
Best Regards,
Jason Eyerly
Most Popular Reply
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Hey Jason,
A GREAT way to keep track of leads is to go out and buy 3x5 or 4x6 index cards, the card holder, and tabbed cards that have the month on them and the days 1-31.
Then, when you follow up with a lead, etc. you can write down little notes on the index cards and then place them in a future date for when you want to follow up.
So, when you go to the office in the morning, the first thing you can do is look at your index card holder box and pull out all the cards on that date and follow up.
No monthly fee, no glitches in software, no computer crashes where you lose all the information, etc.
Yep, it works!