Standard Operating Procedures Checklist

For Facebook Group leads:

BUYER/RENTER

-Add in Follow Up Boss if the lead has an email and andress.

-Add lead in YLOPO (if not added automatically)
-Send a welcome email
-Sent a welcome message
-Lastly, Accept in the Group

If a lead has no email, no address and no other details, please accept in the group and send a
welcome message.

SELLER/ BUYER AND SELLER

-Add in Follow Up Boss if the lead has an email and andress.

-Send a welcome email
-Sent a welcome message
-Accept in the Group
-Uncheck send welcome email in YLOPO
-Create new seller alert
-Check the address of the seller on MLS
-Seller Frequency is weekly
-Always start with the last name when searching

If a lead has no email, no address and no other details, please accept in the group and send a
welcome message.
Email Template for facebook welcome message:

Hi! So glad to have you in our group! As the admin, I wanted to reach out to introduce myself.

Please feel free to add any friends who are interested in the Hyde Park / Oakley / Mt Lookout
areas. We hope this will be a great resource to our neighborhood, so the more the merrier :)

Email Template for Follow Up Boss welcome email:

Hi First Name,

Thank you for joining my Hyde Park / Mt Lookout / Oakley Homes Facebook group! Our
community now comprises over 1,000 members and we are having a big impact on the local
market!

I noticed that you are a prospective buyer. How can I help you?! Let me know the best time for
us to connect later in the week...

Best,
Denis

Denis Joseph
Team Leader & Realtor

E: dj@djpropertyteam.com
P: 513.900.0303

10700 Montgomery Road, Ste. 217,

Cincinnati, OH 45242

djpropertyteam.com