CRM MAINTENANCE​

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• Tagging & creating contacts

• Inputting buyer & seller anniversary dates

• Removing duplicates

• Reviewing contacts and data mining 

• Creating mailing lists in CRM for farming

• Updating contact information with information gathered from social media platforms (birthdays, familial status, etc.)

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MARKETING​

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• Geographic farming

• Creating blogs

• Listing presentations

• Buyer consultation materials 

• Website maintenance and updates

• Creating ads

• Creating market snapshots

• Social media tasks (updating information/photos, setting up social media calendar, creating posts)

• Adding tags to YouTube channel

• Uploading Podcast to YouTube

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CLIENT COMMUNICATION​

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• Creating CMAs

• Cleaning up collections

• Creating agent lists for e-blasts

• Connecting with contacts via social media (Instagram/Facebook friends and LinkedIn connection)

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CLIENT PROSPECTING & LEAD GENERATION​

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• Prospecting calls

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TASK MANAGEMENT​

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• Cleaning up business tracker

• Creating checklists

• Creating action plans

• Creating workflow spreadsheets

• Uploading contacts and documents to google drive 

• Creating express documents

• Uploading leases/forms to business tracker 

• Creating spreadsheet with contact information gathered at networking events

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BROCHURE & FLYER DESIGN​

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• Creating postcards for market reports

• Creating flyers

• Creating monthly newsletters