Follow Up Notebook
Arrange the Follow-Up Notebook as follows:
> Appointments go on top of all tabs.
> CURRENT WEEK TAB: This will contain all CURRENT WEEK Guest Cards.
> JAN- DEC Tabs- There will be 12 monthly tabs. You are to file the Guest Cards in the month in which they are looking to move. You are required to review the follow up notebook daily to insure you are keeping up with future need by dates.
MONTHLY TABS
- The notebook will be broken down into 12 months. On Thursday of each week (the start of the new sales week) the leads from the Current Week will then be moved to the monthly tab for the month that the prospect is interested in moving. These leads should all have had at least TWO follow ups performed and thoroughly documented, or more based on moving date.
DEAD LEADS
- a lead is considered dead or no longer active only if:
> They have died
> They have told you to stop harassing them
> They have disconnected their phone
> They do not qualify based on a disclosed felony, current bankruptcy, or current eviction
If they have moved to another community, put them in the follow up notebook 2 months prior to the month they moved and write “2016 follow up” on top of the lead. Example: It’s December, they leased at Whithering Collins. Confirm they signed a 12 month lease and place them under the November tab. 10 months later, call them 60 days before their lease expires and see if they are happy. A file folder labeled ‘Inactive Leads’ will be created and should be placed in an agreed upon location for Cancelled/Rejected applications. All inactive leads (regardless of leasing consultant) should be placed in this file. These will be purged at the end of the calendar year along with dispositions, and other files.
For fair housing, we must keep guest cards for at least 3 years.
#LIVEBPI
