Rida's Responsibilities
Daily Tasks
These are the tasks that must be done every day, on demand.
- Assign M/U Lander leads to the agent
- Abandoned Webform Lead Audit
- Post review image on Facebook & Google
- SOI tasks
- Confirm with the agent if SOI marketing is required
- Collect clients’ birthdates
- Set up Market updates
- Create Buyer-Sold image
- Google Screened messages - respond and add to FUB
- Change the lead shifts in FUB three times a day (for buyer+seller) & Google once (for sellers only)
- Audit CallRail duty for the day
Day Specific
These are weekly tasks that must occur on this specific day
- Monday - Seller Reports
- Monday - Update team production report
- Thursday - Check for available Lead Duty shifts and email the addresses below a message that says "The following shifts are available next week and anyone can now claim them." Notate this spreadsheet on this row.
- Email leadsagents@bramres.com for any buyer lead shifts
- Email listingagents@bramres.com for any seller lead shifts
- Friday - Post closed transactions to agents' Zillow accounts
- Friday - Google Review entry
- Friday - update Phone Duty Leads & Shifts sheet
- Record google reviews in the 'Agent Review' spreadsheet
- enter them on the website
- create the Review images
- Email the review images to the agents
- Saturday - Birthday Cake Balls Email Batch
Weekly Tasks
These are tasks that recur on a weekly basis (please input the day you usually do them.)
- Seller reports (Monday)
- Entering Sold transactions in Zillow (Friday)
- Enter Yelp reviews to website & review images sent to agents (Friday)
- Sending out an email to agents listing all the available slots for leads duty next week (Thursday)
Monthly or Bi-Monthly Tasks
These are tasks that recur on a monthly or bi-monthly basis. (Please input when you usually do them.)
- Postcard Data (Done on every 7th and reviewed on every 10th)
- SOI Spreadsheets and new agent audit - make sure that all agents have spreadsheets and have given CC info to ACB if they're opting in
- Releasing Buyer Leads Duty shifts. Done every two weeks on Monday.
- Running OKR Reports (A few days after the first of the month.)
- FUB Tag Clean Up (Done in the first weekend of the month by the weekend VA)
Annual or Quarterly Tasks
Update the Bramlett Investment Guide spreadsheet. This is done 1-2x per year.
Eric Notes
- Need to check the blog comments once/week and edit the blog post to include any new vendors or remove vendors with bad comments. (After we move the preferred vendors to posts, instead of pages.)
- Weekend VA should update the Lead Duty spreadsheet on Saturdays.
- Should look for more tasks to move to the weekend VA.
- Need to add a weekend duty to send Thnks to the coop agents from the previous week
- Need to add a weekend duty to email all of the upcoming cakeball recipients for the next week
- Weekly website audit - webforms and speed (weekend guy, probably)