Jan 9 (edited) • 🎩 Deal Boss Talk
👉Managing Your Daily Operations _ Cheat Sheet
DAILY WORKFLOW CHECKLIST
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1. ⬜ Check Tasks
2. ⬜ Process Manual Actions
3. ⬜ Clear Inbox Messages
4. ⬜ Update Contact Statuses
5. ⬜ Schedule Follow-ups
QUICK OVERVIEW
Objective
Master your Deal Boss inbox to convert conversations into closed deals through efficient processing, proper tagging, and systematic follow-up.
Key Concepts
- Every conversation represents potential revenue
- Systematic processing ensures no opportunities are missed
- Proper tagging drives automated follow-up
- Stage progression moves leads toward closing
Expected Outcomes
- Clean, organized inbox
- Clear follow-up strategy
- Maximized conversion opportunities
- Efficient lead processing
DETAILED GUIDE
Part 1: Essential Tags and When to Use Them
Status Tags:
• "Status Wrong"
- Use when contact confirms wrong number
- Number disconnected
- Clearly not the intended recipient
→ Action: System automatically cycles to next available phone number
Motivation-Based Tags:
• "It's Not You, It's Me" (90-day follow-up)
- Use when contact owns property but shows zero motivation
- Example: "I'm not interested in selling at all"
- Automatically marks phone as correct
- Moves contact to Stage 2 pipeline
• "Dreamer" (60-day follow-up)
- Use when contact has unrealistic expectations
- Example: Asking $500k for an $80k property
- Indicates correct contact but price alignment needed
• "Fisherman" (60-day follow-up)
- Use when contact says "just make me an offer"
- Shows interest but no real motivation
- Requires nurturing and follow-up
Part 2: Lead Tags and Pipeline Movement
Lead Classification Tags:
• "Lead Verified"
- Use when contact shows genuine interest
- Confirms property ownership
- Willing to discuss selling
→ Moves to Stage 4 pipeline for active follow-up
• "Quick and Dirty"
- Use for rapid processing
- Automatically marks phone as correct
- Moves to appropriate pipeline for immediate action
Stage-Specific Tags:
• "Deal Stalking" (30-day follow-up)
- Property currently listed or under contract
- Actively monitoring for opportunity
- Use when you want to track market activity
• "Retail" (30-day follow-up)
- Property not officially for sale
- Owner open to reasonable offers
- Not enough spread for wholesale
• "50 Shades of Gray" (10-day follow-up)
- Clear pain points identified
- Moderate motivation to sell
- Requires consistent nurturing
• "50 Shades of Cray" (3-day follow-up)
- Highest motivation leads
- Immediate attention required
- Clear distress or urgency
Part 3: Inbox Processing Actions
Daily Priority Actions:
1. Check Tasks First
- Complete scheduled follow-ups
- Process any overdue items
- Update contact status as needed
2. Manual Actions
- Access through dashboard
- Select your name
- Start dialing sequence
- Process each contact fully before moving on
3. Inbox Clearing:
To mark messages as processed:
- Select "Mark as Read"
- Use bulk actions for multiple messages
- Always add next action before clearing
CHEAT SHEET
📱 QUICK TAG REFERENCE
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INITIAL STATUS TAGS
⭕ Status Wrong
• Auto-cycles to next phone number
• Use for disconnected/wrong numbers
⬇️ MOTIVATION LEVEL TAGS & FOLLOW-UP CYCLES ⬇️
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💩 LOW MOTIVATION (60-90 DAYS)
🔄 "It's Not You, It's Me" (90 days)
• Zero motivation
• Correct contact
🎣 "Fisherman" (60 days)
• "Just make me an offer"
• No real motivation
💭 "Dreamer" (60 days)
• Unrealistic expectations
• Price misalignment
😀 ACTIVE PROSPECT TAGS (10-30 DAYS)
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🏃 "Deal Stalking" (30 days)
• Listed/Under contract
• Monitoring status
🏠 "Retail" (30 days)
• Not officially for sale
• Open to reasonable offers
⚪ "50 Shades of Gray" (10 days)
• Moderate motivation
• Clear pain points
⚫ "50 Shades of Cray" (3 days)
• High motivation
• Urgent attention needed
🔥 HOT LEAD TAGS (STAGE 4)
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PHRASE 1: ASSESSMENT
📋 "Untouched New Lead"
• Fresh LEAD, needs initial review
🤝 "New Affiliate Lead"
• Partner-referred leads
📅 "Appointment Booked"
• Scheduled for discussion
⚡ "Quick & Dirty"
• Rapid initial analysis
🔍 "Discovery"
• Deep-dive conversation
📄 "Waiting for Documents"
• Documents Needed
✅ "Lead Verified"
• Details confirmed
• Have Enough Details to make a Sound OFFER
PHRASE 2: UNDERWRITING
📝 "Underwriting | LOI Needed"
• Deeper Underwriting & Due Diligence
• Writing different Offers
📨 "LOI Sent"
• Written Offer submitted
💬 "LOI Feedback"
• Awaiting response
• Offer Follow Up needed
PHRASE 3: CLOSING
🌱 "Nurture"
• Active follow-up
🌿 "Double Agent Nurture"
• Listed with Real Estate Agent
• Known Gate Keeper
📊 "Final Agreement Needed"
• Near Opening Escrow
• Performing TC duties
🔄 "Dead Offer Follow-Up"
• Re-engagement attempt
✍️ "Contracted"
• Deal secured
• Escrow Opened
❌ "Lost"
• Not converted, filed for future
• Contracted Failed
REMEMBER:
• Empty manual actions daily
• Always tag before clearing
• Update follow-up tasks
• Never leave inbox messages unprocessed
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👉Managing Your Daily Operations _ Cheat Sheet
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