Take 20! Stay in Front of Your SOI

Take just 20 minutes out of your day to manage your contacts in inTouch and stay in front of your SOI.

Just a few ideas on how to spend your 20 minutes:

  • Check your Dashboard for any “New” contacts.
  • Reach out to new contacts, or contacts you needed to “Retry” and take notes on what you discuss with them.
  • Check your Dashboard for any unread messages.
  • Check for any leads that have fallen into the “Red“.
  • Complete any tasks or phone calls you have scheduled in your reminders. (Including reaching out to any contacts with a BIRTHDAY or ANNIVERSARY)
  • Schedule upcoming tasks, phone calls, meetings in your reminders.
  • Review any contacts who have been “Recently Active” on your website. Look to see what listings they have been viewing/saving. Are there any listings they would like to see?

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