Phone trees are an essential tool for planning your incoming call routing strategy. These trees serve as written diagrams that outline the entirety of the inbound customer journey. They also serve as a means to plan outbound call routes when you have multiple simultaneous customers. To help you optimize your customer experience, we’ve created a…
A sales contract is a formal document detailing the pricing, scope of work, deliverables, timelines, and service terms for a customer to agree to and sign. Preparing one requires you to establish an offering for the customer, set pricing, and indicate the terms associated with the work. In this article, you’ll learn how to write…
Creating effective open house invitations for your real estate listings increases the exposure of a seller’s home and helps reduce the property’s time on the market. Using premade, customizable open house invitation templates is an effective way to broadcast your listing while saving you the time and effort of designing invites yourself. Whether you’re sending…
Writing a collection letter requires you to follow the right steps and use proper tone and language in your letter. When creating your letter, make sure that it’s concise and to the point, and include all the necessary information, such as the purpose of your letter, a summary of outstanding invoices, acceptable payment methods. Typically,…
Estimate proposal templates let you quickly and consistently detail pricing information for your leads or prospective customers. Templates also ensure all product or service options are clearly outlined in your proposal, which builds trust and can be the determining factor on whether or not someone wants to work with your firm. Here are seven free…
Sales performance reviews are excellent opportunities to evaluate a sales rep’s production, effort, and other areas for improvement. By using a premade sales performance review template, you can conduct fair, equitable comparisons of each sales member on your team and objectively measure their performance. In this article, we explore how to create a sales performance…
Email is one of the most effective methods of real estate marketing because it can be automated and highly customized for each contact. Utilize real estate email marketing templates in any stage of the sales journey—from first contact to former clients to open house follow-ups. Since crafting individual emails and setting up multiple campaigns would…
Using a free employee schedule template will save you the time of having to manually create one. You can choose from the templates below, depending on your business hours and scheduling pattern (such as one-day, weekly, 24/7, and shift), and download them for Excel or Google Sheets. Daily Schedule Template Weekly Schedule Template 24/7 Schedule…
