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daily prospecting checklist

Preparing for Prospecting

Update CRM with prospecting leads from previous day

Research new leads and add them to CRM

Review prospecting scripts and objection handling techniques

Prepare necessary marketing materials (brochures, flyers, etc.)

Ensure availability of necessary technology (phone, computer, etc.)

Morning Prospecting Activities

Make a list of priority prospects to contact

Warm up by reviewing notes from previous interactions with prospects

Set daily goals for number of calls or contacts to be made

Start prospecting calls or emails, following the prepared script

Mid-day Prospecting Activities

Follow up with prospects who showed initial interest

Make additional calls or emails to new prospects based on availability

Update CRM with any new information or progress made

Take breaks as needed to maintain focus and productivity

Afternoon Prospecting Activities

Continue making prospecting calls or emails

Respond to any incoming inquiries or follow-ups from prospects

Schedule appointments or property showings with interested prospects

Update CRM with any new information or progress made

End-of-Day Prospecting Activities

Review the day's prospecting activities and results

Analyze any challenges or objections faced and strategize solutions

Follow up with any pending tasks or promised information to prospects

Plan for the next day's prospecting targets and prioritize leads

It is important to note that this checklist can be customized based on the specific needs and preferences of a real estate organization.

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