1. Marketing Campaigns
1.1. Investor
1.1.1. Produces Marketing Plan
1.1.2. Funds Marketing Accounts
1.2. Virtual Assistant
1.2.1. Marketing Campaigns
1.2.1.1. Direct Mail
1.2.1.1.1. Mailing Lists
1.2.1.1.2. Schedules Campaigns to Be Mailed
1.2.1.2. Campaign Management
1.2.1.2.1. Reports on Campaign Performance (Response Rates, ROI)
1.2.1.2.2. Tracks Expenses in CRM
1.2.1.2.3. Updates Marketing Calendar
1.2.1.3. Bandit Signs
1.2.1.3.1. Orders Signs
1.2.1.3.2. Recruits and Trains a Bandit Sign Guy
1.2.1.3.3. Confirms Placement
1.2.1.3.4. Pays Vendor for Work
1.2.1.4. Website
1.2.1.4.1. Monitor Live Chat
1.2.1.5. Social Media
1.2.1.5.1. Facebook Updates
1.2.1.5.2. Optimizing YouTube Videos
1.2.1.5.3. Optimizing Blog Posts
1.2.1.5.4. Facebook Ad Campaigns
1.2.1.6. Bird Dogs
1.2.1.6.1. Recruit
1.2.1.6.2. Train
1.2.1.6.3. Manage
2. Negotiating
2.1. Investor OR Acquisition Manager
2.1.1. Reviews Inspection and CMA Reports - Finalize MAO
2.1.2. Negotiates Deal with Seller
2.1.3. Enters Offer Information into CRM
2.1.4. Keeps Notes: Ongoing Negotiations
3. Contract
3.1. Virtual Assistant
3.1.1. Prepares Contract
3.1.2. Requests Digital Signatures OR PDF
3.1.3. Follows up with Seller for Sigs
3.1.4. Converts Lead to Client
3.1.5. Creates New Transaction
3.1.6. Attaches Contract to CRM
3.1.7. Orders Title Work
3.1.8. Closing Coordinator Email to Seller
3.1.9. Updates CRM with Contract Info
4. Pre-Screening
4.1. PatLive
4.1.1. Receives calls and enters leads
4.2. VA
4.2.1. Links to Marketing Campaign
4.2.1.1. Check Marketing Folder in GDrive
4.2.1.2. Confirms Lead Source
4.2.2. Links Tax Records URL to Lead
4.2.3. Pre-Screens Seller to gather ALL pertinent Information
4.2.4. Initial Due Diligence
4.2.4.1. Pulls Initial (Quick) Comps
4.2.4.2. Delinquent Tax Search
4.2.4.3. Code Violation Fines
4.2.4.4. Deed Transfer History
4.2.5. Remove Seller From Mailing List (if requested)
4.3. Investor OR Acquisition Manager
4.3.1. Contacts Seller to Determine Next Stage
4.3.1.1. Moves Seller to New Status
4.3.1.1.1. Attempted to Contact
4.3.1.1.2. Pending Inspection
4.3.1.1.3. Follow Up
4.3.1.1.4. Negotiating
4.3.1.1.5. Dead Lead
5. Property Inspections
5.1. Investor OR Acquisition Manager
5.1.1. Sets Inspection Appointment
5.2. Virtual Assistant
5.2.1. Creates Dropbox Folder
5.2.1.1. Subfolders: CMA
5.2.1.2. Subfolder: Inspection
5.2.1.3. Subfolder: Photos
5.2.1.3.1. Send Link to Inspector
5.2.2. Pays Property Inspector
5.2.3. Logs Inspection as Expense
5.2.4. Performs High/Low CMA (TRAINED)
5.2.5. Uploads CMA Reports to Dropbox Folder
5.3. Property Inspector
5.3.1. Confirms Appt with Seller
5.3.2. Completes Inspection Sheet
5.3.3. Takes Required Photos
5.3.4. Takes Video Walk Through
5.3.5. Uploads Inspection into Dropbox Folder
5.4. CRM
5.4.1. Send Credibility Kit to Seller
5.4.2. Sends Confirmation Email for Inspection
6. Follow Up
6.1. Investor OR Acquisition Manager
6.1.1. Follows up with seller Frequently
6.1.2. Responds and Monitors ALL Email Replies
6.1.3. Add seller to Follow Up Status
6.2. CRM
6.2.1. Adds Tasks for Follow Up Phone Calls
6.3. Zoho Campaigns
6.3.1. Autoresponder Follow Up Series