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Client Checklist (RE or Biz)
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Client Checklist (RE or Biz)
Client Checklist (RE or Biz)
1
LISTING PRESENTATION:
2
Set Appointment
3
Make Marketing Packet
4
Interview Questionnaire
5
CLIENT SETUP:
6
MARKETING SETUP:
7
Add to Insightly
8
CLIENT CLOSING:
9
EQUITY CLOSEOUT:
LISTING PRESENTATION:
Set Appointment
Make Marketing Packet
Interview Questionnaire
This needs to be either for RE or Biz. This will take 30 mintes
CLIENT SETUP:
MARKETING SETUP:
Add to Insightly
CLIENT CLOSING:
EQUITY CLOSEOUT:
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