Automate Your Team So They Can Do 90% Of The Work – Task Lists

Automate Your Team So They Can Do 90% Of The Work – Task Lists


Hey, it’s Joe. Today I’m going to show you how to automate
your outsourced workers so that you can create tasks lists, automated tasks lists within
the Automarketer that will tell them when they have to do certain things, and certain
tasks. Let’s say you get a new lease option memo
signed and you’re trying to sell that property and so you want to get it on the market and
you want to get a sign in the yard and a lock box on the door and an ad in craigslist and
on Zillow and you know, the other tasks that you have to do in order to sell that property. Well, you can put all those tasks into the
Automarketer and then on the day that that job is supposed to be done, the Automarketer
will send out an email or a text or a voice blast to your employee, to the person who’s
doing that task. And it all happens automatically. And what I do is, I set it up so that one
email goes to my admin person, one email goes to my boots on the ground and another email
goes to my buyer finder, and all of those people work together and, the way we’ve
got it set up is, so that if one person doesn’t do their job, the other people can’t do
theirs. And that means that I find out about it. So, it’s a great way to build a system. So, let’s take a look at how that all works. All right, this is going to show you how to
automate your tasks. You’re actually automating your team so
that they can do the tasks that need to be done by a human, rather than by a computer. So, you’re going to use a computer to automate
your team and make it easier for them to do this. This is one of my favorite parts of this system
and it’s such a powerful part because you can create task lists for your team and have
it set up so that when you initiate a task it’ll tell the team members that you have
the tasks that they’re supposed to do for that particular deal. Let’s take, for example, a task list when
you have a rent to own memo, a lease option memo, signed. So here’s a task list for it and to look
at this, I’ll show you what’s on it. And, by the way, we’re in the follow up
system of the Automarketer and you can create these tasks, you can create these campaigns,
as many of them as you want, so no matter what your business looks like you can create
a task list to do this. You could do this with any business as a matter
of fact. I’ve used it with every one of my businesses
where we have tasks lists, or plan lists, that are automated so that whenever we have
templated things that have to be done, and I try to always systematize my business so
that we do the same thing the same way every time. Just like a McDonald’s, you know, it’s
like, the franchise concept where you know, you go in and they always flip the burgers
the same way with the timer that times it for the same amount of time. They always wash their bathroom floors the
same way. They work at the drive through, they say the
same thing, you know, it’s always standardized. So that’s what you’re trying to do is
create standard lists of tasks for your people. And for the rent to own lease option memo
you know, task list, there’s just a couple of them on this one, but, you can have different
team members getting this information. So, I’ve got the first task list goes to
the team member. It goes as soon as the, it goes out immediately,
as soon as we initiate this task. So, we get a lease option memo and then we
put this campaign on that particular lead. We attach this campaign to that particular
lead. Which can all be done real easily in the lead
dashboard in list management. And then what’s going to happen, as soon
as you attach that, an email is going to go out to the team member that you assign as
the boots on the ground. So, if I’ve got somebody who’s local,
I’m going to send them this email. It’s going to say, “We just got a new
lease option memo. Please call the seller and schedule a time
and place to pick up the key.” And the seller’s name, and it’s going
to merge in the seller’s name, email address, phone number, that’s already in the system
in the lead management section of the system. And then here’s the task list for the boots
on the ground. And so we want them to meet the seller, get
the key, we want them to install a lock box, we want them to put a sign in the yard and
we want them to take interior and exterior pictures. And you can modify these any way you like
so you can add stuff to it, you can take stuff away. If you don’t have a team that’s built
the same way as mine, you don’t have to, you can change this around any way you want. We want these tasks to be done within two
days or sooner. Once they’re done, send an email to our
admin person and if you’ve got you want to, a name you want to put in there, you can
do that. And check it off your list. And then thank you, and it’ll merge in your
name in that email that they get. So that goes out immediately to your boots
on the ground. Also, at the same time, another email goes
out to your admin person. And your admin person gets this, “We just
got a new lease option, here’s the information on it. Here’s the stuff that the boots on the ground
is going to work on,” so want to make sure that they’ve done their work and the admin
person we have them checking up on the boots on the ground, by the way, and then we have
the other tasks that we want the admin person to do. Write the craigslist buyer ad, write the Facebook
buy/sell group ad, write the Zillow ad, you know, add the property to the listing site
and the data feed. Send a broadcast email out to our buyers list. That needs to be done within two days. And once these tasks are done you want to
send an email to the buyer/finder, that would be another person, so that the details on
the property, they know about the property, they know what the details are and they know
that the leads are going to be coming in pretty soon. And once those leads start coming in through
this advertising that you’re doing, you want to make sure that the buyer leads are
all routed to the buyer/finder, they’re going to come in by email. And that’s all going to be done automatically
because you’re admin person’s going to set it up so that the phone number that it’s
coming in to is going, it’s going to forward it to them and email them the messages. You’re going to make sure the buyer/finder
is giving you the daily reports. You want your admin to make sure the buyer/finder
is giving them daily reports on their leads and if they’re not doing that, then they
need to let you know, the owner of the company, so that you know that that buyer/finder’s
not doing their job and you’re losing those leads and you’re not going to get that thing
sold. You know, the whole concept of having a team
of people working on this stuff is that they are checks and balances for each other. If one doesn’t do the job, the other one
can’t do their job and so they have to tell you about it. And that way you find out that there’s a
wrench in the works that has to be fixed and usually that means a new employee. You just replace them. So, these are the type of things that you
can do. And you can add as many of these admin tasks
as you want. And you see we’ve set this up so it goes
to the team member, but if I wanted to send a note to the, you know, follow up to the
buyer, or the seller, I could do that as well just by you know, creating a different email
or a different message that goes to them at that time. So, you can create tasks or any kind of follow
up. And these tasks don’t have to be email tasks. They could be sent by text. They could also be sent by voice blast, but
they do have to be templated. It just makes your, you know, if you can template
your business and create task lists like this, you’re job is going to be so, so much easier. All right. I hope that helps.

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