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Mastering the Incoming Lead

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1 Mastering the Incoming Lead
Charles & Jenny Turner Turner Team Inc. Keller Williams Realty Professionals Portland, Oregon Like us at:

2 Three Models Do it yourself Distribute leads to buyer’s agents
Use an ISA (Inside Sales Agent)

3 DIY- Do It Yourself PROS: You’re the master You know the market
You know the area CONS: You have to do it Other tasks may take precedence

4 Distribute to Agents CONS Can’t call while showing property
PROS: No pass off- constant point of contact from registration to closing. Works well when slow Lower cost CONS Can’t call while showing property Lower level of commitment to follow up.

5 ISA- Inside Sales Agent [Customer Care Manager]
PROS: Dedicated to one cause: setting appointments to qualified leads Lead caller typically has different personality than team lead or buyer’s agent so good hire will have more success and less burn out. Confirms appointments CONS Client may feel “passed off” if expectations not set Higher fixed cost Requires a team

6 ISA Considerations Turner Team runs on the yellow selections
Independent 1099 or W2 Employee? Virtual / In House / Local Licensed? Hourly or Salaried? Bonus structure- Appointments / Closings Who pays? Turner Team runs on the yellow selections

7 Our Progression 2011- I made calls (actually, I didn’t) —->
2012- We distributed to buyer’s agents—-> 2012- We hired (the wrong) ISA —-> 2013- We distributed to buyer’s agents—-> 2013- We hired (the wrong) ISA —-> 2014- We hired the right ISA Tigers Closed Tigers Closed Tigers Closed Pending/Closed YTD

8 2014

9 Director of Operations
The Turner Team Structure Team Leaders Director of Operations ISA Buyer’s Agents Lead VA VA

10 What Can We Learn From the Registration?

11 Fake name given away by email
eeererrmai Typo in Area code does not match location IP eeererrmai Fake name given away by

12 May not know area: big geographic spread
Engaged: saved favorites

13 Mastering the Incoming Lead
Charles & Jenny Turner Turner Team Inc. Keller Williams Realty Professionals Portland, Oregon Like us at:


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