Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
GET STARTED
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
GET STARTED
GET STARTED
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
GET STARTED
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
GET STARTED
GET STARTED
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
Home
Who We Are
Our Software
Services Done-For-You
REInvent Program
Partner Programs
Stay Informed
Articles
Member Highlights
Team Spotlights
Huddle Podcasts
Formal Account Review
Is it time for a Formal Scheduled Account Review?
Step 1 of 4
25%
Formal Account Review
In order for us to
best
prepare for an Account Review to
review
,
optimize
and/or
adjust
your marketing campaigns, please complete the following questionnaire. This will allow our team to research and pull metrics/dashboard reports on your account and to provide maximum value. We request 48 hours or 2 business days in advance to adequately prepare for an Account Review with our members.
Once you complete the questionnaire below and click "Submit" you will be directed to our Calendar to schedule a time to speak.
Your Name:
*
Your Phone:
*
What is the best phone number for our team to contact you at?
Your Email:
*
What is the best email address for our team to contact you at?
Which Account Review is this for you?
*
Membership includes formal account reviews at 30 days after launching your first mailings, then after 90 days and then every 180 days. You can
signup
for more, if needed. Alternatively, you can attend weekly scheduled Office Hours with our Strategy Team as often as you like. Visit:
Office Hours
1st Account Review after 30 days
2nd Account Review after 90 days
Every 180 day Formal Account Review
Special Request Account Review
Purpose of Account Review
In order to be best prepared and to assist you, please provide your purpose for the account review and any other information. We will do research and provide a Dashboard report prior to the call or follow up. Account Reviews beyond the ones included with membership will be
charged
. Alternatively, you can attend Office Hours with a Strategy Planner.
Click here
for the current schedule.
Are you on track?
*
Are you working the leads, scheduling appointments and closing deals to meet your business goals and plan?
Yes
No
Biggest Needs Right Now
So that we can provide the highest value to you during the live Account Review call, please provide as much detail as possible on your biggest barriers or obstacles keeping you from being On Track (we have a lot of resources available including scripts, time management help, hiring and training best practices, objection handling and negotiation techniques, etc.). It is helpful if we can fully understand the obstacles and stucks you're encountering right now.
More Seller Leads
More Buyer Leads
CRM Training
More money for deals or marketing
Advanced Sales Training to close these leads
Hiring and Managing Lead Processors or Sales Acquisition Managers
Working a new marketing (virtual wholesaling)
1 on 1 Sales, Business and/or Performance Coaching
Connecting with other REIvault Members
Learning how to do more creative deals without cash or private money
Scripts or techniques for calling and converting hangups and/or follow up leads
Other
Other Needs
Please describe any other needs you have right now.
Off Track
You stated you are
Off Track
. We take the
success
of our members seriously. Both marketing and sales functions have to be like well oiled machines working together in unity to make money.
Please take a minute and answer the questions below so we can provide our absolute best help, recommendations and adjustments to get you back on track.
Please Check ALL that apply to you
This may be you or your team (Lead Processors and Sales Acquisition Managers). These are the "Best Practices" for consistently closing deals and maximizing profits. Please be as accurate and complete as possible so that we can quickly provide recommendations, tips and techniques and adjustments to your marketing and systems.
I have experience closing direct mail leads
I have dedicated resource(s) other than me calling, screening and following up with leads
I have specific documented hours of the day and week time blocked and allocated for working leads
I have attended the RealEstateinvestor.com Member Summit and have been through the Objection Handling and Practicing Sessions
I call 100% of the hangups 4 times in a row, pause and continue calling until I reach them
I have all the inbound and outbound calls recorded for training and quality purposes I can provide REIvault to review
I am relentless on followup with all the leads
I track the number of calls, live connections, and conversion rates carefully
I have formal sales training and follow a process
I am active on RealEstateinvestor.com's Private Facebook Group and interacting with other members often
I work from a proven script for talking to sellers
I use the CRM consistently to work the lead flow and update the "Status" and document the activity
I use the CRM and create Tasks to follow up with Sellers
I am a REInvent 7 Figure Acceleration member, follow the R.A.P.I.D. Results and Clear Path to Success Formulas using the Scorecard
Are you sending Follow Up Letters and 1 Click Offer Letters following the "No Seller Left Behind" strategy
*
Do you send our RealEstateInvestor.com Follow Up Letters and/or Offer Letters to ALL your viable leads and follow-ups?
Always
Most of the time
Rarely
Never
Your Metrics/Results
Please provide accurate metrics during the last 90 days. If you are a new member, please provide your metrics since joining RealEstateInvestor.com.
Signed Contracts?
*
Please provide the number of signed contracts you've completed during the past 90 days
Closed Deals?
*
Please provide the total number of closed deals you've completed during the past 90 days (or about to close)
Total Profits (or Est Profits)
*
Please enter the total gross profits (before marketing cost) during the past 90 days (or total estimated profits)
Do you have a dedicated Lead Processor working your leads?
*
Do you have a dedicated person/VA calling, screening, scheduling appointments and following up with 100% of all the leads?
Yes
No
I'm trying to hire one
How many times are you calling and following up with the Leads?
Examples: 1-2 times; Until I reach them live on the phone; Continuously every month until I buy the property; Not enough.
Quality and Feedback
So that we can be best prepared and take action from the Account Review session, please provide the following feedback
Are you getting enough Leads?
*
On a scale of 1 to 5 (5 being Great), how is the overall quantity of inbound leads and the marketing response rate according to the estimated Sales & Marketing Plan provided to you prior to launching your marketing.
1
2
3
4
5
Quality of the Product?
*
On a scale of 1 to 5 (5 being Great), are the Calls/Leads coming in for the type of property you're looking for (e.g. single family property with equity and in original condition)
1
2
3
4
5
Please select all that apply (issues with the leads)
*
Leads do not own a property
Properties are not in the zip codes I requested
Properties are not the type I requested (e.g vacant land)
Properties are listed with a real estate agent
Other
Other
*
Motivation of the Leads?
*
On a scale from 1 to 5 (5 being Very Motivated), how motivated to sell these properties are the sellers who are calling from the marketing?
1
2
3
4
5
Competition on the Mailing List(s)?
*
On a scale from 1 to 5 (5 being NO COMPETITION), are you finding the leads have very little competition from other investors who are also sending direct mail.
1
2
3
4
5
RealEstateInvestor.com Support Response Time?
*
On a scale from 1 to 5 (5 being Great), how is the response time of the support team when you send an email or support request?
1
2
3
4
5
Quality of RealEstateInvestor.com Support?
*
On a scale from 1 to 5 (5 being Great), how is the overall quality of support in terms of answering questions, managing change requests without errors, etc.?
1
2
3
4
5
Are you using our CRM to effectively?
*
Are you comfortable and fully utilizing our CRM to work and follow up on your leads efficiently and effectively
Yes
No
Need more training and help
Have you utilized these resources and additional help?
NOTE: we will send you an email after you click the "Submit" button with some additional tips, links, suggestions to help you on this.
"The Vault" Training Videos
Live CRM Training Sessions held every Wednesday
Weekly Office Hours with Darren Wassell
Additional Comments
Anything else that you you'd like to share to help us better understand your situation and/or better provide you service and support?
We appreciate the challenges of the ever-changing landscape of the real estate industry, and know that
the key to success is staying ahead of the curve.
