White Glove Database Management

$197.00$2,997.00

Database management serves as the operations department so you can focus on clients and closing transactions.

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You hate doing follow-ups and working inside your CRM. Sometimes your database can be exciting, but usually, it’s overwhelming. Let’s change that! White Glove Management takes the guesswork out of who to follow up with and when. You will be alerted to who needs attention so you can focus on prospects instead of leads.

What exactly is the White Glove Database Management?

  • White Glove Setup Service
    • CRM system set to utilize proven practices fit for your business
    • Database consultation on how to organize for preferred results
    • Lead generation consultation on how to market and advertise for preferred results
  • Audits of your database regularly performed
    • Service window of audits will be Monday through Friday, excluding holidays, regardless of frequency chosen
  • Monitor the entire database for conversion opportunities
  • Manage the property alerts, market reports, and market snapshots
  • Monthly or quarterly adjustments of Smart Plans
  • Monitor incoming texts and emails to set call lists

This service requires a seat created on your account specifically for the management of the database and system permissions that match the access required to perform the service. A list of permissions is provided during onboarding.

 

Some Lofty Marketplace upgrades or third-party services may be suggested and may enhance the service’s effectiveness. This will incur additional costs which are your responsibility and are not included with the service fee.

Audit Frequency

Daily, Weekly, Monthly

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