Details the standard operating procedures (SOPs) for ISAs, including mission statements, team goals, growth timelines, Zoom meeting guidelines, task deadlines, daily coverage, call cadence, live transfers, database management, appointment guidelines, bonus submissions, and troubleshooting. It's a comprehensive guide for daily operations.

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This guide focuses on best practices for organizing, prioritizing, and engaging leads using Follow-Up Boss (FUB). It covers accessing and navigating FUB, daily call workflows using smart lists, updating lead stages, handling inactive leads, tagging and segmentation, using email and text templates, data mining for targeted outreach, and general best practices for lead management.

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Guides for Inside Sales Advisors (ISAs) on the Carin Nguyen Team. They cover everything from conversational selling techniques, avoiding salesy language, mastering tonality, using conversational cues, transitioning phrases, getting to the curiosity phase, and effective probing questions. They also include specific scripts for different types of leads like internet leads, expired listings, and probate leads, along with objection handlers.

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This file briefly mentions diving deeper into motivation, deeper hurdles, and criteria related to getting to an appointment. It appears to be a very brief outline or note.

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Summarizes how ISAs handle different appointment types, from live transfers to scheduled phone, office, or Zoom appointments. It outlines ISA and agent roles, required forms, timeframes, and bonus eligibility. Designed to clarify expectations and standardize process handling.

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This document outlines guidelines for re-engaging leads that haven't been contacted in over 90 days, ensuring compliance with Do Not Call (DNC) and Telephone Consumer Protection Act (TCPA) regulations. It covers identifying inactive leads, reviewing data, handling opt-out requests, gaining permission for outreach, and the fines for non-compliance.

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This document provides an overview of the key systems and tools ISAs use daily, such as Follow-Up Boss (FUB), BombBomb, Sierra Interactive, Fello, Movoto, Homelight, MOJO Dialer, and the Cromford Report. It explains each tool's purpose and how to integrate it into daily operations for efficient lead management and client communication.

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