📅 2025-07-04 — Session: Enhanced CRM and Marketplace Communication Strategies
🕒 19:30–20:05
🏷️ Labels: CRM, Marketplace, Lead Management, Communication, Productivity
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to optimize CRM lead management and enhance marketplace communication strategies.
Key Activities
- Developed a structured checklist for mid-day productivity resets, focusing on physiological resets, prioritization, and time management.
- Created a micro-plan for catching up on Rental-CRM leads, detailing steps for triage, messaging, and follow-ups.
- Outlined recommended columns for a lead tracking table to improve lead management and automation.
- Designed a CSV structure for lead management, specifying required fields and formats for data export.
- Logged marketplace inquiries and follow-up actions, including contact details and requirements.
- Documented follow-up communications with marketplace contacts regarding contract details and visit confirmations.
- Scheduled and confirmed visits with marketplace contacts, detailing specific instructions and conditions.
- Recorded WhatsApp communications related to real estate contract terminations and potential land sales.
Achievements
- Established a comprehensive approach to managing CRM leads and marketplace communications.
- Improved lead tracking and management through structured data templates and checklists.
Pending Tasks
- Implement the recommended lead tracking columns and CSV structure in the CRM system.
- Continue follow-up actions with marketplace contacts to ensure all requirements and conditions are met.