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Russell Realty Playbook
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1. Overview
1.0 Contents
1.1 Let's Get Started
1.2 Playbook Purpose
1.3 How to Use This Guide
1.4 Need Help?
2. CRM & Leads
2.0 Contents
2.1 Getting Started with BoldTrail
2.2 Daily CRM Workflow
2.3 Smart Campaigns
2.4 Lead Nurturing & Follow-Up Strategies
2.5 Organizing & Categorizing Contacts
OLD 2.2 Daily CRM Best Practices
3. Transactions
3.0 Contents
3.1 Working with Buyers
3.2 Working with Sellers
3.3 Lease Transactions
3.4 Transaction Management
3.4.1 What is Brokermint?
3.4.2 Checklists and Document Management
3.4.3 Compliance
4. Marketing
4.0 Contents
4.1 Social Media & Online Marketing
4.2 Open Houses
4.3 Events
4.4 Sphere of Influence & Referral Strategies
4.5 Prospecting & Cold Outreach
5. Scripts Library
5.0. Contents
5.1 Scripts for Buyer Leads
5.2 Scripts for Seller Leads
5.3 Follow-Up Text & Email Templates
5.4 Voicemail & Call Scripts
6. Productivity
6.0. Contents
6.1 Task & Time Management
6.2 Using Todoist for Task Organization
6.3 Structuring Your Daily Workflow
7. Training
7.0. Contents
7.1 Onboarding & First Steps
7.2 Continuing Education & Certifications
7.3 Coaching & Training Resources
8. FAQ & Quick Reference
8.0. Contents
8.1 Common Agent Questions
8.2 Tech Support
8.3 Quick Links & Downloads
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Russell Realty Playbook
2.4 Lead Nurturing & Follow-Up Strategies
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