PROCESSES &

STANDARD OPERATING PROCEDURES (SOPs)

ISA

  • Importing and Managing Indeed Recruiting Leads

    Ensure that all recruiting leads from Indeed.com are captured in the Go High Level CRM for proper follow-up, nurturing, and conversion. This includes a one-time bulk upload of existing contacts and manual entry of new applicants going forward.

    OPEN
  • Review & Test the Licensed Agent Workflow

    Ensure the automated workflow is accurate, relevant, and fully functional before enrolling leads. This guarantees a seamless experience for prospects and reflects the professionalism of the PH Realty Team.

    OPEN
  • Recruiting Call Cadence & Initial Script

    To ensure that every new lead—particularly from Indeed or similar recruiting sources—is contacted promptly and professionally using a structured, same-day outreach strategy. This SOP provides clear qualification questions, follow-up instructions, and next steps based on whether the lead is currently licensed.

    OPEN