PROCESSES &
STANDARD OPERATING PROCEDURES (SOPs)
ISA
Importing and Managing Indeed Recruiting Leads
OPENEnsure 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.
Review & Test the Licensed Agent Workflow
OPENEnsure 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.
Recruiting Call Cadence & Initial Script
OPENTo 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.