Lead Management Teamourteamleads.jpg

This page is the Lead Management Team home wiki. It contains any and all applicable Lead Management information.
Version 07/01/2015

Lead Management

Team Overview

The goal of Lifebushido and Best Agent Business is to help grow our client's business. Our clients' leads are the lifeblood of their business.
We help keep clients organized and up-to-date by providing a crucial service of maintaining their leads and databases.
  • Lead Management Team consists of capturing our clients' leads and keeping their database organized.
  • Subgroup Agent Management is designed to hold clients and their agents accountable for working their leads.
  • Subgroup Weekly Lead Reports (WLR) are reports sent to Clients weekly as a tracking tool for their leads and progress.


Team Contacts

Team Leader

Raquel Martin
Lead Management:

leads@bestagentbusiness.com
Lead Inbox:

Mildred Lim - Oversees the processing and management of the Lead Inbox, including client audits, monthly maintenance of the Lead Inbox and folders.
Weekly Lead Reports:

Mildred Lim - Ensures Clients reports are sent weekly as a tracking tool for their leads and progress.

Assistant Team Leader (ATL) Contact

Lead Inbox:

Lavern Edwards - Assist Lead Inbox, does introductory training for new team members



Client Kickoffs:

KA's - Handles aspects of Client Kickoff's.
Recruitment/Testing:

Lavern Edwards - Finds, tests and helps place applicants.



Mentors:

Rita Tuhairwe and Mildred Lim - Train new Ishidos and provide guidance.

Lifebushido Lead Management Wikis

Lead Management - Main (home) wiki

Training Calls for Lead Management

Please listen to the training calls below:


Recruiting and Training Pages:



Best Agent Business Lead Management Wikis - Pages to Give to Clients


Lead Management Team Information


Subgroup - Agent Management Information



Subgroup - Weekly Lead Reports

Lead Management - Weekly Lead Reports
  • Weekly Lead Reports (WLR) - You will be connected with Mildred Lim, subgroup leader, who will assign you a client and walk you through where to find the necessary information and deadlines, etc.
  • Once your first client's reports are being processed correctly, you will then be assigned more clients.
  • WLR Quickbase Instructions.docx
    WLR Quickbase Instructions.docx
  • WLR Quickbase Instructions.docx



Action Items for Team

  • Let TL know if you need to take leave. We will find a replacement - please give at least a weeks notice.
  • Check the Wiki and your Email OFTEN! TL sends out many updates by email. Thanks!




" Determination today LEADS to success tomorrow"