CEO OS Hub
Update your database by filling out the forms below
ADD NEW CONTACT
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
POST BUYER CONSULT
Fill out this form after completing a buyer consult. This will automatically send them a follow-up email with your buyer guide.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
POST SELLER CONSULT
Fill out this form after completing a seller consult. This will automatically send them a follow-up email with your seller guide.
ADD NEW BUYER
Fill out this form once you are actively showing properties to a client. This will update your transaction pipeline and CEO KPI Dashboard.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
ADD NEW LISTING
Fill out this form once you have a fully executed listing agreement. This will update your transaction pipeline and CEO KPI Dashboard.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
BUYER UNDER CONTRACT
Fill out this form when your buyer is under contract. This will update their contact details, the transaction pipeline, & CEO KPI Dashboard.
SELLER UNDER CONTRACT
Fill out this form when your seller is under contract. This will update their contact details, the transaction pipeline, & CEO KPI Dashboard.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
BUYER CLOSED
Fill out this form when your buyer is closed. This will update their contact details, the transaction pipeline, & CEO KPI Dashboard.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
SELLER CLOSED
Fill out this form when your seller is closed. This will update their contact details, the transaction pipeline, & CEO KPI Dashboard.
SCHEDULE BUYER CONSULT
Use this calendar to schedule a consultation with a buyer and update the pipeline. They will receive a calendar invitation and reminders.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
SCHEDULE SELLER CONSULT
Use this calendar to schedule a consultation with a seller and update the pipeline. They will receive a calendar invitation and reminders.
Fill out this form to add new leads, agents, or vendors to your database. There will be an opportunity to trigger nurture sequences.
NEWSLETTER INSTRUCTIONS
Review this guide for sending out your monthly newsletters.
