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Homeowner Experience TEAM RESOURCES

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Created by

Theresa Wellman

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Here are links to key resources for the team.  

Also remember the team website is HomeownerExperience.com and YouTube Channel is https://www.youtube.com/@homeownerexperience 

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Sierra CRM and website backend

use your personal login to access your tasks and leads as well as update blog posts

https://client4.sierrainteractivedev.com/
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Team Sales spreadsheet

see the list of sold, pending and coming listings and sales with overview of closing date, size of property, client name and links to photos

https://docs.google.com/spreadsheets/d/1EiUUV1Lt5v-9u5SizRZSHbBclaB220dHqvUJZRCgDBI/edit?usp=sharing
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Team Member roles

spells out what everyone is focusing on and is the HUB for all SOPs for each task.

https://docs.google.com/document/d/15_8cTNjapo-4Vfp7w7sHOueb6xGmP94oJUdukzNaBSI/edit?usp=sharing
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Marketing, Video and Event Plan

spreadsheet with the planning calendar for videos, events, SOI enews and farm mail. Find detail links to video keywords for blog writing too

https://docs.google.com/spreadsheets/d/1y6Dah9vJPD9uah57GUN_IraxOmy0452pPBjRY-TIm2c/edit?usp=sharing
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Recommended Service Provider list

our list of contact info for people to prep listings or to refer to clients

https://docs.google.com/document/d/1a86Gobd_kOqQ1aqvFb5SjDCK_3FJDyoRSBeHZCVceIY/edit?usp=sharing
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Almaden Keywords and SEO plan

https://docs.google.com/document/d/1H6zB0DgpSz6iJCooxUWC5G_Lgnkj4RC_lBIvK6onxoI/edit?usp=sharing
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San Jose keywords and SEO

https://docs.google.com/document/d/1JaRlQfvQP13UjmJRky39re4L9MwKGnAYMbFP3-1WR4I/edit?usp=sharing
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Calls to Action for all Marketing & Social

https://docs.google.com/document/d/129MqQ1ve9-4mKavb5aSOGZHpPeA1q12OGc1mX5yxfj8/edit?usp=sharing
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Trifecta plan - GBP, YouTube, SEO/website

Here is our online plan for SEO with YouTube, Website and Google Business Profile

https://docs.google.com/document/d/1IdunEn94Uutyx8a0W5qIcxtufvaxB4FGWBQKKIEP46U/edit?usp=sharing
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Coach Ptrick training and resources

awesome resource of business building and lead generation tips.

https://docs.google.com/document/d/1RvKwAvv4bxBzytczD5WVE3UY0tWnjkFAHnhWmrshAxE/edit?usp=sharing
Author

If you have questions on SOPs (standard operating procedures) or other details on a property, search google drive or please ask.

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