DOOR KNOCKING

PROTOCOL
 Protocol

SPHERE INTERNET
● 200 contacts (first 5 days) ● Attempt call immediately
● 1 buy 1 sell (day 1) ● Change status
● Pending within 30 days ● Set new task
● 5 contacts per day ● Drop by (valuation) with item of value
● Receive quantity based on results on other side of the
'pie' and ability to convert
OPEN HOUSE
● 4 per month
● 100 DK / OH DATABASE
● Invite to event ● Call same day
● Book showings for after OH's ● Change status
● Set new task
● Send text, email, etc.
DOOR KNOCK ● Receive quantity based on results on other side of the
● 20 contacts per day 'pie' and ability to convert
● Set new task
● Change status
Protocol
 Protocol

30 DAY PIPELINE LISTINGS SIGNED DEALS WRITTEN

SCRIPTS
 Scripts

Door Knocking Scripts

JUST LISTED
Hi! We just listed your neighbour's house, do you have any friends or family wanting to move here?

SOLD
Hi! We just sold your neighbour's house, have you considered selling?

OPEN HOUSE
Hi! Looking to get the neighbours' opinion on how we've priced the property, do you have a bit of
time to come by this weekend?

GENERIC
Hi! What are your real estate plans?
 Scripts

Door Knock Scripts

 Scripts

Initial Pitch & Follow Up Questions

Agent: Hi, I’m just looking for the homeowner. Is that you?
Buyer: Yes
Agent: Ok great. My name is _______, I’m one of the local real estate agents (no pause)
Just coming by quickly to introduce myself and check in on your real estate plans!

No - Where you’d go?

Ok, have you thought about where you’d go if you did move?

No - Investing
Ok, do you have an idea of how much equity you have in the house right now? (let them
answer) have you thought about doing any real estate investing (no pause) We find solid
deals all the time (you're literally door knocking right now, so clearly that's true to them)...
I'll keep you posted on good opportunities if you'd like, what’s the best email for you?
 Scripts

Second No - Newsletter
Ok, great. I’ll tell you what, I’ll keep you posted on the sales on your street and in the
community (no pause) what’s the best email for you? If you need anything, give me or just
reply to my email!

Maybe - What’s important

Ok great, what's important about couple of years?

Maybe - Depends on what I can get for my house.

Ok, how much would you need to get?

Maybe - What can I get for my house

Well, that depends. Bungalows in your area, like what you have are ranging
from........to........so until I do an analysis and come inside and check out all the variables I
can't really give you anything within that range. (open your calendar and suggest some
dates and times to drop in)
 Scripts

Door Knock Scripts

 Scripts

Follow Up Questions & Replies

Yes - Where to

L - Nice, where are you looking to move to?! Whats going on there? What’s that going to do for you?

P - What budget are you looking around?

M - Have you seen anything you like so far?

A - Has anyone shown you anything or met with you to discuss how to make it happen?

M - would you be getting a mortgage? Would you need/want to sell this home?

A - Sounds like we should get together quickly…

 Scripts

Closing Lines
Close - not moving at all
Alright! well since you're staying in the area I'll keep you posted on what's going on around here
with the sales data (no pause) what's the best email for you (expect them to give it to you, see
above for follow up to "No" on this). Any best phone number, incase something exciting happens..

Close - selling but not yet

Ok great, well I know you're (timeline out) so I'll send you sales data and give you a call in a (a
week, month, etc) to get together. What’s the best email for you (prepare to take down the info) and
best phone (be taking down info).

Close - selling soon (ish)

Ok great, sounds like we need to get together and start to get some excitement in the market
about your property and start searching in a variety of places for your next home. Are you better
usually in the afternoons or evenings (open your calendar, have it facing them, but only if you
actually keep stuff in your calendar).
 Scripts

Door Knock Scripts

CAMPAIGNS
Campaigns
TOOLS
 Tools

TKG INTERNAL WEBSITE

https://sites.google.com/benkinneyteam.com/tkg

● Lead Gen Tools & Scripts

● New Agent On-boarding Sheet
● Forms
● CRM Guidelines
 Tools

BRIVITY
STATUS
Status helps identify how soon someone in your database wants to move. It allows you to prioritize your
leads by their urgency; keeping your pipeline flowing! You can ask a question like, "If I were to find you the
perfect home today, are you ready to buy it?"

New: A person you have not attempted to contact yet.

Unqualified: Attempted to contact the lead, but have not been able to reach them yet,
therefore, their urgency has not yet been qualified.
Hot: Intending to buy/sell in 1-3 months.
Watch: Intending to buy/sell in 3-6 months.
Nurture: Are in two categories:
1. In the Leads Index contacts intending to buy/sell in 6-12 months, OR
2. In the People Index as contacts you may be Nurturing.
Pending: Any clients you have that are currently under contract.
Past Client: Previous clients!
 Tools

BRIVITY
The below statuses will hide people from your list views unless you've filtered to find them.

Inactive: A person no longer actively searching for homes. Perhaps they've become unresponsive,
experienced a job loss, or had a family emergency.While this status will remove them from your leads list
for regular follow ups, an Auto Plan could still be dripping messages to them or reminding you to follow up.
Archived: A person you no longer wish/need to contact. Could be on a DNC (Do Not Call) list.

*All Action Plans/ Auto Plans automatically stop for people in Archived status. No mass emails will be sent
to these contacts.

Trash: A bad lead with no good contact information (bad phone/bad email). Nothing
could possibly convert this lead.
 Tools

UPDATING STATUS
It's quick and easy to change a contact's status in Brivity!

Option 1: Find the lead or contact in the main index and select the appropriate status
from the dropdown.
 Tools

UPDATING STATUS
Option 2: When working in a contact’s record, select the new status from the status
dropdown on the top of the contact screen.
 Tools

UPDATING TAGS
Open your contact record. Click Edit Details.
 Tools

UPDATING TAGS
Either select a tag you’ve used before from the drop-down list or begin typing a new tag
to create one.
 Tools

TASKS
Tasks are a great way to keep yourself accountable, allowing you to see what is assigned,
what has been completed, as well as any overdue tasks. Use tasks to ensures nothing
falls through the cracks!

1. To view a list of all

tasks Due Today click on
Tasks in the left sidebar
and select Due Today.
From the Due Today
page you can view all
tasks assigned for that
day for all transactions
and people.
 Tools

TASKS
2. View instructions for a task by clicking on the title of the task. A pop-up will open allowing
you to see all task instructions. Any links in the instruction will be active and clickable.
 Tools

TASKS
3. To mark a task as complete, check the yellow box. Once you have checked the box the task
will show move to the Completed task page as well as show in the timeline of that specified
transaction and included in the email update. Note: All completed tasks will be included in
your email updates unless marked as hidden.
 Tools

MANAGE TASKS IN A CONTACT RECORD

Find the Tasks section of contact records to manage tasks as you work your database.
 Tools

EDIT MULTIPLE TASKS IN MASS

Select the tasks you'd like to edit. You may select: Individual tasks by clicking the check-boxes
to the right of each task All records on the current page by clicking the checkbox above the list
Once you have selected the tasks you would like to edit, you can either Complete, Delete,
Reschedule, or Reassign the designated tasks.

EDIT A TASK FOR A SPECIFIC PROPERTY

To edit a specific task on the property you can click the “Edit” pencil icon. This gives you the
ability to edit task details, instructions, assigned to, due date, frequency, and contingency.

To create a new task for a transaction click the “Create New Task” from the Transaction Profile
Page and create a task to be added to the transaction.

*Note: Adding a task to a transaction will only create the task for that specified transaction; the task will not be included on the
Action Plan under Settings for all properties.
 Tools

VIEW UPCOMING & COMPLETED TASKS

FOR A SPECIFIC TRANSACTION
From the specified transaction, click on the Tasks tab next to Timeline. This will allow you to
view all upcoming and completed tasks. All team members on the transaction will have the
ability to see all tasks including tasks assigned to other team members.
 Tools

SETTING UP MARKET REPORTS

Brivity's Market Reports allow you to send the last 30 stats and trends of home values to your
Past Clients, Sphere, and Sellers. You can become the trusted market expert when properties
go up properties going up sale, pending, or sold with automated Market Reports!

1. On the left sidebar, click on Leads or People, then click on the contact to open their
contact details.
 Tools

SETTING UP MARKET REPORTS

2. Click the CMA icon next to the edit pen in the person's row and select New Market Report.
 Tools

SETTING UP MARKET REPORTS

3. Enter in all information requested in the 2-step form and click Next.
 Tools

SETTING UP MARKET REPORTS

4. Input clients information to send one Market Report or check the Schedule Market Report
Drip box to send your client a market report as often as you would like and click Send Report.
 Tools

SETTING UP LISTING ALERTS

Brivity Platform becomes much more powerful as it automatically engages prospects to keep
coming back to your site, helping to build a relationship with you and your team before you've
even met!

1. To set up a Listing Alert, open up that person's record and click on the Listing Alerts tab.
 Tools

SETTING UP LISTING ALERTS

2. Click Create New Listing Alert.
 Tools

SETTING UP LISTING ALERTS

3. In the pop-up, add the
Buyer's search criteria, and
click Save.

*Note: You can click the button that says

Click to see number of matching listing
results at the bottom to see how many
listings come up with that search criteria.
 Tools

SETTING UP LISTING ALERTS

You have now created a listing alert that will be sent out to that lead via email, like the one below:
 Tools

SALESRABBIT
SalesRabbit is a sales enablement service and mobile
CRM designed specifically for outside sales, including
field sales and door-to-door sales teams. This app
provides solutions for lead tracking, lead management,
and other field sales and d2d needs.
 Tools

ADDING A LEAD: USING THE CANVASS (MAP)

Select the Lead Status Icon
(on the bottom of the
screen), select the Status,
then tap on the house on
the map where you want to
drop the pin.
 Tools

LEADS: LEAD STATUS

 Tools

MANUALLY ADDING PINS

Select the (+) icon on
the top right corner.
The lead details page
will open. If you are
physically at that
location, click the icon
to auto-populate the
address. Select the
lead status and enter
lead details.
 Tools

FILTERING LEADS
You can filter the leads by status and date.
 Tools

FILTERING LEADS