Now that you know the basics of pipelines and progress Tracking, it’s time to look at how to manage them.   

The best way to manage and organize your pipeline is with an app. Apps are also a great tool for updating lead progress on the spot.  The app also allows you to enter details about a prospect before you have their contact information. You can tap on the app and update information about which step each house is at before it becomes a lead name.

Overall,  apps are great for tracking how the lead is progressing up the sales staircase. 

Overall, make it a habit to stay hyper-organized and focused on tracking your progress. Update your pipeline tracker in your app each time you door knock. Don’t leave it for later. Update everything when the data is fresh to keep it accurate.  

First, I’ll explain a bit more about how apps work for door knocking. 

A good app allows you to track your location. You can track every single home and enter details about the prospect or lead. It doesn’t matter if they aren’t potential leads at this point. You can enter details as you work on turning the prospect into a lead. 

Apps are amazing for door knocking. No matter how many homes are on a street, you can have notes next to each house. Within the app, you can see a map too with houses drawn on them. You can just click the house, and enter the details.

You can record detailed notes about every conversation. This will help you remember it later. You can note any information in your app. You can type in names,  hobbies, how long  someone has lived there and so much more. You can even write down things like their dog's name. The more detailed your information, the better. All of this information will help you later.

The other great thing is that the app reminds you who to follow up with. You can schedule visit reminders. You can also use your app to track each time you returned and what information you provided.

It’s important to track these details as your lead moves towards pipeline maturity.  Many apps allow you to export summaries so that you can review your progress. This helps you get to know what is working in your game. You can see in the reports how often and how many leads are moving along your pipeline. This will allow you to streamline your processes. You can focus on making more of the moves that work.

If you knock consistently, you should start to see consistent results over time. 

Another important thing to consider is the natural time it takes to move a lead to sold. It is normal for a lead to take six months or one year period to go from first contact to final maturity in the pipeline.

For an app, I recommend starting with Spotio

Spotio has great maps and allows you to collect data as you knock. Each new lead is automatically time stamped as you enter it and includes your live location. The data is also synced and shared in real time with its backend database. There are settings for updating the pipeline stage of each contact. This app is ideal for providing you with real-time analytics whenever you want it. 

Here are my key tips for using an app like Spotio:

• Keep your phone in your tray or somewhere easy. 
• Always enter information immediately after leaving a home so you don’t forget it. You deal with so many names and get so much personal information, you need to enter it when it is fresh. Also remember to do this after you are back standing out on the street. 
• Do not enter details while you are walking away. This looks bad.

During a follow up visit, look at your app before going back to the door. Click on the house in the app before you go back to the door. You want to remind yourself of important details. Look up things like the homeowner’s name if they already told you. When you get to the door, greet the person by name. Eventually, as you become more engaged, you’ll remember their names naturally. Until then, all of the details in the app really help you warm them up to you!

ACTION STEP: After this video, download your first app such as Spotio! Use the downloadable resource as a guide to get started with your first progress app. 

A Quick Note about Progress Tracking Short vs. Long-term Leads 

You don’t track long-term leads in your pipeline. A true long-term lead is one you plan on nurturing over a year or more. These leads are not ready to move along your pipeline. They’re not what your pipeline is for. 

Long term leads sit in the first stage and don’t need to take space up in your pipeline yet. They don't need to be checked on as frequently. Just remember to keep them warm and follow up on them occasionally. But you don’t need to focus as much energy on them as on your other stronger and shorter-term leads. They don’t need to be front and center yet by being recorded on your progress  pipeline. 

When you get someone’s contact info that is a long term lead, record this information and put it aside. Enter these leads into your digital CRM.  These leads are easier to close later if you don’t forget about them. The next Module is all about CRM lead tracking over the short and long term. The bottom line is that you want to have pipeline tracking systems AND your digital CRM in place.   

Follow all of the Agent Renovation accounts:

Instagram: @agentrenovation

Podcast: https://podcasts.apple.com/ca/podcast/agent-renovation/id1619242730

YT: https://www.youtube.com/channel/UCzmElec45mES-IkDxEcM4BQ