My Marketing Pro ยท One sheet
Running the desk as a Super Admin
Fed every morning, never out of money, sources that pay off.
Every day: do this, plus this, plus this
Morning"Buy Leads": preview, then buy (or let it buy for you).
MiddayDaily report: speed, and who has not been on.
AfternoonAnswer requests: numbers, marketing, leads.
Weekly"Spending": wallets, auto refill and cards. "Reports": drop sources that do not convert.
Where things are
Day one: "Team" import, numbers and email for everyone, a card and auto refill, lead sources.
Wallet: Add funds, auto refill (when, how much, which card), limits.
Who Can Do What: Requests, lead sources and agent pages by level.
Edit: Change anyone's level, including Super Admin.
Words: Brokers, Agents or Reps; the whole desk follows.
Requests: Everything your team asked for, in one place.
Checklist
- Leads bought (or auto buy on) every morning
- Daily report read
- Requests answered
- Weekly: wallets, auto refill and cards current
- Weekly: drop sources that do not convert