Okay, I’m going to get started. So I’m just going to do a very brief recap of what we spoke about yesterday. Just to make sure that everyone actually set up their pop deal correctly.
They put on their notifications. You can see on Bow’s account, they’re already set up. They are aware about the Snooze functionality.
I’m not going to click it on here, but they’re aware about Snooze. Everyone is checking their notifications throughout the day to make sure they haven’t missed any leads, are aware of new leads being sent to them, and any force release or manual released leads that you’re about to lose. Don’t forget to check the notifications activities.
I’m sure after yesterday, you guys are all using activities a lot more consistently now. This is something that we use to see how well you’re using pop deal. So please do update your activities.
It’s more for your benefit than for ours. Manager Overview we covered briefly yesterday lead alerts to look at incoming leads and historical leads are all here as well. If you lost leads or if you won the lead, it’s all highlighted here.
And the section I want to talk about today is the dashboard. So this actually isn’t available on the mobile app. This is only available on the desktop version.
And this dashboard is all about tracking your performance and what you’re doing and how many leads you’re getting throughout the month compared to previous months as well. You can go back and look at months here, and it tells you exactly how you’re performing compared to other people in your particular market or the actual whole region as a whole. So let’s just go through.
So if you want to look for yourself and you’re in sales, please make sure you select the for sale tab. So it only shows you once. Other people in the sales category select today’s month.
Obviously country for which country you’re in. If you want to search by a particular region, you can leave that open if you’re just looking for yourself. And this is just showing Bow’s particular pop deal here.
So let’s just click search. This will now filter, so let’s walk through this in a bit more detail. The agent ID is just an internal ID, so ignore that for now.
There’s your name. Obviously, it shows you if you’re on call. So if you click the Snooze button and you’re actually off call, you can check it here on the dashboard.
Sometimes people forget to turn themselves back on call. So please do check this on call setting here. If you notice you’re not getting any leads, this may be the reason for it.
Languages if you notice that you’re not being added with the correct languages, please let your line manager know that you actually do speak another language. It does happen on the onboarding, but sometimes we miss out or we forget or we just don’t have it added onto the system. So please inform your manager which languages you do cover because you’ll obviously get more leads in those languages.
So weekly quote is an interesting one. Right now, as of this week we’ve started implementing a stop on people receiving too many leads per week. And that typically ranges, depending on what tier you’re in, between about seven to ten leads per week.
The only time you’ll be able to get more than that is if you were creating your own pop deal, creating your own self generated leads. You may be able to go over, you will be able to go over the weekly quota of about seven to ten depending on the tier. But do check that weekly quote as well of how many of you perceived because it’s very accurate and it gives you a guide about how many you’ve had because sometimes leads come into your pop deal, you move them to release, they get forced release.
But this shows you very clearly how many you’ve had offered, shows how many you’ve actually been offered. This has been sent to you. Total is basically a calculation of what you’ve claimed and what you’ve been transferred.
Again, a lot of people across the company are currently just being transferred leads. The claiming option is not available to them, but that will open up for the majority of the markets within the next six weeks. So total there for Bow is 27.
Bow has actually brought a few of his leads over from Popular, so his lead number is a little bit higher. This month book is leads that are in your active column, which means these ones here and it also includes ones that are on hold. So if you go back here you can see what you have on hold here.
That book column is total number of leads between active and hold together. So you can 50 plus 27 77. We are going to implement a limitation on how many leads you can have between active and hold.
We believe by doing a lot of research and looking over the last seven years of doing business that having anything more than 60 leads within your active or whole column is actually the maximum amount you should have. We’ve always got new lead flow coming in. So if you do move leads to active to hold, there’ll only be a kind of cap on how many you have.
And we’ll talk a little bit more about which lead should be put into hold and which leads should remain active on a future session. But I just want to give you an idea about the limitation or the future cap that will happen on the number of clients you can hold between account active and hold. So manual release, which is what Mr stands for, that means that’s the amount of leads that you actually released yourself in the calendar month here you can see 19, which is a particularly high number that shouldn’t be that high.
The main reason for that is that Bows transferred some over from the previous system. But you should only be manually releasing a very small amount of your clients each month. I’ll come back to the exact percentage, but it should be around 20% of your total leads claimed and no more.
If you go above that, then either you’re not following up aggressively enough to get hold of the client, you’re doing something wrong to be ignored by the client, or multiple other reasons. But we’ll go for a bit more about manual release in a future session and force release. Again, force release should only ever be one or two clients a month.
The system should not be taking leads off you. So, just to clarify what force release is, force release only happens if you are unable to update your client after claiming the lead or being transferred it or future on when you’re holding on to a client. So the only time that leads will be taken off you is if you do not update your Pop deal with the rules.
You’ll be getting warnings, you’ll be getting notifications. It should be very rare you’d be forced released. So, just to let everyone know is that any leads that are manually released or force released will not be coming back to you.
Before, we were transferring leads back because there was issues and bugs. But moving forward, if you lose a lead for any reason or release the lead for any reason, that lead may or will be given to one of your peers and your team. The tiers here are currently being defined by the managers.
So depending on your experience, how long you’ve been with us, you’ll slowly move up the tiers. But again, in the future, the performance of how you use Pop deal will define which tiers you go in, and it will go either up or it will go down, depending if you do well on your performance or if you fall a bit short on your performance. So let’s talk a little bit about the performance now.
So you click on the Agent Service section. This section here highlights how many handovers, how many leads you’ve had for a particular month. It talks about your conversion percentage, your connections.
So connections is defined as people you’ve actually spoken to or moved to the spoke column. So here Bow has had an 80% conversion or 81.48% conversion of handovers to spoke.
That is the minimum kind of conversion percentage everyone should be working towards. If you notice you’re below 80%, then you’re doing something wrong and we’ll talk about how to increase that conversion a bit later, how to use Pop deal more effective to get those conversions up. But this is a good idea about the number you should all be looking at.
The only time it may be lower than 80% is right at the beginning of the month when you don’t have that many leads you’ve started speaking to. But throughout the month, this number should maintain or increase above 80%. There’s a number of connections.
22 out of 27, which is good. The viewing percentages. This is how many leads to your handovers that actually went out for viewings.
And you can see here it’s just below 20%, which is at the moment, the minimum you guys should be looking for. You should be converting at least 20% to 30% of your handover clients into viewings. And you can see the viewing to deal.
Viewing to handover percentage is around 15% there. So this is a good reflection. The reason I’ve chosen Bao is because he’s been with us a long time.
He knows how to convert his handovers to spoke. He knows how to convert the people he speaks to. Interviewing So this is the minimum you guys should be looking at in terms of your conversions and your handovers.
The other thing you can do. I think I’ve got to select for sale because Bow is in sales. Let me just refresh.
That is, you can compare yourself to other people in the market. So here’s bow at the top. And here’s the pukette.
Average. He has been offered more leads this month. But again, that’s because he had a few leads coming over from the previous system.
He’s claimed a few. He’s been transferred quite a lot. And you can see the average in the market is currently eleven for the sales team in Phuket.
They’ve claimed x amount. We currently don’t have claiming on for the sales team, but that will increase over time. They’ve been transferred eight.
They’ve got 43 average lien booked. Bow is a little bit higher than the average and needs to clear out his pop deal with some of his older clients he’s not working with. There’s the amount of active and the manual released and the force released are very, very low, which is a really good sign that people are actually getting hold of their clients, servicing them.
Well, they’re not releasing too many leads. The other area to look at is the regional service. And this again, shows you how you compare as an agent to other people in your market.
You can see the average conversions from handover to spoke and connections. We call it is around 80%. So the phuket market is doing very, very well as a whole, as an average.
So you should be looking to either be at the average or ideally, well, above the average. And then again, the viewing percentage, which is the amount of handovers to viewings is around 20%. Again.
That’s an impressive number. As long as we maintain or increase that, everyone will do more transactions. Everyone will get more clients out for viewings.
Of course. And everyone will do more sales. So I think I’m going to wrap up there with today’s session.
Tomorrow we’re going to get a bit more into the detail about how to use Pop deal to become a much more efficient agent. How to update each client to reduce the amount of clients you move to manual released or force released. And we’re also going to cover the mobile app versus the desktop.
There’s only a few small changes on it, but it’s good to know some of the functionality inside the app. So using both the desktop version and the mobile app effectively thanks very much, everyone. Have a good time.