As we continue building out our systems and leveling up from solo agent to super solo agent, there are 5 phases that need to be tended to and can be outsourced.

CONTENT —> CRM

The person you put in charge of this role should be held accountable to bringing a specific number of leads into the business. They should understand digital marketing, nerd out on marketing and love entertaining.

Title: Marketing Assistant

Metrics To Track: New leads into the business

CRM —> CONNECTION

At first, you might not need to outsource this unless you’re running ads or just getting a ton of organic leads. The metrics here to pay attention to are speed to lead and contacts to conversations. You should be looking at what percent of new contacts are turning into conversations.

Title: TBD — I’m using Conversion Monster

Metrics To Track: Speed to lead and contacts to conversations

CONNECTION —> CONSULT

This person acts like a relationship manager. While you should be nurturing your own leads, this person keeps your brand front and center with the personal touch. They nurture relationships with your referral partners and other vendors and focus on bringing in referrals and consultations. They make sure everyone is on the right smart plans and is being followed up with properly… but don’t forget that Gary says in SHIFT that lead gen is the absolute last thing you outsource. This is just the stuff between contact to consult.

Title: Relationship Manager

Metrics To Track: Consults & Referrals

CONSULT —> CONTRACT

This was the second thing I outsourced in my business. My transaction coordinator helped closing the transaction but the stuff in between — scheduling showings, coordinating photographers, uploading listings, etc — was my biggest growth opportunity because I hated doing it. Jersey has shortened our consult to contract time, kept our clients happy and given me piece of mind.

Title: Client Concierge & Showing Agent

Metrics To Track: Client Satisfaction & Speed To Contract

CONTRACT —> CLOSE

Many of us already use transaction coordinators and they’re amazing… but don’t forget this is just one part of the business.

Title: Transaction Coordinator

Metrics To Track: Client Satisfaction & Closing Ratio

What part of your business is the next you’d like to outsource?