"I love prospecting!"...said no one, ever. But whether you love it or hate it, prospecting is a necessary undertaking in our business. AFrame allows you to easily manage, track, and prospect contacts in your database. In this article learn more about how AFrame makes prospecting the easiest and most productive part of your day.
Prospecting Activities
AFrame tracks prospecting activities at a basic level, using contact notes, tasks, and transaction activities. When you create any of these entries, you can choose to flag it as a prospecting activity. We define a prospecting activity as any interaction in which you contact a person to ask for a referral. Your definition may vary slightly, for example, a thank-you call without mentioning a referral or a pop-by gift to past clients. Just make sure to consistently mark entries as prospecting activities.
Set Up Income & Prospecting Goals
Setting up your prospecting and income goals in the program is crucial for tracking your progress and staying motivated. These goals work together to create a clear roadmap for your success, ensuring consistent progress toward your overall objectives.
- Enter your Yearly Income Goal, which defines the total earnings you aim to achieve within the year. After filling in this section, AFrame will tell you how many transactions and volumes are necessary to reach your goals.
- Use this data AFrame provides for transactions and volume values in step 1 to set your Yearly Volume & Transaction Goals. Additionally, you can break down how many seller and buyer transactions you want out of the overall transaction goal.
- Establish your Weekly Prospecting Goals, outlining the number of client interactions and new contacts you plan to generate each week. AFrame uses the logic that it takes 50 contact interactions to make a sale to produce how many contacts you need to interact with per week to reach your goals. Additionally, you can set your own goal of how many database additions you would like to make a week.
Prospecting Your Database
Assign Contact Ratings
Assigning a contact rating to all your database contacts is essential for tailoring your prospecting efforts. One effective approach is to initially assign everyone a "C" rating using the batch actions button. This allows you to start with a uniform prospecting schedule, which you can later refine by adjusting individual ratings as you gather more information about each contact. Alternatively, if your contacts are already categorized, you can use the search function to batch-assign ratings based on these categories. This method helps you quickly apply a more personalized prospecting schedule, ensuring that your efforts are targeted and efficient from the start.
Prospecting
On the left, you have a list of people to contact based on the contact rating and the last time you have prospected them. When you select a name their details populate on the right. You can then log a call, send an email, or record that you have mailed a letter. Below that, you can see their contact information, along with any past notes, tasks, transaction history, and even able to modify the contact rating. After logging the contacts prospecting task you will click "next" to go to the next contact in your list. Additionally, you can snooze a contact for 30 days so they will populate back on your list later.
Goal Tracking
As you prospect contacts, the top of the page will track your goals set up for your account.
Activity
The Activity tab displays all of your prospecting activities within a specified date range.
View Prospecting Stats
The Prospecting Stats tab provides valuable insights, such as the income generated per contact call logged, helping you gauge the effectiveness of your outreach. It also features a chart comparing the number of prospecting activities to your closed transactions, giving you a clear view of how your efforts translate into results.
