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Worksheet

Agency lead and listing audit sheet

A two-tab sheet. The first lists your last fifty leads with requirement, visit logged and next follow-up date filled or blank. The second lists active listings with the date the owner last confirmed status.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Mistakes Real Estate Agents Make When Moving Leads Off WhatsApp”, www.gullysystem.com/blog/real-estate-agency-mistakes-when-moving-leads-off-whatsapp