First Name
Last Name
Phone
*
Email
*
Monday.com Services
Initial Account Setup: Create and configure the monday.com account, including profile setup and workspace customization.
Workspace Organization: Structure the workspace to suit the realtor’s needs, including boards, groups, and items.
Template Creation: Develop customized templates for recurring tasks such as property listings, client follow-ups, and marketing campaigns.
Task Creation and Assignment: Create, assign, and manage tasks for all real estate activities, including property showings, client meetings, and paperwork.
Project Tracking: Set up and manage projects for larger initiatives such as marketing campaigns, open houses, and new listings.
Timeline and Calendar Management: Develop timelines and calendars to visualize project timelines, task deadlines, and milestones.
Property Listings Management: Create and maintain a board for all property listings, including details, images, and links.
Transaction Coordination: Manage tasks related to real estate transactions, including offer submission, document signing, and closing coordination.
Open House Management: Schedule and manage open houses, including follow-up tasks and attendee tracking.
Client Onboarding: Manage the onboarding process for new clients, including document collection and initial communication.
Client Communication: Handle all client communications, including updates, reminders, and follow-ups.
Contact Database Management: Maintain and update a database of all clients, contacts, and vendors.
Email Marketing Campaigns: Develop and execute email marketing campaigns to promote listings and services.
Campaign Analytics: Monitor and report on the performance of marketing campaigns.
Task Automation: Automate recurring tasks and reminders using monday.com’s built-in automation features.
Third-Party Integrations: Integrate monday.com with other tools such as Google Calendar, Slack, and CRM systems for seamless workflows.
API Integration: Set up custom API integrations for enhanced functionality.
Document Storage: Upload and organize documents, images, videos, and other resources.
Template Management: Create and manage templates for contracts, agreements, and other documents.
E-Signatures: Set up and manage electronic signatures for document signing.
Team Member Onboarding: Set up new team members in the workspace and provide them with access to relevant boards and tasks.
Collaboration Spaces: Create shared spaces for team collaboration on projects and tasks.
Client Portals: Develop client-specific portals to share information and updates.
Regular Updates: Keep the monday.com workspace updated with the latest information and changes.
Technical Support: Provide ongoing technical support for any issues or questions related to monday.com.
User Training: Offer training sessions for team members to effectively use monday.com’s features.
Usage Reports: Generate reports on workspace usage, task completion rates, and team performance.
Dashboard Creation: Develop custom dashboards to visualize key metrics and data.
Feedback Collection: Gather and analyze feedback from users to continuously improve the workspace setup.
Workspace Branding: Customize the monday.com workspace to reflect the realtor’s brand, including logos, color schemes, and themes.
Custom Fields and Tags: Create custom fields and tags to enhance the organization and tracking of tasks and projects.
Advanced Customization: Implement advanced features such as custom workflows, automated actions, and integration with other tools.
Content Development: Create content for tasks and projects, including writing descriptions, drafting emails, and designing layouts.
SEO Optimization: Optimize public-facing documents and pages for search engines to increase visibility.
Community Building: Set up and manage a community space for engaging with clients and prospects.
Submit Order
Privacy Policy
|
Terms of Service
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.