Daily Sales Checklist quick reference guide community sales directors

Morning Walkthrough

Be sure that Models, Common Areas, Public Restrooms, Entry Ways are clean and organized. Start in the parking lot and work your way through the community

Check for New Inquiries

Email & Phone new leads within 15 min

Attend Daily Stand Up

Be Prepared to discuss “Hot/Warm” Leads

Prepare daily standup report – Ensure Reporting is Accurate, current census, scheduled tours, scheduled move ins, available and ready apartments, discuss external business development schedule and upcoming community events

Ensure TOUR/SALES backup team is in place and make everyone aware of scheduled tours and brief details about the tour

Review Apartment Readiness

Prepare for a PERSONAL, POSITIVE & MEMORABLE Visit Experience

Personal Extras are ready for the tours of the day. (examples: gardening book on the model bed for green thumb prospect touring that day, or a dog bowl with water and fresh dog food and toys in the model room for the pet lover)

Team is prepared to give 30/60/90 second commercials (their history, passion and interests that are relevant to their position at the community)

Strategize w/team to individualize “Scheduled Tours” to make the PERSONAL, POSITIVE AND MEMORABLE. (Great time to do this is immediately after standup with ED and RSD)

Make sure your "Discovery Area" is clean, quiet and "tour ready"

Strategically Follow Up on Hot/Warm Inquiries

Pre-plan and strategically have a goal and discussion topic in mind when following up with leads

Have a plan to leave a detailed and goal oriented voice message if no answer

Be prepared to send an email after leaving a message if the telephone call was unsuccessful

Send out a Thank You Cards in the Mail

Work with Resident’s/Families/Staff to create a personalized next step

Touch Base with Cold Leads

"There's gold in the cold" - be sure to touch base with all cold leads AT LEAST 2x's a month

Inform them of any updates on room availability and community events

External Business Development

2-3 Face to Face Visits Daily

Strategic/Personalized advancement towards qualified referrals

Close the Day

Finish all follow-up calls, emails and faxes

Organize desk and update "To-Do List" for following day

Double check new VM's and Emails

Have a quick meeting with ED to update them on events that occurred during the day and plan for the following day.

Created By
Stephen Chapman


Created with images by StartupStockPhotos - "office startup business"

Made with Adobe Slate

Make your words and images move.

Get Slate

Report Abuse

If you feel that this video content violates the Adobe Terms of Use, you may report this content by filling out this quick form.

To report a Copyright Violation, please follow Section 17 in the Terms of Use.