TopProducer and Your Virtual Assistant: Managing Your Leads

Part 1 of TopProducer and Your Virtual Assistant

Any real estate agent with at least several hundred leads or other contacts needs to be using a comprehensive database of some kind. While there are several on the market, my personal favorite is TopProducer.

Of course, I am simply assisting real estate agents with their TopProducer systems, so I don’t have a truly personal experience, but I still think TopProducer “does” just about everything you could wish it to do.

The primary usage of TopProducer is as a database for storing, accessing, and contacting your current, past, and hopefully future clients. (But it is so much more!)

TopProducer allows you to store your leads’ information, whether entered automatically via web forms the lead has filled out, or manually by yourself or your assistant. This information includes not only basic contact information, but also lead source, referral source, spouse’s name, employer details, personal website information, contact birthdate, etc.

You can organize your leads by one or several custom contact types and set them up in one or more action plans which will not only remind you to contact them directly, but will also send them regular pre-determined emails or letters. Many useful action plans come with your subscription to TopProducer, and you can modify these to suit your own personality or create your own completely unique action plans.

Managing your leads in TopProducer can be a daunting task at first, but given time and training, you will find your lead management efforts are paying off.

Need some help with TopProducer? Finding a virtual assistant who knows TopProducer isn’t as hard as it might seem. There are many great assistant who are experienced with it and some are certified. (We even have an assistant on our REVATS team who is certified in TopProducer!)

Are you using TopProducer? What do YOU like about it?

—Kim, virtual assistant with REVATS

REVATS is a team of independent virtual assistants working together to bring comprehensive virtual services to real estate agents around the USA. Contact us today for more information!