Prospecting, databases and follow-up
Practical guides on the parts of the job Clearline is built around. We are writing these now.
The four-tier call queue, and why order matters more than volume
Most agents call whoever is at the top of the list. Here is a better order, and the reasoning behind it.
Coming soonWhat to say on a first call to an owner you have never spoken to
The opening thirty seconds of a cold call, and the three questions worth asking before you hang up.
Coming soonCleaning up a database you have neglected for two years
A practical order of operations for a messy spreadsheet: dedupe, fill the gaps, categorise, then call.
Coming soonWhy the note matters more than the contact record
What to write down after a call so that future-you can pick the conversation back up.
Coming soonCall cadences that hold up: 7, 14 and 30 days
Why Hot Stock gets a weekly call, why Pipeline gets fortnightly, and what happens when you let it slip.
Coming soonThe seven-day voicemail rule
What to do when nobody picks up, and how long to wait before trying again.
Coming soonGetting your database into Clearline from a CSV
Which columns to export from your old system, how the matching works, and what to check in the preview.
Coming soonRunning your first prospecting session
Thirty minutes, the keyboard shortcuts, and what to do with the outcomes afterwards.
Coming soonTurning an appraisal into a listing
The follow-up window after an appraisal, and what to log so the number is there when you need it.
Coming soon