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LO Growth Model

Level 1: Starter

  • New Contacts and Leads
  • Creating Co-Marketing Partners
  • Client Birthdays

Level 2: Connector

  • Managing Contacts in Total Expert
  • Managing Groups
  • Creating Single Property Websites
  • Creating Lead Capture Apps
  • Posting on Social Media
  • Reviewing Email and Marketing Engagement

Level 3: Achiever

  • Tracking Coversations and Engagement
  • Referral Partner Marketing
  • Client Retention Contact List
  • EPO Risk Mitigation Contact List

Level 4: Strategist

Level 5: Leader

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