Want to Deliver World-Class Service? Start with Pipeline Management.
Lee & Associates is committed to “delivering world-class service” to its clients.
And effective pipeline management is key to providing that kind of client experience.
Yes, you read that right.
When brokers get busy, follow-up calls and critical tasks sometimes fall through the cracks.
But an effective pipeline management process can prevent those costly mistakes by keeping brokers engaged and on track — even when they’re dealing with large transaction volumes.
That’s why we developed The 7-Point CRE Pipeline Management Checklist — a simple guide designed to help you craft a successful pipeline management process.
Download the checklist to learn:
- The right way to track progress as deals move forward.
- How to hold pipeline meetings that keep agents on track.
- What it takes to create a proven process that ensures each deal runs smoothly.