Many agents rely on their network or sphere of influence (SOI) to build their business. People in your SOI already know you, trust you, and are most likely to either refer business to you or become a client themselves. 

 

Top industry CRM vendors such as kvCORE and Buffini recommend that agents start with at least 100 individuals from their SOI. The problem most agents run into is where to start. Who goes on the list? How do I categorize the list?

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To help you solve this problem and get the lead engine going, MAXTech's CRM vendor, kvCORE, developed the 10 x 10 process. Start the process by reading the below linked PDF and then dive into the 10 x 10 spreadsheet. Once you complete the assignments and have your list, you can either manually upload your contacts to kvCORE or have kcCORE upload the contacts for you. 

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Start here with the 10 x 10 PDF

Add 100 Contacts in 20 Min Quick Prompt

10 x 10 Spreadsheet

• Microsoft Excel

• Google Docs - The initial document is READ ONLY; you must follow the instructions on the first tab to obtain an editable copy.

Schedule kvCORE to upload your contacts - DO NO USE UNTIL KVCORE IS LIVE FOR OUR OFFICE - EST MID-FEBRUARY 2023

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