Knowledge Base
  • 00–09 System
    • 00 Index
      • 00.00 Index
    • 01 Johnny Decimal
    • 02 Inbox
      • Realtor Workflow
        • Business Development Representative
        • Account Executive
        • Realtor Relationship Manager
      • Hubspot | Onboarding BDR
      • Mermaid Test
      • Real Estate Agent Fact Sheet
      • Video Test
  • 10–19 Company
    • 11 Roles
      • 11.01 Executive Assistant
      • 11.02 BDR - Realtor
    • 12 Stack
      • 12.00 [To Do]
      • 12.01 Hubspot
      • 12.02 Google Workspace
      • 12.03 OpenPhone
        • Accessing OpenPhone
    • 13 Athena
      • 13.01 Leads
      • 13.02 Lead Profile
    • 14 Hermes
      • 14.01 Daily Lead Bot
      • 14.03 Lending Monthly Reports
      • 14.07 Consolidated Financial Reporting
      • 14.08 Daily Lending Pulse
      • 14.09 Tool | Attio | Create or Update Lead Record
    • 15 Demeter
    • 16 Hephaestus
      • 16.01 Hard Money Lead Filters
    • 17 Plutus
    • 19-Processing Layer
      • Jobs
        • 19.01 Update Lead Sales Ledger
  • 20–29 Playbooks
    • 24 Sales Playbooks
      • 24.01 BDR Playbooks Overview
      • 24.02 BDR Lead Generation
      • 24.03 BDR Lead Qualification
      • 24.04 BDR Client Engagement
      • 24.05 BDR Handoff to Account Executive
      • 24.06 BDR Performance Tracking and Optimization
      • 24.07 BDR FAQs and Troubleshooting
    • 27 Operations Playbooks
      • 27.01 Handling Physical Mail
        • Accessing the Mail Scanning Service
        • Processing Checks
        • Handling Government Letters
        • Handling General Correspondence
  • 30–39 Legal
    • 31 Corporate
      • 31.01 Structure Chart
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On this page
  • Inbound Leads
  • Outbound Leads
  1. 00–09 System
  2. 02 Inbox
  3. Realtor Workflow

Business Development Representative

Last updated 10 months ago

Onboarding Process

Tools

Sidebar will give you access to these tools. Click on the links to learn more about how we use these tools.

✅

✅ Slack

✅ Hubspot

✅ Gusto

Actions taken by the BDR

✅ Gmail: Install Hubspot Chrome extension ()

✅ Gmail: Send a test email to josh@biglawinvestor.com to show that you have access

✅ Slack: Join #t-sales-realtor and #l-realtor channels

✅ Slack: Send a Hello! message in the #t-sales-realtor channel and let us know your birthday and favorite food.

✅ Slack: Join the #life-changing-products channel and let us know if you have any products that have changed your life.

✅ Hubspot: Login and send a second message to josh@biglawinvestor.com through Hubspot

✅ Gusto: Create an account using your Biglaw Investor email address (you should receive an invitation email from Gusto to enter in your personal details, like the bank account where you want to get paid).

Roles and Responsibilities

Role: Lead Generation and Qualification

Responsibilities:

  • Handle inbound inquiries from potential clients promptly.

  • Conduct initial outreach and gather detailed client information.

  • Update Hubspot with client information.

  • Qualify leads based on predefined criteria (e.g., income level, property type interest, location preferences).

  • Schedule appointments or pass qualified leads to Account Executives (AEs).

  • Ensure a steady flow of potential clients into the sales pipeline.

  • Follow up with disqualified leads

Key Performance Indicators (KPIs):

  • Average response time

  • Percent of inbound leads converted to deals

  • Number of outbound leads generated

  • Percent of outbound leads coverted to deals

Inbound Leads

Outbound Leads

[Process for BDRs to generate outbound leads]

Gmail
Hubspot Guide