TPJG CONSORTIUM — SOP Contact
The 10 C's Framework: Phase 1 — Contact
The 7 Contact SOPs
C01Lead Capture & Assignment
Trigger: New lead (Zillow, HAR, referral, OH, cold call)
- VA-R sets up in CRM/RM; assign by territory
- Contact within 5 min; categorize B/S/T/L
- Begin nurture drip; DRS track for physicians
C02Open House Lead Capture
Trigger: Hosting an open house
- Agent Packet + digital sign-in capture
- Enter CRM within 24h; video text follow-up
- Add to sphere drip campaign
C03Sphere of Influence Outreach
Trigger: Daily (non-negotiable)
- 10 video texts/day (Krista Mashore method)
- Personalize; DO NOT ask for business
- Past clients, neighbors, businesses, occasions
C04Referral Generation & Tracking
Trigger: Any client interaction / networking
- Big 3 Dialogue (Buffini); plant seeds naturally
- Track source in RM; thank-you card in 48h
- Log in Layer Map; update working agreements
C05Geographic Farming
Trigger: Quarterly marketing review
- Target subdivision/zip; research stats
- Monthly postcards + digital ads same geo
- Track farming leads vs. other sources
C06Call Reluctance Mgmt
Trigger: Agent difficulty prospecting
- ID fear pattern; NSOTD scripted openers
- Role-play; warm calls first, then cold
- Daily volume tracking; weekly coaching
C07Seller Pre-Qualification Script
Trigger: Inbound seller inquiry
- “Never Split the Difference” master script — hear them first, qualify motivation/timeline/price, schedule consultation if qualified
- Exception: Expired listing door-knock uses separate opener
Contact Taxonomy & Storage
| Relationship |
Google Account |
Naming Convention |
CRM Group |
| Non-Business (friends, family) |
A@TPJG |
Standard name |
Sort B |
| Biz / Non-Realtor (vendors) |
M@TPJG |
Lastname INDUSTRY phone |
Sort B |
| Biz / Realtor (agents) |
M@TPJG |
Lastname CITY phone |
Agents + Sort B |
Dual Storage: CRM/RM (source of truth) + contacts.google.com (A@TPJG or M@TPJG). Twins maintain sync.
UPSERT:
Search lastname+phone/email
→
+firstname if multiple
→
UPDATE or INSERT
→
MERGE dupes
Daily Activities & Non-Negotiables
Activity Logging
- All activities in CRM/RM
- AI-logged = 🤖 emoji
- Track: call, text, pop-by, note, email
- Rotate types (never same twice in row)
Search Chain (Finding Contacts)
1. RM by lastname →
2. Firstname variants →
3. Gmail contacts →
4. BNI directory →
5. contacts.google.com
Daily Minimums
- 10 video texts to sphere (C03)
- 5-min speed-to-lead on new leads (C01)
- Log every touch in CRM
- Plant referral seeds every interaction (C04)