Setting up a New Account Package

From time to time we will be approached by new clients interested in our property management services. In general they will inquire via phone, email or in-person.

1. Obtain basic information from potential new clients: (ie: Name, Contact Number, Email Address, Property Address, etc.)
2. Inform them that the property manager will be in contact with them when they have the chance and we will provide them with an information package in the meantime to review. (note: try to email if possible) Pass the message to either Rob or Aaron.
3. Schedule a meeting with the property manager and the potential new client at the property.
4. Email Coronet Introduction Letter (Saved as X:\DOCUMENTS\No Code Others\New Account Packages\Information Package (Email).doc)
a) Edit the contact info for the addressee on the top left side of the letter with the correct contact person name and contact info.
b) Change date to current date on the top right side of letter
c) Save as PDF and attach to email. After email is sent, delete saved PDF file.

Putting Together an Information Package:
The information package should be put into the Coronet Realty Folder (located at front desk or in cupboard above Aaron’s desk). The package should include both Aaron and Rob’s business cards and the following:

1. Coronet Introduction Letter and 2 copies of the Management Contract (Saved as X:\DOCUMENTS\No Code Others\New Account Packages\Information Package (Print).doc)
a) Edit the contact info for the addressee on the top left side of the letter with the correct contact person name and contact info.
b) Change date to current date on the top right side of letter
c) Save, print and add to the folder
2. Privacy Statements and Disclosure (Saved as X:\DOCUMENTS\No Code Others\New Account Packages\Privacy statements and disclosures.doc)
3. Property Info Sheet (Saved as X:\DOCUMENTS\No Code Others\New Account Packages\Property Info Sheet.doc)

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