Buyer Data Transfer 2 - *FOR EXISTING CUSTOMERS* - KG Legacy Group

Name Of Person Filling Out Form:*
Who should this lead be assigned to?
Who should be added as a collaborator?
Customer Name*
Is the customer in Command?*
- Yes
- No. Please add customer to Command
- Please update customer information in Command
Customer Phone Number
Customer Email
Customer Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Preferred Language*
All communication (texts, emails, SmartPlans) and consultation materials will be delivered in the preferred language selected.
- English
- Spanish
Customer Birthday
Month
Day
Year
Customer Tag(s)
Please select all that apply.
- Male
- Female
- Met
- Not Met
- Spanish
- Last Name "Letter"
- "Month" Birthday
- Future Buyer
- Pre Approved
- A Buyer
- B Buyer
- C Buyer
- Cash Buyer
- Investor
- Holiday SmartPlan
- Newsletter
- Other
If "other tag(s)", please identify additional tag(s)
Add Smartplans
Please check all that apply. SmartPlans will be assigned in the preferred language selected above.
- My Buyer Education
- Additional Buyer Education
- Buyer 6-9 months out
- 12-month Buyer Nurture Part 1
- 12-month Buyer Nurture Part 2
- Additional Buyer Nurture
- New Buyer Touch-TEXT ONLY
- Buyer-After MLS search enabled
- Birthday
If "other SmartPlans", please indicate what SmartPlans to add
Notes: (a brief summary of your conversation with the customer to be added as INITIAL NOTES in Command Timeline)
Was an appointment set with the customer?*
- Yes
- No
Appointment Date & Time*
What type of appointment is this?*
If "other", please describe the type of appointment
Appointment scheduled at which office location:*
If "other location", please provide address where appointment is to be held
Appointment Preparation Tasks*
Please check all that apply
- Send customer appropriate Appointment Confirmation Email (in person, virtual, etc.)
- Add Appointment to agent Calendar
- Schedule virtual meeting in agent Zoom
- Send customer calendar invitation
- Send customer text that calendar invite has been sent
- Reserve conference room at KW Waterford Lakes (Note Rm # on agent calendar)
- Reserve conference room at KW Lake Nona (Note Rm # on agent calendar)
- Schedule to confirm appointment 1 day prior
- Schedule to send customer thank you note after the appt
- Schedule task 1 day after appt: Agent to provide feedback
- Create Opportunity in Command
- Add appt to GAppointment Log
- Prepare Buyer's Consultation Packet (in person)
- Prepare Buyer's Consultation email in agent drafts (virtual/email appts)
- Prepare Buyer Agency Agreement in DotLoop (VIRTUAL APPTS ONLY)
- Other
Provide any additional tasks or instructions
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KG Legacy Group

Your Legacy Begins Here

Search Central Florida

Search Homes In

Buyer Data Transfer 2 – FOR EXISTING CUSTOMERS

BUYER Admin Data Transfer

KG Legacy Group

Your Legacy Begins Here

Search Central Florida

Search Homes In

Buyer Data Transfer 2 – *FOR EXISTING CUSTOMERS*

BUYER Admin Data Transfer

Buyer Data Transfer 2 – FOR EXISTING CUSTOMERS