MAD SCIENTIST PODIO CHEAT SHEET SELLER LEADS · MAD SCIENTIST PODIO CHEAT SHEET SELLER LEADS In...

Copyright © 2014 The Real Deal MeetUp Charles Blair, “The Mad Scientist” www.RealDealMeetup.com

MAD SCIENTIST PODIO CHEAT SHEET

SELLER LEADS

In this cheat sheet, you will learn how to set up your Podio to automate and manage your Real Estate Business.

This sheet will explain how to set up your “Seller Leads” funnel.

STEP 1.

The first thing you will want to do if you have not already done so is to go to Podio and sign up for a free account. Go to

www.podio.com and set up your free account.

As you can see above. This is the home page where you can sign up and/or sign in. Once you have signed up for a free

account, now you will want to login if you are not already logged in.

Step 2.

Now it is time to set up your “Workspace” in Podio. If you have multiple teams or departments in your business, working on lots of projects or in different locations, Workspaces allow you to organize your work accordingly. Inside of each workspace, you will be able to create “Apps”. Think of Apps as templates for creating and structuring any kind of work activity - meetings, projects, deliverables, contacts, etc. You can set up several workspaces. Podio automatically sets up 3 for you. You want to set up your own Workspaces. This is how…

http://www.podio.com/

When you first log in, you should be on this screen here:

This is your project management page. This is the first page you will see each time you login to Podio. Yours should be

empty just like this…however, when you create your workspaces and input data into them, this screen will show you and

your team’s data, activity, tasks, completions, etc. We want to create our custom workspace…

Click on the Menu at the very top left of the page:

A menu will drop down… Click on “Create a workspace”.

Then name the workspace. I named this one “Real Deal Example”.

Press “Create” to proceed.


After you name and create the workspace, you will be able to add members of your team to the workspace, but they will

need a Podio account also in order to be a part of your workspace where they can see updates and tasks in real time. You

can even assign tasks to specific members of your team to complete and you can see the progress of their task and when

the task is completed. You can add members of your team now or later. For now, save it for later…

STEP 3.

As you can see above, you are now at your workspace screen. Here you can do several things. Each time there is any kind

of activity in the workspace from any member, it will show up in your timeline. The first task of the workspace should be

you creating the workspace. When you add a member, it will be in the timeline. When you create a task, it will be in the

timeline. When you create an app, it will be in the timeline. Anything that you or a member that is a part of the workspace

will be logged in the timeline.

An “App” in Podio is a template that you will create that can be used in several ways. The app that we will be creating now

will be for “Seller Leads”. This app will allow you to capture and manage your leads. In my Podio, I have created this app to

log all of my leads which tracks where the lead came from, when I got the lead, contact info, etc. This is how you will create

an app…

Click “ADD APP” at the top of this page.

Click on the blue “Create App” Button to create your own app.

Name the app “Seller Leads”. Name the item “Seller Leads. Choose an icon and then leave everything else as it is. You can

play with these setting when you start to create your own apps on your own. Click the green “Create App” button.


STEP 4.

To create your app. You will need to click and drag “Fields” over to the right side of the screen, then give the field a name.

Each field has its own icon which lets you know what kind of field it is when you begin to build the app. For example, the

first field that is automatically placed in your app is a “Text Field”. When you slide this field over to the right, it will be used

to input text. Another field in your “Field” section is a “Category Field”. This field will allow you to make a variety of

categories to pick and choose. Another example is the “Date Field”. When you slide this field over to the right, it will allow

you to pick a date and time in your app.

The first field type that you will use to build your app is the “Text” field which is already placed to the right automatically for

you. Name this field “Property Address”.

Next, find the “Map” field, then click and drag it to the right and place it directly under the field that you just named

“Property Address”.

Name this field “Property Address Map”.

This field will allow you to see a map of the property when you type in the address after the app is built.

Now, find the “Category” field and drag it to the right. Name the Category Field “Lead Next Action Status”.

If you notice, this field has a field for you to create an option. Place your cursor in the field that says “Enter a category

option”.

Type in that field “Open Intake Form”.

Hit “Enter” on your keyboard and another text field will pop up.

Type and create the following options. (Hit “Enter” on your keyboard after you type each option).

“Deal Under Review” “Go See Property” “Make Offer” No Deal”

“Property Under Contract” “Initiate Closing Process” “Go To Closing”


Your Screen should look like this when you fill in all of the options listed above.

Click and drag a “Date” field over to the right and name it “Next Action Due Date”.

Now that you know how to click and drag the fields over to the right and name them…do the following to create the rest of

the app (We will start at #5 because you already have 4 fields set up until this point. There are 33 fields in this app total):

5. Drag an “Image” field and name it “Property Photo”

6. Drag a “Date” field and name it “Lead Date”

7. Drag a “Contact” field and name it “Contact Person”

8. Drag a “Category” field and name it “Lead Source”, then create the following options inside the field:

“Bandit Signs” “Bird Dog” “CraigsList” “Direct Mail” “Driving For Dollars” “Flyers”

“Pay Per Click – PPC” “Pretty N Pinks” “Radio” “Referral” “TV” “Wholesaler”

“Zillow” “Other”

9. Drag a “Category” field and name it “Sellers Motivation Level” and create the following options inside of the field:

“Hot” “Warm” “Cold”

10. Drag a “Text” field and name it “Sellers Name”

11. Drag a “Text” field and name it “Sellers Address”

12. Drag a “Text” field and name it “Sellers Email”

13. Drag a “Text” field and name it “Sellers Phone”

14. Drag a “Date” field and name it “Duration from New Lead to Appointment Medeate”

15. Drag a “Progress” field and name it “From New Lead To Close”

16. Drag a “Category” field and name it “Property Type” and create the following options inside of the field:

“Row House / Townhouse” “Detached Single Family” “Multi Family” “Condo” “Land”

17. Drag a “Category” field and name it “Bedrooms” and create the following options inside of the field:

“1” “2” “3” “4” “5”

18. Drag a “Category” field and name it “Bathrooms” and create the following options inside of the field:

“1” “1.5” “2” “3”

19. Drag a “Text” field and name it “What can you tell me about the property?”

20. Drag a “Text” field and name it “Does your property need any repairs?”

21. Drag a “Money” field and name it “Asking Price – How much do you need to sell your property?”

22. Drag a “Text” field and name it “If you don’t mind me asking, How did you come up with that number?”

23. Drag a “Money” field and name it “How much do you currently owe on the property?”

24. Drag a “Money” field and name it “What is your monthly payment on your loan?”

25. Drag a “Category” field and name it “Is your mortgage current?” and create the following options inside:

“Yes” “No”

26. Drag a “Text” field and name it “If not current, how many months are you behind?”

27. Drag a “Text” field and name it “What do properties like yours normally sell for in this area?”

28. Drag a “Text” field and name it “If you don’t sell your property, what do you plan on doing?”

29. Drag a “Money” field and name it “After Repair Value”

30. Drag a “Number” field and name it “Loan To Value”

31. Drag a “Money” field and name it “Estimated Repairs Needed”

32. Drag a “Money” field and name it “Desired profit”

33. Drag a “Money” field and name it “Offer Price”

Next to each field that you created, there is an icon. Next to the icon, there is an drop-down arrow. If you click on that

arrow, a menu will drop down with more settings for that field.

Each field has different menus, however, all of the menus have the same “Required Field” option. You can make certain

fields a “Required Field” for you or your team members to complete in order to save their lead into your app that you just

created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Property Address” or “Sellers

Name” should be required fields. Scroll through your created fields then for each field listed below, click on the drop down

arrow and select “Required field”.

- Property Address

- Lead Next Action Status

- Next Action Due Date

- Lead Date


- Contact Person

- Sellers Motivation Level

- Sellers Name

- Sellers Address

- Sellers Email

- Sellers Phone

- Property Type

Click Done! Your Seller Leads App is now set up and ready for you or a member of your team to input data from your leads.

Now that you set up an app, that app is now posted at the top of your Workspace. It shows the icon that you chose for the

app as well as the name that you named the app. You may modify or manage your created apps at any time. You can also

delete apps and create more by following the same process you just completed to set up the app. It is up to you to figure

out which fields you would like to be in your app, what title you want to name the fields, which fields should be required or

not, and what other options you may or may not want inside of your apps.

STEP 5.

Now lets test out the app that you just created in your Workspace. Lets create a scenerio. Lets say that you are on the

phone with a motivated seller and this is your first time speaking to them and you need to get some information from them

in order to make a decision to invest in their property or not. All you have to do is pull up your app and ask the questions

that are in your app, then input the data into the app to capture the answers that you need.

To open up your app to add a new motivated seller, click on the green “+ Add Seller Leads” button to the right of your

workspace.

This is your “Seller Leads” app that you just created. While on the phone with your Motivated Seller, you can put in the info

that you receive from the seller into the app to save the info.

As you scroll down, you will see all the fields that you created…

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If you notice, at the very bottom of the app, there is an extra space for “Files” and “Tags” This will be in every app that you

create.

With this app, you can keep track of your photos of a property, the sellers info, when to follow up, how much the seller is

asking, where you found the seller, information about the house, etc. You can be completely organized and this will help

you automate your business. Anyone from your team that has Podio will be able to input a lead into your apps if you allow

them to do so.

There are other ways to help your business using Podio. This is just one of many. Make sure to check other Podio tutorials

from the Mad Scientist by going to www.RealDealMeetup.com.

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BUYER LEADS


This sheet will explain how to set up your “Buyer Leads” funnel.

STEP 1.





Step 2.








STEP 3.







will be for “Buyer Leads”. This app will allow you to capture and manage your leads. In my Podio, I have created this app to

log all of my leads which tracks where the lead came from, when I got the lead, contact info, etc. This is how you will create

an app…



Name the app “Buyer Leads”. Name the item “Buyer Lead. Choose an icon and then leave everything else as it is. You can

play with these setting when you start to create your own apps on your own. Click the green “Create App” button.


STEP 4.

To create your app. You will need to click and drag “Fields” over to the right side of the screen, and then give the field a

name. Each field has its own icon which lets you know what kind of field it is when you begin to build the app. For

example, the first field that is automatically placed in your app is a “Text Field”. When you slide this field over to the right,

it will be used to input text. Another field in your “Field” section is a “Category Field”. This field will allow you to make a

variety of categories to pick and choose. Another example is the “Date Field”. When you slide this field over to the right, it

will allow you to pick a date and time in your app.


you. Name this field “Buyers Name”.

Next, find the “Text” field, then click and drag it to the right and place it directly under the field that you just named “Buyers

Name”.

Name this field “Buyers Phone”.

This field will allow you to type in one or more phone numbers for your buyer’s lead phone number.

Now, find the “Text” field again and drag it to the right. Name the Text Field “Buyers Email”.

Drag another “Text” field to the right and name this one “How many properties have you purchased in the past 12

months?”.


Now find the “Category” field and drag it to the right. Name this field “What areas do you invest in?”


option”.

Type in that field “Baltimore City”.



“Baltimore County” “Allegany County” “Anne Arundel County” “Frederick County” “Harford County”

“Howard County” “Montgomery County” “Prince George’s County” “Washington DC” “Other”

Your Screen should look like this when you fill in all of the options listed above.



6. Drag an “Category” field and name it “What type of property would you like us to send you?”, then create the

following options inside of the field:

“Single Family Detached” “Row Home / Townhouses” “Condos”

“Multi-Family” “Commercial Properties” “Land”

7. Drag a “Category” field and name it “What is your #1 source of funding?”, then create the following options inside

of the field:

“Cash” “Hard Money / Private Loans” “Traditional Loans (Conventional, FHA, etc)”

8. Drag another “Category” field and name it “What type of investor are you”, and create the following options inside

of the field:

“Rehabber” “Landlord” “Developer” “Other”






created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Buyers Name” or “Buyers

Phone” should be required fields. Scroll through your created fields then for each field listed below, click on the drop down


- Buyers Name

- Buyers Phone

- Buyers Email

- How many properties have you purchased in the last 12 months?

- What areas do you invest in?

- What is your #1 source of funding?

- What type of investor are you?

Click Done! Your Buyer Leads App is now set up and ready for you or a member of your team to input data from your leads.






STEP 5.


phone with a potential buyer and this is your first time speaking to them and you need to get some information from them

so that you will know if they fit the crieria of your next wholesale deal. All you have to do is pull up your app and ask the

questions that are in your app, then input the data into the app to capture the answers that you need.

To open up your app to add a new motivated seller, click on the green “+ Add Buyer Leads” button to the right of your

workspace.

This is your “Buyer Leads” app that you just created. While on the phone with your potential next buyer, you can put in the

info that you receive from the buyer into the app to save the info.




create.

With this app, you can keep track of your buyers info, when to follow up, what the buyer is looking for, where you found

the buyer, information about their criteria, etc. You can be completely organized and this will help you automate your

business. Anyone from your team that has Podio will be able to input a lead into your apps if you allow them to do so.



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CLASSIFIED LEADS


This sheet will explain how to set up your “Classified Leads” funnel.

STEP 1.





Step 2.









STEP 3.







will be for “Classified Leads”. This app will allow you to capture and manage your leads. In my Podio, I have created this

app to log all of my leads which tracks where the lead came from, when I got the lead, contact info, etc. This is how you will

create an app…



Name the app “Classified Ads”. Name the item “Classified Ads”. Choose an icon and then leave everything else as it is. You

can play with these setting when you start to create your own apps on your own. Click the green “Create App” button.

STEP 4.


To create your app. You will need to click and drag “Fields” over to the right side of the screen, and then give the field a

name. Each field has its own icon which lets you know what kind of field it is when you begin to build the app. For

example, the first field that is automatically placed in your app is a “Text Field”. When you slide this field over to the right,

it will be used to input text. Another field in your “Field” section is a “Category Field”. This field will allow you to make a

variety of categories to pick and choose. Another example is the “Date Field”. When you slide this field over to the right, it

will allow you to pick a date and time in your app.


you. Use your mouse and hover over the field that is already placed to your right and close it by clicking on the “X” in the

top right corner (We want to replace the first field with another type of field).

Next, find the “Date” field, then click and drag it to the right and place it directly where the “Text” field was before you

deleted it.

Highlight the text “Date” and replace it with “Date Added”. By doing this, you are naming the field.

Next, find the “Contact” Field then click and drag it over to the right under the field you just named “Date Added”. Name

this field “Added By”.

(When the app is completed, this will allow you to pick anyone from your team through a drop down menu. So whoever

found the add would pick their profile by finding it in the drop down as the person who added that lead.)

Now, find the “Category” field and drag it to the right. Name the Category Field “Classifieds Category”.


option”.

Type in that field “For Rent”.




“For Sale” and “Real Estate Services”.

Your screen should look like this after entering the options listed above.


the app (We will start at # 4 because you already have 3 fields set up until this point. There are 8 fields in this app total):

4. Drag an “Category” field and name it “Classified Source”, then create the following options inside of the field:

“Backpage” “Craigslist” “Kijiji” “Meetup” “Postlets” “Zillow” “Trulia”

5. Drag a “Link” field and name it “Post Link”.

6. Drag a “Text” field and name it “Post Phone Number”.

7. Drag another “Category” field and name it “Posting Strategy”, then create then following options inside of the field:

“Call Ad” “Post Ad” “Reply” “SlyDial”

8. Drag another “Text” field and name it “Remarks”.

Next to each field that you’ve created, there is an icon. Next to the icon, there is a drop-down arrow. If you click on that




created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Classified Category” or

“Posting Strategy” should be required fields. Scroll through your created fields then for each field listed below, click on the

drop down arrow and select “Required field”.

- Classified Category

- Classified Source

- Posting Strategy

Click Done! Your Classified Leads App is now set up and ready for you or a member of your team to input data from your

leads.







STEP 5.


Internet scrolling through Craigslist and you come across an add for someone looking for a Rent to Own Home. You open

the app and read that their post. You think that this is someone that fits your criteria for a Tenant. All you have to do now

is email them or leave them a voicemail and then open up your Classified App that you just created and input their info into

the app as a classified lead.

To open up your app to add a new lead, click on the green “+ Add Classified Leads” button to the right of your workspace.

This is your “Classified Leads” app that you just created. While surfing the web, you can put in the info that you receive

from the Classified Ads into the app to save the info.



create.

With this app, you can keep track of your Classified Ads that you have replied or responded to, when to follow up with

them, where you found the Ad, how you responded, information about their criteria, etc. You can be completely organized

and this will help you automate your business. Anyone from your team that has Podio will be able to input a lead into your

apps if you allow them to do so.



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HARD MONEY LENDERS


This sheet will explain how to set up your “Hard Money Lenders” funnel.

STEP 1.





Step 2.








STEP 3.







will be for “Hard Money Lenders”. This app will allow you to capture and manage your leads. In my Podio, I have created

this app to log all of my leads which tracks where the lead came from, when I got the lead, contact info, etc. This is how

you will create an app…



Name the app “Hard Money Lenders”. Name the item “Hard Money Lenders. Choose an icon and then leave everything

else as it is. You can play with these setting when you start to create your own apps on your own. Click the green “Create

App” button.


STEP 4.

To create your app. You will need to click and drag “Fields” over to the right side of the screen, then give the field a name.

Each field has its own icon which lets you know what kind of field it is when you begin to build the app. For example, the

first field that is automatically placed in your app is a “Text Field”. When you slide this field over to the right, it will be used

to input text. Another field in your “Field” section is a “Category Field”. This field will allow you to make a variety of

categories to pick and choose. Another example is the “Date Field”. When you slide this field over to the right, it will allow

you to pick a date and time in your app.


you. Name this field “Lenders Name”.

Next, find the “Text” field, then click and drag it to the right and place it directly under the field that you just named

“Lenders Name”.

Name this field “Lenders Address”.

This field will allow you to type in a lenders address.

Now, find the “Text” field again and drag it to the right. Name the Text Field “Lenders Phone”.

Drag another “Text” field to the right and name this one “Lenders Email”.




5. Drag a “Text” field and name it “Lenders Points”

6. Drag a “Text” field and name it “Lenders Interest Rates”

7. Drag another “Text” field and name it “Lenders Terms & Conditions”

8. Drag another “Text field and name it “Other”





created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Lenders Name” or “Lenders

Phone” should be required fields. Scroll through your created fields then for each field listed below, click on the drop down


- Lenders Name

- Lenders Address

- Lenders Phone

- Lenders Terms & Conditions

Click Done! Your Hard Money Lenders App is now set up and ready for you or a member of your team to input data from

your leads.






STEP 5.


phone with a potential lender and this is your first time speaking to them and you need to get some information from them

so that you will know if they fit the crieria of your next wholesale deal and that you meet their terms. All you have to do is

pull up your app and ask the questions that are in your app, then input the data into the app to capture the answers that

you need.


To open up your app to add a new motivated seller, click on the green “+ Add Hard Money Lenders” button to the right of

your workspace.

This is your “Hard Money Lenders” app that you just created. While on the phone with your potential next lender, you can

put in the info that you receive from the lender into the app to save the info.


create.

1. 2.

3.

4.

5.

6.

7.

8.

With this app, you can keep track of your lenders info, when to follow up, what the lenders terms are, information about

their interest, etc. You can be completely organized and this will help you automate your business. Anyone from your

team that has Podio will be able to input a lead into your apps if you allow them to do so.



MAD SCIENTIST PODIO CHEAT SHEET SELLER LEADS · MAD SCIENTIST PODIO CHEAT SHEET SELLER LEADS In...

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