Sales
Sales Team Playbook
Who do we sell to?
Learn how to effectively engage various client personas to boost lead quality and conversion rates in sales and marketing.
Who am I selling to?
Discover who your target audience is and learn effective strategies for connecting with them in your sales approach.
Where do these clients come from?
Discover the origins of clients and learn how to effectively track and analyse their sources.
How to get a Client Testimonial?
Learn how to effectively request and manage client testimonials through a structured workflow.
What do I do if I have an issue with sending an agreement?
Learn how to troubleshoot common issues when sending agreements, including solutions for missing information and errors.
What do I do if I have a client wanting to amend legal clauses in our Buyers Agency Agreement?
Learn the proper process for amending legal clauses in a Buyers Agency Agreement to ensure compliance and approval.
How do I change the name on a clients invoice after the agreement has been signed?
Learn how to update a client's name on an invoice after the agreement has been signed with a simple email request.
What is the minimum purchase price required for a property?
Learn about minimum property purchase prices for SMSF, residential, and commercial properties in Australia.
How do I use JustCall and what are it’s AI features?
Learn how to effectively use JustCall’s features, including AI tools for enhanced communication and customer service.
Onboarding Setter Playbook
Setter: How do I run an inbound call?
Learn how to effectively prepare for and conduct inbound calls to build rapport and guide clients toward their goals.
Setter: How do I run an outbound call?
Learn effective techniques for handling outbound calls, engaging leads, and nurturing relationships to drive sales success.
Setter: What do I do after a call?
Learn effective post-call strategies to maximise client engagement and ensure successful follow-ups in various scenarios.
Setter: How do I become the best setter on the team?
Learn to excel as a setter through mindset, effective engagement, and consistent improvement strategies.
What does a qualified client look like?
Learn the financial and behavioural criteria to qualify clients for InvestorKit services effectively.
Setter Pocket Playbook
Setter Pocket Playbook
Discover strategies and insights for effectively utilising the Setter Pocket in various scenarios.
Closer Materials
Closer: How to run a sales call
Learn effective sales call techniques using the CUPID framework to build rapport and confidently pitch to clients.
Closer: How do I run a successful consultation?
Learn essential strategies for conducting effective consultations to achieve successful outcomes.
Closer: What to do if someone hasn’t made a decision?
Learn effective strategies for encouraging decision-making when someone is hesitant to commit.
Closer: What do I do when a client signs?
Learn essential steps to take when a client signs, ensuring a smooth transition and successful relationship management.
Closer: How do I become the best closer in the team?
Learn effective strategies to excel as the top closer in your team and boost your sales performance.
Sales FAQs
General
Learn how to manage agreements, client interactions, and processes effectively in this comprehensive guide.
Client
Learn about booking calls, pre-approval, and investment options for property in Australia.
Closer
This article explains the benefits of using a comprehensive buyer’s agent for property investment in Australia.
Setter
Learn about InvestorKit's unique approach to property investment and how they help clients secure high-growth assets.
Service & Process
Learn about our comprehensive property service, from initial consultation to post-purchase support and financing guidance.
Pricing & Payment
Learn about service costs, payment options, and potential fees in this concise pricing guide.
Lead Qualification / Readiness
This article addresses key questions about property investment readiness and qualifications for potential buyers.
Market & Investment Strategy
Learn about market recommendations, property types, investment strategies, and managing market changes in real estate.
Property Selection & Acquisition
This article covers key questions about property selection, acquisition, and support during the buying process.
Competition & Comparison
This article outlines the benefits of choosing InvestorKit, addressing fees, results, and support for various investor levels.
Timing & Commitment
Learn about process durations, pausing options, property recommendations, rejection limits, and timeframe for purchasing in this article.
Post-Purchase & Long-Term Support
Learn about post-purchase support, ongoing reviews, and future property assistance in this insightful article.
Double Property Upgrade Post-Strategy Session
Learn about InvestorKit's new pricing for repeat purchases and double sign-ups effective July 1, 2025.
Multi-Property Packages Overview
This article outlines various property package options, fees, savings, and commission structures for potential investors.