General scopes:
1. Collect data from external and internal sources.
2. Analyze data and present findings to the management.
3. Compile data into digestible platforms.
4. Ensure all data is organized and accurate.
Specific scopes for MDT:
1. Keep R2 up to date including but not limited to the following sheets:
a. Raw data - trackers for all deals including the month it was closed, specific closed date, sources, ownership of deals both MDA and MS, Owner's name, Property address, Service type, territory, occupancy status, move-in date, Agreed rental price, management fee, leasing fee, calculated GDV based on a 12-month contract, promotion/discount applied on each deal, Date Endorsed(from Irish-MSC), Date Listed(from Leasing), Date Leased(from Acctg), and Deal Status(from Irish).
b. MDEV Running Metric Update - day-to-day update of our current performance. Fields to fill in: Running closed deals, weekly breakdown, and both inbound and outbound performance. To be sent on our official slack channel daily.
c. Nevada and Los Angeles (Marshall Stearns and Action Management) performance based on the basic KPIs; both raw volume and conversions.
d. For Jan 2022, KPIs will be tracked the same way in the past wherein it's based on volume and conversion from raw leads to leased deals.
2. Utilize Zendesk, salesforce, and other data-related tools to generate reports for performance analysis(handled by Mgt).
3. Track performance based on the following criteria:
a. Territory based
b. Source-based
4. Track the individual performance of the team:
a. Market Development Associates (MDA)
i. Raw Opp - daily tracking (converted and slack posts comparison)
ii. Qualified Opp - with date included
iii. Opp Status - deal moved date
iv. Unqualified Opp - with UQ reason
b. Market Specialists (MS)
i. Raw Opp - converted dates
ii. Qualified Opp - with date included
iii. Opp Status - deal moved date
iv. Lost Opp - with UQ reason
5. Lead consumption of MDAs.
a. Track down daily, weekly, monthly consumption of individual MDAs.
b. Track down unqualified leads(including unresponsive vs backburner)
6. Track down Date Closed to Date Endorsed of deals.
7. Track down Opp Set Date to Qualified Date.
8. Track down Opp Qualified Date to Closed Date.
9. Track down separately the deals with the following criteria:
a. Multi-unit homeowners (existing and potential)
b. Multiple properties owned by an entity
c. Properties dropped/terminated
10. Track down and prepare the calculated incentives of the team based on the current/effective incentive structure every Monday of the 1st and 3rd week of the month.
a. Send the calculated incentive to the team channel for correction and confirmation.
b. Once done, secure approval from Bobby Torres and create the Podio requisition slip.
11. Post a daily update on our official channel of the running metrics of each agent against their - Raw Opp and Qual OppMS - Closed Deal and Endorsed Deal conversion
12. Review and check all data-related files sent to the Market Dev Team from other departments for accuracy.
About Poplar Homes
Poplar Homes is a fast-growing Silicon Valley proptech company founded in 2014. The company is a tech-enabled property manager for residential homes and apartments. It provides full-service leasing and property management, from finding a home to fixing something when it breaks. With over 5,000 doors under management, Poplar is one of the top 50 largest property managers in the US and currently services 10 major metro markets across 5 states: CA, WA, NV, CO, and TX.
Poplar Homes
1. Collect data from external and internal sources.
2. Analyze data and present findings to the management.
3. Compile data into digestible platforms.
4. Ensure all data is organized and accurate.
Specific scopes for MDT:
1. Keep R2 up to date including but not limited to the following sheets:
a. Raw data - trackers for all deals including the month it was closed, specific closed date, sources, ownership of deals both MDA and MS, Owner's name, Property address, Service type, territory, occupancy status, move-in date, Agreed rental price, management fee, leasing fee, calculated GDV based on a 12-month contract, promotion/discount applied on each deal, Date Endorsed(from Irish-MSC), Date Listed(from Leasing), Date Leased(from Acctg), and Deal Status(from Irish).
b. MDEV Running Metric Update - day-to-day update of our current performance. Fields to fill in: Running closed deals, weekly breakdown, and both inbound and outbound performance. To be sent on our official slack channel daily.
c. Nevada and Los Angeles (Marshall Stearns and Action Management) performance based on the basic KPIs; both raw volume and conversions.
d. For Jan 2022, KPIs will be tracked the same way in the past wherein it's based on volume and conversion from raw leads to leased deals.
2. Utilize Zendesk, salesforce, and other data-related tools to generate reports for performance analysis(handled by Mgt).
3. Track performance based on the following criteria:
a. Territory based
b. Source-based
4. Track the individual performance of the team:
a. Market Development Associates (MDA)
i. Raw Opp - daily tracking (converted and slack posts comparison)
ii. Qualified Opp - with date included
iii. Opp Status - deal moved date
iv. Unqualified Opp - with UQ reason
b. Market Specialists (MS)
i. Raw Opp - converted dates
ii. Qualified Opp - with date included
iii. Opp Status - deal moved date
iv. Lost Opp - with UQ reason
5. Lead consumption of MDAs.
a. Track down daily, weekly, monthly consumption of individual MDAs.
b. Track down unqualified leads(including unresponsive vs backburner)
6. Track down Date Closed to Date Endorsed of deals.
7. Track down Opp Set Date to Qualified Date.
8. Track down Opp Qualified Date to Closed Date.
9. Track down separately the deals with the following criteria:
a. Multi-unit homeowners (existing and potential)
b. Multiple properties owned by an entity
c. Properties dropped/terminated
10. Track down and prepare the calculated incentives of the team based on the current/effective incentive structure every Monday of the 1st and 3rd week of the month.
a. Send the calculated incentive to the team channel for correction and confirmation.
b. Once done, secure approval from Bobby Torres and create the Podio requisition slip.
11. Post a daily update on our official channel of the running metrics of each agent against their - Raw Opp and Qual OppMS - Closed Deal and Endorsed Deal conversion
12. Review and check all data-related files sent to the Market Dev Team from other departments for accuracy.
About Poplar Homes
Poplar Homes is a fast-growing Silicon Valley proptech company founded in 2014. The company is a tech-enabled property manager for residential homes and apartments. It provides full-service leasing and property management, from finding a home to fixing something when it breaks. With over 5,000 doors under management, Poplar is one of the top 50 largest property managers in the US and currently services 10 major metro markets across 5 states: CA, WA, NV, CO, and TX.
Poplar Homes
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