Giveaway System Checklist

	A	C	D	E	F	G	H	K
1	Date:	To Do:						Which Giveaway are you hosting?
2								Valentines Day: Giving away 2 $150 gift cards to Canoe (Make them a reservation ahead of time for 2 couples of 2)
3		Double check to confirm the giveaway date with Tary						Back to School: Giving away 2 $150 visa gift cards
4		Do a Facebook Poll to vote on a Giveaway Item if we have not decided on one. (If one is already designated, skip this step)						Mothers Day Giveaway: Chateau Elan Gift Cards
5			*This is a great way to get the audience involved ahead of time and start the excitement!
6		Add the event on everyone's google calendars.
7		Contact a Vendor to sponsor the Giveaway
8		Order the giveaway item (giftcards, reservations, etc)
9		Create Marketing Flyer with Giveaway Item (In Canva listed as GIVEAWAY)
10		Add the event to the Homes by Tary Website Events page the Home Page
11		Create the Google Form for entries			(duplicate an old giveaway form and reformat with the criteria we want (i.e. referrals, reviews, etc)
12		Prepare your team script						Past Giveaways:
13		- What are we looking to gain?						8/28/2020 Big Green Egg - 110 calls, 11 referrals
14		Referrals	Reviews	People interested in real estate for our downline			Facebook/Instagram Followers and Likes	4/30/2021 Mothers Day Giveaway Chateau Elan - 49 calls, 8 referrals
15								10/16/2020 Grove Park Inn - 72 calls, 5 referrals, 45 reviews
16		Post Flyer to all Social Medias						2/5/2021 Canoe Valentines Day - 51 Calls, 12 referrals
17			Facebook, Instagram, LinkedIn, Google Business, Twitter					8/6/2021 Back to School Giveaway - 70 calls, 8 referrals
18		Create a Facebook Event and invite all sphere to the event (You can look at old Facebook events for reference)
19		Email the Flyer to all Sphere through Mailchimp once a week leading up to the event
20		Have all agents text their sphere personally and invite them
21		Set up reminders throughout each week leading up to the event to remind all the agents to touch their sphere (make it easy for them and attach the Graphic and message that can be texted every time)
22		Create a Countdown to the Giveaway with cute videos/pictures to catch attention over the month leading up to it
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24		Week Of - Daily Countdown
25		Set up the Giveaway Hotline # (Google Voice to dial the whole team) (full instructions are at the bottom of this checklist)
26		Test the Google Voice # and set a custom Voicemail, & Active the google licenses
27		Make sure every team member has Googe Voice on their phone and signs in with the Homes by Tary account
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29		Day Before:
30		Bulk Text Sphere
31		Facebook Live on EVERYONE's facebook pages
32		Reminder through FB Event
33		Email blast
34		Practice the script
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36		Director of Ops t bring in breakfast and lunch
37		Have everyone in office the day of the giveaway
38		Post a fun picture of everyone together ready to take calls
39		Day of Email Blast
40		Post throughout the day and have everyone texting/FB messaging their sphere to remind them to call in!
41		Announce Winner on selected day through FB Live				Use wheelofnames.com
42		Set up delivery and schedule a time to get a picture with the winner
43		Go ahead and plan for next giveaway
44		Deactivate the GoogleVoice licenses
45		Tag everyone in Command
46		Tag the Winners
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50	HOW TO SET UP GOOGLE VOICE!
51		~ Log in to the chelsea@homesbytary.com email
52		~ Go to the Admin settings
53		~ Go to the Apps section, Google Workspace, then click Google Voice
54		~ Go to Service Management, click Manage Licenses
55		~ Check all the agents who will be taking calls and Click “Assign Licenses”
56		~ Select Google Voice Stantard and Assign.
57		~ Once again, go to the Apps section, Google Workspace, then click Google Voice
58		~ Go to Service Management, click Manage Licenses
59		~ Hover over every Agent name taking calls, click the pen to edit them, and assign them their google number temporarily.
60		~ When typing in the service address, just click the bar to type in and the suggested office address should come up automatically. If it doesn’t, use 1960 Satellite Blvd, Suite 1100, Duluth, GA 30097
61		~ Once all the numbers are assigned, on the left hand bar click Ring Groups, Homes by Tary Giveaway
62		~ Make sure the group looks like the image here,
63		Call Routing: Simultaneous, Unanswered Calls send to voicemail.
64		~ Click on the Configuration to edit the voicemail for the appropriate giveaway
65		~ Click to edit business hours and make sure the giveaway opens at 9am and closes at 4pm on that Friday!
66		~ Configure the voicemail to make sure that if anyone calls in before or after, that it lets them know the giveaway is not open at the time. Click Save at the bottom. Be sure voicemails are emailed to one of the admins.
67		~ Also set the giveaway hotline number to be open from 8-9 the morning before so we can test it to be sure it works!
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70		~ Everyone will need to sign in to Google Voice on their phones with their HOMESBYTARY emails, make sure their personal emails are not logged into.
71		(Tary needs to use her tary@homesbytary.com email)
72		~Do a test call the day before to make sure everyone’s phones ring!
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74		Make sure the address in your google voice app is the same online and make sure your DND is off on your phone
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