04/25/2025 - Streamlining Success: Optimizing the Dispo Process

On this Live Process Mapping Call, the team focused on optimizing the Dyspo process, with guest experts Derek, David, and Amy providing valuable insights. They mapped out the workflow from receipt of the mutual acceptance letter to managing interested buyers, emphasizing CRM tracking, structured follow-ups, and clear communication. Key topics included buyer negotiations, pivot packages, marketing material approval, and building a comprehensive buyers list. The session concluded with a focus on team roles, timelines, and a training resource using Lucidchart for onboarding. Specific topics are discussed as well, such as:

· How can we further streamline the buyer follow-up process to ensure quicker responses?
· How does the integration of CRM tracking improve communication with potential buyers?
· How can we further improve team collaboration in managing the Dyspo process?
· How can we make the negotiation process more efficient while maintaining flexibility?
· How can we ensure that the approval process for marketing materials remains smooth and timely?
· How do we measure the effectiveness of our outreach strategies for non-responding buyers?
· What key factors should we prioritize when building our comprehensive buyers list?
· What role do pivot packages play in enhancing our negotiation strategy?
· What additional tools or resources can we use to enhance the training process for new team members?
· What steps can we take to improve the auditing of incoming deals for better decision-making?