Add leads from a paper sign-in sheet
Photograph a sign-in sheet and Avery saves each visitor, turns their notes into what they're looking for, and asks about anything she couldn't read.
Updated
Transcript
- Every open house leaves a sign-in sheet. Most of them end up in a drawer.
- You're busy. You don't have time for data entry. So snap a photo, and let Avery do it.
- In AveryIQ, tap the plus, then Photo.
- Get the whole page in frame: flat, good light, every row showing.
- Add a quick note: which open house, and that these are leads. Then send it to Avery.
- Avery reads every row, even the messy handwriting.
- It saves each person with their phone and email, turns notes like "pre-approved, Oak Park" into what they're looking for, and tells you what it couldn't read instead of guessing.
- Each person keeps the original words on their page. Changed your mind? Undo it in Activity.
- Seven leads in under a minute. But right now they're just names and numbers. Next, how to tell Avery everything you remember about them.
Paper sign-in sheets, business cards, a list on a napkin: if you can photograph it, Avery can turn it into people.
1. Take the photo
Tap +, then Photo. Get the whole page in frame, flat, in good light, with every row showing.
2. Add a note and send it
Add a quick note, such as which open house it was and that these are leads. Tap Send to Avery.
3. Check what Avery saved
Avery reads every row, even messy handwriting, and replies in Ask Avery with who she saved. Notes like "pre-approved, Oak Park" become what that person is looking for. Anything she couldn't read, like a smudged email or a missing digit, she asks you about instead of guessing.
4. Undo if you need to
Each person keeps the original words on their page. Changed your mind about something Avery saved? Open their History and tap Undo on that change.