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Is Your Lead and Prospect Database a "Hot Mess"?
If you're like many real estate agents, your lead and prospect database might be a disorganized collection of names and contact information. Even with a database full of leads, it's possible that little business is generated from it, or the daily activity is so overwhelming that you struggle to keep up. The outcome? Missed sales opportunities.
The Big Picture of Lead Management
To effectively convert more leads into sales, it's essential to automate follow-up processes and improve content. Let's explore what many real estate agents typically experience in their business.
Generating Leads
Most full-time real estate agents have engaged in one or more of the following popular lead generation activities:
Hosting open houses
Farming through door knocking and direct mailers
Buying leads from sources like Zillow
Hiring marketing companies for Facebook Ads or Google PPC campaigns
Using website-based lead generation programs (KVCore, Boomtown, Chime, Easy Agent Pro)
Receiving leads from team leaders or brokerages
Purchasing random leads
Leveraging referrals and past clients
Buying prospect lists
Promoting listings and offers on social media (Facebook, Instagram, Twitter, Pinterest, TikTok)
Creating niche-based YouTube videos with lead magnets
Overwhelmed by Leads
While it's great to receive leads, managing them can be overwhelming, affecting your work-life balance:
Constant notifications of new leads at all hours
Interruptions from random calls during personal time
Jotting down notes on any available surface
Scrambling to attend appointments while neglecting new leads
Forgetting to follow up with prospects
Failing to add open house and farming leads to your CRM
Losing track of inquiries on your website or social media
Neglecting family due to reactive work habits
Being disrupted by lead-related calls during vacations
Database Management Struggles
To manage your business effectively from lead intake to closing, you need a robust system. Many agents try various methods:
Using Excel spreadsheets to manage leads
Tracking lead activity in notebooks or on office whiteboards
Asking peers for CRM recommendations
Signing up for free or cheap CRM software
Manually adding leads
Struggling to learn and use CRM software effectively
Activating drip campaigns without customization
Failing to deliver on lead magnet promises
Losing track of responses and follow-ups
Abandoning lead sources due to perceived poor performance
Spending money and time without seeing returns
Automating Follow-Up: A Solution
Successful agents understand that follow-up is critical for converting leads. Automation is key to managing follow-ups effectively without compromising personal life. Here’s why communication is very important and how automation can help.
Communication = Closings
Leads rarely convert on the first contact. It typically requires a series of communications to build trust and engagement. Fortunately, many types of communication can be automated:
Phone calls
Text messages
Emails
Property or market update notifications via MLS or website
Drip campaigns (automated email and text sequences)
Monthly newsletters
Holiday email blasts
YouTube content notifications
Retargeting ads on Facebook, Google, or YouTube
Ringless voice message drops
Direct mail
Door knocking
Social media posts to private Facebook groups or business page followers
Setting Up Automation
To prevent back-peddling and feeling overwhelmed, it's important to set up automation before generating more leads. This proactive approach ensures that your daily appointments and prospecting efforts are manageable, allowing you to maintain a balance between work and personal life.
Automating your follow-up processes can transform your real estate business by ensuring consistent and effective communication with leads. This not only helps in converting more leads into sales but also frees up your time to focus on what matters most—serving your clients and enjoying a fulfilling personal life. Start setting up your automated follow-up plan today and watch your business thrive.
EngageMorePRO is the go-to solution for real estate professionals looking to streamline their CRM and follow-up processes. Our platform is designed to help you focus on building relationships and improving efficiency in your real estate business.
With EngageMorePRO, you can easily turn your customer database into a simple to-do list, ensuring that no lead goes unnoticed. Set specific tasks next to every contact, such as sending a follow-up email or scheduling a call, to stay on top of your client interactions.
Discover how EngageMorePRO can work for your real estate business and take your customer relationship management to the next level.
FAQS
EngageMore CRM is specifically designed for real estate professionals, offering preloaded drip campaigns, lead generation tools, and seamless automation to simplify follow-up and maximize conversions. Unlike generic CRMs, it includes real estate-specific features like ready-to-use email and text templates, step-by-step training, and live coaching with Patti Sampson.
Absolutely! Our drip campaigns are designed to work with any CRM. You’ll receive campaigns in an easy-to-use format, along with personalized training to help you implement them effectively in your existing system.
We believe that data-driven decision-making is key to event marketing success. Our Measurement and Reporting service provides comprehensive analytics that gauge various aspects of your event, including attendance, engagement, social media reach, and more. This data helps you understand what worked well and where improvements can be made for future events. It's crucial because it allows you to optimize your event marketing strategy, allocate resources effectively, and ultimately achieve better results with each successive event.