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Home61 CRM (customer.io automated ((sellers (fast sale, flat rate fee $6k,…

- - - - day 3, 5, 7
    - - daily for 10 days
      - notify consultant @ end of 10 days to drop client
      - notify Ash @ end of 12 days to drop client
      - schedule call or call us CTA
  - - - value emails
      - social proof
      - how we work USP
      - CTA to book viewing
      - industry expert interviews
      - videos!
      - agent interviews and tips
    - - value emails
      - USP
  - - - new properties that match search queries
      - event reminders for property viewings
        
        day before
        
        1 hr before
        
        morning of
    - - transaction specific (rent vs sales)
        
        what to look for in rental
        
        5 steps to buying the perfect home
        
        rental bonds FAQ
      - neighborhood info & data
        
        neighborhood attractions
        
        neighborhood crime rates / data
        
        similiar neighborhoods (expand your search)
      - value based
        
        what to look for in a property?
        
        how to get the best deal
        
        what do these terms mean
        
        should you get woodfloors etc
      - agent trust
        
        home61 reviews
        
        agent recently sold/rented
        
        agent bio/backstory
        
        follow us on social
  - - - value based
      - renewal reminders
      - referrals
      - review us
    - - refer a friend
      - renew lease
      - happy 1 year for sales
  - - - email followup
        
        past sales/rental
        
        notify agent
        
        re-engagement emails
        
        notify consultant
        
        past lead/qualified
        
        notify assigned consultant
        
        re-engagement emails
        
        past signup only
        
        re-engagement emails
  - - - drop specific
      - value based
  - - - fast sale
      - flat rate fee $6k
      - earn more money with flat rate fee
      - traditional listing agents take 3%
      - 500k home pays 15k to agent
      - free consultation / evaluation
      - home61 paperless
      - calendar - view scheduled meetings
      - calendar - compare property values
      - calendar - feedback on your showings
      - free pro photography
      - assigned an agent from day 1
      - contract type "listings"
      - trust / reviews of agent
      - looking for a new home?
      - how to price your house 5-10% negotiation room
      - staging your home
      - qualified buyers vs unqualified
      - moving out
      - storage unit for house clutter
      - remove personalized items like photos
      - brighten it up with natural light
      - keep gardens well kept
- - - - (automated) templated followup structure for rentals and another for sales
      - post followup there should be a checkbox to score the client & update the followup template
        
        called no response
        
        sets a task to call again in the afternoon
        
        didn't have time to call today
        
        delays followup template by 1 day (repeats followup step the next day)
        
        client is away until
        
        calendar to select date
        
        followup template resumes at that date
        
        called, spoke to client
      - agent should have a list of clients to followup each morning and can call them at the click of a button from the BO
    - - score increases with each completed followup
      - score increases with each viewing scheduled in system
      - score decreases for missed/overdue followups
      - score decreases for each client in ETA
      - score decreases for dropped clients
      - score increases for closes etc
      - consultants give high quality leads to agents with highest scores first (until top agents reach their max client limits)
      - agents with low scores get further training to improve, when score reaches too low (after X months) then agent is dropped
  - - - visits website
      - schedules viewing
      - add homes to "my homes"
      - add notes on homes
      - opens email
      - protects the system from being "cheated" by the agent. Can be used as a redflag for when agent marks client as "no answer" or "dropped" and the client has high engagement levels = high chance client shouldn't be dropped (depending on drop reason)
      - clicks links
    - - fills out profile
      - gives phone number
      - makes offers
      - answers followup by agent
      - more so for returning clients. High scoring clients get given to the high scoring agents. that way you look after your best clients and reward your best agents.
      - closes/pays
      - dropped