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PRIVADIA (TECH (Agency Portal, Owner App, Airtable, Capsule CRM (Bookings…
PRIVADIA
TECH
Agency Portal
Owner App
Airtable
Capsule CRM (Bookings & Clients Services)
PandaDoc (Contracts)
Zapier
Jira (bug reporting / new features)
Support System
Web Pages
OWNERS
PROSPECTIVE
Vetting process
Canvassing / targeting
EXISTING
Special offers / rate reductions
Potential for 'Calendar Management' service
Owner app onboarding & ongoing marketing
General Marketing / case studies / market reports / guest blog posts
Referral scheme?
Possible Owner seminar / networking event
ONBOARDING
Contract
Adding to the system
Owner Welcome Pack
Introduction of owner app
AGENTS
EXISTING / ACCOUNT MANAGEMENT
XML Feeds
Agency Portal
Regular updates
New listings
Special offers
Marketing
Promo Packs
Workshops
Blogs / content marketing / social media
Email campaigns
Events / Open Houses
PR / Strategic partnerships i.e. Absolute Magazine
Customer service / Support
FAQ's
Knowledge base
Chat / Chat Bot
PROSPECTIVE
Canvassing
Email
Cold calling
CRM / Lead table
Canvassing Calendar
Marketing & Advertising
Lead funnel
Content / social / blogs etc
Google PPC / LinkedIn lead gen
Onboarding
#
Agency Portal demo / roll out
Contract
Agency welcome pack
Property Listings