10 X Your Business - REIGNation Mastermind: Leveraging CRM Systems to Streamline Your Workflow
Jun 13, 2024Date and Time:
- June 12, 2024, at 10:13 am
- Duration: 1 hour 4 minutes
Participants:
- Edmund Bogen (Speaker)
- Daniel (Admin)
- Various REIGNation members
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Core Themes and Discussions:
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Introduction and Engagement:
- Edmund began with a warm welcome and light-hearted banter.
- Mentioned Harris's engaging house tour video and the importance of a strong social media presence.
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Upcoming Meetings:
- Announced sessions on June 19th (Social Media for Realtors) and June 21st (featuring Maria Babayev).
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CRM Systems Overview:
- Emphasized the importance of having a CRM system to manage leads and clients effectively.
- Discussed various CRM options such as Follow Up Boss, Streak, Lofty, Wise Agent, Studio Pro, and KV Core.
- Highlighted the need for user adoption and the fit of the CRM system with the agent's working style.
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Contact Segmentation:
- Segment contacts into three main categories: buyers, sellers, and lead sources.
- Use tags to prioritize contacts based on their potential value.
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Personalized Drip Campaigns:
- Develop personalized drip campaigns to nurture leads through emails, texts, and other channels without being annoying or overly salesy.
- Utilize features like mass texting and email blasting to maintain consistent communication.
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Unique and Valuable Content:
- Create and share unique, valuable content such as relocation guides, hurricane preparedness tips, market reports, etc., to stay top of mind.
- Mentioned using AI tools to create personalized content easily.
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Maintaining Relationships:
- Keep in touch with past clients, friends, and acquaintances through thoughtful gestures like magazine subscriptions, pop-bys, and personalized notes.
- Engage with contacts through social media platforms to maintain relationships.
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Stand Out with Creative Marketing:
- Emphasized the concept of being a "purple cow" – standing out with memorable, on-brand marketing like unique property tour videos.
- Encourage participants to think creatively and implement unique marketing ideas.
Most Significant Points:
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CRM Systems are Crucial:
- User adoption is key. The CRM should fit the agent's working style and be populated with clean, segmented contact data.
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Contact Segmentation and Prioritization:
- Categorize and prioritize contacts to focus efforts on the most valuable relationships.
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Personalized Nurture Campaigns:
- Develop campaigns that provide real value to contacts, not just sales pitches.
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Unique Content and Thoughtful Gestures:
- Create and share personalized content pieces and maintain relationships with thoughtful gestures.
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Creative Marketing:
- Differentiate yourself with creative, on-brand marketing that makes you the "purple cow" in your market.
Actionable Recommendations:
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Choose a CRM:
- Select a CRM that fits your working style and budget. Populate it with clean, segmented contact data.
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Develop Nurture Campaigns:
- Create email, text, and print nurture campaigns for key contact segments, focusing on providing value.
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Create Personalized Content:
- Build a library of personalized content pieces like relocation guides, market updates, etc., to share with contacts.
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Implement Past Client Touch System:
- Maintain relationships with thoughtful gestures like small gifts, personalized notes, and magazine subscriptions.
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Stand Out with Unique Marketing:
- Brainstorm and implement unique "purple cow" marketing ideas that will make you stand out memorably in your market. Aim to implement at least one unique idea this quarter.
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