June 24, 2016
Part of what makes Contactually so unique is that anyone in the professional service industry can see results from it. Nurturing your leads, managing existing relationships, and generating more referrals are shared commonalities for all our customers. Our user base consists of pastors, luxury realtors, cosmetic salespeople, and venture capital firms.
However, we know that you have a unique need for your specific goals, so the way that a real estate agent gets repeat business includes different language and follow-up cadences than a small business owner.
Now, for the first time ever, you can get a Contactually account that's specific to you. That means we give you the answer to "What is the best way to use Contactually for my needs?" before you have to ask. We are giving them to you, directly in your account!
We have curated the best contact segments, email templates, drip campaigns, and pipelines relevant to you (real estate agents) and your business, which means almost no setup time -- just connect your email, bucket your most important contacts, and go!
We're going to be introducing these customized accounts over a few months, and we're starting this month with Real Estate. Read on to get a preview of what content can be automatically put into your account:
Buckets are an easier system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in your network. You can set custom reminder timers for different Buckets depending on how often you want to follow-up with the contacts in that bucket. Bucketing contacts is fast, intuitive, and with our built-in Bucket Game...actually kind of fun.
With the Real Estate Agent Contactually Account, you will receive a number of helpful Buckets to maintain contact with your most important contacts:
Sphere of Influence (A) - 30 Day Reminder: Relationships that have referred you deals in the past.
Sphere of Influence (B) - 60 Day Reminder: Relationships who could potentially refer you business.
Prospects (Hot) - 7 Day Reminder: Potential clients who are looking to buy/sell with 0-2 months.
Prospects (Warm) - 30 Day Reminder: Potential clients who are looking to buy/sell within 2-6 months.
Prospects (Cold) - 180 Day Reminder: Potential Clients who are looking to buy/sell 6+ months from now.
Past Clients (A) - 30 Day Reminder: People that you have worked with in the past, that have referred you deals, or have given you repeat business.
Past Clients (B) Buyers - 90 Day Reminder: People that you have helped buy a home in the past, that could potentially refer you deals or give you repeat business.
Past Clients (B) Sellers - 90 Day Reminder: People that you have helped sell their home in the past, that could potentially refer you deal or give you repeat business.
Current Clients (Buyers) - 3 Day Reminder: All the Buyers you're currently working with.
Current Clients (Sellers) - 3 Day Reminder: All the Sellers you're currently working with.
"Haven't Met" Leads - 30 Day Reminder: Potential Leads you have not met yet.
Pre-written emails, or email templates, are a very simple way to scale your communication efforts. Using Email Templates in Contactually can save you time and help you avoid the dreaded writer's block. Just load up an Email Template when you're ready to follow-up with a contact, and let Contactually populate all of that contact's information for you.
With the Real Estate Agent Contactually Account, you will receive 3 types of email templates:
"Haven't Met" Email Templates are here to help you reach out to the potential deals that you haven't had the chance to meet personally yet.
Cold Prospects Email Templates are here to help you communicate with those contacts you met a long time ago and mentioned that they may be looking to buy or sell home 6+ years from then.
Post Purchase Email Templates are here to help you nurture your relationships with the clients you've helped purchase a home.
Programs allow you to set off a customized sequence of actions -- from sending template-based follow-ups, to following on social networks or creating tasks. You can even automatically run programs for certain buckets, or require certain steps to be manually authorized by you from the Dashboard before they trigger. With Programs, it's easy to regulate even relatively complex business development workflows, and never miss a step.
With the Real Estate Agent Contactually Account, you will receive 4 Programs you can attach to Buckets in order to automatically nurture your relationships with your contacts:
The "Haven't Met" Leads program will help you follow up with potential leads that you haven't had a chance to meet, with the goal of arranging a meeting.
The Prospects (Cold) programs will help you re-engage with potential leads that expressed interest in working with you, but not for 6+ months.
The Past Clients Buyers program will help you nurture your relationships with clients you've helped buy their new home, with the goal of gaining more referrals and repeat business.
The Past Clients Sellers program will help you nurture your relationships with clients you've helped to sell their home, with the goal of gaining more referrals and repeat business.
With Pipelines, tracking the status and value of the business that's tied to your relationships is easy. Simply pick a Pipeline, identify the different stages, and start adding potential deals to it. Every deal is attached to one or more contacts, so you can quickly visualize your sales pipeline, and trace potential deals to the influencers and decision makers they depend on. It's a great way to stay on top of your business development efforts as they happen, and take the action needed to move them along.
With the Real Estate Agent Contactually Account, you will receive 2 Pipelines to help you manage the deals you're currently working:
The Sellers -- Real Estate pipeline will help you guide your clients through the process of selling their home.
The Buyers -- Real Estate pipeline will help you guide your clients through the process of buying a new home.
We're excited to make the Real Estate Contactually Account available to everyone. To start your Contactually trial with all of these Buckets, Email Templates, Programs, and Pipelines pre-populated in your account, click below!
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