Getting Started series. How to market to your new buyers' agents and how to track marketing performance
In our first video for getting started, we are going to cover the New BA automation. Basically, how New Buyer's Agents are ported into your CRM, how to optimize the automation, and how to track performance.
Navigating the Dashboard
Upon logging in, you'll be greeted by a busy dashboard. Use the search bar to type in "new ba," which will bring up the new buyer's agent automation.
Understanding the Automation Setup
This automation is designed to streamline the onboarding process for new buyer's agents in your company. Here’s how it works:
1. Deal Creation: Each new buyer's agent is automatically entered into a sequence where the first step is creating a deal. This deal represents the agent's prospect within your sales pipeline.
2. Pipeline Management: The deal is titled with the contact’s full name and valued at your average inspection fee, typically around $500. The stages within the pipeline help track the progress of this deal, such as "In Contact" and "Follow Up."
3. Assignment and Tracking: Each deal is assigned to a responsible team member. If you’re on the Plus or Professional plan, this step is included in your dashboard.
Automation Sequence
Once a deal is added, it enters the sales funnel:
- Wait Period: After adding the deal, the system waits for a day to avoid overwhelming the new agent with immediate follow-ups.
- Time-Zoned Actions: The automation ensures communication happens during business hours (8 AM to 6 PM) in the agent's time zone.
- Email Communications: After the initial wait, an email is sent to encourage the agent to book a second inspection.
- 60-Day Monitoring: The system then waits for 60 days, tracking if the agent completes a second inspection.
If the agent completes the second inspection within this period, the deal is marked as won, updating the inspection fee value accordingly.
Customization Options
You have the flexibility to tailor this automation:
- Email and SMS: While the default action is sending an email, you can add SMS notifications.
- Task Assignments: You can create tasks such as following the agent on social media, ensuring comprehensive engagement.
Practical Example
To illustrate, let’s say you add yourself to this automation:
1. Activation: Ensure the automation is active and add yourself to it.
2. View Progress: You can view the steps in the automation, skipping actions as needed for testing.
3. Deal Updates: As you proceed, the deal updates in real-time within your CRM, reflecting any completed inspections.
Reporting and Analysis
One of the key benefits of this system is the detailed reporting feature. You can track:
- Sales Performance: View total deal values, average fees, and deal counts over selected time periods.
- Deal Owners: Identify which team members are responsible for successful conversions.
This reporting allows for a clear understanding of your new buyer's agents' performance and the effectiveness of your sales pipeline.
Conclusion
This overview of the new buyer's agent automation should help you get started with our CRM. Remember, you can customize this automation to fit your specific needs. For any questions or further assistance, don’t hesitate to reach out to our support team or explore our help center.