A Step-by-Step Guide
Part 1:
Customers, Clients and Contacts
Introduction
Contacts
Upload your contacts
Managing Your Customer List
Recording Notes with Speech to Text
Leads
Lead Processing
Growing Your Database
Part 2:
Putting Your Database to Work
Campaigns
Follow-up Campaigns and Action Plans
https://www.team-masiello.com/post/using-and-creating-follow-up-plans
The “My Customer for Life” Campaign (The system learns your client’s behavior based on which types of articles they click on, so that in the future, only the type of content they’re interested in will be sent!)
Chaining Campaigns
When one campaign reaches its end, those clients are automatically added to another campaign
(Note: this video is about SMS/Text Messaging - skip ahead to the 9 minute mark to learn about Chaining Campaigns)
E-Cards and Flyers
SMS/Text Messaging (1-on-1 and in bulk)
Part 3:
Working with Clients and Listings
Working with Your Listings
Managing Your Listings
Managing Sold Listings
Adding and Editing Listing Media
Adding Matterport Tours
Working with Buyer Clients
Saved Searches
Market Watch Reports
Read: https://www.team-masiello.com/post/printable-market-watch-reports
Working with Seller Clients
Configuring Seller Reports
AVM Reports
Reverse Prospecting
Part 4:
Automation and Tools
Social Media Posting Tools
Automate posting of New Listings, Sold Listings, Price Changes, Open Houses, Reviews, Lifestyle Articles and more
Open House Connector
Email Blasts
-
Using Existing Content:
Watch: https://www.loom.com/share/d51239ad59d94fc69a7067a927c295ab
-
Embedding Listings and Reviews in Mass Emails
Part 5:
Your Agent Website
Understanding Your Agent Website
DriveTime Search and other map search functions
Watch: https://www.loom.com/share/e801629780f5446abb99af5991152115
Searching for Town Statistics
Watch: https://www.loom.com/share/c3bbae0fa10f48efaf2ed12cefcf1779
Driving Traffic to Your Site
Your Parsing Email
Watch: https://www.loom.com/share/74194f40651f45c89ee2ffbe21aeef21
Creating Custom Pages with Dynamic Market Stats
Creating Market Landing Pages
Customizing Your Website
Visit: https://www.team-masiello.com/post/customizing-your-websites-with-kasey-levesque
https://www.team-masiello.com/post/advanced-website-customization-with-kasey-levesque
Adding Company Pages to Your Agent Website
Watch: https://www.loom.com/share/415256c93f554623b14606162334a4e0
Adding the Facebook Messenger Widget (similar to Live Chat)
Visit https://www.team-masiello.com/post/adding-fb-messenger-to-your-website
Part 6:
Your Blog
Working with Your Blog
Adding company blog posts to your blog
https://www.loom.com/share/e9bf77edddfd4214bef31322a6af0233
Sharing Blog posts automatically to Facebook
https://www.loom.com/share/764d479127bb47cda9e5bb014d189a04
Content to post on your blog
From e-blasts:
https://www.loom.com/share/62a204049e9b4141a3b9d79a26b08063
From MCFL
https://www.loom.com/share/7131e483412a40719349d8013a3a0d2b
From feeds
Finding a Blog’s feed: https://www.loom.com/share/c43b56ee945b4ef6b1d021f9d190a007
Adding the blog feed to your website: https://www.loom.com/share/627d0608804d4be685ce161331acade4
Part 7:
Advanced Features
and Tools
Pipeline Manager (coming soon!)
How to Save Customer Transactions
Ad Wizard
Accessing the Payment Portal
Virtual Showings
Watch: https://www.loom.com/share/6cdffd67032f4b59a6269ac851cb86b4
Virtual Open Houses
Watch: https://www.loom.com/share/1344a7a05d0342149a25dcd9a8489a4a