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CONVERT YOUR LEADS FASTER Proven Ways to Use Your CRM to Turn Leads Into Clients

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CONVERT YOUR LEADS FASTERProven Ways to Use Your CRM to Turn Leads Into Clients

Total Expert, Inc – Quick Overview

Founded in 2012, currently helping 500+ agents in nine states earn over $20,000,000 in commissions and rapidly growing.

All-in-one, fully-compliant web platform giving real estate professionals everything needed to grow and manage their business online, saving them both time and money.

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www.TotalExpertInc.comFacebook.com/TotalExpertInc

@TotalExpertInc

Who We Are

Convert Your Leads Faster

Joe Welu CEO , Total Expert Inc [email protected]

• Co-Founder of a Top-Producing Real Estate Team with $40-50M in annual sales production

• Marketing and International Business & Sales Experience and Education

• Strategic Thinker, Implementation Expert, and Technology Entrepreneur

• Real Estate Technology Mentor, Coach and Instructor

Convert Your Leads Faster

If all your leads were being tracked in one place (including online, open house, sign calls, etc)…

Would your conversion rate improve?

Convert Your Leads Faster

If you were sending relevant, personalized and consistent messages to your leads…

Would your conversion rate improve?

Convert Your Leads Faster

What we are covering today: Why your CRM is one of your most

valuable tools in converting clients.

How to use the features of your CRM to build top-of-mind awareness for the busy season.

How to use your CRM to automate your communication the right way and save you time and energy.

Convert Your Leads Faster

Issues and Challenges: The way people make purchasing

decisions has changed over the years.

Keeping organized is challenging with leads coming from multiple sources within a Real Estate team.

Agent’s time is a valuable commodity and cannot be wasted.

The misunderstanding that automation is impersonal and difficult to pull off.

Convert Your Leads Faster

The Solution: A CRM that can gather leads from

multiple sources and organize them.

A CRM that allows Real Estate teams and lending partners to coordinate and track the client activity and communication.

Simple and personal email campaigns that engage your clients and move them through the pipeline.

Total Expert TE Realtor & Lender Pro

Convert Your Leads Faster

The way purchase decisions are made has changed…

Relationships. Trust. Confidence.

Convert Your Leads Faster

Knowing your Pipeline.

Decision

Engagement

Awareness

Convert Your Leads Faster

Turning your Leads to Clients.

Gathering Leads is the beginning. This happens through your marketing.

Website/Blog/Social Media 3rd Party Sites (Zillow, Trulia, etc) Open Houses/Events People you meet day-to-day

Coffee shop Kid’s sporting events

Capture their email address. A good CRM will be able to capture

leads on a mobile phone.

Gather Tour Leads.

Convert Your Leads Faster

Turning your Leads to Clients.

Initial contact is crucial. The most important thing you can do is call

them as soon as a new lead comes in.

When Leads register on your site they are in the mood to buy or get info. Call them. The odds of contacting a lead if called in 5

minutes are 100 times higher versus 30 minutes.

Gather as much background information about your lead. Enter it into your CRM.

Contact Your Leads.

Source: 2012 Dr. James Oldroyd and InsideSales.com

Convert Your Leads Faster

Turning your Leads to Clients.

Gather as much info you can about your leads. Contact info Business/Company/Employer Special notes: Spouse, kids, pets (helps

add personal touch)

Track their activity on your website Search History Avg. Search Price Last Visit

Know Your Leads.

Convert Your Leads Faster

Turning your Leads to Clients.

Focus on the Prospects. Turn prospects into clients with regular

communication.

Personal engagement. Add your Leads to drip campaigns and let

your CRM do the work for you.

People move every 7-8 years. Remain top-of-mind with regular

communication.

Move Your Leads.

Convert Your Leads Faster

Turning your Leads to Clients.

Personal communication will keep you top of mind when they are ready to commit to an agent. Gain Trust. Build Confidence. Build Relationships.

Sales cycles are different for each person. Making initial contact can gauge

readiness to buy.

Close Your Leads.

Convert Your Leads Faster

Case Study: Day 1: Agent alerted of new lead.

Within 1 hour Agent calls lead, leaves message.

Agent Assigns drip campaign in CRM.

Day 1: First Drip Email sent. Day 2: Second Drip Email sent. Day 3: Lead Responds to second

email and sets up a meeting. Agent learns via email that Lead is ready

to purchase within 2-4 weeks.

Lead to Client in 3 days.

Contact them ASAP.

Convert Your Leads Faster

Case Study Review: Why did it work?

Agent had a CRM collecting leads from multiple sources (website, Zillow, etc)

The CRM sent an alert of a new lead to a mobile phone.

The Agent reached out to the lead immediately and then assigned a drip campaign.

The CRM did the hard part, the agent just had to be ready to respond.

Let the CRM work.

Convert Your Leads Faster

Your CRM Should…

Collect leads from multiple source.

Gather all pertinent information about lead and ability to add notes.

Track lead activity and score leads based on activity.

Easily send communications, add drip campaigns or property alerts to lead records.

What Qualifies Your CRM?

Convert Your Leads Faster

The Automation Myth.

Automation doesn’t have to sound robotic or impersonal. Within your CRM you should build emails

and campaigns that sound like you. Brand them in your voice.

Automation should not be hard to set up. Automation is meant to save you time

and energy.

Automation is Your Friend

Convert Your Leads Faster

What we’ve found works.

Monitoring your CRM activity closely.

Assigning leads and tasks.

Personalizing drip communication.

Understanding your reporting.

Consistently communicating.

Tricks of the Trade.

Convert Your Leads Faster

Do it with Total Expert CRM.

Convert Your Leads Faster

Summary: The Keys To Success Gather Leads from multiple sources into one CRM.

Understand your leads and their needs.

Contact Leads ASAP.

Allow your CRM to do the communicating.

Don’t fear automation.

Have the right tools.

Convert Your Leads Faster

What Questions Can I Answer?

www.TotalExpertInc.com

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