Automate Your Open House Lead System From Start To Finish скачать в хорошем качестве

Automate Your Open House Lead System From Start To Finish

Are you tired of manually entering lead information and forgetting to follow up after an open house? In this workshop, Amy Stack (Regional Tech Trainer for KW Mid-American Region) shows you exactly how to build a fully automated system that captures leads, syncs them to your CRM, and triggers instant communication—all before you even leave the house. What you’ll learn in this video: How to create an instant Open House Sign-In landing page using your KW website. The "Laws of the Database" and why systematic follow-up is non-negotiable. Finding and customizing the "Open House SmartPlan" in the Command library. Setting up Lead Management rules for solo agents and Lead Routing for teams. Using triggers (like Tags) to start automation automatically. Don't let your hard-earned leads go cold. Watch now to maximize your open house opportunities! Chapters 00:00 - Introduction & Meet Amy Stack 02:08 - Objectives: Building an Automated System 02:35 - The Laws of the Database 05:32 - Essential Resources & Playbooks 06:47 - Creating an Open House Sign-In Page 07:57 - Lead Automation Overview 09:50 - In Practice: Finding the Right SmartPlan 11:30 - Bundling SmartPlans for Long-Term Nurture 13:10 - Customizing Your Follow-Up Messages 15:15 - Setting Up Lead Management (Solo Agents) 17:38 - Setting Up Lead Management & Routing (Teams) 19:51 - Pro Tip: Using Email Signatures in Automation 21:20 - Q&A: Required Fields & Facebook Sharing 23:05 - Action Items & Feedback The Contacts, Recruits & Associates used inside of this video are fictional characters using fictional email addresses, phone numbers and mailing addresses. ▼ NEW AROUND HERE? START HERE. Merch & Swag - teespring.com/stores/the-social-stack 66 Day Social Media Challenge - http://bit.ly/2O1Ag9x​​​​​​​ Social Media Strategy - http://bit.ly/30ek8Uw​​​​​​ ▼TOOLS I RECOMMEND: Books and Hardware - https://kit.co/TheSocialStack Products - Share your sites instantly with - Popl: Popl.co - Discount Code THESOCIALSTACK Run your social with - Tassi: bit.ly/StackTassi Video Analytics & Keywords with - VidIQ: bit.ly/StackVidIQ Video Analytics & Keywords with - TubeBuddy: bit.ly/StackTubeBuddy Create video extras with - InVideo: bit.ly/StackInVid Auto edit your mobile videos with - VlogEasy: bit.ly/StackVlogEZ Stream your videos with - Streamyard: bit.ly/StackStreamYard ▼ FOLLOW ME ON SOCIAL Facebook: facebook.com/TheSocialStack Instagram: instagram.com/The.SocialStack​​​​​ Disclaimer: This post contains affiliate links, which means I receive a small commission at no extra cost to you if you make a purchase using these links.