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Ask us Anything | 2025 - September 10

 

Table of Contents

  • Event Recap
  • Key Highlights from the Session
  • Important Links

Ask Us Anything Quick Recap

This month’s Ask Us Anything session dove into major CRM updates, the upcoming Click-to-Call Dialer, and new ways Geek AI (Robin) will help you re-engage leads. The Real Geeks product and training teams walked through live demos, shared best practices, and answered your questions about workflows, opt-outs, and lead prioritization.

From practical follow-up tips to content marketing strategies, the session offered actionable takeaways for any agent looking to work smarter, not harder.

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Key Highlights from the Session

Lead Feed Enhancements

  • View All Follow-Ups: A new button gives you a clear list of all tasks (calls, emails, appointments) and highlights overdue items.

  • More Lead Insights: Soon you’ll see who is online, their last saved search email, and the most recent property they viewed.

  • Snooze Leads: Coming soon — hide leads you’ve recently connected with so they don’t keep resurfacing.

Click-to-Call Dialer (Beta Coming Soon)

  • Call directly from your CRM using your existing Real Geeks number (the same one Robin texts from).

  • Launch calls from the Lead Feed, Leads List, or individual lead pages.

  • Interested in testing? Sign up during the beta and provide feedback to shape the feature.

Geek AI (Robin) Expansions

  • Robin will now engage active leads (favorites, repeat visits, returning site users).

  • Dormant leads will be re-engaged with tailored messaging.

  • Team Controls: Admins will be able to toggle Robin on/off for individual agents.

  • Future Channels: Robin will soon expand beyond text into calls, emails, and even appointment scheduling.

Opt-Outs Explained

  • When a lead replies “STOP,” they’re only opting out of automated texts, not your personal outreach.

  • Use this as an opportunity to call or email with a friendly check-in.

  • You can filter your CRM to view opted-out leads and follow up manually.

Building Urgency & Prioritization

  • Use the Urgency field and Advanced Filters to segment leads by last contact, recent activity, or opt-out status.

  • Best practice: Prioritize leads who are waiting on a reply, then active/high-priority leads, then “slipping away” contacts.

Blogging & Area Pages for SEO

  • Consistent blogging builds trust, boosts SEO, and drives return traffic.

  • Area pages with custom search filters (price ranges, neighborhoods) let you capture niche lead interest.

  • Share these posts/pages in eblasts or on social media to drive leads back to your site.

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Important Links

🤖 Geek AI Overview – Learn how Robin works and what’s changing next

📊 Using CRM Filters – Segment and prioritize your hottest leads

💬 Live Chat Feature – Connect instantly with active site visitors

🔁 Reactive Responses Setup – Automate outreach based on lead behavior

📝 How to Create a Blog Post – Publish content that fuels SEO

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Need More Help?

If you run into any issues or have questions, we’re here for you:

📞 Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)

📧 Email us at support.realgeeks.com

🎓 Explore our Real Geeks University (RGU) video learning center: learn.realgeeks.com

💬 Connect with peers in the Real Geeks Mastermind Community on Facebook: Join here


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