Maximizing Lead Engagement: Video Messaging, Workflows, and CRM Best Practices
Session Recap
In this month’s Ask Us Anything session, Crystal, Chuck, and Michael provided Real Geeks users with expert insights, practical tips, and upcoming platform updates. This interactive session covered essential topics, including video messaging strategies, buyer agent compensation updates, and the latest CRM enhancements.
Michael leads a deep dive into video messaging, demonstrating how agents can use Real Geeks’ built-in tools to send personalized video texts and emails. He showcased the benefits of engaging leads with face-to-face interactions and provided practical examples of video messaging for lead nurturing.
Chuck provided insights into the upcoming buyer agent compensation changes, walking through how agents can create and customize content pages on their Real Geeks websites to stay compliant. He also introduced the new SkySlope integration, which enables seamless buyer agreement management at no extra cost.
The team also introduced Real Geeks University, a powerful learning hub featuring expert-led training courses on lead engagement, website management, and CRM best practices. Users were encouraged to set up their accounts and explore the platform’s wealth of resources.
Finally, Chuck teased some major workflow and CRM template updates, set to launch at the end of August, which will provide an improved interface and automation capabilities.
Important Links
✅ Real Geeks University – Access expert-led courses on CRM, lead engagement, and website management.
🎥 Video Messaging in Real Geeks – Learn how to personalize lead communication with video texts and emails.
📑 Buyer Agent Compensation Page Guide – Step-by-step instructions to create a compensation disclosure page.
📝 SkySlope Integration – Send and manage buyer agreements directly from Real Geeks.
📱 MoveTo Mobile App – Help your clients search homes on your branded real estate app.