Real Geeks 101: Identify Leads Faster with Organization

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Staying organized with your leads is an essential part of seeing more conversion with your Real Geeks system. 

When your leads are organized, accessing or identifying a potential lead can occur much sooner. 

By knowing what stage of the buying or process your leads are in, or what their general timeframe for moving might be, can help you establish a plan to follow up with your leads on a more efficient basis.

 

Table of Contents

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Getting Started - What Tools to Use

You can quickly and easily access your lead's information page located in your CRM. This is found by going to leads.realgeeks.com and clicking the name of your target lead. 

 

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click your lead's name to view additional lead details and website history

 

Highlight Your Leads

Using the available lead labels located in your CRM, you can highlight important details regarding your lead's search preferences, their availability, and a general timeframe for buying or selling can help you establish a follow up plan to engage your lead to help you efficiently convert more business. 

 

Label Your Leads by...

Type Status Timeframe Urgency Assigned Agent

 

Lead Type:

Organize your leads based on their reason for using your website

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Use the Type field to:

Understand which leads are wanting to Buy, Sell, or Rent in the near future. This field can also identify if the lead is a personal connection or if you wanted to include referral agents in your CRM. 

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Lead Status:

Establish what stage in the Lead Pipeline your lead falls under. 

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Use the Status field to:

Internally log your lead's current "Status" (or stage) in your personal lead pipeline.

For Example:

Moving your lead from a "nurture" status  (i.e: frequently sending properties that they might like, providing expert market knowledge, communicating often, etc...) into physically touring listings together can help you understand which leads need more focus and attention. 

This client can (internally, for your own reference) be moved from the "Nurture" Status → "Appointment Set" Status

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update your lead's label options instantly

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Lead Timeframe:

Establish a range of time when a lead will be needing your Real Estate expertise.

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Use the Timeframe field to:

Establish a general time range when the client would potentially need your services. Knowing this can help you prioritize your database. 

For Example:

A Lead that is not looking to move until a year from now does not require your services in the immediate moment, freeing up more time to engage leads with a closer timeframe.

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Lead Urgency:

Establish how "urgently" your leads need your services or more personal attention.

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Use the Urgency field to:

Establish consistency in your day-to-day follow up by developing a "hierarchy" of leads that need your focus. Place more focus on leads that have a better chance of converting, and prevent time from being wasted attempting to convert clients that aren't ready just yet.

Reach out to a contact on a more frequent basis based on your lead's urgency to move. You can reference your lead's Status and Timeframe fields to help you establish a follow up plan that can be marked under Urgency.

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Assigned Agent:

Establish the agent assigned to a particular lead

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Use the Agent field to:

Assign leads to specific users in your Lead Manager. Your agents can have their own login access to an account on the Real Geeks CRM. 

CLICK HERE to learn more about how to add agents to the Real Geeks CRM and assign leads to your team

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Filtering Your Lead Database

Access multiple leads at once based on the lead label options explained above (click here to review), or based on specific website or lead activity.

Below is a list of filters we highly recommend to help you build consistency in your database follow up, as well as an explanation of its purpose and how to create this filter for yourself:

Buyers Sellers

Daily
Reach-Out

 

Weekly
Follow Up

  Monthly Follow Up   Quarterly Follow Up   Save Property Alerts

 

Buyer Leads

Access a list of the leads interested in buying a property

Requirements:

Mark your lead's Type as Buyer

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Type
  5. Click the Blank dropdown menu
  6. Select Buyer
  7. Click Apply Filter

Click Save Filters to save your filter to be used again.

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Seller Leads

Access a list of the leads interested in selling their property with you

Requirements:

Mark your lead's Type as Seller

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Type
  5. Click the Blank dropdown menu
  6. Select Seller
  7. Click Apply Filter

Click Save Filters to save your filter to be used again.

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Daily Reach-Out List

Access a list of your primary focus leads that you should speak with daily. These are contacts that you expect to convert into a client soon

Requirements:

Mark your lead's Urgency as Fire (Daily)

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Urgency
  5. Click the Select... dropdown menu
  6. Select Fire (daily) 
  7. Click Apply Filter

Click Save Filters to save your filter to be used again.

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Weekly Follow Up List

Leads that are still "on-the-fence" regarding a real estate decision, however they may be leads you could still convert into a client with a consistent follow up strategy. 

Requirements:

Mark your lead's Urgency as Hot (Weekly)

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Urgency
  5. Click the Select... dropdown menu
  6. Select Hot (Weekly) 
  7. Click Apply Filter

Click Save Filters to save your filter to be used again.

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Monthly Follow Up List

a monthly contact list to display leads that are "just browsing" or don't need any immediate action

These are generally more "hands off" leads that could potentially grow into a client

Requirements:

Mark your lead's Urgency as Warm (Monthly)

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Urgency
  5. Click the Select... dropdown menu
  6. Select Warm (Monthly)
  7. Click Apply Filter

Click Save Filters to save your filter to be used again.

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Quarterly Follow Up List

Clients who repeatedly ignore communication attempts, have told you they're "just "browsing" 

No need to waste too much follow up time with these contacts, as they do not need your services. 

Requirements:

Mark your lead's Urgency as Long Term (Quarterly)

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Urgency
  5. Click the Select... dropdown menu
  6. Select Long Term (Quarterly)
  7. Click Apply Filter

Click Save Filters to save your filter to be used again

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THE BEST WAY TO HANDLE THESE LEADS:

Save a property search to update these contacts on a frequent basis to keep them engaged on your website for a long-term lead conversion plan. 

To learn more about saving these property alert emails for leads, click here.

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Need to Save Property Alerts

This filter shows you a list of leads in your database who are currently NOT receiving automated listing emails from you. The goal of this list is to make sure every single lead in your database has been set up to receive some automation. 

Focus on getting your leads set up with Property Update emails so they receive passive follow ups every day with new updates for properties in the areas they want to view. This will require you to log in as the lead and save a new property search. CLICK HERE for step-by-step instructions for performing this action.

Requirements:

None

How to Create Filter:

  1. Go to your Real Geeks leads page (click here)
  2. click +Add New
  3. Click the Address dropdown menu
  4. Select Last email update
  5. Click the is on dropdown menu (located in the middle)
  6. Select is never
  7. Click Apply Filter

Click Save Filters to save your filter to be used again

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QUICK TIP: Use our eBlast Template to Introduce your leads with a pre-loaded message that you can upgrade, or use "out-of-the-box"! CLICK HERE to find where to send our pre-written email.

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Customize Your Organization

Develop your own internal labels that you and your team can use to keep yourselves organized. Visit your Lead Manager's CUSTOMIZE page to begin adjusting or creating your own labels for yourself and your team!

CLICK HERE to check out our training on how to update this for yourself!

 

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