Staying organized with your leads is an essential part of seeing more conversion with your Real Geeks system.
Here's how you can stay more engaged with your contacts using the tools available in your Lead Manager!
Getting Started - What Tools to Use
Access your contact's profile page, located in your CRM. This is found by going to leads.realgeeks.com/leads 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 |
Label your Leads
Identify leads using basic characteristics or details you pick up on as your relationship with your clients develop.
- Establish a hierarchy in your lead follow up by identifying contacts that you'd like to speak with on a regular basis
- Develop a strategy to stay connected with your long-term clients over time. These are contacts that will need more time before they'll need a professional agent's services.
Label Choices
Organize your leads based on their reason for using your website
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.
Establish what stage in the Lead Pipeline your lead falls under.
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
Lead Timeframe:
Establish a range of time when a lead will be needing your Real Estate expertise.
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 looking to move in 2 years, does not require your services in the immediate moment. However, there will be other leads that will need agent assistance within months or even weeks!
This information can help you prioritize contacts through your CRM.
Establish how "urgently" your leads need your services or more personal attention.
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.
Filtering Your Lead Database
After Labeling your leads, use your CRM to identify all leads that share the same label.
- Examples:
- Target your buyers in the CRM to efficiently share buying resources using our eBlast (Mass Emailing) tool
- Identify your Sellers to subscribe them to a seller-based Workflow-Drip campaign
- Engage with "Hot" contacts. These are leads who needs an agent right away, and generally require more daily attention in order to convert these clients.
Real-Geeks Recommended Filters
Agent-crafted filters designed to encourage stronger consistency within your CRM (here). Follow the prompted steps to develop these filters
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:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Type
- Click the Blank dropdown menu
- Select Buyer
- Click Apply Filter
Click Save Filters to save your filter to be used again.
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:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Type
- Click the Blank dropdown menu
- Select Seller
- Click Apply Filter
Click Save Filters to save your filter to be used again.
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:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Urgency
- Click the Select... dropdown menu
- Select Fire (daily)
- Click Apply Filter
Click Save Filters to save your filter to be used again.
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:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Urgency
- Click the Select... dropdown menu
- Select Hot (Weekly)
- 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:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Urgency
- Click the Select... dropdown menu
- Select Warm (Monthly)
- Click Apply Filter
Click Save Filters to save your filter to be used again.
Quarterly Follow Up List
Clients who repeatedly ignore communication attempts, have told you they're "just "browsing".
Requirements:
Mark your lead's Urgency as Long Term (Quarterly)
How to Create Filter:
- Go to your Real Geeks leads page (click here)
- click +AddNew
- Click the Address dropdown menu
- Select Urgency
- Click the Select... dropdown menu
- Select Long Term (Quarterly)
- Click Apply Filter
Click Save Filters to save your filter to be used again
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.
Customize Your CRM
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!