Ryan: We are live on workplace Facebook and I've got Michael VanHal with FollowUpBoss along with Johnny, our sales manager. So you know what I wanted to do today is go through the features of FollowUpBoss. We upgraded FollowUpBoss to their improved platform which gives us a lot of extra features that I think a lot of us may not know about.
We have been ramping up a lot of different things including sending the emails for you guys and newsletter emails. We've got another batch email that's a very short one that's got a lot of responses on it and I wanted Michael to go through the new features to be the best practices and like where to find this low hanging fruit to help you convert your lead. Okay, so one of the things I want to show you guys is in reporting batch emails Okay, one of the things that we do for you, that I think is really important, is, you know, we send out emails for you guys, you know, we have these recent stats, you can see that Kelly has sent all of these on your behalf every month, we asked you to, if you want to send it out yourself, the reason we do that is because you can't get to the screen.
If Kelly sends it out on your behalf, I've talked to Michael. It's of utmost importance that the FollowUpBoss is getting that wish list for me to another so that we can start, you know, Kelly can send on your behalf and you can see the stats yourself, right? But if you look at the open rates here, you know, especially some of these are just one but you know, you've got, you know, a decent amount of open rates on some of these. Some of these are just like small lists and you wait, what I think you'll see is if you have a bunch of contacts in here that don't know you like you and trust you, the open rates are gonna plummet.
But you've got 30, 25, 44, 55, 37, 37. What's important here is not that they click on every single one of these, but that they're looking at this, they're seeing your face. Okay. And then what we have here is we've got lead capture homes under 400 homes with pools, what's my home worth? We're doing this for you every single month, and you're going to be able to now question Would they be able to see what they see? You won't be able to see what they see unless they come in and register on the site. Is that correct?
Michael: If they click on a link in one of those emails, you will see everything that they are doing and that
Ryan: Even if they were entered manually,
Michael: Going to capture their IP address. Yeah.
Ryan: Nice. Okay, so that's really important. So if you see someone that looked at, you know, recent activity here, okay, but then they also looked at us and they looked at your profile, man, that's someone that's probably very interested in working with you. Another thing that we did is that we're going to continue to do is we're going to be putting out emails like this. Okay, so Tim sent this one out. I talked with him this morning. He had a 34% open rate this was sent five hours ago, okay, look, and I'm going to show you what this email says, Okay. Oh, it's not being shared,bad. But basically, let's see, if we
Michael: Click on View email at the top right screen.
Ryan: It's hard to believe it's been over 10 weeks since quarantine started. I just wanted to check in and see how you're holding up. We're getting a lot of questions lately about real estate. Do you have any, okay, guys, we got this from Amy Youngren and her team at North group. So thanks to her for providing that. Five hours ago, Tim got five responses from that email. One of them was a lady he's never spoken to, that he's going to be showing property to. So like, I mean, we are constantly trying to provide you guys with value so that you can convert more leads without doing less work. And we're going to continue to do that for you. In fact, if we didn't, if everyone does not send this out on their own, we're going to send out on your behalf. So if you don't want to send out please tell me but we're going to send this out on your behalf because it's such a game changer. Right? And we're gonna continue to do that. I'm going to stop the share and turn it back over to you Michael, do you have some other stuff you want to go over?
Michael: Yeah, well, I'm gonna piggyback off of that because you know, take a step back here, you're providing these emails. That if anyone clicks on those emails, they go straight to your website, their website activity is being tracked. And it's going to be tracked right here, too. So you're sending people to the website, I can see there are a couple of people that are online right now. There's this green dot, they are on the website right now. It's a perfect time to reach out. So this is updating as you can see, in real time as people are going on the website. This will be here as they click on those emails. And you'll be able to start seeing what they are interested in? And most importantly, make those connections as soon as you can.
When you're talking about low hanging fruit, I mean, this is as low as it can get. And you know, you've got a very easy way to make sure that you are reaching out exactly when you should. I'd like to also just kind of take a moment to talk about your sphere and your, your past clients as well. Because these are I mean, we call them the diamonds in the database, but I it's so rare that you connect with them in a very clear and concise and easy way. So I'm just going to go to Rip VanWinkle and I'm going to do just one thing here. I may know that this person's birthday. I'm just going to see his birthday here. somewhere. We've got a bit here. There it is, is on let's just say June. Let's go June 23. So I'm going to go back to the people screen here. And what I'm going to do is I'm just going to search for all of the people who have a birthday in the next, let's just say 30 days. And I'm seeing a bunch of people here. I can save this list by the way, and just say I want to, you know, make sure that I'm I'll just go ahead and do this. birthdays coming up. And this is a list that I can check, do exactly the same thing that I just did. And hey, Rip VanWinkle has a birthday coming up, I'm going to schedule an email to be sent. So I'm going to go right here, click on this schedule email.
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I actually probably want to put something in first.
Happy birthday, blah blah.
You can use templates By the way, if you've created an email template that you want to send, and I'm just going to schedule this to be sent out on their birthday.
Ryan: Nice. We had a process to add birthdays and Transactify, are we still doing that Johnny?
Johnny: I don't know if it's required.
Johnny: But I know it's a field we ask.
Ryan: Yeah okay.
Michael: Yeah. I mean, if you have that information, it's a great way to add value. And you can guarantee that it's something that not a lot of agents are doing. So I go here and I immediately say, oh, I've got that birthday email scheduled out, and I may want to give them a call at that time as well. I might just set a task for myself. Call for a birthday. 23rd and there we go.
So you know, there's a lot of have like functionality here. If you own this, if you come in here and you know decide, hey, I'm going to make this my own, I'm going to make sure that I'm checking on the people who are active on the website. I'm reaching out to my leads reaching out to my hot prospects. You can make this your own and make sure that absolutely no one falls through the cracks.
Ryan: Awesome. Johnny, do you have anything you want to add to this?
Johnny: Uh, I don't think so. No.
Ryan: And then do you want one thing I want to show, Michael is if you can look at the reporting stage right there. And then I'm sorry, the deal stage right. Now, this is not accurate at all, because we have not been activating the stage is part of this. And don't think you have a user selected. Maybe select everyone. We're doing it a little bit, but like, you know, we need to make sure that we're doing the deals on here. And also not doing the stages on here, because that's what activates this tab. So it's really important for you to do that. And plus FollowUpBoss is about to come out with more automation, which will include if you tell us about that, Michael?
Michael: Yeah. So it's essentially going to be if you know, put them into the offer stage or the pending stage, you'll be able to have this certain we call them action plans, Action Plan runs that gives you or other people certain tasks. So you could essentially have like a checklist for each one of these stages. And make sure that hey, if they go into the pending stage, here are the few things that we need to do.
Ryan: Cool. Well, that's all we have for today. And I thank you so much Michael for doing this if you wouldn't mind, please share those actions. The list with everyone and then everyone goes into the Manage list and put those tabs at the top of your list because I think that they're more important than anything else. I'm going to continue to keep our training on this we're going to continue to provide relevant emails to help you convert and and you know, basically just our goal here is to help you as much as possible. We're trying to create, we have technology and the big buzzword in real estate is technology. Okay, everyone has technology, it's overplayed. What we're looking for is automation. And that's what we're trying to provide you. Automation is the thing that goes with technology that helps you convert more right but it does require some work on your part. So we'll continue to innovate and will continue to provide services value, technology and automation. You just got to keep up with us and do the task and we'll make it easier for you, I promise. All right, guys. Thanks a lot.
Johnny: Cool. Thanks, Michael.
Michael: Yep. Thank you.
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