Streamline your lead management system workflow for Public Relations

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if you are a real estate agent and you are confused about so many of these acronyms and terminologies around crms workflow systems and process and you just want to get down to the basics and have someone explain all of this to you I'm here for you I have a whole series that I'm doing on explaining and walking you through what a CRM is how it going to help you with your business how it can help you and what is it that in your business that you can automate and how can you make your life a lot easier in terms of operationally the things that you do in your business how can you pull out certain task and and figure out how you can make them easier making you a little bit more productive and efficiency and finding that efficiency in your workflow today I want to walk you through this is part three I want to give you a sample example workflow of what it's like for a lead to come into your database and and how you can leverage a system like KV core in order to to to for better conversion to to make sure that this is how the lead generation system and process would look like I know in my part one I talked about what a CRM is make sure you go watch that I'll make sure to leave it as a link in in the description below and then part two I talked about CRM systems and process what I mean by processes and procedures and systems make sure you watch that so this one is part three I'm going to now apply it to to capturing leads and Lead generations and and asking questions for your business in a moment and I'm going to zoom into that image and kind of walk you through a workflow so you can make one for yourself so going from lead generations to conversion and making sure you're closing that deal uh my name is Tamila Ram I'm a real estate agent with the XP realt brokage I am also a KB corpier coach with inside real estate if this is your first time coming to my YouTube channel make sure you hit that subscribe button so you get informed of more content that I produce and you can get stay up to date with all of this new series of content that I'll be publishing and also if you want to work with me partner with me if you're looking to kind of upgrade your business and you're looking for new brokerage please uh check out the description below click on that link and book a call with me help me to explain anything you have any questions you may have about exp realy our wonderful virtual brokerage or about partnering with me and all of our training and resources I'll be literally sharing my screen and walking you through everything so happy to do that so connect with me so let's get started I'm going to just zoom into this so that you can kind of see and ask these questions for yourself and your business as well so now that you have a a system in place for your business you have some process you kind of understand how you are going to to to how are you going to run your business and and how you going to leverage your CRM for your business you also want to think about this is the one of the biggest mistake a lot of real estate agents make is that they do all these marketing and and and prospecting and all this good stuff but they're not capturing the actual leads and the traffic that they're driving to their amazing content so here is just a quick workflow and some questions you want to ask for yourself in business okay so who is my audience like who are my audience where are they coming from and and what is my lead generation strategy like how am I going to generate all of these tracking and tracking the traffic and turn them into leads in your database and so what are the messaging I'm going to use what is my method am I going to call called and door knock and prospect that way or am I going to run a Facebook ad and generate leads that way and and and then what kind of promotions am I going to do what and you know am I going to run events in my in my community centers and schools how will I promote it will I do Facebook event page will I do Eventbrite what kind of messaging again what kind of media and images will I use in order to attract these these this this clients these audience that are traffic that I want them to tune into my content because every content can attract different audience group and what channel will I use will you use YouTube will you use Instagram Facebook maybe a combination of couple of different different of those tools and platform and it's great now you know who they are where they are and how you might attract them but how will you actually capture them because once you attract them to your content is one thing it's great to get likes on your Instagram but how do you make sure you know who they are how you can apply a name a contact so you can reach out to them so that you can build on that relationship a little bit more deeper instead of leaving them a little bit colder so all these Instagram and Facebook and YouTube views and followers and likes how do you turn them into an actual contact information how will you capture this lead will you use a landing page will you use a squeeze page will you use a text and call capture what is it going to be are you going to drive them to a direct link to your Facebook so that there's that there's that lead capture form how will they how will you track where they're coming from how will you track their their contact information so these are questions you want to ask your business and and how will I know if they're a potential buyer or a seller what information are they coming from and what are they looking at how will I categorize them and which is why I I love this part of it and I talk about it in all my training and I make sure to tell everybody I love this so much is because because this is how you you could have as many contacts in your database as possible but if you're not or if not if they're not organized then you won't know how you could be a better service to them and what kind of content to to to send to them because if you're individually looking at every single contacts especially when you're when you're looking at them at an overview it's going to be exhausting especially if you have 500,000 contacts how do you group them so that you can streamline your communication a little bit so it's going to help you automate and make things a little bit easier for you so allowing what are your hashtags what kind of naming conventions are you going to use to group them you know where are they coming from who are they like are you they a buyer a seller they come from an event and and what kind of smart campaigns how are you going to follow up with them what kind of a a drip campaign are you going to apply to them how will you track where these leads are coming from are they and how will you where are they in their Journey are they a new lead who just happen to come into your database are they slowly responding to you they getting familiar with who you are are they do they tell you they're looking to buy the next three to six months are they a hot a warm lead you could start to start to organize them a little bit using safe filters Etc and leveraging your CRM but once you learn and understand what you workflow is you can apply it again you can leverage a tool like a CRM that's why I'm really getting down to the basics and strategies because this going to help you kind of kind of looking at the skeleton of the body like the X-ray of your business to see in order for you to add all the layers how how could I get to the basics and then of course now that you have the lead you've captured them they're organized now you can do better followup you can make sure that your smart campaigns are adequate are are the right campaigns for the the right AUD audience group they you know your touch points you know when they are you can add an actual task for yourself to tell yourself hey call this person at this time because they said they're going to buy in the next three to six months so I'm G to call them in the next month and a half I'm going to track it like this I'm going to go back and DM them here I'm going to pick up the call here I'm going to send a voicemail drop here Etc whatever it may be again I don't want to overwhel you here because this is again I want to keep this very basic because you're thinking about what are my lead generation who are my audience how am I again going to the basics of how am I going to reach out to them using what channel what messaging and then when they do come to my channel when they come to my content and they interact with my engage with my content how will I capture them and then build on that relationship and and build a meaningful relationship remember at the end of the day you're going to see these people in person you're going to go show them properties you're going to close on that deal you're going to sit in front of them at the closing table whether it be at your title company whether it be it it with your lawyer whether it may be with your mortgage agent whomever it may be whether it be in the US or Canada right and then how are you going to continue to build on that relationship so you know who they are and then again turn them into a potential referral party I hope this is helpful for you and kind of really getting down to the basics and and walking you I want to walk you through really the simple strategies again I hope you found this helpful give it a thumbs up if you're looking to work with me partner with me at exp realy all the information is in the description below click on that link and book a call I'll be happy to meet with you I'll see you next time