Byline Speaker Agreement Template – BaseCRM Version Made Easy

Byline speaker agreement template basecrm version

[Music] hey this is Jaime with echo real estate advisors today we're looking at drip campaigns what they are and most importantly how to use them in our business so let's just dive in now drip campaigns what are they drip campaigns are anything that is either an email text phone any form of communication that you can think of that is sent out in a sequence as you're taking a customer or a potential customer or potential client down the funnel that you will have created for your sales process so if you realize so if you're a real estate agent you're looking at that client that showed interest in when any one of your listings or wanted one of your ads where you're coaching them along and really getting them to know you're getting them to like you and ultimately use you down that sells track so drip campaigns is nothing more than a sequence form of communication again it can manifest itself in an email it can manifest itself as a text as a phone call in person so as you think any type of relationship would that be from a client or a customer perspective any type of relationship is a drip campaign it's just manifested in a in a different way this particular video is going to show you how to do that via text and email so you're gonna have a thorough understanding of how to actually implement it into your business so who since you can in a lot of people use drip campaigns as a automated in an automated sense every time that people are talking about will just put them on their your drip put them on your drip they're simply saying hey put them in an automated sequence that you don't have to do the send outs manually so in theory in actuality I guess you can do a drip campaign manually or automated but what makes most sense and what's commonly referred to is the automated version so that's what we're going to do as it's not going to provide you too much value to give you a manual way of doing it because everyone does it differently and really there's no not not as much scalability when you're talking about seeing sending emails to clients that are different different that are different at different points in their cells journey or in their potential client journey with you so we're gonna do the automated version and how you make a drip can campaign automated you're looking at CRM you're looking at emails you're looking at text you're looking at web-based integrators so CRM customer relationship managers those commonly have an email functionality to it or a text functionality to it or you have email autoresponders that that's all they do so when I say that I'm talking about constant contact eye contact active campaign MailChimp those are the email autoresponders and then you have some companies that are only dedicated to text campaigns that send text to phone numbers that you that you program into the into into the system and it goes out and when we're talking about web-based integrators I'm talking about the Xavier's of the work of the world which take a an action from some software some online platform and then it causes another action from from another software so a clear example would be when you get a facebook lead into your account man or your ads manager on Facebook it you use you use ap er to connect it with any form of CRM or any email autoresponder or text autoresponder that doesn't have a direct integration with Facebook and for the sake of our example today we're gonna use Lyon desk and I have a 30 day email trip buyer campaign that you that you're gonna find right on the description below so what you're seeing that what you're about to see now in when it comes to a 30 day email text buyer drip you do have access to that in the description below and we're gonna we're gonna do the example on Lion desk lion desk is a crm that I that I use and the reason that reason that I like it is because it's not very expensive you are looking at $25 a month it does email and it does text auto respond to respond so I don't need a CRM and then an independent software like Aweber or active campaign or any email autoresponder and then a text autoresponder on top of that I have one cost and it serves the functionality of so much other just have so much more functionality said that wrong so let's jump over to Lion desk alright so those that are familiar with Lion desk you know what it looks like we're not this isn't a lion desk tutorial per se this is just a system to show you the practical way that people are using them yet because again to go back to the earliest point that I made a lot of people take that for granted just say hey put that on that drip campaign well there's that actual actual functionality of how do I do that how is that done so all of the software's are different so if you have a weber if you have constant contact if you have eye contact there are going to perform the same function except they're gonna be different in how you do the setting up of that so you setting up of that function so with this what you need is a message which is over here on the PDF again this is on the description below just click on it and download it and it's all yours and it's a buyer drip sequence so it's a bard drip campaign that includes emails and text so this essentially all the things that we put here all the things that are on here that are labeled exactly the day exactly the number of emails that have been sent and exactly the day for that text all you need to do is copy and paste and I'll show you the first two so you get familiar with it again if you don't have Lyon desk then you're gonna be doing it a little bit differently depending on which either CRM that has an email autoresponder or email autoresponder that you already have that's where you're going to be using I just want to show you the practical way of doing it and the very I mean it's very simple so we're just gonna dive in we're gonna add a folder and we're gonna put a test buyer drip campaign short test 30-day buyer trip campaign so I added a folder and this is more for organizational purposes there it is gonna click on templates template and you're gonna see that there is not a template there but at this point what you're gonna do is create a create an email template provide a short description you're gonna go over to the PDF I'm gonna be that so you want to put the qualifier typically what I do is I put if it's a buyer can't type of campaign I call that out at the very beginning if it's a seller I call that out again at the very beginning because that there's two journeys you're either a buyer or you're a seller or you're an investor sure there's more but maybe you're a buyer or seller for our purposes the naming convention doesn't matter that's whatever system that you use is the one that you're going to use and then with the subject line you're gonna go over here and we're gonna do thank you and the reason that we're going straight off with a thank you is this is an online League if you did not source this lead be an online platform or if you receive the lead from some other mechanism then this first email may not be prudent or you may need to adjust it a little bit again the assumption being made with this buyer drip campaign is that it's in online leave so just copy and paste the thank you and then we go into whatever is in brackets it's whatever's in brackets it's for you to add so it's for you to customize okay all right name you have you I hope your I'm sorry name we want their names so with line desk what you're gonna do is click here which essentially is the as soon as you get the lead you're gonna have their contact information on here if you're looking on if you want to see how to do an automation from facebook from Facebook lead over to the lion desk there's another video on this channel that I'll show you how that happens so excuse me from an made it standpoint you're looking at creating the Facebook your create your creating the Facebook lead and it's gonna go over to your line desk in an automated way line desk has a direct link so you don't need say beer at this point to create that before you did but not at this point so it's good the lead is gonna go over to your Lyon desk it's going to populate the first name last name phone number email whatever you asked whatever you asked on Facebook is what's going to be transferred over to your lead and then at that point you can have an email it you can have it immediately go to your drip campaign and then it fires off so whatever you're gonna create here this is one part of it know that you still need that that lead to be assigned to this campaign in order for it to trigger and to continue going on his journey so again there's another video on that it would be it would be too long for me to include it in one in one video so go and check that one out all right we're only looking for the contact name and you see here that that has changed so it's gonna pull their their first name as soon as you get that lead and then as soon as that lead is matched up with this drip campaign it's gonna start firing off everything that we're doing and since in this example we are saying that it came from Facebook that's well that's what we will call out the email signature is something that you set up on your settings so that's already pre-programmed there then you're gonna put which folder you want it under again it's for organizational purposes and the folder that we created was a test fired drip campaign we're gonna save that template and we're done we're done with creating the first email we've created the first email we still haven't put a sequin behind it so what we're gonna do at this point is go back to templates I'm sorry we should just scrolled up we're gonna create another email template notice that these are texts well that's a little bit different and I'll show you where to go with that we're gonna look for technically the second email is supposed to be a customized one that is more on you to create so since it's already your homework I am NOT gonna I'm not going to do that so I'm gonna jump straight to the second well the third email and copy and paste that if I can here we go by your trip then the subject line is any questions go here and then you're gonna again call them out by name establish that familiarity now what's important here and I will need to edit this on the I think I already have but those brackets we don't want those types of brackets we want lioness to pull exactly like this so every time you see brackets make sure that you're inputting your own information or having a live field within your email autoresponder to replace that because those brackets are not gonna work so either delete that or put a generic hello or something else like that but certainly don't leave a bracket name bracket don't do that because it's not gonna pull for me anything and people are gonna see that well this person just copied and pasted it so you don't want it to lose that personal personal feel so then here you would just put your phone number one two three and two what am I putting okay so that's the business phone number there we go and then you're done so you put it on that test buyer trip campaign now we're gonna create a text template and then we're gonna go over into actually setting up that sequence right now what we're putting into Lion desk is the actual content so that's important a lot of people stop at this point they created but then they don't know what to do they don't take the additional step in to actually put them into the sequence this is the difficult part as you can see it's not very difficult at all you all you need to do is copy and paste but a lot of people miss it and just stop here and they would get frustrated or they didn't know to go and actually set up the sequence a lot of other reasons so I will create one text template so you see it and then we're going to start creating the actual sequence well I'll put that I'll come back and change it we're gonna put fire drip and then here again keep that keep that in mind that you do need to take out those brackets so we're saying till the Hylian desk hey pull this person's first name so hi first name hope you're having a great day thanks for your interest in indy address now dependent on what now this is a tricky one a lot of people will miss this one so if it becomes too tricky don't do it so the address notice that we're pulling from that Leeds Street home address so whether whatever you're asking for be sure that you tag them appropriately when it's coming into your Lyon desk when it's coming into your CRM if it becomes too tricky omit that part if if you're having just a general address out if you have multiple listings and it becomes more cumbersome to actually attribute every single lead to a specific address then don't keep it simple all you would need to do at that point is thank you for thanks for your interest in our property and then just leave it at that so let's take of this example I'll do that again you can make it more specific to where it feels a little bit more not as mechanical so that is that is totally an option this is something you can customize to you the template is is there to use it you can copy it straight from there as you see me doing that now or you can make it work for your needs again if you're gonna have a bit more if you want to get a little bit more molecular but actually do a little bit more work on it then yes keep that live field of it pulling in actual property address if not then leaving it as is is it's going to be okay and there you go so let's look at that folder real quick you see that I have a fire trip text and then a bio drip email and then a bio drip email three again yours they're supposed to be a second email that you craft but that's on you so be sure that you read this and this section and actually implemented we can get a lot more fancy we can get fancier I guess is a better way of saying it where we do live video and then send it or have a pre-recorded video uploaded into here into into lion desk and it fires off as well so there's a lot of creative things that you can do but for the sake of this example and to keep it as simple just so you understand that least the fundamentals and how to create them we won't get in to actually sending automated email risk I'm sorry automated video responses but know that the capability is there now now that we have our folder again you would just go through this entire PDF it's six pages so it's not too long but you're getting nine emails and I believe the same note 7 text so this is a span of 30 days so reaching out to them 16 days out of the 30 is gonna be a good indicator if there's some interest or not you can have more you can have extended email sequences but this is the first 30 days we want them to stay as engaged as possible or at least engage with us this is keeping them in mind that we are trying to reach out to them but if they're not reachable or if they have not returned any of our emails and our text then we continue to reach out to them notice that I didn't have I don't have a phone call sequence here but any phone calls whatever your system is for that anything added this just improves your chances to communicate with them and actually reach them exponentially so this is gonna set them up on an automated drip campaign and they can always opt out they provided you their information so they gave you permission to retail and you're gonna do just that you're gonna reach out to them via text you're gonna and you're certainly gonna call you don't want to let more than five minutes go by without that phone call from the initial interest you're gonna send them emails and they're always gonna have the option to tell you hey stop I was just I had a miss click or I just wanted information on this but I'm really not interested at least there's some finality to it if they're telling you on email eight like hey yeah I I miss Claire died not in the market right now great when will you be in the market can I put you on my long drip campaign which essentially it's a you can have it go for infinity until they opt out so it's much better for them to opt out because you don't want you don't want people to affect your deliverability so I would much rather over communicate at the beginning and risk them opting out because I would've much rather them be out versus them being in and be a non engaged person for the rest of their lives so if they see 16 communications email and text in addition to my phone but if they see those 16 email can email and text communications and they they don't want any part of it I would might rather them tell that tell me now so they don't affect my email deliverability or any of my deliver deliverability effort down the road so they can always opt out that's always going to be is that's not going to be the solution but that's always an option and that's something you certainly do want to provide them because you don't want to you don't want to get any spamming laws either okay now what we're gonna do is create a new auto pilot test buyer trip autopilot you can name it anything you want fire drift no since this is test I'll delete it later okay now you're gonna do test I'm sorry now you're gonna go to tasks this is where you're setting up the sequences you're gonna add a new task and you're gonna tell it what type of task you're you're instructing it so you see there's other forms of you can do a call a call contact you can do during male lion desk is growing so I would highly encourage it there's a link down below so feel free to use it to go and or go to line desk directly it's uh it's all good if you're interested in it so right now we're gonna do the email contact and we want this to pull from right there and we want that first email sent immediately so minutes later delay zero minutes as soon as this contact gets created I want you to send this email I'm sorry as soon as this contact gets created and assuming you've already made that connection between the campaign and the lead as soon as it comes in as soon as that those two meet I want you to send this email it's gonna add that task and there's that first task now you're gonna add another task you're going to go to that email again and then you're gonna go back to that test buyer they're gonna do that third that third email keep in mind there's that second you will send in a customized way as that something you don't want to automate and it becomes very difficult to actually automate it so avoid yourself any hassle it's much better than one email versus sending the ten emails in the first 10 days and remembering to do that so we want that three days later and we want to send it at 9:00 a.m. after their email flush so a lot of people when they wake up they'll go to the phone and then they'll start deleting whatever they don't need to start their day off fresh so you want to avoid that email email flush and actually hit them after their inbox in theory is fresh so I either send it at 9:00 or 9:15 so the first email I'll either send between nine and ten because of that email flush and then also I don't want to hit their inbox at a certain time and I don't want to hit their inbox every single time at the same time because again I don't want my email deliverability to be impacted so if their inbox starts picking up hey I'm gonna get an email from Jamison does an echo real advisers calm every single day at 9:00 a.m. although it won't be every single day but for the sake of this example I don't want theme I don't want their inbox to catch that rhythm and start putting me in that junk folder that makes sense so just play around with the times which worked out well for me has been sending them out and cycle them through that first email it's gonna go off at 9:00 I'm sorry that first automated email is gonna go off at 9:00 the second one at 9:15 the third one at 9:30 and things like that so for this one we're going to do 9:00 a.m. we're going to add that task and you just keep going now to add the tech alright so the lion desk custom number I believe it's two dollars or it could be one dollar something like that it's not too expensive so I'm gonna put stop on text reply so yes minutes later zero minutes which I wanted to go off immediately I'm gonna add that task and I'm there so stop on reply once once they reply listen to what I'm telling was stop on reply I take over at that point so again the goal is to get some engagement and if you pick up the phone and you if you call them and they've picked up fantastic start the communication you can actually turn off the drip but a lot of online leads what you'll find if you haven't already they'll inquire and then it'll take them a little while to open up to you in the sense of you have to continue to reach out to them they either may not pick up the phone or may not answer text or won't answer your emails so you do want to keep them on that email drip campaign to maximize the opportunity of reaching out to them so the reason that this was 30 days is because we want to be as active as possible in those four first 30 days as there was a reason for that inquiry and we want to find out what it is we don't want to we certainly do want to put them in a long drip campaign but we do want to approach them in their time of need in their time that they were actually either at Zillow or were actually at Facebook we're actually at Trulia and they sent us their information so that their there was some sort of need at that point which cost them to reach out so we want to reach out to them as quickly as possible and this is how this is how you do it this is really the technical way of doing a drip campaign you can certainly have your system and do it manually you can put it on your calendar but why would you when you have this capability at your fingertips again this is just one way of doing it in Lyon Desk well one way of doing it within one CRM out of hundreds there's a lot of other options out there I personally use line desk as you see but you can use any other any other out there that has an integrated email autoresponder or a text autoresponder you can certainly use them it's gonna look different than this but that's fine you have the content again this is on the description below and you have what - oops what did I do okay I don't know how to revert it back rotate left you have this at your fingertips all it is is just a copy and paste and then do some adjustments that are unique to you if there's an email that doesn't make sense in your sequence take it out add your own flavor if there's some wording that you mostly that you probably won't use then change it and add your own your own spin to it so this is a great start you feel free to copy and paste directly over this is exactly how to do a drip campaign there's any questions comments or concerns please let me know in that comment section in everything that you saw today is going to be in the description below and yeah that's that's a trip campaign you you