Real Estate Agency Growth Playbook
Building a successful real estate business online follows a clear path: first, you capture new leads, then you nurture those leads into clients, and finally, you turn satisfied clients into sources of reviews and referrals. This playbook outlines the key steps within your CRM to execute this strategy effectively.
Capture More Leads
To start generating more inquiries, focus on making your agency highly accessible.
- Install the Webchat Widget: Add the SMS webchat widget to your agency's website. This allows potential clients to start a conversation directly from your site.
- Connect Your Google Business Profile: If you have a Google Business Profile, integrate it with your CRM to activate Google Chat, providing another channel for leads to reach you.
- Activate Missed-Call Text-Back: Ensure no call goes unanswered. When this feature is on, any call to your business number that isn't answered will automatically trigger a text message to the caller saying, "Sorry we missed your call - how can we help?"
Nurture Leads into Bookings
Once you have a lead's attention, use tools to build rapport and move them toward scheduling a meeting.
- Use Text Snippets: Create and configure helpful text snippets for common phrases, property links, or questions you frequently send. This saves time and ensures consistency.
- Enable Conversation AI: Activate the AI assistant to help conversationally convert leads into booked appointments, providing instant, intelligent responses even when you're unavailable.
Turn Leads into Sales
Streamline the transaction process to close deals faster.
- Set Up Payment Integration: Configure payment options for your business. This allows you to use payment forms, paid appointment calendars, and payment methods like Text-to-Pay and Tap-to-Pay.
Turn Sales into Positive Reviews
Leverage happy clients to build your online reputation.
- Configure Review Requests: Set up email and SMS templates for requesting reviews. This allows you to send a review request to a client with just a tap of a button after a successful transaction.
Turn Sales into Advocates
Keep your brand top-of-mind to encourage repeat business and referrals.
- Create a Newsletter Template: Configure an email template for a newsletter. This makes it easy to send news, market updates, and promotions to your contact list, nurturing long-term relationships.