I am (majorly) obsessed with building workflows. I have over 25 workflows in FreshSales and 15 zaps in my land business. Here are a few examples:
Using the right import template this process went from 30 min to 5 min.
Reduced phone time per week with unqualified seller leads by driving all sellers to my website and auto-adding them to our CRM.
Yes, mail can work. But so can texting, cold emails, paid ads and ringless voicemails. Let us help you put your lead generation on FIRE. 🙌
Using Zapier, my VA knows exactly when she needs to jump in and start the DD process .
We have email templates built out to send to sellers when I'm ready to discuss their offer. Sends right from CRM (via gmail, outlook, or another email provider).
Every Monday AM, we review our KPI dashboard in FreshSales to see how we did the previous week. We look at...# of new leads by source, # of proposals sent, PA's signed, $ added to the pipeline, and conversion rates.
Reduced major distraction & manual tasks by dripping auto texts to sellers - never ever lose track of those seller leads!
Use landing pages & forms to capture buyer information and buyer intent. This information is used to send out hot deals, new property listings and other marketing materials.
When a property is ready for marketing, the team is alerted via tasks and the marketing process consists of copywriting, canva image creation, gathering photos, updating the website, and building landing pages.