This document provides tips and techniques for real estate agents to work more efficiently while maintaining good client service. It recommends focusing on three key areas: having a system to regularly communicate with clients and prospects, shifting communications from private to more public forums when possible, and using tools to maximize productivity during small windows of downtime. Specific suggestions include using a CRM, social media for ambient intimacy, automating financial tasks, creating neighborhood videos, and leveraging text expansion tools. The goal is to save time through systems and technology while still providing a personalized experience.
7. Positives we can
work with
There are inefficiencies in how we all operate that
can be improved using new tools and techniques
REALTOR® is filled with lots of
specific knowledge of their market
Multiple moments in the
day where there’s 2-10
minutes of free time
Huge percentage of business comes from referrals
8. Three areas to
focus improvement
Have a system in place to keep
in touch with your clients,
potentials, and past clients
When possible, shift inefficient
private communications to more
efficient public communications
Use tools to take best
advantage of those
moments of down time
1
2
3
10. System to keep in
touch with clients,
potentials, and
past clients
MUST start using a CRM
Connect via Facebook and
LinkedIn for ambient intimacy
11. System to keep in
touch with clients,
potentials, and
past clients
Respond to LinkedIn
alerts of new jobs
Newsle for press mentions
in your social network
12. System to keep in
touch with clients,
potentials, and
past clients
Rapportive to know what’s
on their mind right now
Play games
13. System to keep in
touch with clients,
potentials, and
past clients
Nextdoor for hyperlocal news
Work past clients
Delight them with an anniversary card/gift
Help them with contractor information
14. Efficiency Tools
and Techniques
Turn off all non-personal alerts
Bluetooth keyboard for your phone and iPad
One page where you have speed
dials to all clients
Android users - Swiftkey or Swype
15. Use voice dictation – Dragon Dictate
Scheduling appointments with meetme.so
Use an efficient note taking tool
Evernote
OneNote
Efficiency Tools
and Techniques
16. Digital filing cabinet
Scan documents
Turn off paper billing
Capture receipts
Throw away manuals for their PDFs
Receive faxes via online service
Efficiency Tools
and Techniques
Create a paperless office
17. Automate financial information and
billing through Quicken or Quickbooks
Efficiency Tools
and Techniques
18. PhraseExpress for PC
aText or TextExpander for Mac
TextExpander touch for iOS
Efficiency Tools
and Techniques
Use an autofill text expanding macro tool
19. Anytime you repeat
information you've
written or said before
you're wasting time
Shift phone and email communications
to public communications
21. Shift from private
to public
communications
What do you keep repeating?
Blog a long email or conversation
Maintain a story list
Stop guessing, use Google Adwords
22. Shift from private
to public
communications
Easy to create and publish from phone
Post photos of homes and staging
Follow and repost other real estate tumblr blogs
Post opinions
Build library you can review with clients
If no blog, create a Tumblr blog
23. Yes, post listings, but don't make
it your only communications
Shift from private
to public
communications
Publish favorite contractors on
blog or Google Doc
Batch record a video series
Create custom easy to remember bit.ly
addresses for frequently shared documents
24. Save URLs in your text expander tool
Shift from private
to public
communications
Use your personal page, not
business Facebook page to connect
Pull yourself off of social
networks you're no longer using
25. Turn killer assets
into videos
“What do you love about this neighborhood?”
“What does every new resident need to know
about this neighborhood?”
“What have you learned in your years living in
this neighborhood?”
26. Your homework
Turn off all your alerts
Know your phone's camera - stills, videos, and upload
Get data entry tools - Swiftkey and keyboard
Top 5 things you keep repeating in conversation or in email
27. What we can do
Train your team of REALTORS®
on all of this
Produce neighborhood videos
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