In the fast-paced world of real estate, your CRM is the engine of your business. To turn a list of names into a pipeline of closings, you need a strategy that balances organization with authentic outreach.
Use this guide to master your contact management and marketing efforts within ZipperAgent.
Organizing Your Database for Success
Before you send a single email, your data must be structured. ZipperAgent allows you to segment your audience so your messaging always hits the mark.
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Tags: Use these for specific attributes or "micro-segments."
- Examples: Veteran, Luxury Interest, Golf Enthusiast.
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Categories: Define who that contact is to you.
- Examples: Buyer, Seller, Referral, Agent
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Status: Define where the contact sits in your sales funnel.
- Examples: New Lead, Active Client, Past Client, Hot Prospect.
Pro Tip: Consistency is key. Create a "Tagging Cheat Sheet" for your team to ensure everyone uses the same terminology.
Managing Your Contact LIst Page
The "Data Cleanse": Updating Your Contact Info
Reaching out just to ask for an email address can feel clunky. Instead, use a "Value-First" approach to verify information.
The Strategy: Offering A Free Market Report
Send a quick text or email through ZipperAgent:
"Hi [Name], I’m updating my records to ensure I send a Market Report to the right place this year. Do you prefer I send that to this email, or is there a better one? Also, let me know if your mailing address has changed!"
Why this works:
- It provides a reason for the reach-out (the report).
- It confirms multiple data points (email and physical address).
- It positions you as an advisor, not a solicitor.
How To Create An Email Template
Marketing in a Meaningful Way
Meaningful marketing isn't about "selling"; it's about relevance. Use the data you've gathered in ZipperAgent to speak to the client's current situation.
- Stop the "Blast": Avoid sending generic "Happy Monday" emails to your entire database.
- Adding Local Content: Adding in content that is helpful, local, or educational (market trends, local events) will get your clients to engage more.
- Use Video: Use the ZipperHQ integration feature to send personalized video snippets. Seeing your face builds trust far faster than a wall of text.
How to Market to a Specific List
Once your contacts are tagged and organized, you can launch a Targeted Campaign.
- Filter your Audience: In ZipperAgent, filter by a specific tag (e.g., "Downsizers").
- Tailor the Message: If you are messaging "Downsizers," your content should focus on decluttering tips, the current value of larger family homes, or "lock-and-leave" lifestyle benefits.
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Choose the Medium: Hot Leads: Direct text message, personal phone call, email.
- Ways to Nurture: announcing local events, educational information.
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Set an Automation: Use one of ZipperAgent’s helpful tools to ensure that you are getting in front of your contacts.
Want To Learn More? Check Out These Helpful Topics:
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