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Highly Engaged Clients

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 2 weeks ago

Our research shows that clients who consistently engage with their Homebot reports—or who have sent you a DM or CMA request—are 3.6x more likely to transact with you.

To help you prioritize outreach, your Top 10 most recently highly engaged clients are displayed on your Dashboard (as shown above). Clicking "See All" will take you to the Highly Engaged Key Client List, where you'll find all highly engaged clients sorted by the date they were added. Learn about Key Client Lists and how to leverage them HERE.

🚨 Best Practice: Add these highly engaged clients to your weekly call list. Click on a client’s name to view their profile, activity, and homeowner report (if applicable) before reaching out.

Additional resources:

  • Learn how to use Homebot as a conversation starter HERE.

  • Don’t have a phone number for a client? Consider sending a personal video message. Learn more HERE.

  • To preview a client’s homeowner report: click their name → Preview client report → select their home address. See the screenshot below.

Have questions? Send customer support a direct message using the pink icon located at the bottom right corner of your account.

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