Not only can your clients refer people from their Homebot but through your Share tab, you're able to capture new leads to nurture through Homebot.
- To get started, click on Clients in the navigation bar
- Select the HOMEOWNERS tab
- Then, select the Leads sub tab (see image below):
Once on your lead page, take time to review each client and make note of any outreach or contact you may have already have with them.
- Your overall workflow and how you'd like to include Homebot lead management into your schedule
- Lead source, ex: you'd likely nurture a lead from a client much differently than one you gained from a Facebook post
- Digest engagement: Click on their name, select their property address to view their client profile and then scroll down to the engagement feed:
Need some outreach ideas? Here's some from our top producers:
- Send your client a personalized BombBomb video followed with some exact rates and their savings.
- For those without BombBomb - Send them a personalized email introduction and let them know you're available if they have any questions!
- For leads with high activity - Call them directly, ask them how they're doing, how they like the report, and see if they have any questions!