When clients have invalid email addresses, have gone cold, or even unsubscribed, use the issues tab to create a call list to re-engage with them.
In this article, we'll cover the following client issues and how to handle them:
Incomplete client; no home address or buyer profile
Hard bounce; incorrect email or no longer in use
Invalid email; wrong email or bounced
Less active; cooling off, going cold, cold
Spam complaint; client marked email as spam
Suspicious email; no email engagement
Unsubscribed; opted out of Homebot emails
Understand what each issue status means here.
The welcome emails should help you communicate Homebot's value to clients and prospects. Read the welcome emails here.
First, Navigate to the Issues tab:
Use the dropdown menu to sort by issue type:
Clients with an Invalid Email, Suspicious Email, or Hard Bounce
For your clients who fit this category and you have a phone number for them:
Preview their digest to understand their situation better and look for potential opportunities to spark interest
Based on your findings, put an intro together and jot down some leading questions.
Let them know that you noticed you have a bad email and would like to get them set up on a tool you've invested in that keeps them up to date on their home value and shows them how to build wealth with their number one asset!
Clients who are Less Active
For clients who are are less active, they likely haven't opened the email or clicked on their home digest in about 6-13 months:
Preview their digest to understand their situation better and look for potential opportunities
You can say, "I noticed you haven't opened up your Homebot report in a while. I'm calling to encourage you to check it out because it has valuable information about your home…"
Consider giving them a market update—add value so they reconsider opening those emails.
Clients who have Unsubscribed or Marked as Spam
For clients who fall into this category:
Let them know you noticed they unsubscribed and you're sorry to see them go.
You can say, "I noticed you unsubscribed from Homebot. I really value your opinion and am curious if you think you may have unsubscribed by accident.
Reassure them that you're still available should they need lending or real estate advice.
Incomplete Client profiles
Your clients with incomplete profiles could be missing a home address or need to be added as a buyer. For these clients, simply:
Update their home address if you know it.
If not, reach out to them and gather the necessary information
Let them know how valuable Homebot is and that you'd like to set them up ASAP
The video below shows how to update an incomplete client profile. For a homeowner, you'll need to add their home address and zip code, and for a buyer, you'll toggle the grey button to pink, then click Save Changes:
You never know; contacting these clients could spark a great conversation that could lead to a later transaction.