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Best Practices: utilize client activity data
How to Turn Your Issues Tab Into a Call List
How to Turn Your Issues Tab Into a Call List

Learn how to engage inactive clients, clients with invalid emails, and even those who have unsubscribed.

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Written by Homebot
Updated over a week ago

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:

Understand what each issue status means here.

First, there are two ways you can find clients with issues:

#1 Navigate to the Issues tab under Clients:

#2 Within the 30-day performance section of your Activity Feed:

Step 1: Select "More Details"

Step 2: Click on 'email or data issues' (This will take you directly to the Issues tab):

Clients with Email Issues

For your clients with an invalid email address and you have a phone number for them:

  • Preview their digest to understand their situation better and look for potential opportunities

  • Based on what you find, put together an intro and jot down some leading questions.

  • Give them a call to catch up and see how they’re doing. Let your prospect or client know that you are offering a free tool that allows them to track their home wealth month over month and discover potential refinance and purchase opportunities.

Clients who are Less Active

For your clients who are less active on Homebot or are going cold, 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

  • Based on what you find, put together an intro and jot down some leading questions.

  • Give them a call or send a video email reminding them of how useful Homebot is and give them a market update - add value, so they reconsider opening those emails.

Clients with Incomplete Profiles

Your clients with incomplete profiles could be missing a home address or haven't been added as a homeowner or a buyer. For these clients, simply:

  • Reach out to them via email, text message, or phone call to gather the necessary information

  • Remind them of how useful Homebot is

Clients who have Unsubscribed

For your clients who have unsubscribed:

  • Give them a call or send a video email telling them you noticed they unsubscribed and you're sorry to see them go.

  • Find out why they no longer wish to receive the home digest or buyer's report.

  • Reassure them that you are still available should they need lending or real estate advice.

You never know; just by contacting these clients, you could spark a great conversation that could lead to a transaction later on.

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