You’ve built a powerful engine with Homebot by adding your clients and prospects and now monitoring engagement. The key is consistent, personalized follow-up with 2–5 touches per week being sustainable and effective.
Pick your preferred mode (call/text, video, or mailer), tailor the message to the individual, and focus on helping them understand and take action on what their Homebot report reveals.
You can find clients to call in your:
Keep reading to learn how to stay connected with your Homebot database or check out this video on how to use Homebot to inform your outreach strategy.
🚨Best practice: Before reaching out to your client, look at their activity and preview their Homebot.
Call or text
It’s up to you how you start the conversation—whether you keep it general or reference their specific engagement. Use your best judgment based on your relationship with the client; some may feel uneasy if you mention their recent activity, while others may appreciate the personalized touch.
Here are a few ideas for how you can start the conversation:
“Hi Bob! I just wanted to check in and see what you think about your Homebot report. Do you have any questions about what you’re seeing?” From there, you can let the conversation flow naturally.
Or try, “I’ve invested in this technology because I want it to be valuable for my clients. I’d love your feedback—what do you think about your Homebot or your personalized home wealth report?”
Something else you might say is, "Just calling to check in with you and find out if your mortgage (or home) is still working for you."
Here's an example script using the Activity Feed pictured below:
"Hi Andrea! I noticed that you've been viewing listings in Homebot. I just wanted to check in and find out if I can help out in some way. I can set some time aside to get you prequalified so you have a solid purchase price, or I'd be happy to introduce you to an agent that I trust."
Send a video message
Video is a highly personal way to connect, especially if you don’t have a phone number. Record yourself and your screen while walking through the home digest or home search experience while addressing the client directly.
If you use BombBomb, you can link it to Homebot for streamlined sending. If not, you can use any screen recording tool (Zoom, Zight, etc.).
In your video:
Greet them by name.
Mention something specific from the report that caught your eye.
Offer a value-added next step (e.g., review mortgage options, agent introduction).
End with an open question or friendly prompt: “What caught your attention? Anything you’d like help with?”
In the video below, I explain how to send an individual client a video message using BombBomb or any other screen application, along with example scripts.
Drop off a mailer
For prospects whose home address you have (perhaps who haven’t engaged by phone/text yet), a physical mailer adds a tangible reminder of your service. This is especially effective when working with leads you haven’t yet transacted with and who need multiple touchpoints to become aware of you and your services.
Consider using Homebot branded marketing collateral. Find what we have to offer here.
Tips:
Include your branding and the Homebot logo to reinforce credibility.
Make an irresistible offer or call to action so they feel compelled to reach out.
Highlight one key benefit of the Homebot report (e.g., “See how your home’s equity can fuel your next move”).
Consider phrases like: “Just a quick check-in to make sure your Homebot report is working for you,” or “Any question about your home-wealth potential?”
For example scripts, click here.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.