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How to Use Homebot as a Conversation Starter With Example Scripts.
How to Use Homebot as a Conversation Starter With Example Scripts.

Best practices for what to say when you reach out to your clients and prospects (with or without a phone number).

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

You’ve added your clients and prospects to your Client Engagement Portal, and they’ve started receiving Homebot. Now your Dashboard and Activity Feed are filling up with people who have engaged with their monthly reports.

What's next? You could create a call list of 2-5 people per week and use Homebot as a conversation starter. Or you may consider sending a friendly video message or a mailer. Keep reading to learn how to stay connected with your Homebot database.

🚨Best practice: have a more informed conversation by previewing the client's profile and their homeowner or buyer report before you reach out.


Call or text

It's your choice how you start the conversation and whether you keep it general or speak to their specific engagement. You can use your best judgment based on the relationship with your client; some people might feel like they're being watched if you point out their recent engagement, and others may not mind.

Some ideas for how you can start the conversation:

"Hi, Bob! I'm checking in to see what you think about your Homebot report. Do you have any questions about what you're seeing?" And then see where the conversation goes from there.

Or you can say, "I've invested in this technology and want to ensure it's useful to my clients, and I value your opinion; what do you think about your Homebot or personalized home wealth report?"

Here's an example script using the Activity Feed pictured below:

"Hi Carl! I noticed that you updated your budget 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."


Send a video message

You can send a video to an individual client while previewing their homeowner or buyer report. It's a great way to send a personalized message if you don't have a phone number or want to point something out to spark conversation.

We have an integration for BombBomb, allowing BombBomb users to connect it to Homebot and easily send a video to a client. If you don't have BombBomb, you can record your screen by using any other screen recording application like Zight or even Zoom.

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.


Make yourself known by dropping off a mailer

This idea is best suited for prospects with a known home address.

When marketing to people you haven't done business with yet, they may need more than a few touches to become aware of you and your services. If you have a lead who is highly engaged on their Homebot report, consider sending or dropping off a mailer to get in front of them again. Be sure to include your services and perhaps a Homebot logo.

Here are some editable templates you can use:

Try to make your offer irresistible so they feel like they have to reach out. For ideas on what you can say on your mailer or postcard, click HERE.


Need a quick refresher on the activity feed? Check out this help center article.

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