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How to Introduce Homebot to Clients and Prospects

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

We've found that introducing Homebot to clients and leads before they receive it, boosts engagement by 10%.

This article provides scripts for introducing Homebot to homeowners and buyers before adding them as a client to your account.

Best practices

  • Incorporate Homebot into your closing and new client intake processes by presenting Homebot as a gift.

  • Add yourself as a client so that you can get hands-on knowledge and be able to communicate your favorite features.

  • If you're still unsure how to convey the value of the homeowner or buyer report, you can check out the welcome email and extract key points.

  • Watch The Value of Homebot workshop to get an in-depth overview of the client experience.

Example scripts

For homeowners:

"I've invested in this technology, which allows my clients to track their homes' value and discover ways to leverage their equity. I'd love to add you so you can receive your highly personalized home wealth report."

For buyers:

"I've invested in a tool that gives you the ability to privately search active listings nationwide, explore your favorite markets, and understand affordability using built-in financial calculators. Once I get you set up in a few minutes, you can safely start searching without the risk of your information being sold to the highest bidder."

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