Your Dashboard is the most exciting area to spot all of your blossoming opportunities! In addition to that, your Activity Feed showcases client engagement and updates in real-time.
In this article, we'll share 🚨Best Practices for using this information to create call lists and stay current on client interests.
Learn more about your Homebot account HERE.
🚨Best Practice: log in to your account at least once a week to discover new opportunities to connect with your database.
30-Day Performance Snapshot
We continuously monitor your clients' engagement with the reports over a rolling 30-day period. This data is displayed at the top of your Client Engagement Portal so that you can stay informed along with us!
We're tracking the number of:
Sends: number of homeowners and buyers we've sent the reports to in the past 30 days.
Please note that this number will rarely match the total number of clients you have due to email scheduling, unsubscribes, and unengaged clients.
Opens: number of homeowners and buyers who opened the email in the past 30 days.
Clicks: number of homeowners and buyers who clicked the link (or Call-To-Action) within the email to view their report in the past 30 days.
Using the image above as an example, the 30-Day Performance Snapshot tells me that 32 people received the report, 6 (or 19%) opened the email, and 1 (or 3%) clicked the link to view their report.
🚨Best practice: if you notice your Click rate is dropping below 40%, consider sending a Video Email to all of your homeowners or all of your buyers to try to boost engagement. Learn more about video email HERE.
Featured Key Client Lists
Key client lists are auto-sorted groups of clients and prospects who you should contact or keep an eye on. Your Dashboard displays the top 4 key client lists with the highest client count. Click on Explore all Key Client Lists to view all.
Key Client Lists fall under three categories:
Needs attention
Timely opportunities
Active clients.
You'll find a best practice for each in THIS help article.
Leverage Highly Engaged Clients
We did some research and learned clients who consistently open their Homebot and/or have sent you a Direct Message or CMA request, are 3.6x more likely to transact with you. Highly engaged clients should be added to your weekly call list ASAP.
🚨Best practice: Before reaching out, click on a client's name to view their activity and preview their homeowner or buyer report.
If you don't have a phone number for a client, consider sending a personal video message. Learn about that HERE.
Check Direct Messages
You must respond to direct messages by contacting clients by phone or by replying to the email from Homebot. When you reply to the email from Homebot it will reach your client. There is no way for you to respond from within your Homebot account.
🚨Best practice: Once you've responded via email or by phone, check the box to the left of their name to remove them from the list.
The messages shown are from the last 30 days.
Activity Feed
Your Activity Feed is a digestible flow of rich behavioral client insights, updating by the minute. To access it, navigate to the CLIENTS tab on the left of your account and select Activity.
Click HERE for a running list of Activity Tags that you might see under a client's name in the Activity Feed. Activity tags provide details about a client's engagement (pictured next to the arrows in the image above).
🚨Best practice: Create a call list of 2-5 people and use Homebot as a conversation starter. Preview their client profile and report before reaching out. Another great way to drive the next organic action is to send a personalized video to a client while previewing their report.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your screen.