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. Learn more about your Client Engagement Portal HERE.
In this article, we'll share with you 🚨Best Practices for using this information to create call lists and stay current on client interests.
🚨Best Practice: log in to your Client Engagement Portal at least once a week to discover new opportunities to connect with your database.
30 Day Performance Snapshot
We're actively tracking how your clients are engaging with the reports throughout a rolling 30 days:
To ensure Homebot works well for your clients, you can track the email performance along with us. We're tracking the number of:
Sends: emails sent to Homeowners in the past 30 days
Opens: emails opened by Homeowners in the past 30 days
Clicks: unique client views in the past 30 days
Using the image above as an example, the 30-Day Performance Snapshot tells me that Homebot has sent the homeowner report to 14 people, 71% opened the email, and 71% clicked 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 curated groups of clients and prospects who we think you should contact or keep an eye on. Your Dashboard displays the top 4 key client categories with the highest client count. Click on Explore all Key Client Lists to view all.
Currently, there is no way to sort clients by interest rate. We automatically sort clients for you. For example, you'll find clients showing signs of being motivated to refinance under Key Client Lists.
Key Client Lists fall under the three categories below.
1. Needs attention
The needs attention category includes clients who:
Needs CMA
🚨Reach out to your client who put in a CMA request to understand their intentions. If you're an agent, offer to provide a more accurate valuation. If you're a lender, pass them off to an agent you trust.
Needs prequal
🚨Click on their name and update their pre-qual information under the Buying tab.
Email Issues
🚨Turn clients with Email issues into a call list. Learn how HERE.
Incomplete clients
🚨Click on their name to add a home address or add buyer preferences.
Missing home value
🚨Clients who are Missing home value means we could not gather data from our provider. We recommend waiting a few months to re-enter their home address to see if our data provider could gather information on the property.
2. Timely opportunities
The timely opportunities include clients who are:
Likely to sell
🚨Clients who are Likely to sell within the next nine months. Keep an eye on them, or learn how to use Homebot as a conversation starter. We also have some best practices for Likely to sell in this article.
Moving soon
🚨Clients who are Moving soon set a move date in their buyer's report that's approaching within the next three months. Keep an eye on them, or learn how to use Homebot as a conversation starter.
Motivated to refi
🚨Clients who are Motivated to refi may act soon. Keep an eye on them, or learn how to use Homebot as a conversation starter.
3. Active clients
Active clients include:
Mobile app users
🚨Keep an eye on Mobile app users. This may indicate they're a top user.
New Leads
🚨Send a personalized video message to New leads. Learn how HERE.
Self-added as a buyer
🚨Keep an eye on Self-added buyers and reach out when the time is right. This may indicate they're in the market for a new home.
Most active
🚨Keep an eye on the Most active clients. This may indicate they're top users.
Leverage Highly Engaged Clients
Highly engaged clients should be added to your call list for the week.
🚨Best practice: click a client's name in blue letters to preview their profile and homeowner or buyer report before reaching out.
If you don't have a phone number for a client, consider sending them a video message. Learn about that HERE.
Check Direct Messages
You must respond to direct messages by contacting clients by phone or by email. There is no way for you to respond from within your Homebot account.
🚨Best practice: once you've responded to the client's message via email or by phone, be sure to check the box to the left of their name to remove them from the list.
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.