Month 2 

Building on Your Foundation – Optimizing Your Tools and Workflow

Welcome to Month 2 of the 90-Day Agent Kickstart! By now, you've established a strong foundation by focusing on consistency, content creation, and nurturing relationships. You've built your personal brand, started creating content, and begun engaging with your leads. Now, it's time to take things to the next level by integrating powerful tools into your workflow, automating key tasks, and refining your approach to lead generation and conversion.

Key Takeaways from Month 1

• Personal Branding & Content Creation: You’ve defined your personal brand and started creating consistent content that resonates with your target audience.

• Time Blocking & Consistency: You’ve mastered the basics of time management and have committed to consistent daily actions, like follow-ups and social media engagement.

• Building Relationships: You've learned the importance of nurturing leads, keeping in touch with past clients, and maintaining an organized system to track your relationships.

Optimizing Your Tools

In Month 2, we’re going to dive deeper into the tools that can streamline your workflow, automate your marketing, and make managing leads easier. You'll focus on mastering Follow Up Boss and Curaytor—two powerful systems that will help you manage your leads and enhance your marketing efforts.

Optimizing Your Lead Management with Follow Up Boss

Follow Up Boss is your CRM powerhouse. Now that you’ve started building relationships with leads, it's time to start managing them more efficiently.

What You Need to Do:

• Set Up and Organize Your Smart Lists: Create Smart Lists to track leads based on their stage in the sales process (e.g., new leads, hot leads, past clients). These lists will allow you to quickly access and follow up with the right people at the right time.

• Automate Your Follow-Ups: Use Follow Up Boss’s automated workflows to set up reminder tasks and email sequences, so you never forget to follow up with a lead.

• Segment Your Database: Organize your leads by different criteria (e.g., buyers vs. sellers, geographic location) to send targeted messages and stay organized.

• Tracking and Reporting: Use Follow Up Boss’s analytics to track your lead conversion rates and identify which lead sources are driving the most business.

Here are a few different webinars to watch over the next 4 weeks. 

Smart List Masterclass with Ryan Melville

Calling & Texting with Follow-up Boss

Follow up Boss Bootcamp

Automations & Action Plans

Leveraging Curaytor for Marketing Automation

Now that you’ve got your lead management system in place, it's time to integrate Curaytor for marketing automation. Curaytor will help you stay consistent with your marketing efforts, nurture leads, and convert them into clients.

What You Need to Do:

• Automate Your Email Campaigns: Use Curaytor’s email templates and automation tools to set up drip campaigns for different lead segments (e.g., first-time buyers, investors). Personalize your emails and send them at regular intervals to keep leads engaged.

• Lead Capture Pages: Curaytor provides customizable lead capture pages for your listings. Use these pages to collect contact information from prospective buyers and sellers, then automatically add them to your Follow Up Boss CRM for follow-up.

Here are a few different webinars to watch over the next 4 weeks

Listing Studio

Using the Ai Email Blast Tool

How-to: Landing Pages  

How-to: Seller Reports 

Strengthening Client Relationships & Expanding Your Network

It’s time to shift your attention toward client retention, referrals, and expanding your network. Now that you’ve established your foundational systems, you’ll start focusing on nurturing and deepening your relationships with existing clients and finding new ways to connect with potential referral sources.

What You Need to Do:

1. Focus on Client Retention

   • Client appreciation goes a long way. Even after a transaction closes, make an effort to stay in touch with past clients. Send them market updates, check in on their home, and offer assistance when needed. This shows that you care beyond the transaction and positions you as a long-term partner in their real estate journey.

2. Leverage Your Network for Referrals

   • Referral partnerships can greatly enhance your business. Think beyond your direct clients—engage with vendors, contractors, lenders, and other professionals who can send clients your way.

   • Regularly check in with your network (even those who haven’t done business with you recently) to remind them of your services and ask if they know anyone who might be interested in buying or selling.

3. Create and Implement a Referral Program

   • Encourage your satisfied clients to refer you by offering incentives, such as gift cards, discounts on future services, or a donation to a charity of their choice. Make it easy for clients to refer you by providing them with simple instructions on how to do so.

4. Host Client Appreciation Events or Networking Opportunities

   • As you build a stronger foundation, consider hosting client appreciation events or networking meet-ups. These events create an opportunity for past clients to refer their friends and family and give you the chance to engage with people in a more casual, personable way.

5. Ask for Testimonials

   • Don’t shy away from asking your happy clients for testimonials. These can be powerful tools for showcasing your expertise and the value you provide. Incorporate their feedback into your marketing efforts, whether that’s through social media, your website, or print materials.

Building Your Lead Generation Strategy

We will emphasize strategic lead generation, which will build on your foundation of consistent outreach. We’ll introduce new tactics for targeting ideal clients and expanding your lead pool through both online and offline methods.

What You Need to Do:

1. Identify and Target Your Ideal Clients

   • Now that you’ve had some experience, start refining your ideal client avatar. Are you focusing on first-time buyers, sellers, investors, or renters? Narrowing your focus will help you tailor your marketing and outreach strategies more effectively.

   • Use tools like Follow Up Boss to track the types of leads that are converting best for you, and create marketing strategies to attract more of these ideal clients.

2. Refine Your Lead Capture System

   • Start refining your lead capture pages using Curaytor to ensure they’re optimized for conversion. Experiment with different offers, such as free home valuations, guides, or market reports, to entice more people to engage with you.

   • Test which lead magnets (e.g., free reports or downloadable resources) are most successful at capturing new leads and start promoting them more effectively.

3. Expand Your Lead Sources

   • Network in New Areas: Look for opportunities to expand your network and find new leads by attending local events, collaborating with local businesses, or partnering with organizations in your area.

   • Cold Outreach: While it’s essential to maintain relationships with existing leads, you should also consider cold outreach strategies (like cold calling or direct mail campaigns) to tap into new potential clients.

4. Utilize Paid Advertising

   • Consider running targeted Facebook and Instagram ads with Curaytor. You can easily create campaigns to promote new listings, showcase local market insights, or even advertise special events or homebuyer seminars.

   • Use retargeting ads to stay in front of leads who have interacted with your website or social media but haven’t yet converted.

5. Create Strategic Partnerships

   • Partnerships with other professionals in your community (like mortgage brokers, home inspectors, or interior designers) can provide a valuable source of referral business.

   • Consider hosting joint events (online or in person), offering a special promotion for clients who use both services, or even sharing client leads with each other.