Sales Strategy
My top sales strategy has been partnering with the companies that serve clients aged 65+ in our area. We meet on a regular basis and treat each company we're partnered with as a larger organization might treat an account. Examples are senior-focused movers, home healthcare, estate sellers, and most importantly senior communities where folks are moving. This allows us a warm introduction to referrals from our partners and allows us to demonstrate a one-stop-shop to cold prospects.
Marketing Strategy
Focusing on omnipresence to a niche market of "downsizers" in our area results in hearing feedback such as "I see you everywhere!". The strategy can be described as a multi-channel approach leveraging digital paid advertising, direct mail, pop-by gifts, and email coupled with phone calls, texts, video texts, and handwritten notes for people who raise their hand. The messaging is simple: We are Realtors, in fact we're also much more. We are a done for you solution for every facet of downsizing.
Technology Strategy
Top of funnel, awareness: Attraction through social media platforms most specifically Meta, exploring YouTube Meta Form Ads and Brand Awareness Ads, Notion with Google Drive for organizing advertising content. Lead Magnets created in Canva.
Interest: Meta Form Ad OR GoHighLevel/Clickfunnels Landing Page for lead capture. Lead Magnets delivered via GoHighLevel Zapier lead information to Lofty Follow up email and SMS sequences through Lofty Lofty Dialer to call and follow up with leads BombBomb for video email follow-up sequence in Lofty SmartPlan Video Text Messages Facebook messenger, Instagram DMs, Personal Cell Phone Calendly for appointment booking
Conversion: Meet via Zoom or in-person, Google Slides for presentation, JotForm filled out by client or agent depending on scenario, older clients often need agent to fill out form for them. SkySlope/Digisign for electronic signature. Slack channel created with agent, admin, leader, marketing. Asana for project management and assigning tasks.
Post-Close: Asana for post-close follow up Lofty for continued follow-up.
Coaching Benefits
Coaching has been instrumental in propelling my career in a very short time. I was first licensed in March of 2020, didn't sell anything until November. Had $1.6M in total sales by May of 2021 and joined TF Elite Coaching. Since then coaching has been rocket fuel. I learned systems and processes and sales strategies that allowed me to personally sell 55 sides and over $20M in volume in 2023 while leading a team who did nearly another $20M and landed us on America's Best list inside 3 years.
