Sales Strategy
For the past seven years, I have diligently made a minimum of 100 outbound calls each day or secured at least two appointments, regardless of my schedule or other commitments. This unwavering dedication to my daily routine ensures a steady pipeline of potential clients and future business opportunities. By consistently prioritizing these calls, I have not only generated more listing opportunities but also built strong relationships through effective follow-up. This disciplined approach has been instrumental in maintaining a high level of client satisfaction and driving sustained growth in my business.
Marketing Strategy
We have a comprehensive marketing strategy including social media, video, email campaigns, mailer campaigns, paid advertisements, and client events. However, three particular things that have made my business thrive is through retargeting our current database, social media reels, and the multiplier effect. Currently, we are retargeting our contacts with home valuations twice a month using Fello. This has opened up the door for conversations that I wouldn’t be having otherwise in a way that also provides value. In addition, I film an agent walkthrough video for social media as well as retargeted ads. These have helped put my face and name at the forefront of the community. When it comes to listings, I am a big believer in the multiplier effect. At our listings launches, we send out private invitations to the neighbors allowing us an opportunity to meet them at the open house and potential list their home as well.
Technology Strategy
The Bartos Group (BG) leverages a cloud-based tech environment, enabling our team to access our solutions from any device, anywhere. Embracing our Core Value: Work Smart…and Hard, we aim to streamline systems to boost team productivity.
Foundation:
Core Tools: BG uses FollowUpBoss for CRM due to its seamless integration with our real estate software.
Project Management: The Executive Team employs EOS methodology via Ninety.io, while tasks are managed using Trello and Monday.com.
Communication: Our offices connect through Google Workspace, while agents use our Agent Central intranet. Slack is our main communication hub, with Zoom and Google Meet for meetings.
Lead Generation and Marketing Automation:
Automation: Activepipe handles email campaigns; Make and Zapier facilitate data integration. Retool and Lob streamline direct mail processes.
Content Marketing: Most content created in Canva, with some in Adobe Creative Suite. We post on social media, and run Zoom Mastermind classes. ClickFunnels provides 24/7 content availability.
Advertising: We use Google Ads and Meta Ads, set budgets, and measure ROI.
Data Analytics and Business Intelligence:
Analytics Tools: Integrate FollowUpBoss, Google Analytics, and Looker Studio for performance tracking and insights.
Performance Tracking: Data from Google Sheets and FollowUpBoss is merged to monitor metrics like conversion rates and lead ROI.
Client Experience and Transaction Management:
Transaction Management: Automate with Open To Close, Zipforms for signatures, and ShowingTime+ for seller communications.
Client Portals: Open To Close offers custom portals for tracking transaction status.
Mobile Integration:
Mobile Apps: All tools are mobile-friendly. BG deploys HomeStack for customer service via mobile.
Training and Support:
Ongoing Training: Use Thinkific for training programs and ensure strong customer support for troubleshooting.
Scalability and Integration:
Integration: Ensure seamless tool integration with APIs, Make, and Zapier.
Scalability: Identify scalable solutions, such as transitioning to Google Looker for integrated operations and intelligence.
Compliance and Security:
Data Protection: Implement 2-step authentication and require antivirus software.
Backup Solutions: Secure cloud data on Google Drive and Dropbox.
This technology strategy elevates our team's efficiency, client relationships, and data insights, continuously seeking improvements to better serve our clients and team.
Coaching Benefits
TF coaching has offered guidance on growing a team from 6 people (when I joined) to 50 people and growing. The introductions in the ecosystem have been extraordinary for input on systems, sales tactics, ancillary businesses, and overall maximizing profits. All in all, Tom Ferry and his team has been able to keep my mindset focused on growth not only on our team but on myself so that we can provide more people with the experience they deserve and keep the same level of service.
