Sales Strategy
Role Play. Role Play. Role Play. Call. Call. Call. When I started in this business, I used to role-play 5 days a week, and it is still something I do with my team. It is vital to get your mouth around the words you are going to say before you ever get on the phone with a client. When it comes time to dial, just pick up the phone and make those calls. The money is in the conversations. And if you don’t get them on the first try, triple tap them!
Marketing Strategy
We have a comprehensive marketing strategy including social media, video, email campaigns, mailer campaigns, paid advertisements, and client events. However, when it comes to sales, over 35% of our business comes from our past clients and sphere. We’ve been able to achieve this by truly creating a community around the Bartos Group name. Whether it is through our weekly newsletter with tips and tricks, our monthly market updates, or a coveted invite to our happy hour events, our relationship with our clients goes well beyond the closing table. With us, we truly believe it is all about giving the client the experience they deserve.
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.
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.
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.
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 Apps: All tools are mobile-friendly. BG deploys HomeStack for customer service via mobile.
Ongoing Training: Use Thinkific for training programs and ensure strong customer support for troubleshooting.
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.
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
The Tom Ferry Organization truly provides the best coaches in the real estate industry. Throughout our time with Tom Ferry, each coach has provided exactly what we needed at the time. As a single agent, our first coach helped us develop the necessary mindset and skills . When we decided to build a team, our second coach helped us begin the foundation, while our third coach helped us expand the business and began coaching the agents on our team. Most recently, our coaches, Tom Ferry himself and Emily Kettenburg, have helped us keep the vision on track and begin expanding even more. Outside of the coaching, the Tom Ferry ecosystem has been instrumental in our growth and development. Our Masterminds have always been a wealth of knowledge, providing great ideas that we have been able to R&D and vice versa. Our accountability partners within the organization have kept us on track, and of course, we love partnering with others for referrals!
