Track 2 · Build Your PipelineStep 3

Nurture Your Database

Your database is your retirement plan. Treat it like one.

Overview

Start with what you have access to — your database. Create automated engagement that keeps you top of mind with every past client, lead, and SOI — automatically. Find the hand raisers in your database looking at values and offers.

Why it works

85% of past clients say they'd use their agent again — but only 12% do. The gap is follow-up. Fix the gap, double your business.

How to do it

The play, step by step.

  1. 1

    Connect your CRM — make sure existing contacts are added and new ones are automatically captured.

  2. 2

    Send automated value and offer email links to your database monthly.

  3. 3

    Use an SMS "bump text" approach — "Did you get my email with your values and offers?"

  4. 4

    Track engagement and prioritize the hand raisers clicking values and offers.

Best practices

What top agents do differently.

Automate

Every lead, contact and opportunity is on automation — nothing slips through the cracks.

SMS and Calls

Don't just rely on emails. Based on engagement, SMS and calls convert — use them to turn interest into conversations.

Be different

Don't send out the same "traditional" engagement. Leverage values and offers to create interest and stand out from every other agent.

Scripts you can use today

Word-for-word scripts.

Database Email — Updated Values

"Hey [Name], home values in your neighborhood have just been updated. Click the link below to see your updated values and potential offers from institutional buyers."

SMS Bump Text

"Hey [Name] — wanted to make sure you got my email with the updated values on your house."

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