contactually & homesnap: client and business development in a social world
TRANSCRIPT
CLIENT AND BUSINESS DEVELOPMENT IN A SOCIAL
MEDIA WORLDBrian Pesin
Senior Marketing Manager, Partnerships
SOCIAL MEDIA HAS CHANGED HOW WE INTERACT
• The best-in-class CRMs are now social too!
YOUR CLIENTS’ SOCIAL DATA AND COMMUNICATIONS IN ONE PLACE
SOCIAL MAKES OUR ON AND OFFLINE INTERACTIONS MORE PERSONAL
The more you know…
Make sure you record important personal and professional information in your CRM.
IF YOU NEED A FEW TIPS
A WORD FROM THE WISE…
Don’t be creepy!
DON’T IGNORE YOUR TRIED AND TRUE
• Social media and online interactions are a great supplement to face-to-face interactions
• Use your digital tools to follow up with your VIPs before and after your face-to-face interactions
MAKE AN OPEN HOUSE A SOCIAL EVENT
• After the open house, get your new leads / contacts into your CRM ASAP.
• Options in Contactually:
• .csv import
• Manual add
• or…
MAKE AN OPEN HOUSE A SOCIAL EVENT
• Send your new leads an email or interact with them socially in order for them to automatically be added
MAKE AN OPEN HOUSE A SOCIAL EVENT
• Add them to a bucket with a follow-up reminder setting, and/or add them to a post-open house program
MAKE AN OPEN HOUSE A SOCIAL EVENT
“Give so much away until you feel you have given
too much. Then give a little more.”
-Michael Port, Motivational Speaker / NYT Best-Selling
Author, Book Yourself Solid
FIND YOUR SIGNATURE ITEM
• When you are constantly giving, you don’t need to be afraid to ask for help or favors
• Ask for pictures, testimonials, etc., after you’ve surprised and delighted your client with your signature item using an email template
FIND YOUR SIGNATURE ITEM
• Spread the word to your sphere using buckets, tags and search to narrow down by location
• Use tags and custom fields to remember your clients’ favorite holidays and local events
• Email templates are handy for holidays too
PARTICIPATE IN LOCAL AND NATIONAL EVENTS
MAINTAIN A ROBUST SOCIAL PRESENCE
With Contactually:Native platform/app:
…with a strategy that incorporates direct social outreach
CURATE RELEVANT CONTENT
• Content is king.
• Content must be relevant to the recipients’ interests, and must be high-quality to avoid being perceived as spammy
• For help finding content:
• Google Alerts
• InsideView (for industry/company news)
• Nuzzel
• BuzzSumo
CURATE RELEVANT CONTENT
Once you have high quality, relevant content, incorporate it into your direct outreach.
USE LINKEDIN STRATEGICALLY
• Contactually will automatically import job title, company, and profile pictures from LinkedIn
• Job change notifications: great personal opportunity to connect!
• Send LinkedIn requests directly from Contactually
• Bypass that annoying pre-request step!
• Use custom fields and tags to record information from LinkedIn in your CRM
USE AGENT TOOLS TO REINFORCE AND GROW YOUR NETWORK
Start your free 30-day trial at contactually.com/trial
QUESTIONS?
t: @bpesin
@contactually
l: /brianpesin
Looking for more information?
Visit contactually.com and training.contactually.com,
and homesnap.com