Measure. Don’t Guess!Proven Strategies To

Make You More MoneyFirst Team

Welcome to Webinar #3!

Heads Up: Highly Interactive Webinar

Tips for Viewing Live

In Case You Missed Past Webinars

Quick Review - Referrals

1. Build Your Database

2. Organize Your Advocates

3. Follow Up Consistently

4. Ask For Referrals

Quick Review - Segmentation

1. Figure Out Your Goals

2. Determine The Groups of People Who Can Help You Accomplish Your Goals

3. Find People That Fit Those Groups

4. Follow Up

http://info.contactually.com/firstteam

If You Can’t Measure It, You Can’t Manage It

TODAY’S FOCUS:

MEASUREMENT

1. Track Messages & Replies

2. Contactually RPA

3. Contactually Insights

4. Contactually Contact Reporting

How To Measure

WHY MEASURE?

IMAGINE A WORLD WHERE YOU CAN TAKE A FEW SECONDS AND GET AN

IDEA IF YOUR COMMUNICATION EFFORTS

ARE EFFECTIVE

1 - TRACK MESSAGES & REPLIES

Track: Opens, Clicks, and Replies

Get Immediate Feedback Under “View Messages.”

1. You can track if a contact has opened, clicked, or replied to an email

2. Contactually can automatically remind you to follow up if a contact has not replied in (x) days

3. You can view the individual performance in one place

Breaking It Down

THAT’S GREAT ON AN INDIVIDUAL LEVEL, BUT LET’S TAKE IT A STEP

FURTHER

2 - CONTACTUALLY RPA

R.elationship P.oint A.verage (RPA)

Measure The Overall Health Of Your Relationships

Based on # of Healthy Relationships

Show you some contacts who are fading

Give actionable feedback for “Weak” Relationships

YES OR NO:

DO YOU BELIEVE THAT A HIGHER RPA MEANS MORE

MONEY?

3 - CONTACTUALLY INSIGHTS

CONTACTUALLY INSIGHTS MAKES THE DATA ACTIONABLE

INSIGHTS MEASURE:

1. Relationships2. Activity3. Reach4. Responses

RELATIONSHIPS

Start With RPA and Dig Deeper

Measure Relationships & How It Changes Over Time

Compare Yourself To Your Team and Other Realtors

Dig Deeper Into Each Bucket

Works Well With Teams, Too

ACTIVITY

Emails, Phone Calls, Meetings, and Others

Get A Better Understanding Of Where You Spend Your Time

IF YOU GOAL YOURSELF ON A SPECIFIC NUMBER OF ACTIVITIES, YOU CAN

NOW MEASURE YOURSELF

REACH

ASSESS THE TOTAL NUMBER OF UNIQUE CONTACTS YOU’VE

REACHED

AND THEN SEE HOW THAT CHANGES OVER TIME

REAL ESTATE IS A CONTACT SPORT. THE

MORE PEOPLE YOU REACH, THE MORE

SUCCESS YOU WILL HAVE

ACTIVITY

ASSESS THE OPEN, CLICK, AND REPLY PERCENTAGES

AND THEN SEE HOW THAT CHANGES OVER TIME

IF YOU ARE SENDING A LOT OF EMAILS AND NO

ONE IS OPENING, CLICKING, AND/OR

REPLYING, CHANGE YOUR STRATEGY

QUICK REVIEW

DEMO

4 - CONTACTUALLY CONTACT REPORTING

THE CONTACTS PAGE ANSWERS THE STATEMENT,

“CONTACTUALLY SHOW ME….”

EXAMPLE:“CONTACTUALLY SHOW ME

THE PEOPLE IN MY SOI BUCKET WHO ARE FADING AWAY, WHO HAVE THE TAG FIRSTTEAM. OH YEAH... AND SORT IT BY MOST RECENT CONTACTED DATE.”

Boom. Populates Actionable Lists

1. Track everything in Contactually

2. Set Relationships, Activity, Reach, and Response Goals

3. Dig deeper into Contact Reporting to get lists to proactively reach out to

4. Look at the data weekly and make changes as needed

STRATEGIES FOR SUCCESS

QUESTIONS?

First Team Resource Site:

http://info.contactually.com/firstteam