Your Database Holds Next Month’s Real Estate Business
October looking a little bleak? Sometimes a new month surprises us. It sneaks in like a thief in the night. Let’s discuss 5 ways to generate some conversations naturally using your AI to help. Help finding the people, not having the conversation. The words are all you because that is what you already know how to do!
Table of Contents
1. Follow Up Key Word Search
2. Call the sources of your last 5 referrals
3. October Home Purchase Anniversaries
4. October Birthdays
5. Search for Timing Words
FAQ
Related Reading and Where to Go Next
1. Follow Up Key Word Search
Let me ask you a question. Have you ever promised a follow up to a client? Of course you have because that’s the cornerstone of your real estate business!
Open your text message app and click on the search button.
Type in “follow up”
It will show you every text you that contains the words “follow up”.
Are any of these conversations still hanging open?
Anyone that still needs information from you?
Mine tuned up 18 conversations with these words.
Go through them and make sure they are resolved. Pick up the phone and call if you need to
to!
Now repeat this exercise in your emails. Those robots read fast. Anything here you need to handle?
2. Call the sources of your last 5 referrals
Open your lead tracker. Sort by referral. Or, if you have AI connected to your CRM or tracker, ask your robot to do this!
AI Prompt:
Search my database and lead tracker. Tell me who sent me the last 5 referrals I have received.
Pick up the phone and call those wonderful people! Sending you a referral is truly the greatest gift in our business. While you’re at it, call the referrals, too! Say thank you to the referral sources. If they do not answer, send them a thinking of you card and tell them how much you appreciate them. If they do answer, that’s even better! Follow up that phone call with a handwritten note telling them you enjoyed the call.
3. October Home Purchase Anniversaries
This is a great conversation starter! Ask them how the house is treating them. See if they need any vendor referrals. Ask them where their new favorite restaurant is, or favorite store. Don’t just call last year’s clients – call all your October anniversaries. You can make this easier with your robot.
AI prompt:
Pull my database client records. Give me a list, with contact information, of everyone that bought or sold a home in October. Search my calendar, too for any appointment in October of the past 5 years that said Closing.
It is truly amazing how fast AI can give you this list. The calls will be easy for you to make because you have something natural to say!
4. October Birthdays
This is a fun and easy one to do! Having something natural to say when you call past clients is one of the best calls to make. Start a conversation about them. We all like to talk about ourselves! Well, most people do. Again. AI makes this a breeze. It handles the data collection and you handle the relationship.
AI prompt:
Search my CRM and calendar and give me a list, with contact information, of every one that has an October birthday. If you find birthdays in my calendar that are not in my CRM, add them.
This accomplishes 2 things in one. Keeps your CRM up to date and gives you a great list to call. Also consider sending out a birthday card, too. We all love personal mail.
5. Search for Timing Words
Words like “next year, after the holidays, in the spring, waiting on, thinking about” are trigger words for a phone call. You can search your texts and emails in the same way you did in #1 above. Is there anyone that needs a call? Anything trigger a memory of something you need to do?
AI prompt:
I want to verify any necessary follow up that I need to do for my real estate clients. Search my emails, and my CRM, and give me a list of contacts, with contact information and subject matter, that contain the following phrases: next year, after the holidays, in the spring, waiting on, thinking about. Any other phrases I should list to accomplish this goal of following up?
It amazes me every time what the robots can come up with. Try it!
Once you have people to call, with something of value to say, talking real estate becomes easy. Our clients see us as the expert they can trust. When you are talking, if they have real estate questions, they will ask. If they don’t, ask them. “I am here for you when and if you need me. Let me know if you ever have any real estate questions.”
One thing worth mentioning in this exercise. Your CRM needs to contain the valuable information that you need, when you need it. Don’t fret if it doesn’t. Today is a great day to start. Add details that may have come up in the past few days to people you have spoken to. Or wait, do you need a CRM? We can tackle that too. If you want help that is a little more specialized, join the Wednesday Realtor Collaboration Zoom. We discuss things just like this. I want to meet you where you are and help you get where you want to go! Reach out if you have questions. Today’s Organized Agent has real tools, that you can use in your real business. Talk soon!
FAQ
What is the easiest way to find follow-ups I promised?
One easy place to start is your text message app. Search for the words "follow up" and read what comes up. Then try the same search in your email. When I did it, my search turned up 18 conversations.
Do I need AI to do any of this?
No. The text and email searches only take a few minutes on their own. AI helps most when your CRM and calendar hold a lot of names, because it can pull the list of people while you handle the conversations. It helps you find the people. It does not have the conversation for you.
What do I do with the sources of my last 5 referrals?
Call and say thank you. A referral is the greatest gift in our business. It also helps to call the people they sent you. If a source does not answer, a thinking of you card tells them how much you appreciate them. If they do answer, a handwritten note afterward lets them know you enjoyed the call.
What do I say on an anniversary or birthday call?
Start a conversation about them. Ask how the house is treating them, whether they need any vendor referrals, or where their new favorite restaurant or store is. Before you hang up, you can add, "I am here for you when and if you need me. Let me know if you ever have any real estate questions."
What if my CRM does not have the information I need?
Don’t fret. Today is a great day to start. Add the details that have come up in the past few days for the people you have spoken to, and your list gets a little better each week.
Which timing words should I search for?
Words like "next year," "after the holidays," "in the spring," "waiting on," and "thinking about" are good places to begin. You can also ask your AI what other phrases are worth adding to the list.
Related Reading and Where to Go Next
Join the Conversation:
Come sit in on my free Wednesday Realtor Collaboration on Zoom, live at 10 AM EST. We talk through ideas like these together. Join here: todaysorganizedagent.com/free-training
Related Reading:
If treating your database like real people speaks to you, you will probably like Your Database Is People, Not Names: todaysorganizedagent.com/blog/your-database-is-people-not-names