Organizing your CRM Part 3/6: Long term nurture

In the third part of our six-part series, we talk about interacting with clients that are far out from making a move, bringing them value and establish authority in the process.


If you didn’t have the chance yet, make sure to check out part 1/6 about organizing new leads and part 2/6 about A, B, C and D buckets.

What do you do with your long term nurtures? When do you get back to potential clients that are not interested yet or so far out you can't even put them into a D bucket?

First: Watch the first two videos of this series and learn more about how to organize new leads and leads that you reached, but didn't meet in person with yet.

Today, we talk about long term nurtures. What do you do with your long term nurtures? When do you get back to potential clients that are not interested yet or so far out you can't even put them into a D bucket?

The key: Design a video drip system to keep them engaged, bring them value and establish authority! 

At the Novak Team at eXp, we established a long email drip campaign with lots of video content. Here, clients receive beneficial information twice a month: One of them is a monthly market report. The second one is content about a question we get asked frequently and other clients might benefit from. 

  • Content: Shooting a video about questions that have practical value for your client and creating an evergreen email-drip campaign allows you to run a long campaign without putting much effort into it on a daily basis.

  • Think long term: At the Novak team, we run a long nurture email drip campaign for 18 months.

  • Attention: Keeping an eye on your clients can help to make sure you are contacting them at the right time, with the right content: If they watched not only one, but three of four of your videos, something might have changed in their situation.

  • Follow up: It might be a good idea to follow up with them regarding their timing when you notice an increased interaction. Maybe they are ready to meet with you or it’s wise to move them into a C or D bucket!

This is part 3 of our six-part series about organizing your leads. If you didn’t have the chance yet, make sure to check out part 1/6 about organizing new leads and part 2/6 about A, B, C and D buckets.

Questions? I would be stoked to share with you what exactly we are doing here at the Novak Team at eXp! Shoot me a message, I am happy to help and share with you what exactly works for us!

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Organizing your CRM Part 2/6: A, B, C and D

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Organizing your CRM Part 4/6: Behavioral Based Organization