Below are 24 different methods to drive leads, build your Sphere of Influence (SOI), and grow your business. Each section is equally important and It may help to think of these suggestions as a recipe for success with each item as an ingredient that will make the whole dish more delicious and satisfying.
Section 1: Build Your SOI by Importing Your Contacts
Be proactive and gather your Sources (LinkedIn, Outlook, Facebook, etc)
Set reminders to yourself to pull new reports each quarter from sources such as LinkedIn, Facebook, etc so your SmartCRM is up to date
Import the leads & contacts - Let us do the ‘heavy lifting’ of Imports while you’re handling daily business
This free service* allows you the ability to partner with a BoldTrail Lead Configuration Specialist (LCS) instead of you having to handle DIY Lead Imports
To make an appointment with an LCS click here
PRO TIP: Use Status and Hashtag to further define the type of contact for easy sorting. This will allow the Contact Filters to help you locate niche, targeted groups of contacts
Tools Used In Section 1
1.1 - Importing Leads & Contacts
Use the various tools listed to complete the tasks in Section 1.
Tools Used
Have BoldTrail Import Your Leads FOR YOU
Connecting Lead DropBox (Realtor, Trulia, any email forwarding lead source directly into BoldTrail)
1.2 - Add GMail Contacts to SOI
1.3 - Add MLS Prospects to SOI
Current contacts within MLS download.
If you have MLS Prospects/Contacts, download them and import them into your Smart CRM
1.4 - Add Outlook Contacts to SOI
1.5 - Add iPhone Contacts to SOI
1.6 - Configure Zapier
Configure Zapier Integration (this will come in handy when you get into advanced tactics for driving leads within Section 3)Zapier is an app that helps bridge data from our resource to another. This will allow you to set up information on social media such as Facebook for lead generation, and have the new leads flow directly onto your dashboard
Section 2: The Basics Of Lead Generation
By now you have taken the steps of building the Smart CRM foundation within BoldTrail by taking the steps of using our Lead Configuration Specialist or completed a DIY lead import, as well as connected your email lead forwarding sources directly into BoldTrail. Section 1: Build SOI by Importing Leads and Contacts helps you build that strong foundation of your SOI and lead sources. Section 2: The Basics of Lead Generation, helps you continue building those segments.
Build Your Sphere of Influence by Continually Growing Your Pipeline
The following techniques use different tools within BoldTrail you can employ for lead generation
These can be used for Organic (free) lead generation or DIY Pay Per Click lead generation
The working knowledge & execution of these techniques will prepare you for Section 3: Advanced Tactics for Driving Leads
Use the various tools listed to complete the tasks in Section 2.
Tools Used
2.1 - Use Open House App for Buyers & Sellers
Make sure Open House campaign is turned on and triggered by hashtag ‘openhouse-attend’
Download the Open House App (above link)
Setup a new Open House and include the 'openhouse-attend' hashtag (needed for Filter in Smart CRM)
All attendees will be automatically tagged with #openhouse123456 (open house and mls # of open house attended)
Run your Open House
Use Filters in Smart CRM to locate contacts
2.2 - Leverage Listings To Gain Homeowner Information
Use image for recently sold property
Image must be a link you have permission to use or own
Link people to either
A) normal valuation page (sell tab on domain)
Target ad for homeowners within 1-2 miles of recently sold property
If running paid PPC ad within Facebook (for example)
Use Filters in Contacts to locate contacts
2.3 - Single Property IDX Squeeze Page
Create squeeze link for a single property
Be sure to build a Hashtag into the Squeeze Page for easy identification of contacts who responded
Copy link created
Post link to social media/s of choice
Use Filters in Smart CRM to locate contacts within Smart CRM
2.4 - Single Property Landing Page “Squeeze the Landing Page”
Create squeeze link for a single property
Be sure to build a hashtag into the Squeeze Page for easy identification of contacts who responded
Copy link created to use Link within the Landing Page Tool
Create Landing Page
Post link to social media/s of choice
Use Contact Filters to locate contacts
2.5 - Custom Text Code Calls to Actions
You can then set up other unique text codes for niche, targeted audiences such as Craigslist posts, Sign Riders, Print Media
2.6 - Craigslist Google Extension
Yes, it will write a Craigslist ad FOR YOU!
Sit back, stretch, sip some coffee, and watch it build (you may need to click a county depending on your area)
You will still need to review and edit if applicable
It will pull the primary photo from the listing automatically
2.7 - Millions Mapped (front facing app for your leads)
Millions Mapped is an app that you send to your contacts in your database
You can utilize it as a lead capture device
You can utilize it as a way to obtain phone numbers from your sphere/leads/prospects
It is your main competition for the consumer facing Zillow App
Once your lead downloads the app it’s like they have your website in their pocket 24/7/365
2.8 - Add Your Own Manual/Exclusive Listing
Manual Listings : Key Points
Manual Listings you add are NOT added to the MLS
Manual Listings will be syndicated to third parties such as Zillow (when available)
Manual Listings will connect to school information from your MLS, but do not use any other MLS data
The options you select or input for the Manual Listings are not connected or derived from your local MLS - Please read article for all details
Section 3: Advanced Lead Generation Tactics for Driving Leads back to YOU
The following Advanced Lead Generation sessions were created by an Inside Real Estate Real Estate Lead Conversion & Conversion Support expert. These sessions bring together the skills you have acquired during Section 2: The Basics of Lead Generation and help you ramp up into Section 3: Advanced Lead Generation
As you have worked your way through Section 2: The Basics of Lead Generation, you have learned how to employ these lead generation tools within BoldTrail
Craigslist Auto Post via Craigslist Google Chrome Extension
Adding Manual Listing Tool to BoldTrail Listings Tab
To see all advanced lead generation and tactics classes click here
You can also access these via your BoldTrail Dashboard by scrolling down the left side of your dashboard and clicking on the Question Mark that has “Help Resources” next to it, then clicking on “Webinars & Training” at the top of the page
We run various live Real Estate Lead Conversion & Conversion Support on our Inside Real Estate Fan Page on Facebook
Inside Real Estate will announce the topic/s, time and date within the BoldTrail Discussion Group on Facebook. Click here to join the discussion group
Don’t worry if you miss a segment, they will be found via the Help Resources>Webinars & Training tab outlined above
The Section 3: Advanced Lead Generation tactic sessions speak to both BoldTrail & Kunversion+ users. You may see different screens, back and forth, however the concept of execution remains the same within the social media content creation. The sessions pick up from the skills you learned in Section 2 and applies them into creating Do It Yourself Pay Per Click advertising and free lead generation techniques.
Use the various tools listed to complete the tasks in Section 3.
Tools Used
3.1 - Simple, Affordable Action Plan for Facebook SOI
3.2 - Twitter PPC Advertising Real Estate Lead Generation Tactics
3.3 - A "Set It & Forget It" Real Estate Deals Funnel
3.4 - A Game Plan For Generating FREE Real Estate Leads From Your Social Sphere Of Influence
3.5 - Leading with Listings
3.6 - A Weird Way To Get Real Estate Seller Leads with Kunversion & BoldTrail?
A Weird Way To Get Real Estate Seller Leads with Kunversion & BoldTrail? Instead of just pushing people at your "What's Mine Worth", house value page, this "funnel" takes a longer term approach that relies on you to create weekly (or monthly) update posts that are shown to your growing digital farm of potential homeowners who might list with you someday.
3.7 - Hartman: Google Adwords Real Estate Lead Generation Strategies
3.8 - Snapchat Tactics for Real Estate
3.9 - Bing PPC Advertising Tactics
Download a printable copy of this guide here.
4.0 - Multi-Channel Marketing Approach
(Keywords: SOI, tactics, tips & tricks)