For All Sphere, Prospect, New, Active Leads

For Closed Status Contacts

Day

Action

Subject

Content/Body

1

email

Manage Your Greatest Asset in a Few Simple Clicks

Hi {first_name},

I wanted you to be the first to know about our new app that will make you feel like the CEO of your own home!

Our app makes it easy to stay informed about all the important things homeowners should know and track to manage the most important asset you'll own. Things like neighborhood market trends, new listings that hit the market in your area, and staying informed about your home's value.

I have a unique profile ready for you, just click here to claim it: {site_url}/holp/app.
When you login please use the email, {email}, that I have on file for you. If you need me to update that, please let me know what email you prefer to use and I will update my records.

If you have any questions, please feel free to reach out to me, I'm happy to answer them.

14

text

Are you on Facebook? I'd love to connect with you - you can find me here {agent_facebook_link}.
I post listings on my social media and to see real-time listings, click here for my app: {site_url}/holp/app.

31

email

Knowledge Is Power

Have you had a chance to poke around in your Homeownership Portal? We understand that knowledge is power and that is why we have created this app - to help you stay informed about your home. If at any time questions arise, feel free to give me a call or shoot me a text. I am always eager to discuss real estate.

If for some reason you haven’t had a chance to log in, here is the link {site_url}/holp/app. Look around and let me know what you think!

48

Text

With your new homeownership app, our multiple listing service will update your home’s value in real-time! Click here to see it {site_url}/holp/app.

61

email

Are You Ready for A Change?

Now that you know what your home value is, have you thought about cashing in and buying something else? Maybe you’re considering a bigger home, investment property, or even downsizing. Not only does your Homeownership App give you access to everything for your current home, but it can also help you find your next one. Click here to get started. {site_url}/holp/app

PS. If you don’t see what you are looking for, reach out! I frequently have pocket listings that are not currently available online.

78

Text

Looking to make a move? Your personalized Homeownership App can help with that too! {site_url}/holp/app - {agent_first_name}

Day

Action

Subject

Content/Body

1

email

Manage Your Greatest Asset in a Few Simple Clicks

Hi {first_name},

I wanted you to be the first to know about our new app that will make you feel like the CEO of your own home!

Our app makes it easy to stay informed about all the important things homeowners should know and track to manage the most important asset you'll own. Things like neighborhood market trends, new listings that hit the market in your area, and staying informed about your home's value.

I have a unique profile ready for you, just click here to claim it: {site_url}/holp/app.
When you login please use the email {email} that I have on file for you. If you need me to update that, please let me know what email you prefer to use and I will update my records.

If you have any questions, please feel free to reach out to me, I'm happy to answer them.

15

text

Last month I was your Real Estate Agent, now I am your Real Estate Advisor, or Real Estate Freind Forever! I hope you've had a chance to download my app {site_url}/holp/app so that as you manage your home over the course of the next several years I can help you with whatever you need. I am just a chat away whether you need advice on renovations, tax forms, landscaping, or whatever you may need, please keep me in mind. - {agent_first_name}

30

email

Celebrate!

Hey {first_name},

It's been a month already! How is everything going?

I pride myself on constant improvement - I want to be the best real estate agent out there. Do you have any feedback you'd be willing to share, either positive or constructive, from our experience working together?

Thanks,

{agent_first_name}

PS - If you have any friends or family thinking about selling, could you forward them this great tool on my website for getting a home valuation? {site_url}/holp/app

33

call

Check in and congratulate on closing

90

email

Any ideas?

Hi {first_name},

I really enjoyed working with you. I'm trying to build my business, and referrals are the best way for me to meet new clients.

Would you be willing to recommend me?

Thanks,

{agent_first_name}, {site_url}/holp/app

120

email

Testimonial for my website

Hi {first_name},

I'm working to update my website, and I'm collecting testimonials from my favorite clients. If you haven't already, would you mind sharing just a brief testimonial?

Thanks so much,

{agent_first_name}, {site_url}/holp/app

180

task

Resend closing statement for tax records

182

text

Hi {first_name}. I can't believe it's been six months! How is your new place? -{agent_first_name}, {site_url}/holp/app

272

email

Your neighborhood

Hi {first_name},

I'm seeing a lot of demand from my clients for places near you. Do you have any neighbors thinking about selling? I'd love if you'd connect me with them.

Thanks!

{agent_first_name}, {site_url}/holp/app

365

email

One year in!

Hi {first_name},

Can you believe it's been a year already? How is everything going?

Best,

{agent_first_name}, {site_url}/holp/app

366

status

Move to sphere