Day-to-day life for a real estate agent is hectic to say the very least. Work/life balance is a hard thing to come by when you decide to plunge into the world of real estate and start your own sphere-based business. Having to juggle clients, leads, business growth, family, friends, and often children, means real estate agents could use a few more minutes in the day, everyday. Agent marketing automation can get those minutes back. Here are some easy ways to go about using agent marketing automation.
Marketing automation comes in various shapes and sizes. It can be something as simple as planning and scheduling out your social posts for the week or a monthly postcard you pre-planned at the beginning of the season or year. But wait, it can be even simpler. You can click a button that allows you to stay in flow with all of your clients and leads every month. Yes, all you have to do hit the (easy) button one time, and your clients are forever in flow.
Do you use Moxi Engage CRM? Then you’re in luck. Neighborhood News sends automated market snapshots and overviews, personalized for each subscribed contact in an agent’s Moxi Engage account. These monthly emails keep your sphere up-to-date on market happenings in their neck of the woods – or wherever they’d like updates for. Clients can even change the area they get each month by putting in a new zip code. You can even see when they make these changes as well. #Winning.
Just Listed/Just Sold
Gently let your sphere and prospects know when you list and sell. Just-Listed & Just-Sold is another Moxi Engage feature that automates notifications to select members of your sphere to keep them in the loop. Automated email updates as you close transactions are a great way to keep your sphere (or those you want) in the loop. Manage all of the subscriptions directly in Moxi Engage CRM.
Besides saving extremely valuable time, these are some other key benefits of exercising agent marketing automation:
Be more effective. Having an email that your clients can expect and look forward to each month is much more effective than emailing them something random when you find the time to do so. Consider the market snapshot, you “checking in” with them, while providing them valuable content.
Know exactly when to call. If someone changes the zip code on their market emails, chances are they’re thinking of moving. Looks like it’s time to pick of the phone!
Automatically follow-up with leads. A study on the Harvard Business Review suggests that you’re 60x more likely to qualify a lead if you follow up within one hour, compared to waiting 24 hours. Set it up so all of your leads are instantly signed up to Neighborhood News.
Agent marketing automation is one of the easiest, most effective way for real estate agents to have a little extra time, with a lot less stress weighing them down.
We’d like to announce our new e-Magazine, built specifically for agents.
We wanted to find a way to give agents a set of monthly tools and information that helps them become more productive, more tech-savvy agents, without having to spend a lot of time to do so. Because we know they are short for time as it is. That’s why Mile 62 is made with agents in mind, period.
This e-Magazine, or real estate agent’s toolbox, will be distributed digitally on a monthly basis. Click, cruise, resume day. Your one-way ticket to being a trusted advisor!
What’s in it
Here’s what you can expect from the real estate agent’s toolbox, Mile 62:
Actionable tools and tips to increase productivity on topics such as,
- Social Media
- Marketing to your Sphere
- Client Gifting
Resources such as training videos and webinars
- Sign up for them live or watch them pre-recorded
- Watch videos in the magazine without having to click to a new tab
- Stay in the know
- Have topics always tucked away in your back pocket that you can use to showcase yourself as a trusted advisor
Expected Outcome: More knowledge, more time.
This not only helps agents be more successful with their own business, but it helps office managers stay in tune with the agent’s needs, wants, and hot discussion topics. It prepares them for the future of their brokerage and the future of the industry as a whole.
Why Mile 62?
Space is 62 miles (100 km) away. At Moxi, we truly believe the sky’s the limit and we want to help agents get there and achieve the goals they set for themselves. Every day is a good day to be a step ahead of the competition and be more knowledgeable, tech-savvy agents, that can position oneself as the go-to advisor for both clients and entire sphere. View Mile 62 while in line at Starbucks or waiting for an open house to begin! There’s no bad time to read and digest the real estate agent’s toolbox.
What would you do to reach the sky? Without further ado: Here’s the first edition of Mile 62!
An agent’s sphere is the lifeblood of their business, but staying on top of hundreds of clients and leads can be exhausting and time consuming. Wouldn’t it be great to immediately know details about their sphere and know when they are likely to list their homes? Public data can make all the difference.
Enter Moxi Insights
Moxi Insights is a newly released feature of our Moxi Engage CRM and is no doubt changing the game for sphere marketing with the help of public data. Moxi Insights gives quick and organized client information to agents through their CRM, from general demographics, housing info, lifestyle choices, financials, and hobbies to where clients/prospects donate and invest their money. Agents can potentially see if their clients have pets, certain cars, or if they’re a value shopper.
Notifications and badges let you see when people in your sphere are looking to downsize or could afford a larger home, and if they’re highly likely to buy or sell. All to make it easier for agents to maintain control of their sphere, and of course, save them some precious time.
The public data is there, but how are you going to take full advantage of it?
We’ve put together a list of the top 10 ways to use Moxi Insights to its fullest:
1. Send investment opportunities to investors.
2. Invite all your sports fans to a night out at the ballpark. Buy ’em a ticket, a beer and a hotdog. Save some money by taking them to a minor-league game (which are typically very fun and engaging BTW).
3. Send all the highly-likely-to-sell people your “How to list your home” guide. Moxi Insights lets you know when someone is highly-likely-to-sell.
4. Send about to be empty nesters your “Downsizing tips from the pros” guide. Moxi Insights informs you when people are probably thinking of downsizing.
5. Send invitations to the local gallery walk night to all the art fans. Do a meetup with them. Offer to buy them a glass of vino.
6. Got a boat and a bunch of boating fans? Invite them to a meet up on the lake. Have everyone tie up together and do a barbeque on your boat.
7. Quickly and easily learn more info about the internet leads you receive.
8. Learn the interests of your client or almost-client to buy them the perfect “thank you”, “happy birthday”, or closing gift.
9. Got a bunch of literature fans? Invite ’em to a local bookstore with a cafe and offer to buy ’em coffee and a scone.
10. If anyone has a badge, send an unsolicited CMA, a handwritten note, text or Facebook message them for a coffee date just to chat and catch up. Spend extra time with them – not necessarily talking about anything on the Insights report, but reconnecting with them at the perfect time.
The goal is to keep it real and find the human connection when you are working to engage and convert new leads or keep in touch with your sphere. Moxi Insights helps you do just that with the use of public data.
Here’s another look at Moxi Insights:
Like all Moxi Works products, Moxi Insights is mobile optimized through the Moxi Engage CRM and can be accessed on any handheld device, laptop, or tablet.
Find out more about Moxi Insights, our other products, and what the Moxi Cloud is all about right here.
We’ve been hard at work this year, creating products we know agents will love. Today we’d like to announce our newest product: Moxi Insights! This product gives agents access to client insights with the click of a button.
Moxi Insights, currently in Beta, gives quick and organized client information to agents through their Moxi Engage CRM. General demographics, housing info, lifestyle choices, financials, and more can all be learned about clients through the Moxi Insights product.
“Moxi Insights is a feature that not only adds to the overarching Engage CRM experience, but it’s also one that has the potential to revolutionize sphere marketing as we know it. Let’s face it, the core of an agent’s business is built upon a strong client base, but it’s impossible to personally keep up with every single one. Moxi Insights now does it for them. By reminding an agent to reach out to clients when their kids are heading off to college or letting them know the investment opportunities their clients care about, it frees up even more time for agents and keeps them on track,” said York Baur, CEO of Moxi Works.
Depending on the public data available, the insights given from Moxi Insights might include detailed information anywhere from hobbies to where clients/prospects donate and invest their money. Agents can potentially see if their clients have pets, certain cars, or if they’re a value shopper.
Moxi Insights also allows agents to filter their client lists based off of their likelihood to sell. For instance, if there are teenagers in the house, Moxi Insights will notify the agent that this family might be interested in downsizing soon. This is all based off public data that Moxi pulls into the agent’s Engage account. It helps agents quickly understand who they should be targeting in their sphere today, with badges next to the clients that are gearing up for a major life change.
Like all Moxi Works products, Moxi Insights is mobile optimized through their Moxi Engage CRM and can be accessed on any handheld device, laptop, or tablet.
Find out more about Moxi Insights, our other products, and what the Moxi Cloud is all about right here.
Watch how Moxi Insights Works below!
With over 30 integrated vendors and growing fast, Moxi Works is very excited to announce our new addition to the Moxi Cloud: QuantumDigital.
QuantumDigital is renowned in the world of direct mail, digital, and email marketing for real estate. It’s hard to beat solutions that generate revenue, all while having a 24-hour turnaround time for postcards and all print marketing.
The Moxi Cloud open platform is an entire system built specifically for brokerages and agents to make their lives more efficient. This new vendor will be integrated into the Moxi Cloud through our sphere marketing system powered by Moxi Engage CRM.
“QuantumDigital has great relationships in the real estate industry and we’re jazzed to be partnered with them. Integrated in the Moxi Cloud, together we bring a seamless print, digital, and email experience to our broker and agent customers. We’re looking forward to innovating with the Quantum Digital team,” said Mike McHenry, VP of Channels and Partnerships.
Jim Damman founded QuantumDigital in the 80’s to provide a simple way for agents to generate leads, while freeing up their time to meet clients face-to-face. He pioneered the concept of targeted direct mail and created a postcard marketing service that was fast and easy. Since then, they have paved the way for real estate marketing.
Agents can utilize their offerings by choosing from hundreds of online marketing services or the classic and effective direct mail solution. Some direct mail postcard marketing options include Just Listed postcards, farming, and buyer follow-up.
With agents in mind, QuantumDigital created easy ordering tools that store agents’ photos, company logo, and other details to save agents time in the ordering and checkout process. Their suite of products and services was truly created to make direct mail simple and fast for real estate agents. After all, they’ve been doing it for over 30 years in the industry!
Learn more about QuantumDigital and their deep roots in real estate below:
We’d love to formally announce our newest partner, Loop & Tie, making sphere marketing through Moxi Works tools even easier for our agents.
Sending closing gifts is a seemingly small, but quintessential aspect to any deal done with clients, and later on, can be a reminder that their agent still cares and are thinking of them. Everyone likes presents, but more importantly, everyone likes to be thought of. We have partnered with Loop & Tie to provide an easy and effective way for agents to build and maintain these integral client relationships.
“This partnership allows Moxi Works to save agents, even more, time and provides them with more tools to grow and maintain their long-term relationships. We love what Loop & Tie is doing,” said Mike McHenry, VP of Channels & Partnerships. The positive feedback from agents is what made this an easy decision. Sara Rodell, CEO at Loop & Tie says, “Using Loop & Tie for gifts is like taking your clients shopping. Clients get to select what they want, and agents don’t have to stress about what to buy.”
Loop & Tie lets you send gifts from curated selections. Simply choose a price point and let your client pick from the gifts. This way your client gets what they want and they never see the pricing – win, win! Loop & Tie has a variety of unique products in numerous categories, including Home, Bath, Travel, Lifestyle, Food & Drink, and Accessories.
At Moxi Works, we also know that there is never enough time or days in a week for those in the real estate world. It is the entire reason we are in this business: to save brokerages and agents, precious time and money. The best part of this? No training required!
• Clicking a button leads you to the collections where you choose the level of gift to send
• Loop & Tie sends a gift email to the recipient, who then chooses the gift, where to send it, and a thank you note back
• All steps are brokerage-branded for a professional looking environment
• Moxi Works will show reminders to send gifts at logical points in the sales process
• Support is handled by Loop & Tie
Maintain long-term relationships and start impressing clients with these exciting closing gifts! Find out more about the importance of sphere and why it’s a quintessential part of your business: