4 Most Efficient Ways to Organize Client Contacts

By Maddie Jostol, Senior Marketing Manager

organize client contacts header imageYour database of contacts is only as good as the data you put in. It is absolutely vital for real estate agents to keep their database up-to-date, complete, and well segmented in order to get full value out of it. Segmentation enables you to group your contacts based on requirements that fit your sales process. Reach the right people, with the right message, at the right time.

In MoxiEngage, for example, we call them Groups. Associate your contacts with certain groups so that you can effectively filter your database, include groups in marketing campaigns, or reach out to certain segments.

Below are four efficient ways to organize clients contacts in order to keep your database neat and tidy and reap all of its benefits.

1. How you know them

Have a bunch of contacts from your son’s years of playing select soccer? Or from the charity auction you help plan every year? Or maybe from that sewing class you go to occasionally? Whatever it is, consider grouping contacts based on how you know them. Not only will this jog your memory and help you keep track of the hundreds of people in your sphere, but it will also enable you to plan events that gather these like-minded people together, since most of them will know each other as well.

2. Interests

When you group people based on common interests, you can keep them engaged in ways that matter to them. Group together your dog lovers, your baseball fanatics, and those who like to fish. This way, you can send them tailored content that is relevant to them and their lives. When you go to host meet-ups or local events, you’ll know exactly who to invite, by reaching out to your groups with relevant interests.

3. Likeliness to buy

If you want a more fluid system, organize client contacts based on where they are in your sales funnel. Most agents already have a system in place, whether it’s a 1-2-3, A-B-C, or hot-warm-cold system. The key here is that you have to be committed to keeping your database updated and squeaky clean. This type of system only works if you keep these groups updated, so you’re sending the right people the right information. Nobody wants to receive a “have you considered selling?” email from an agent they just purchased a house with.

4. Past clients

This is your starting lineup. These are the people who are in your camp. They’re your biggest fans, who you should take particularly good care of. When you purchase a table at a charity event and can invite six people – this is the group you go to first. Or, when you host a community event, you add these people to the Facebook event invite because you know they’ll get everyone else excited about it. When you need new testimonials for your website, these are the people who are more than willing to take a few minutes to talk about their experience working with you.

Keeping in touch with your past clients is a vital piece to growing your repeat and referral business. When you have a well-organized, up-to-date database, your life as a real estate agent becomes infinitely more simple. Your marketing efforts go further and you see more engagement from your sphere of influence. After all, your sphere is the future of your business, so make sure you show it some care.

Posted on October 30, 2018 at 3:22 pm
Tiana Baur | Category: Sphere Marketing, Tips and Tricks | Tagged , ,

6 Ways to Engage with Your Sphere This Fall

By Jessie Trapp, Marketing Coordinator 

sphere engagement header imageAh, fall. The time of the year when it suddenly becomes socially acceptable (if not encouraged) to drink pumpkin spiced lattes with virtually every meal as we all helplessly watch our timelines get taken over by “throwing leaves” pics.

Aside from the pumpkin overload and sweater weather, fall also brings tons of new opportunities to engage with your sphere. Here are a few fall inspired ideas to kick-start your sphere marketing this season!

Treat or treat. Leave out the tricks and go straight for the treats. Hosting an open house? Better serve up some pumpkin pies or leaf-shaped cookies to spice it up. We could pretend that we’re all talented enough at baking to pull this one off on our own, but we’re not, so here’s a Pinterest page for some quality fall dessert inspiration.

Provide the swag. Fall sports are in full swing, which means that parents are dropping some serious cash on new gear for their kids. Consider taking the edge off by sponsoring a children’s sports team and buying them some swag (sweatshirts, water bottles, after-game snacks, etc.) Take it a step further and purchase branded blankets for the parents who spend countless chilly fall nights sitting in the bleachers. It’s a great opportunity to grow your sphere while creating a positive association with your brand from the get-go.

Give the ugly pumpkins some love. People get strangely into pumpkins this time of year, so why not have some fun with it? Host a competition for who can find the funkiest looking pumpkin. Have them send you pictures and feature the winner on your social media! Not only is something fun and different, but it’s an excuse to drive engagement that goes both ways.

Do some good. Take on the cold weather by hosting your own event to collect warm coats, hats, and gloves for those in need. It’s a great way to give back to your community while also engaging with your sphere in a positive way. Don’t forget to spread the word about your event on your blog, social media and monthly newsletter!

Up your photography game. With fall comes beautiful landscapes and an abundance of vibrant colors. Highlight the season by hiring a local high school photographer to capture some fresh Insta-worthy images. It’s a great way to mix up your content with a seasonal vibe that your audience will love, without breaking the bank.

Share the DIYs. The world of DIY (Do it Yourself) goes absolutely bonkers during this time of year. If you try any DIY costume or decoration making, document it on your social media – even if it turns out to be a comedic DIY fail. Keep your eyes out for any sharable home decorating how-to articles that your clients will love!

Posted on October 26, 2018 at 4:36 pm
Tiana Baur | Category: Sphere Marketing | Tagged ,

Client Milestones: Find out When Your Clients Might Be Ready to Move

client milestones header imageLife isn’t like a crystal ball where you instantly see all of the answers. It’s more like a magic eight ball that we’re all constantly shaking until we get the answer we’re hoping will appear. Frankly, it’s kind of like how we’re always reaching out to our spheres, hoping someone will stick their hand up and say they’re ready to buy or list their home with us. It takes endless amounts of effort and can grow discouraging rather quickly.

But, what if there was a way you could at least get pointed in the right direction? Something to tell you when someone in your sphere is getting ready to move for a variety of life reasons. Well, it exists. It’s called Moxi Insights and here’s what it will tell you:

Below are a variety of client milestones that will appear as badges in your Moxi Engage CRM when you have a Moxi Insights subscription, next to anyone and everyone that they apply to. How? Moxi Engage has the technology to pull in loads of public data and make it digestible for users that opt into Moxi Insights. It’s basically information we could all go out and research or pay for and eventually find, since it is public, but it would take days, weeks, months, even years to gather it all up. Moxi Insights does it for your entire sphere within minutes.

Let’s go over the milestones:

Starting a Family

Baby on the way? Chances are, people are looking to either get their first home, or might be looking to upgrade if they have more little ones than rooms. When one of the hundreds of people in your sphere are growing their family (that has to be quite a few people in one year’s time, right?), you’ll see it right in your CRM. That’s right – you’ll see a bright colored badge next to every person this applies to. Use it as an opportunity to reach out, check in, and remind them you got their back.


What does graduation mean? You guessed it – downsizing! When the little ones leave the nest, the nest wants to get smaller. Write them and remind them that you’re around when they feel they’re ready to sell said nest – especially because selling a home with that many memories in it can be tough. Tell them you’re there for them and, if they confirm their kids are leaving for college, send the kid a graduation present. It might go farther than you think! Aka that kid might use you as their agent when they’re ready to get into homeownership.

Living “Below Their Means”

Plot twist: not a client milestone per say, but something you should know nonetheless. When someone is living well below their means it could be because they’ve been saving up to purchase that dream home or they’re looking at getting a vacation home or cabin somewhere. Don’t miss out on the opportunity to help them move locally, but also get that referral fee if they buy out of city or out of state.

Throw down the magic eight ball and stop driving yourself crazy over guessing when people may or may not be looking to move. Real estate is based off many life events and knowing when someone in your sphere is going through one can make all the difference in the world. Not only will it look like you genuinely care and are keeping up with them, it also places you at the top-of-mind peak at the most opportune time.

Find out more about this insane tool here. 

Posted on September 13, 2018 at 8:00 am
Tam Nguyen | Category: Sphere Marketing | Tagged , ,

The Do’s and Don’ts of Agent Marketing

By Maddie Jostol, Marketing Manager

agent marketing header image

With new marketing tools hitting the market daily, it’s up to you to navigate the changing market, putting in place a marketing strategy that works for you. There are so many marketing trends buzzing – Snapchat, live video, search engine optimization, hyper-local, drones, and more. Drones? Yes, drones. In fact, it’s estimated that by 2020, the real estate industry will account for approximately 22% of commercial drone use (source). That’s right, crazy things are happening. Regardless of what’s trendy at the moment, we’ve outlined the do’s and don’ts of agent marketing to help guide your strategy.


1. Use video

It’s all about video right now, and video isn’t going anywhere. It’s become the easiest way for consumers to consume content and gives marketers the opportunity to engage with their audience on an entirely new level. As an agent, video is a major opportunity for you. With the outstanding quality of smartphone cameras and the simple online tools offered inexpensively, it’s easy for anyone to create video content without high production costs or know-how.

Use video to add variation to your website, to engage with followers on social media, to showcase your expertise of the local area, to make your CMAs more engaging, and to thank your clients. The possibilities are endless.

2. Make it personal

This is where you will stand out from the crowd. What makes you an outstanding agent in a sea of good agents is providing your clients with a personalized, exceptional experience. Begin this experience with your marketing. Your CMAs should be personally tailored, your follow-up with leads should be specific to their request, and your communications should be personalized. Think about ways in which you can add a personal touch to your existing process. Consider adding a welcome video to your presentations, sending a meaningful closing gift, and leveraging your tech tools to remember when clients’ house-versaries are so you can send a card.

3. Appeal to millennials

Millennials are now the largest group of home buyers in the US. While this doesn’t mean you should shift your strategy solely to attracting a millennial audience, it does mean you should keep your eyes peeled for trending strategies that appeal to those 37 and younger. Keep in mind millennials currently make up about 36% of home buyers, and 65% of those are first-time home buyers (NAR). Think about what resources you offer for first-time home buyers and how you could better attract them through sharable content and events.



1. Forget about old clients

Remember: your past clients are your core source for repeat and referral business. These are the keepers of the highest quality leads. Making sure they’re taken care of should be a primary strategy. While it’s easy to close a transaction, thank the clients, and move onto the next, that’s where many agents go wrong. It’s vital that you keep in touch with those clients in the long-run, staying top of mind so that whenever real estate is mentioned, you’re their go-to expert. Yes, this can be time-consuming, so our recommendation is to find ways to automate these touchpoints. Subscribe them to newsletters so you remain relevant, make sure they follow you on social media so you appear on their feeds, and thoroughly thank them for any referrals they send your way.

2. Think social media is overrated

Social media is still an important component of your digital marketing strategy. Instagram is a key platform for people to consume visual content. It’s gaining popularity, meaning Facebook isn’t the only platform you should be focused on anymore. Instagram is a great place for you to share pictures of your listings, walk-though videos, testimonials from happy clients, and day-in-the-life snapshots of being a real estate agent. Facebook is a great place for you to share blogs and other content from your website, and promote new listings by advertising them and sharing reports with clients.

3. Manually track your leads

Rely on a CRM. Now more than ever, we are expected to be on top of our game at all times, knowing exactly where we left off with every lead and client. Let a CRM do the heavy lifting. Save yourself time and effort so you can focus on the things that really matter.

Keep these do’s and don’ts in mind as you craft a marketing strategy that fits your business. While successful tactics vary by agent, there are some fundamentals that are universal. The life of a real estate agent is a busy one, so make sure your marketing efforts are truly impactful on your business.

Posted on September 10, 2018 at 5:05 pm
Tam Nguyen | Category: Sphere Marketing | Tagged ,

5 Fun Ways to Engage with Your Sphere

By Jessie Trapp, Marketing Coordinator 

client relationships header imageSaying that client relationships are tricky is an understatement, everyone knows that. For you as an agent, relationships are more than just tricky – they are the foundation of your career, so keeping them strong and healthy is essential to your success.

If you’ve ever been one to miss an important event, an anniversary for example, it’s likely safe to say that you’ve found out (the hard way) the important role that timing plays in building said client relationships. Mediocre efforts to maintain them and get the timing right will cause you to fall short, meaning that you must go above and beyond to stay top-of-mind and wow your clients, constantly. Don’t stress – we’ve got you covered.

Enter: Moxi Insights. It gives you all the information about your clients that you need to do the right things at the right time, every time. Read on for ways to utilize these insights in order to maintain long term engagement with your sphere, and keep the business rolling in.

Do they have a pet?

We all have them – the clients that constantly talk about their dog, show you pictures of their dog, and refer to their dog as their “kid.” Those clients make the world a better place, so make them feel appreciated by sending them a BarkBox once a year to spoil their pup and acknowledge them in a personal way. Make sure to include a personalized note in it so they know it’s from you!

Do they have a special occasion coming up?

Sending clients cards to celebrate birthdays, graduations and anniversaries are great, but you don’t want them to end up in piles along with the rest of their forgotten mail. This means you need to put that extra bit of effort to exceed their expectations and make your efforts unforgettable. If you are sending a card, make it pop. If you are sending them a gift, make it personal. Either way, make sure to send it ahead of time!

It’s almost Fall already?

Keeping up with which holidays are celebrated by which clients can add stress to an already stressful attempt to maintain relationships. This is just one of many reasons why celebrating seasons can be a safer and more enjoyable alternative. If summer is approaching, send them a card that contains a schedule of nearby outdoor movies. If it’s winter that’s looming, send them a list of places to go for the best cup of hot cocoa. Not only will it show them you are thinking about them, but it will keep you top of mind year-round. Consider downloading one of these apps to stay up-to-date with potential events and activities to send their way.

Do they need a bit of (guide)ance?

You want to be your client’s go-to consultant, so why not provide them with guides they need to get them through sticky times in their life? It will be a fun project for you, and the insights provided by Moxi Insights will help you feel confident that you are providing them the information when they need it most. For example, if they have kids that are graduating, send them your “Guide to Downsizing.” 

Do they have kids?

If you’ve spent time around kids you’ve probably noticed two things. One – they are pretty ease to please. Two – if they think you’re cool, they will let everyone on the planet know. Giving clients tickets to go to the local state fair or out to a movie with their families will likely be something they won’t forget and provides an easy way to become a familiar name.

Building client relationships is sort of like learning how to run. Its awkward and confusing at first, but over time it gets easier and you never want to stop – at least that’s what runners say. Anyway, it’s something that will take work, but will become what you depend on to build a strong business over time. There’s no better time than the present to get started!

Posted on August 28, 2018 at 3:15 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , ,

3 Creative Ways to Grow Your Sphere This Summer

By Jessie Trapp, Marketing Coordinator 

sphere growth header imageSphere growth is the bread and butter of your real estate business, as it’s an integral part of keeping business constant and expanding your reach via word of mouth. As we have discussed, keeping your CRM database clean and organized is necessary in order to fully utilize the connections you have and successfully turn them into leads. The process of getting the contact information to put into your database in the first place can be a whole separate hurdle to tackle though, as efforts to stand out can easily get lost among the efforts of every single other real estate agent trying to do the exact same thing. It’s incredibly annoying and slightly discouraging – we know.

Rest assured, you’ve got this, all you have to do is bring your a-game to the table. Along with your strong online marketing strategy, get your hands dirty and go the extra mile to think outside of the box and make a lasting impression. To get you started, we have compiled a few unique and corky ideas to further grow your sphere and become the first name that clients think of the second they decide it’s time to buy or sell.

Forget me (not).

Full disclosure – I can’t take credit for this idea as it was something I saw years ago, but it’s simply too good not to share. Go to the store and snag packs of “forget-me-not” flower seeds. You can even order personalized seed packs if you’re in the mood to really get fancy. Attach your business cards to the seeds and spread them around your neighbor’s doorsteps. Not only will this spread your name, but it will ensure they won’t “forget about you.” Get it? Genius, I know. The point is that regardless of how cheesy it may be, the cleverness and effort will be impossible to forget, resulting in a win for you.

There’s never a bad time for skincare.

What earns the respect and attention of people in your community more than you showing that you care about their hydration and skincare? I’m talking about sunscreen and water. Get your logo and name put on mini tubes of sunscreen and water bottles. A website like this will do the trick. Great, the weather forecast is heating up! Sounds like the perfect time to head down to the local park or swimming pool and make your neighbors’ days with your new swag. Not only will they see your name every time they use the product, but they will also have a positive association with you from the get-go because it shows you care about them. Aw.

Get out the hotdogs.

Or veggie dogs, whatever suits your fancy. Who doesn’t love a good summer barbeque? Invite friends, family, neighbors, and your local grocers to join you for a get-together. Know any aspiring rock stars? Invite them to put on a show. People love to work with fun people, it’s just a fact. Showing off your personality will not only help market your personal brand, but it will also serve as a major networking opportunity. If you really want to make the most of it, cover the napkins, beverages, and cups in your logo. Shall I say it again? Exposure, exposer, exposure. If you still aren’t sold, think of it as an excuse to be surrounded by dogs – you’re welcome.

Regardless of if you actually bring these ideas to life (although you totally should), the point is that getting your creative juices flowing can be fun and help your sphere growth throughout the year. You want that, we want that for you – let’s make it happen. And once you get all of those new contacts into your system, let us know, we can help you with that too.

Posted on August 21, 2018 at 4:43 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , ,

Why Timing Is Everything When It Comes to Winning Listings

By Maddie Jostol, Marketing Manager

winning listings header imageAs a real estate agent, you need to be able to reach out to the right people at the right time, because when it comes to winning listings, it’s all about timing. People tend to work with the agent who contacts them first. In fact, 74% of recent sellers contacted only one agent before finding the right agent they worked with to sell their home (NAR). So, how can you ensure you’re there right when they need you?

In this article, we are going to hit you with the facts and offer up some ideas for how you can make sure you win more listings by reaching out at the perfect time.

First of all, you need to master the art of staying in flow with your sphere. This stands true not just after the sale, but in the long-term. According to NAR, in 2017, sellers had typically lived in their home for 10 years before selling. That’s 10 years that you need to stay top-of-mind with your clients in order to win that repeat business.

Manually keeping track of clients over the years is time consuming and inconsistent. There’s an art to staying in flow with your sphere without costing you a ton of time. Here are a few ways to easily keep in touch with everyone in your sphere:

  • Newsletters – Set it and forget it. Put your marketing touches on autopilot by leveraging automated newsletters. Your sphere will receive valuable reminders that you’re their real estate expert, without you having to invest a ton of time.
  • Social Media – Social media is a great way to stay relevant in the minds of your sphere. Publish helpful, valuable, and engaging content to the masses, and they’ll surely remember you when it comes time to buy or sell. Here are some tips for which social media sites to focus your efforts on.
  • Events – Regularly host events that will bring together people in your sphere. Include those you haven’t talked to in years along with those you communicate with regularly. It builds a sense of community and helps you stay relevant in the minds of past clients.
  • Special Dates – House-versaries, birthdays, anniversaries, etc. Use these special dates as a reason to reach out once a year.

Keeping in touch is not only the key to winning repeat business, but it’s essential in winning referral business as well. In 2017, the typical seller has recommended their agent twice since selling their home and 33% of sellers recommended their agent three or more times since selling their home (NAR).

Predictive analytics is gaining popularity in real estate, and rightfully so. Using data to gain predictive insights can enable agents to anticipate who might be gearing up to buy or sell a home. Applying this to your sphere selling methodology means using data to get to know your sphere better. Moxi Insights, for example, auto-fills your Moxi Engage CRM with public data, giving you consumer insights for everyone in your sphere. It then notifies you when someone in your sphere is likely to buy or sell. This type of functionality gives you a leg-up because you can be more strategic about when you reach out to your contacts to check in. It’s like having insider knowledge that allows you to be right on time.

Remember, 89% of buyers say they would use their agent again or recommend their agent to people they know (NAR). Don’t let those listings pass you by. Use timing to your advantage and keep in touch with your sphere so that you’re always there when they or someone they know need you.

Posted on August 17, 2018 at 3:41 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , ,

How to Prepare Your Clients for Your Vacation

By Jessie Trapp, Marketing Coordinator 

prepare your clients for vacation header So, you’ve decided to take a vacation. I applaud you for taking initiative to achieve a healthy work-life balance! The bad news – nearly 60% of people say that they continue working while they’re away. As an agent, it can be tough to hit the “off” button, but it’s essential in order to truly enjoy your well-deserved time out of the office.

To avoid you becoming the person checking their email at the beach (no one wants to be that person), we’ve compiled a quick pre-vacation checklist to ensure that you can make the most of your trip and feel confident that your business is covered before you take off.

1. Let your clients know ahead of time.

The more notice, the better. Scheduling your vacation as far in advance as possible will make this process run more smoothly – but we get it, things occasionally come up last minute. Regardless of when it happens, send out an email or pick up the phone to let your clients and coworkers know you’ll be leaving the second your plans are solidified. This will remove any potential guilt on your end and they will appreciate your efforts to keep them in the loop.

2. Set expectations.

Make it blatantly clear to clients when you will be leaving and when you will be available again using exact dates and times. No one enjoys feeling overwhelmed the second before a trip, so consider extending the dates you tell your clients by an extra day on either end. This will allow you plenty of time to wrap up last minute tasks without being bombarded by more to-dos prior to your vacation, and a day to ease back into the flow of things upon your return.

3. Prioritize.

To prevent things from getting messy, prioritize exactly what you need to do before you leave and what is best left until after. Make a clear plan of when you will complete your tasks by to avoid leaving everything until the last day which, if you’re anything like me, will already be filled up with the packing you have successfully procrastinated until the very last second to do.

4. Send out a last call email.

You don’t want to leave your clients in the dark, but you also want to enjoy a work-free vacation. In order to accomplish both, send out a “last call” email one week prior to your departure to see if there are any last-minute tasks you can complete before you log out of your email. And just to make things clear, you will be logging off your email. Trust us, it’s a must in order to avoid any temptation to work during your vacation.

5. Set up an automated reply.

Setting up an automated “out-of-office” reply for your email is the key to avoiding any mix-ups and hurt feelings. You want to choose one that leaves a positive feel, possibly even a laugh – so check out this article for some inspiration to get it right.

6. Assign points of contact.

If you are vacationing somewhere where you can absolutely not be reached – good for you. In this case, make sure to dedicate someone to handle emergencies for you in case any arise. Your brokerage manager or someone equivalent will likely do the trick!

Six simple steps to a work-free, stress-free vacation – that’s not so bad, right? Covering all your bases prior to your vacation will ensure that your reputation as an agent remains in-tact and will allow you to rest assured that your vacation will do no harm to your career long-term. Rest, relax & recharge – you’ve earned it!

Posted on August 14, 2018 at 4:22 pm
Tam Nguyen | Category: Sphere Marketing, Tips and Tricks | Tagged , ,

Give Your Agents the Gift of Easier Marketing

By Maddie Jostol, Marketing Manager 

marketingAgents are looking for support from their brokerage to help them grow their business. Brokerages have to weigh where their support is most needed and best utilized. The competition to recruit agents is heating up, which puts pressure on your brokerage to deliver on agent’s needs. You strive to offer your agents best-in-class tools and services but want to ensure your investments will be impactful. We recommend giving your agents the gift of easy marketing.

Marketing can be daunting for agents. After all, marketing has the unfortunate reputation of being time-consuming and expensive, both of which agents rightfully try to avoid. Meanwhile, consumer expectations are rising, and home sellers want to know that their agent is a competent and motivated marketer. Agents are pressured to market listings in a way that meets client expectations, without necessarily having the expertise or bandwidth.

This is where your brokerage comes in. When vetting marketing tools for your agents, focus on these three things:

Ease of use – As with any technology, it’s all about convenience. If it isn’t easy to use, it won’t get used at all. In addition, you don’t want to have to require extensive training with the onboarding of a new system. Choose marketing tools that simplify complicated marketing efforts for your clients.

Time-savings – As independent contractors, real estate agents are running their own business, in a way. This means they’re juggling a lot on a day-to-day basis, so any tool that is going to save them time is going to be a winning solution.

Integration – The fewer login credentials they have to remember and the less data they have to manually enter, the better. If you choose marketing tools that are integrated with systems your agents already use, adoption will be much higher. With adoption comes home sales and happy clients.

We’re operating in a market where recruiting and retaining agents is increasingly difficult. Brokerages are offering everything from over-the-top perks to six-figure signing bonuses. How do you compete with that?

What it comes down to is the support you offer an agent in running their business. Agents are busy – generally, they feel overwhelmed by their to-do list and discover it’s difficult to find a good work/life balance. If you can find more time for your agents, you’ve hit a goldmine. When this happens, their able to grow their business, contributing to their own success as well as your bottom line.

Interested in learning more about the Moxi Marketing suite? Check it out here.

Posted on May 29, 2018 at 4:39 pm
Tam Nguyen | Category: Real Estate Marketing, Sphere Marketing | Tagged , , , , ,

Your Dirty Database Is Eating Away at Your Real Estate Biz

By Tiana Baur

dirty contact databaseIt’s hard to keep a house clean, but it’s even harder to keep contacts clean. People get married, get divorced, move away; life happens. For all these reasons, it’s extremely important to keep an up-to-date client database so you know you’re putting the right focus and marketing efforts on the right people.

The best way to put it: living with a dirty database is a lot like living with termites. At the beginning it’s not a big deal; there’s not many of them and you probably haven’t even noticed their existence yet. Then, all of a sudden, they creep up on you and before you know it, you have to re-do your basement. As time passes, one out of date contact quickly turns into dozens of contacts. If you could do something today to prevent the flood of bad sphere marketing, would you?

The Solution: Get your contacts cleaned with Concierge.

Concierge is our new-ish MoxiWorks Support offering. One of the ways our MoxiWorks Concierge team helps you is by scrubbing your database of contacts and appending them with the most current data available today. Once it’s been scrubbed, you can choose between uploading the final list yourself or have us do it for you.

Here are the highlights:

  • Identify and merge duplicate records
  • Consolidate contact data for seamless upload and search inside of Moxi Engage
  • + Guaranteed turnaround of two business days

Whether you have us clean your contacts for you or you DIY, these are some marketing tools you’ll be able to use more effectively when that database of yours is squeaky clean:

Neighborhood News

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 part of town. It’s a must-do for all Moxi Engage CRM users as a vital touchpoint.

Moxi Insights

Insights is like concierge, but for extra data you don’t currently have access to, and it lives inside your Moxi Engage CRM. It instantly supplies your database with extensive public data on your sphere. With the subscription of Moxi Insights, you can “set-and-forget,” while it always updates you with the most recent available information out there. Expect to get data 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, drive certain cars, or if they’re a value shopper. With the help of notifications and badges signaling if they’re highly likely to buy or sell, it’s easy to know how to best conquer your precious (and newly-CLEAN) sphere!

Without a clean database, you’re not able to properly use the powerful tools you have at your disposal. All of this dramatically affects your ability to market to your sphere, the bread and butter of a well-run real estate business. Don’t believe us? See what Matthew Ferrara has to say about it. 

Posted on May 11, 2018 at 7:00 am
Tam Nguyen | Category: Sphere Marketing | Tagged , , , , , , , , ,