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.

Graduation

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 , ,

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 , ,

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 , , , , , , , , ,

Goal-Setting 101: Set Yourself Up for Success This Year

By Maddie Jostol

goal-setting header image

2018 is your year to not only reach, but to exceed your business goals. If you either a) didn’t set goals for 2018, or b) have already lost track of them, making you think that maybe you didn’t go about goal-setting in the best way, then this guide is for you. Goal-setting gives you direction. It ensures all of the work you’re doing serves a purpose. There is no one thing that you are doing to make your business reach its goals. There is no silver bullet for real estate agents. In reality, it’s an accumulation of things, which is why having goals in place is so important. It means all of those little things can map to something bigger and add up to success.

Make that money.

At the end of the day, you’re working to make money. There is no one-size-fits-all formula for how much a real estate agent (or anyone, for that matter) should make. Think about how much you need to make in order for this year’s work to be worth it. What is your time worth? How much time and effort are you planning to give? What pieces of your life do you need to fund and how much will you need to make in order to do that?

Once you take those questions into consideration, begin to form your financial goal for the year. Next, calculate your GCI (Gross Commissionable Income) goal. This is important as it’s directly relatable to the day-to-day progress you’re making. Each time you complete a transaction, you can see exactly where you are on your path towards your annual goal. If you’re a Moxi Engage user, be sure to input your GCI goal in your Moxi account. This way, you can easily see your goal reflected on your Moxi dashboard, as well as the progress you’re making towards it.

Get real.

It’s really important to make your goals realistic and achievable. Of course, we encourage you to stretch yourself and reach for the stars, but make sure your goals are within reach. The last thing you want is to get discouraged and leave your goals behind altogether.

Follow through.

We’re all too familiar with the new year’s resolutions that fizzle out after a month or two. We’re hitting that point in the year when the gym is quieting down drastically after being packed for the last few months. Why? Because without a plan, it’s inherently difficult to follow through on your goals.

When goal-setting, consider the steps you’ll need to take to reach said goals. Write them down – even if it’s a rough list. This will not only help you gauge whether or not the goals you’re setting are realistic, but it will give you direction and get you on the right track as you set out to reach those goals.

Get your ducks in a row.

When your business runs smoothly, you’re better prepared to reach your goals. Part of goal setting should be getting the right systems in place for you to surpass those goals. As an agent, you are running your own business, which means accounting and tax filing take up time you could be using to close more deals. As independent contractors, most agents struggle with proper accounting since keeping your business finances sorted is such a pain. When it comes time to file taxes, you’re left sifting through a box of crumpled receipts and losing out on deductions because you didn’t have time to record and categorize everything.

QuickBooks Self-Employed helps independent contractors keep track of their finances all year, saving time and stress. When it comes time to file taxes, all of your expenses are auto-categorized to match your Schedule C and the average user saves $4,340 on taxes. With a snapshot of your business income vs. expenses, available on your app in real time, you always have a view of how your business is performing to ensure your goals are on track. Get a reliable system in place now! We’re offering 50% off your first year – check it out here.

Posted on March 19, 2018 at 4:08 pm
Tam Nguyen | Category: Productivity | Tagged , , , , , , , , , ,

8 Ways to Up Your Hyper-Local Marketing Game

hyper-local marketingBy Maddie Jostol

It’s time to up your game. Competition is heating up and the busy season is right around the corner. What will you do to grow your business this year? We suggest embracing hyper-local marketing. Here’s why…

First of all, what does hyper-local mean? It means localizing your marketing efforts down to a specific neighborhood. Rather than blanketing your efforts over your state or metro area, it’s all about focusing in on those specific neighborhoods that you operate and specialize in.

A key reason for this tactic is to increase the quantity and quality of traffic to your agent website. This means showing up for real estate-related searches for the exact neighborhoods in which you work. This opens up massive lead generation opportunities, being one of the first agents homeowners come across. It also narrows your competition as you only appear alongside other agents that actually work in your area, rather than every other agent in the state. Take it one step further and add consumer data to your marketing strategy (via Moxi Insights, for example). When you have aggregated public data on all of your contacts, you’re now the local expert providing clients with an experience tailored to them. Then the referrals and repeat business follow.

Hyper-local marketing positions you as the local expert for all things real estate. Here are ten ways you can begin upping your marketing game right now.

1. Localize your content

All of your content, but especially your blog content. Your blog is the perfect place to weave in your expertise of the local neighborhood.

Here are a few ideas to get you started:

” Is there a new local restaurant or an old favorite that you go to every Sunday? Write about it.
” Hikes that you’ve done in the area – maybe you can wrap in good homes for families who love the outdoors?
” Review day trips or weekend getaway that you’ve done. What getaways are available for homeowners in the area?
” Talk about the community events you attend or are involved in and why they’re important for the neighborhood.

The list could go on, but the idea is to cover topics that will make you searchable and valuable for your target audience.

2. Get involved

Get involved with neighborhood events such as fundraisers, seasonal festivals, and local markets. Participating in community events exposes you to huge numbers of people, offers a networking opportunity, and positions you as an involved member of the community. Plus, they’re fun. It’s truly a win-win.

Go one step further and consider hosting an event. When you have access to consumer data, it makes it easy to segment your contacts so you can make sure you invite the golfers to the golf tournament, the art lovers to the art walk, and the families to the kickball fundraiser.

3. Localize your social media

Take your social media activity to the next level by adopting the hyper-local method. Share your adventures as an agent in that area, posting photos and videos from recognizable local places. When people see you active in your local area in your updates, you’ll be top of mind when they think about agents in their neighborhood. Be the local real estate expert. Share local homes that are currently on the market, and post updates on your successful sales, placing an emphasis on their location.

4. Bring your sponsorships home

If you like to put marketing dollars towards sponsorships, spend that money wisely. Be intentional about the people, events, or organizations you sponsor, ensuring they’re aligned with your personal brand and are hyper-local. When people see you supporting causes or businesses that are just around the corner, they’ll appreciate you as a contributing member of their community.

Pro tip: similarly to community events mentioned above, leverage consumer data to invite the right people to the right sponsored events.

5. Localize your website & profiles

This one’s a given. Do a quick scan of all your online profiles to ensure they’re up to date. Your website and online profiles are your digital first impression, so make sure you’re putting your best foot forward by communicating your current areas of expertise and showcasing your most recent successes.

6. Offer local real estate trends

Be the source for local real estate trends by offering insights to your sphere. One way to do this is to offer newsletters that include insights on the local real estate market. People love to know what’s happening in their neighborhood. For those of you who use Moxi Engage, try Neighborhood News. Just select the contacts in your sphere who you’d like to receive Neighborhood News and they’ll receive monthly automated newsletters with real estate metrics specific to their area. It puts your sphere marketing on autopilot.

In addition, make sure you include local real estate trends in your CMAs and interactive presentations (this is super easy for those of you who use Moxi Present). These presentations are the perfect opportunity for you to be the expert and showcase your knowledge of the local market.

7. Share success stories

Sharing client success stories will open the door for people to relate to your clients and connect with you. When you close a deal, ask your client about their experience. Don’t only talk about the house, but also talk about the family and why it’s the perfect home for them. Ask them to tell the story of their home buying process, then ask for their permission to share that story (on your blog, social media, etc.) Take photos (and/or videos!) and include a quote from the client. These are stories that people can relate to and share with their sphere, which, in turn, grows your sphere.

Based on the consumer data you have stored in your Moxi Engage account, when you’re working on winning a client over, send them a link to one of your client stories, but subtly make sure it’s one they’d likely relate to, based on your insights.

8. Be a resource for homeowners

You want to be top-of-mind for anything home-related. That might sound odd, but think about it… if you’re well known among homeowners in your area, they’re likely to refer you to their friends, colleagues, and neighbors who mention moving. Be a resource for homeowners by offering preferred vendors that homeowners might be looking for. The fact that you’re a real estate agent means that you also have a lot of connections in the area. Keep a list of the small businesses you support and your preferred contractors, so that when homeowners need to know who they should hire, they come to you.

Take it a step further and tour homes that are on the market in the area and talk (blog) about trends and thoughts. Be the voice of local homeowners and create a stockpile of content on your blog that you can share at any time.

Stay in tune with what’s happening in your area and arm yourself consumer data to bring a hyper-local, exceptional experience to prospects and clients. Bringing hyper-local marketing to your toolbox will take your business to the next level. Need data? Check out Moxi Insights, which instantly syncs public records data (including financial and family insights as well as personal interests, and more) to all of the contacts in your Moxi Engage account.

Posted on March 5, 2018 at 5:55 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , , , ,

Eight ways to make your marketing efforts stand out

stand out to your clients with the help of public data

By Tiana Baur

Your sphere is the lifeblood of your business, but there’s only so much you can know about every client in it. Public data is the one thing that can make all the difference. Using public data can help your marketing efforts be more tailored to your sphere, and, in return, make you stand out above the rest. Instead of focusing on a given neighborhood, with public data you can drill down to personal interests, like where people like to invest and donate to and if they enjoy reading books or watching sports.

This is where Moxi Insights comes into play. It’s our public data offering for agents to get the most out of their databases and to notify them when their clients are most likely to buy or sell. 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, drive 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, signaling if they’re highly likely to buy or sell. All of this makes it easier for agents to maintain control of their sphere, and of course, save them some precious time.

Here are eight ways to use public data to make your marketing shine:

1. Instead of hosting a party for everyone, host smaller get-togethers with people who have a mutual interest. Invite golfers out for a round, get a guide for your fisherman fiends, host a wine/tapas tasting evening for your foodies.

2. Know your audience. Send investment opportunities to investors and charity/donation drives to those that like to give their money to a good cause.

3. It’s the little things that count. If you know someone is a book lover, invite them for a coffee at a bookstore instead of at a random Starbucks.

4. Send soon-to-be empty nesters your “Downsizing tips from the pros” guide. Moxi Insights informs you when people are probably thinking of downsizing.

5. Buy a suite or even a few seats to the next game. Invite your sports fans or send the tickets to them as a special treat.

6. 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. Maybe they just had another kid and are going to need more room, or maybe they are living well below their means and are looking for an upgrade.

7. You get internet leads and you don’t know anything about them. Having a little background info on them shows you’ve done your homework. Everyone does the same thing before they get interviewed for a job – this is no different.

8. If anyone has a badge (which many likely will), send an unsolicited CMA, a handwritten note, or text or Facebook message them for a coffee or cocktail 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.

Customer data is an extremely powerful tool – it’s time to implement it into your marketing strategy. Remember, knowledge is power. If you need more ideas for how to use public data for your marketing and real estate business, we’ve put together a list of 100 ways to use Moxi Insights to make the most out of your marketing efforts. You can download the entire eBook here.

Posted on February 22, 2018 at 8:00 am
Tam Nguyen | Category: Sphere Marketing | Tagged , , , , , ,

Five Steps to Ultimate Success in 2018

header image - find success in 2018

By Tiana Baur

It’s the first quarter of 2018, which means it’s time to #GetShitDone (did you know that’s MoxiWorks’ company motto?!). Right here and now is the time to check off all the items that will soar you into your most successful and self-fulfilling year yet. And let’s face it, the one thing on everyone’s mind in Q1, is getting listings lined up to sell in Q2. Everyone is working as diligently and quickly as humanly possible but working hard and working smart can be two very different things. Because of that, we’ve put together a list of the five steps you need to take that will pay more dividends this year than anything else.

One: Do something that makes you feel good about yourself at least once a week

Maybe it’s standing in front of the mirror each morning and giving yourself a pep talk. Maybe it’s getting your nails done to look more polished in front of your clients. Maybe it’s taking language lessons to broaden your prospect scope. Little things can make a world of difference and it’s important you feel good about yourself, because you are your business. Mental health is incredibly important, don’t let yourself slip to the bottom of the priority list.

Two: Know who you are targeting with Moxi Insights

If you don’t know who you’re targeting, you’re basically taking shots in the dark. Wouldn’t it be amazing if there was some magic tool out there that could tell you who would be likely to list soon? Well, there is! If you haven’t heard, we have a new tool called Moxi Insights that is part of our Moxi Marketing suite. It aggregates public data for your entire sphere and auto-updates it for you too. There are even badges that identify those in your sphere that are likely to list and the reasons why they are likely to list.

Check it out – you won’t regret it.

Three: Prepare for those pesky taxes with QuickBooks

The worst part about tax season is being a 1099 independent contractor. It makes everything ten times more complicated. Finding all the receipts from the entire year and trying to ballpark your mileage is enough to drive someone mad. And even then, it’s easy to forget all the other stuff you can deduct, so by the end of it, after pure exhaustion and frustration, you throw your hands up and say, “whatever.” Well, it’s time to take the stress out of your taxes!!! QuickBooks Self-Employed was created just for independent contractors like real estate agents. It simplifies everything and does most of the heavy lifting, PLUS it saves people an average of $4,340 on their taxes. What’s not to love? More on QuickBooks Self-Employed and try it for cheap here.

Four: Try something new

Einstein’s definition of insanity is doing the same thing over and over and expecting different results. If you’re not happy with your current results and the shape your business is in, it’s time to try something new. It can be scary and nerve-racking to take the first step, you’ll hit roadblocks and some things will go smoothly while others won’t. Whether it’s as simple as trying a new marketing method or hosting your first party, it’ll be worth it!

Five: Get as many eyes on your listing as possible with Advertise Your Listing

It’s a digital age and if you’re not advertising on Facebook, are you really getting the most optimal reach for your listing? The answer is no. But I do realize not everyone is a Facebook pro and not everyone has the time to create and analyze their Facebook Ads, let alone have enough time to even eat lunch. That’s why we created Advertise Your Listing. It’s all the Facebook goods and glory you need to show your clients (including automagically sent client reports *cough cough*) that you’re a marketing genius and you deserve their repeat business. Also, it only takes you five minutes to set up, and we do all the heavy lifting.

Find out more about Advertise Your Listing here.

If you do these five steps, we promise you your success will be much greater than if you hadn’t. Whether you do these because your resolutions are calling your name or you’re always looking for ways to grow, these will make you more productive and increase your repeat and referral business. Regardless of the reason, it’s a #GetShitDone kind of attitude that lights the fire within and turns the mediocre into real estate legends. What are you doing today to help yourself tomorrow?

Posted on February 12, 2018 at 5:02 pm
Tam Nguyen | Category: Productivity | Tagged , , , , , , , , ,

How to Leverage Your Database for More Leads

how to get more leads from your database By Maddie Jostol

In today’s competitive market, everybody is thirsty for more leads. Lead generation is becoming increasingly challenging and expensive and it’s tough to know what lead quality you’re going to get. The truth is, a jackpot of leads might be right under your nose. Yes… you might have a goldmine and not even know it! Your sphere of influence could be chock-full of leads – both those who are thinking about buying or selling, and those who have friends who are thinking about buying or selling.

Always be growing that sphere.

As an agent, your sphere is your book of business moving forward. Those relationships will only become more valuable as lead generation gets more competitive. A strong sphere of influence will give you an instant leg-up against other agents because it’s a base of relationships that powers your business. When you meet people at PTA meetings, holiday parties, and community events who could be clients down the road, you’re growing your sphere, and in turn, your business.

Keep that database up-to-date.

As you do your farming, add those people to your database. Those connections are valuable, but only if you have a fighting chance of keeping in touch with them. That’s what your database is for. When the database of contacts in your CRM is up-to-date, you’re able to nurture those contacts as a lead source. Your CRM should guide your daily work routine. Who do I need to follow up with today? Where did I leave off with so-and-so? Use your CRM as a point of reference.

Stay in contact.

When you have a solid, growing sphere of influence organized into a database, you can nurture those contacts for sustainable business growth. The beautiful thing about having a well-organized database is that you can segment your database to stay in contact with certain people. Have a charity golf event you’d like to invite a handful of past clients to? Segment your database by golfers so you don’t miss a beat. Staying in contact with your sphere of influence will lead to an increase in repeat and referral business. These are the highest quality leads an agent can ask for, so don’t let them fall through the cracks. If you’re a Moxi Engage user, subscribe to Moxi Insights for consumer data that notifies you when someone in your database is likely to buy or sell.

Stay top-of-mind.

When it comes to your database, your goal is to be each contact’s go-to person when it comes to real estate. When their neighbor mentions they might take a job in another state: you know a great real estate agent. Or when their friend mentions they’re considering buying an investment property in the next year: you know the perfect person to help. The vast majority of people end up working with the agent who reached out to them first. Your goal: always be there first. If you’re present when they’re just toying with the idea of selling their home, there’s no doubt you’ll be top of mind when they’re actually ready to start the process. Lead generation happens by default when you’re top-of-mind for your sphere of influence.

Don’t discount the value of those already in your database. Rethink how you look at lead generation and start with the people you already have a relationship with. Instead of purchasing leads and attempting to win over strangers (sure, we all need to do some of that), start with your sphere and leverage your database.

Posted on January 16, 2018 at 6:22 pm
Tam Nguyen | Category: Tips and Tricks | Tagged , , , , , , , , ,

100 Ways to Use Moxi Insights

By Tiana Baur

Moxi Insights is a prospect tool sitting in your CRM that instantly supplies you with helpful information and prompts agents when to take action. With the help of this aggregated data, it’s easy to know when people are getting ready to sell and how to best conquer your precious sphere.

We’ve even made a list of 100 ways to use public data to better market to your sphere! Here’s a sneak peek at the first 20:

100 ways to use moxi insights1. 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.
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 Moxi Insights 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.
11. Save some money by taking them to a minor-league game (which are typically very fun and engaging BTW).
12. Invite them to join your team for charitable runs, walks, etc. 
13. Do they have children? Get them tickets to the state fair
14. A weekend of free dog boarding at a reputable place
15. Invite car lovers to a car show/new car unveiling
16. If they’re into a healthly lifestyle, get them a free month at the local gym
17. Host an outdoor movie night for those film lovers
18. Those that enjoy international travel, get them a customized passport holder with their name on it and your logo
19. Impress your seller by incorporating information from Moxi Insights to impress your seller on how you’re going to market their home to your sphere
20. Better relate to ALL of your clients with new found information you wouldn’t necessarily know otherwise

Download the full eBook here & find out 100 ways to segment, market, and master your sphere!

Posted on September 11, 2017 at 6:22 pm
Tam Nguyen | Category: Tips and Tricks | Tagged , , , , , ,

Enhance Your Database to Enhance Your Engagement

win more listings with public records data

Win more client listings.

Now that I have your attention, here is a simple fact: you already have everything you need to win more client listings – immediately. How you are using it, however, is the question.

The key to winning more listings lies in your current database of contacts. Seriously. Here is how to do it.

1.) Get Contacts in the CRM

Yes, you hate it, I get it. However, unless you do this you will never be able to make the magic happen (more on this later.) Collect all your notepads, napkins, people on your phone, and your pirate treasure map, and get them into your CRM.

 

Key contact info that matters most:

  1. First Name
  2. Last Name
  3. Email Address or Phone
  4. Address (if available)

Don’t want to do this yourself? Hire a hungry college student from the local community college then – just get them into the system (mandatory to make the magic happen.)

2.) Categorize Your Contacts

Break up your contacts into three groups over, say, over the course of a 10-year period:

  1. “New” Known for 0 – 3 years
  2. “Establish” Known for 4 – 6 years
  3. “Need to Verify” Known for 7+ years

Now that you have people in these buckets, chances are they likely have some things in common with one another. Some are ready to upgrade to a bigger home, downgrade their home, etc. These are good things.

Now, here comes the magic.

3.) Hit the Button: The Moxi Insights Button

Yes, there is a catch, but a worthy one. To see the magic, you need the wand – enter Moxi Insights.

Moxi Insights helps you to win more client listings by showing you 30+ indicators that can signal a person’s likeliness to list.

I can see the eye roll now (I am secretly watching you) and the exasperated reaction… I know, it is like I am Billy Mays trying to tell you about the ShamWow. However, here’s the difference: Moxi Insights really does works.

Some of the potential listing indicators we include for determining client readiness:

  • Family demographics like number of children and their ages
  • Educational history
  • Personal interest categories such as vehicles, charitable work, sports, fashion
  • Financial health and stability

Clients Want Trust in an Agent

Fact: 70% of consumers want to work with and do repeat business with the first agent they meet future. If you can connect on a personal level with those clients and others like them, the probability of you winning their listing(s) increase exponentially. Knowing what matters to clients, who they are, and relatability is key to earning their trust.

Become a More Effective Marketer and Grow Client Relations

Moxi Insights can be leveraged in a variety of ways for you to show marketing savvy and grow relationships with clients. Here are five examples of how to become a more effective real estate marketer and grow cleitn relations that you can try using in your own market.

1.) The Birthday

If you have a Moxi Insights subscription, you have instant access to a contact’s birth date. Send them a birthday greeting, say, a $25 gift card for Loop & Tie to have them pick from a range of client-gifting options to remember their special day. Simple acts like this are both personalized and memorable. Well played, you.

2.) The Investor

With Moxi Insights, one of the things you can get client exposure into is financial stability. Insights can help you to identify contacts (or five) that have some promising indicators of pursuing rental or investment properties. Send these folks relevant information about properties in their area that appear to be in line with their financial portfolios. Keeping top-of-mind is crucial and shows sincerity.

3.) The Tailgate

Football season is right around the corner! Use Moxi Insights to find all the sports fans in your database and throw a Week 1 tailgate or BBQ to usher in the return of the football season. Not only does this give you a chance to connect with people you already know, but it also gives you a chance to meet friends of your clients (aka new leads). Make it an open invite and network with new folks during the festivities.

4.) Time to Upgrade

Maybe you sold Bob (we will call him Bob) and his wife their first starter home several years ago. A cute couple like that, chances are good their family has grown, and they might be in the market to upgrade. Moxi Insights incorporates countless ways to show that Bob is ready for that new house:

  • Number of children in the house hold
  • Estimate ranges
  • A new baby on the way

Public records data and in-product badges help you to easily see that, yes, Bob is indeed ready to upgrade to a new home. Now you can cater your listing presentation for relevant homes ahead of engaging with Bob. Now, not only do you show personal interest, but you also look sophisticated and in-tune with their needs.

5.) The Downgrade

Now, let’s take a look at Debby. You sold Debby a home 10+ years ago. At the time, Debby had two teenagers heading off to college. Moxi Insights can show you where those kids are now. With the kids out of the nest, Debby and her husband are ready for the next chapter: retirement and a downgrade. Another opportunity to get ahead of the competition and flex your client prowess.

Are you ready to start winning more listings and beat out the competition? Click here to learn more about Moxi Insights

Posted on August 31, 2017 at 7:09 pm
Tam Nguyen | Category: Tips and Tricks | Tagged , , , , ,