• Database Scrub

    • Clean up contacts
    • Verify Email Validity
    • Remove duplicates
    • Tags/segment best practices
    • Update Past Clients
    • Set Up Post-Close process

  • Lead Nurture System

    • Apply drip campaigns
    • Set-up Weekly Call Lists
    • Set-up Monthly Call Lists
    • Set-up Quarterly Call Lists
    • Build Lead Conversion
    • Build Engagement plans
    • Create reengagement process for stale leads
  • Integration & Automations

    • Zapier & API Integrations
    • Email Parser service
    • Apply Automations

System Training and Turnover

60-minute training for Agents and Operations on database best practices

Written process documentation and video recordings

Custom Database Best Practices Guide 

FAQ - Agent Database

How often should I update my real estate database?

Regular updates are crucial. Aim to review and refresh your database monthly to ensure accuracy and relevance.

What are the best practices for segmenting a real estate database?

Segmentation should be based on factors like client type, transaction history, and engagement level. This allows for more targeted and effective communication strategies.

How can I use my database to generate more referrals?

Engage with your clients consistently, provide exceptional service, and gently remind them of your referral program. Happy clients are more likely to refer others.

Can technology really make a difference in managing my database?

Absolutely. CRM tools streamline processes, automate tasks, and provide valuable insights, making database management more efficient and effective. Hiring a part time Virtual Assistant from ExecAssist will also make a huge impact on your database system.

What should I include in my engagement plan?

Your plan should include a mix of email campaigns, social media engagement, phone calls, and personalized interactions to keep your audience engaged.

How do I measure the success of my database management strategies?

Track metrics like engagement rates, lead generation, and conversion rates to evaluate the effectiveness of your strategies and make data-driven improvements.

Agent Collection

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Hit the Easy Button on Brokerage Pipeline, CRM and Compliance Optimization

Our approach is simple.

  1. Click the button above to request a FREE Brokerage CRM analysis;
  2. Receive your analysis report and proposal within 3-business days;
  3. Sign the proposal and make your deposit to get started!