Referral Program: Use the CRM to manage and incentivize a referral program, tracking referrals and rewards. Encourage satisfied clients to refer friends and family to your services.
Tools:
Digital signature software (e.g., DocuSign, HelloSign)
CRM systems for follow-up tracking and referral program management
Example 3:
A real estate investment sales funnel is designed to attract and convert potential investors interested in purchasing properties for rental income, capital appreciation, or other investment purposes. This funnel focuses on providing detailed, data-driven insights and personalized investment opportunities.
Stage 1: Awareness
Objective: Attract potential investors and make them aware of investment opportunities in the real estate market.
Strategies:
Investment Seminars: Host online or in-person seminars focusing on real estate investment opportunities, market trends, and strategies.
Content Marketing: Create blog posts, whitepapers, and videos discussing market trends, investment tips, and success stories.
CRM Utilization:
Event Management: Use the CRM to manage seminar registrations, send reminders, and follow up with attendees. Track engagement levels and segment leads based on their participation in the events.
Content Distribution: Automate the distribution of content like blog posts and whitepapers through the CRM, targeting leads who have shown interest in investment-related topics.
Tools:
Event management Bulk SMS Netherlands platforms (e.g., Eventbrite)
Content marketing platforms
CRM systems with event management and content distribution features
Stage 2: Interest
Objective: Convert interested visitors into leads by capturing their contact information and investment preferences.
Strategies:
Lead Magnets: Offer detailed investment guides, market reports, and exclusive property listings to capture contact information. Provide access to investment calculators or property ROI tools.
Email Courses: Develop a series of educational emails to nurture leads by providing valuable investment insights and tips.
CRM Utilization:
Email Automation: Set up automated email courses within the CRM to educate and nurture leads. Personalize content based on lead interactions and preferences.
Lead Scoring: Implement lead scoring to prioritize leads based on their engagement levels and investment potential.
Tools:
Email marketing software
