Spring Cleaning For Your Real Estate CRM

April 9, 2016

Esther Lee

The warmer weather brings us out of winter hibernation, but our houses aren’t quite ready for us to host parties, and our yards aren’t presentable for outdoor cookouts.

This is why we need Spring Cleaning!

And not just for houses either! Maybe things got busy at the end of the year and our databases became a bit cluttered. Leads have been visiting the site, but we’re just not sure where to start when it comes to following up and nurturing the right people. Don’t worry, though. Help is here!

[ 3 Steps to Spring Cleaning ]

Are your leads categorized appropriately? We all know that keeping our leads organized is crucial to your overall lead management. Making sure that all of your leads are in the correct category is the best place to start.

Sort your leads based on Last Visit so that the most recent visitors are at the top of the list. This as a chance to start with your most active leads and check to see if their category is still accurate.

Once you have ensured all leads are in the correct category, let’s make sure everyone who should be is on an active email drip plan. Filter your leads based on category and pay close attention to the paused drips and completed drips.

For paused drips, review the lead to see if the drip plan can be resumed or if another drip plan should be added. For completed drips, review the lead and determine if they need to be re-categorized and if another drip plan can be added. We recommend having all leads on an active drip plan except your HOT leads!

[ Bonus Tip: Save 36 Hours Using Email Drips ]

Now that your database is looking shiny and new, it’s time to start reaching out to your leads that need some attention. Do you have leads that have been back on the site recently but you have not reached out in a few weeks? In addition to calling these leads, bulk email is a great way to reach many leads at once. When using bulk email, remember to send targeted and personalized emails.

[ Bonus Tip: Send Emails People Want To Read (And Open) ]

Spring is the perfect time to get organized, get rid of things you don’t need, and cross off tasks from that to-do list you keep putting off. This is also the perfect time of year to “dust” off your database and get it in tip-top shape for your busiest season!