Housing Market CRM Pro Tools: Anniversaries and Past-Client Referrals

In this tutorial you will learn

• Where the Pro tools are: Marketing, then Market & clients
• How to write an anniversary email and switch it on safely
• How to see who is coming up and who can be written to
• How to make a referral link for a past client and read its numbers

Follow along: the steps

1. Open your Housing Market CRM account.
2. Open Marketing in the left menu.
3. Click Marketing.
4. Open the Market & clients tab.
5. Click Anniversaries.
6. Write to each client on the anniversary of the day they got their home.
7. Choose which anniversaries: 1, 3 and 5 years are ticked.
8. Click Fill in an example, then write it in your own words.
9. You can add a market estimate, only when we can stand behind one.
10. Click Create.
11. Nothing is sent until you switch it on.
12. Confirm the people it writes to asked to hear from you.
13. First, check what it would do now.
14. The check sends nothing.
15. Click Switch on.
16. Coming up lists the next 31 days.
17. It shows whether each person will get an email…
18. …or why not. No address is ever shown.
19. Now open Referral links.
20. Give each past client their own link.
21. Search for a past client.
22. Click Make link.
23. Here is their link. Send it, or print it.
24. You see who opened it, the enquiries and the deals.
25. An enquiry within 30 days arrives as a lead with the source Referral.