Getting to Know First 12:00-1:00 pm EST *WEBINAR IS BEING RECORDED AND WILL BE POSTED TO RE/MAX UNIVERSITY WITHIN 24HRS
*BOOJ AND OTHER RE/MAX TECH COVERED IN TODAY’S SESSION AVAILABLE IN SELECT REGIONS ONLY AT THIS TIME
Chris Wolniewicz SENIOR TECHNOLOGY ENGAGEMENT CONSULTANT
Agenda • Identify how to download First • Describe four steps to complete your account setup • Demonstrate Goal Setting to help keep communication flowing
University
Why First? According to First data, agents miss 2/3 of listings among people in their personal network.
AGENT'S PERSONAL NETWORK Deals Won
Deals Missed
33% 67%
What’s the difference? CRM
First
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• Big Funnel • Many Conversations • Establishing “New” Relationships
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• Small Funnel • Individual Conversations • Building on “Existing” Relationships
How to Download
Visit www.first.io Or Text the word "REMAX" to 919-372-0123 to get a link to sign up on your device
Pricing for First First 90 days FREE then
$465 per year ($39/month) • All plans will auto-renew for the yearly term after your free
trial term is completed. You can cancel at anytime.
Getting Started In 4 Steps 1. Add people to the app 2. Set your Goals 3. Connect your MLS ID 4. Identify people to reach out to
YOUR GOAL WITH FIRST:
• Discover likely sellers • Streamline your database • Follow-up effortlessly
• Track your progress
1.888.398.7171
productsupport@remax.net
STEP 1: Add people to the app. Sync Phone Contacts •
App syncs contacts weekly when a user opens the app
•
Notifications will alert you of new contacts added to your database
STEP 1: Add people to the app. Sync Email Contacts •
Add one or more email address to sync
•
Email contacts will sync automatically every week
STEP 1: Add people to the app. Send us your Contact List •
Email contact lists to realtordata@first.io
•
Export a CSV from booj or other CRMs
STEP 1: Add people to the app. Add individual contacts • At any time from within the app
Building A Better Database First collects data to build you a better database including: •
Identifying property addresses
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Adding social media profiles
•
Eliminating duplicates
•
Filtering other Real Estate Agents
Step 2: Goal Setting Set a weekly follow up goal • Choose a number of connections for your weekly follow up • First will help you track your progress as you make connections and complete next steps
Step 3: Connect your MLS • First will help you identify the sectors of your personal network that have been most valuable • What deals did you miss • What deals dis you win
Personal Network Efficiency Know how much listing potential is in your network and how much of it you are missing.
STEP 4: Choose people to talk to. • Star-Rating System: Contacts are assigned a Star-Rating between 0-3 stars • Starred Contacts: Those designated by the app as most likely to sell their home in the next 3-6 months
STEP 4: Choose people to talk to. • Recommendations: These contacts are the highest scored and closest to you… that you have yet to review.
• Starred Contacts: Where you can see all contacts that are starred.
STEP 4: Choose people to talk to. • Recommendations: These contacts are the highest scored and closest to you… that you have yet to review.
• Opportunities: Where you can see all contacts that are starred.
Opportunities
In-Flow Hot
Work Your Funnel And Follow Up
•
In-Flow List – people you want to be more consistent with
(create 2-month reminders) •
Hot List – people you know are thinking about selling
(create 2-week reminders)
Work Your Funnel And Follow Up Next Steps help you make “staying top-of-mind” a habit. •
Work your funnel.
•
Reach out from the app
•
Check the box to complete
•
Reschedule instead of going past due
IF YOU ARE ONLY GOING TO DO ONE THING…
Focus on OUTREACH, not on organization! •
Start with the easy wins – organize as you go!
1.888.398.7171
productsupport@remax.net
Questions? Download This Presentation https://rem.ax/31myowu
Resources: Fast Track To First: https://rem.ax/2x7yTgw First Overview Video: https://rem.ax/3d74DTw Other How-To Videos: https://rem.ax/2Qf5w2C