Agent Outreach Overview Tool

Guide to Using the Agent Outreach Tool

The Agent Outreach Tool offers a streamlined approach to managing leads and property information efficiently. 

Navigating to the Agent Outreach Tool: To access the Agent Outreach Tool, begin by navigating to the "Opportunity" section. It's essential to note you will have a new pipeline called the "Agent Outreach Pipeline," where all leads and property information will be stored upon entry into the platform.

Understanding Automations: Under Automations locate the "Agent Outreach" folder, here you will see three new workflows. While one workflow, termed "Recent Touch," is likely uneditable, focusing on background processes, the other two workflows—"Closed Listing Outreach" and "New Listing Outreach"—are crucial for targeting different property types.

Closed Listing Outreach Workflow: In the "Closed Listing Outreach" workflow, actions are triggered as soon as a property closes and is marked in the MLS. Here's a breakdown of the process:

1. Opportunity Generation: An opportunity is automatically created, tagged as "MLS closed," and placed within the "Agent Outreach Pipeline" under the pipeline stage "Email Sent to Buyer's Agent."
2. Listing Notes: Property information is stored under the listing notes section in the contact details.
3. Automated Email: An email is sent to the respective agent, encouraging them to refer the client for property management services.
4. Response Tracking: Upon agent response, the opportunity progresses to the "Responsive By" stage in the pipeline, signifying engagement.

New Listing Outreach Workflow: Similarly, the "New Listing Outreach" workflow targets newly listed properties. Here's how it operates:

1. Opportunity Creation: An opportunity is generated, tagged as "MLS new," and placed in the "Email Sent to Listing Agent" stage of the pipeline.
2. Listing Notes and Email: Property details are logged in the contact's listing notes, while an email prompts the agent for a rental income projection.
3. Response Tracking: Upon agent response, the opportunity shifts to the "Responsive Listing Agent" stage, indicating interest and engagement.

Visualizing the Pipeline: Opportunities are categorized under "Email Sent to Listing Agent" and "Email Sent to Buyer's Agent" for new and closed listings, respectively.

Updated: 4/4/2024