Marketing Request
A Step-by-Step Guide

A Proven System

to help you stay in touch with your clients, customers and prospects
By utilizing the CRM’s automated follow-up campaigns and professionally designed newsletters and e-cards, you can easily remain in frequent contact with your sphere, which helps to keep you front-of-mind.
Click here to download a PDF guide
Part 1:
Customers, Clients and Contacts



Adding and editing your contacts manually
Upload your contacts
Managing Your Customer List
​​Recording Notes with Speech to Text


Lead Processing​

Growing Your Database

Request your list of clients from past transactions – send an email to

Worksheet: “How to Build your Sphere”

Part 2:
Putting Your Database to Work


Adding and editing your contacts manually
The “My Customer for Life” Campaign (The system learns your client’s behavior based on which types of articles they click on, so that in the future, only the type of content they’re interested in will be sent!)
Chaining Campaigns
When one campaign reaches its end, those clients are automatically added to another campaign 

(Note: this video is about SMS/Text Messaging - skip ahead to the 9 minute mark to learn about Chaining Campaigns)

E-Cards and Flyers

SMS/Text Messaging (1-on-1 and in bulk)

Part 3:
Working with Clients and Listings

Working with Your Listings

Managing Your Listings
Managing Sold Listings
Adding and Editing Listing Media
Adding Matterport Tours

Working with Buyer Clients

Market Watch Reports

Market Watch Reports

Working with Seller Clients

Configuring Seller Reports
AVM Reports
Reverse Prospecting
Part 4:
Automation and Tools

Social Media Posting Tools

Automate posting of New Listings, Sold Listings, Price Changes, Open Houses, Reviews, Lifestyle Articles and more

Open House Connector

Email Blasts

  • Embedding Listings and Reviews in Mass Emails

Part 5:
Your Agent Website

Understanding Your Agent Website

DriveTime Search and other map search functions



Driving Traffic to Your Site

Creating Custom Pages with Dynamic Market Stats

Creating Market Landing Pages

Adding the Facebook Messenger Widget (similar to Live Chat)


Part 6:
Your Blog

Working with Your Blog

Part 7:
Advanced Features
and Tools

Pipeline Manager (coming soon!)

How to Save Customer Transactions

Ad Wizard

Accessing the Payment Portal

© 2022 by The Masiello Group, Ltd.