Menu
close
 Marketing Request
Menu
close
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

Introduction

Contacts

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

Leads

Lead Processing​

Growing Your Database

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

marketing@masiello.com


Worksheet: “How to Build your Sphere”

Part 2:
Putting Your Database to Work

Contacts

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

Watch: https://www.loom.com/share/e801629780f5446abb99af5991152115

 

Searching for Town Statistics

Watch: https://www.loom.com/share/c3bbae0fa10f48efaf2ed12cefcf1779

Driving Traffic to Your Site

Your Parsing Email

​Watch: https://www.loom.com/share/74194f40651f45c89ee2ffbe21aeef21

 

Creating Custom Pages with Dynamic Market Stats

Creating Market Landing Pages

Customizing Your Website

Visit: https://www.team-masiello.com/post/customizing-your-websites-with-kasey-levesque
 

https://www.team-masiello.com/post/advanced-website-customization-with-kasey-levesque

​

​

Adding Company Pages to Your Agent Website

Watch: https://www.loom.com/share/415256c93f554623b14606162334a4e0

 

Adding a Photo Gallery to Your Website

Adding the Facebook Messenger Widget (similar to Live Chat)

Visit https://www.team-masiello.com/post/adding-fb-messenger-to-your-website

Part 6:
Your Blog

Working with Your Blog

Adding company blog posts to your blog

https://www.loom.com/share/e9bf77edddfd4214bef31322a6af0233

 

Sharing Blog posts automatically to Facebook

https://www.loom.com/share/764d479127bb47cda9e5bb014d189a04

 

Content to post on your blog
 

From e-blasts:

https://www.loom.com/share/62a204049e9b4141a3b9d79a26b08063

​
 

From MCFL

https://www.loom.com/share/7131e483412a40719349d8013a3a0d2b

​
 

From feeds

Finding a Blog’s feed: https://www.loom.com/share/c43b56ee945b4ef6b1d021f9d190a007

​
 

Adding the blog feed to your website: https://www.loom.com/share/627d0608804d4be685ce161331acade4

Part 7:
Advanced Features
and Tools

Pipeline Manager (coming soon!)

How to Save Customer Transactions

Ad Wizard

Accessing the Payment Portal

Virtual Showings

Watch: https://www.loom.com/share/6cdffd67032f4b59a6269ac851cb86b4

 

Virtual Open Houses

Watch: https://www.loom.com/share/1344a7a05d0342149a25dcd9a8489a4a

© 2022 by The Masiello Group, Ltd.
chevron-down