5 STEPS TO MASTER YOUR FOLLOW-UP AS A REAL ESTATE AGENT
5 STEPS TO MASTER YOUR FOLLOW-UP (real estate edition)
Essential Follow-up Practices for Every Real Estate Agent
We all know that follow-up isn’t just a routine task—it’s a strategic tool that can give you a significant edge over your competitors. Here is the thing, be consistent and you will get effective results. Follow-up is critical in building and maintaining strong relationships with your clients. Your current, future, and past clients want ongoing value. This will not only build trust but also greatly enhance your chances of closing deals and getting referrals. To maximize the impact of your follow-up, here are 5 of my best practices to follow from someone who has been in the industry for a dozen plus years.
#1 Maximize Your CRM's Capabilities
Before implementing your follow-up strategy, make sure your CRM or tech platform is comprehensive and well-rounded. A solid CRM system should streamline tasks, organize your leads, and efficiently track lead behavior. It also needs to be easy to use for smooth setup and daily management. Features like automated reminders, task tracking, and lead management can make your follow-up efforts more efficient. A platform like Lofty CRM allows agents to leverage data insights, customize their outreach, and offer a more personalized experience, which helps build stronger connections and increases the chances of turning leads into clients.
#2 Develop Effective Automated Campaigns
Every agent faces the challenge of knowing whether they're following the right communication strategy. Am I sending too many messages? Not enough? Should I call instead of texting? Finding the best approach can be difficult, and sticking to it consistently can be even harder. That’s where automated follow-up campaigns, or "Smart Plans," come in. Smart Plans ensure steady communication with leads, going beyond traditional drip campaigns by providing automated recommendations based on a lead’s behavior and profile. With Lofty, you can confidently stay in touch with your leads without overwhelming them.
#3 Speed to Lead is Key
Responding quickly to leads is crucial if you want to stay ahead of your competition. Try to reach out within 30 minutes of receiving a new lead. Fast responses can significantly improve your chances of converting leads into clients. Use multiple communication channels—calls, texts, and emails—and be persistent, aiming for 5-6 calls, 4-5 texts, and 4-5 emails over a 10-day period. In the competitive real estate world, generating leads is both an art and a science. Lofty understands that no single method guarantees success, so we recommend a diverse strategy that blends quick lead response with digital marketing and organic lead generation tactics.
#4 Choose the Right Communication Methods
Did you know text messages tend to have much higher engagement rates than emails? Texts have open rates of about 90%, while emails are around 20%. Also, calling a lead twice within a 5-minute window can bypass "do not disturb" settings, increasing your chances of connecting. Adding these techniques to your follow-up strategy can help you see better results.
#5 Use AI Assistants for After-Hours Follow-Up
If leads or clients contact you outside of business hours, an AI Assistant can help. AI-driven assistants can engage with leads, initiate conversations, and even schedule appointments, ensuring no lead is missed. Lofty’s AI Assistant is a game-changer, especially for handling follow-ups after hours. This advanced, pre-trained virtual assistant is designed to increase productivity and improve lead conversions at any time. Think of it as having a 24/7 team member managing conversations, scheduling appointments, and even turning cold leads into hot prospects through long-term follow-up campaigns.
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Schedule a demo with us today, and we’ll walk you through how our tools can save you time, simplify your processes, and keep your leads flowing. We’re here to help—let’s chat! Schedule your consultation HERE.
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