FollowUpBoss: The Revaluate Integrated AI ActionPlan

So you invested in Revaluate AI (artificial intelligence) for your Real Estate business. All you need to do now is use it. Easy enough. One of the biggest questions we get from our users is, How do I start? I have all this data in front of me telling me to act. But how do I act? The truth is that there is no wrong answer. The only thing you have to do is act, because the data is telling you now is the right time to start a conversation.

Wouldn’t you like to have an easy button that would get you started? You are in luck, because Revaluate would like to provide you with a smart plan roadmap. We have created an action plan and Automation to help Follow Up Boss users get started with reaching out to their Very Likely Movers so you can make more sales.

The objective for this plan is to present the agent as an expert in his field and more importantly an expert in your customer’s neighborhood. In addition to a soft introduction an agent also wants to present knowledge on all aspects of owning a home, not just buying one. As you know, prospects’ needs vary greatly – You never know what area of expertise you will need, sometimes an agent will need to be a credit expert, a septic expert or sometimes just a shoulder to lean on. This plan works for a wide variety of prospect needs.

Objective of the FUB AI Action Plan Automation:

Introduce yourself as an expert in the field

Appear to have versatility in the real estate space

To be consistent with your follow through

Be the first to respond

Be omnipresent

To create a springboard to conversation

Be a human

Win New Sales

Another objective from this automation is to make sure you do not miss out on the opportunity to be the first to be interviewed for the listing. Frequently, by the time a customer is already shopping for a home, they have already been captured by several lead generator tools, and the competition will be out in full force. By implementing an aggressive engagement strategy on the first few days, agents will have an earlier opportunity to put their names out there, present value additions to any conversation prior to the competition.

This smart action plan uses a combination of email, text, and phone to be omnipresent to your customer’s communication style. One of your early goals should be to determine what is your customer’s preferred method of communication. This Action plan touches on the main three to test and see what works for your customers.

Because we are dealing with people going through a life event, the goal should not be to earn their business on the first few touch points, but all your energy and efforts should be spent and tailored to determining why your customer’s Revaluate score is so high. But you are a natural at talking to people – so this is the easy part. Once you have identified the reason and life event, your experience and salesmanship should take over, the opportunity has been discovered and from this point forward everything else works the same.

Link to Action Plan: 5 Day Very Likely Mover Engagement Cadence
Link to Automation: Revaluate VLM Automation

Finally, keep in mind that you are reaching out to a human being who might be going through something terrible or something amazing. We need to employ our empathy and share in both difficult and joyous moments. When you can help them during these times, they will see you helping them during the next phase – and set you up for referrals in the future.