SMART Plans: Marketing & Automation
MEET THE HOST CHIME Support - For Technical Issues/Questions and Agent Point of Contact help.chime.me | support@chimeinc.com | (855) 981-7557 Please note: Technical issues/questions should be directed to our CHIME Support Team for the most efficient and timely resolution. Jessica Cooper Customer Success Manager
AGENDA ● SMART Plans ○ What is a SMART Plan? ○ SMART Plan Library ○ Importing a Plan ○ Creating a Plan ● Campaigns Tab ○ Marketing Tools ■ Design Center ● Open Q&A ● Next Steps/Homework ● Resources
LIVE DEMO
SMART SUCCESSPLANSTEPS 1. Select 4-5 Pipeline Stages to focus your outreach on. 2. Complete your designs in the Design Center. 3. Set up Email Templates & Text Templates and add your designs to them. 4. Import Curaytor (YouTube video) SMART Plans from library, or build your own. 5. Use your newly personalized templates to sell yourself in your SMART Plans!
You will receive a recording of this training within 24 hours. Q&A Session
NEXT STEPS & TAKEAWAYS ● Use the Design Center to create a Home Anniversary card. ● Create a Specific Date SMART Plan and add your card to the plan. ● Apply the SMART Plan to your test lead. ● Watch Creating SMART Plans That Convert [28 mins] ● Complete CHIME Advanced Training videos in the Learning Center [44 mins]
LEAD GENERATION ● Connect w/ a CHIME Digital Marketing Analyst - discuss paid lead options. ● Campaigns Tab ● Free Lead Generation Tools: ○ Design Center ○ Social Studio - NEW ○ Open House Forms
RESOURCES LEARNING CENTER Fundamental and advanced training programs. Learn how to get started with CHIME so you can work better, faster! CHIME HELP CENTER CHIME’s searchable database includes articles, training videos and step-by-step instructions.SMART Plans FAQ & Design Center Email Templates & Text Templates CHIME LIBRARY CHIME Library houses a collection of eBooks, webinars & videos, podcasts and infographics. Topics ranging from lead generation & success tips to social media. CHIME YouTube CHANNEL Immerse yourself in all things CHIME, with tips & tricks, industry trends, marketing tips and fireside chats with top real estate industry professionals. SMART Plans Overview & Creating SMART Plans That Convert Master Marketing w/ Founders of Curaytor CHIME USER FORUM FACEBOOK GROUP CHIME's Official User Group. A place to collaborate and discuss general real estate topics as well as the CHIME platform. ● Please do not submit any support tickets here. This group is for agents to network with CHIME users, share best practices and ask functionality questions.
HAVING TECH ISSUES? ● Please consult the Help Center first. ● Email or Chat Support directly. Please accompany all issues/questions with a screenshot where possible. ● 7 days a week from 8am-8pm EST. chime.me I support@chimeinc.comhelp.chime.meI(855) 981-7557 How to Contact CHIME Support
Recap
Video
We Value Your FEEDBACK Every Quarter each user of CHIME will have the opportunity to submit feedback. You'll notice a pop-up in your CHIME CRM asking, "How likely are you to recommend CHIME?" We take this feedback to heart. Please take a moment to tell us what you love about the platform or suggest platform improvements. Be honest about your experience as it helps us Weimprove.consider a score of six and below less than Withsatisfactory.anyscore below six, it is CHIME’s policy to directly connect with you to discuss feedback and help improve user experience.
THANK YOU!
