Tech Tools - First Beginner

Getting to Know First 12:00-1:00 pm EST *WEBINAR IS BEING RECORDED AND WILL BE POSTED TO RE/MAX UNIVERSITY WITHIN 24HRS

*BOOJ AND OTHER RE/MAX TECH COVERED IN TODAY’S SESSION AVAILABLE IN SELECT REGIONS ONLY AT THIS TIME

Chris Wolniewicz SENIOR TECHNOLOGY ENGAGEMENT CONSULTANT

Agenda • Identify how to download First • Describe four steps to complete your account setup • Demonstrate Goal Setting to help keep communication flowing

University

Why First?

According to First data, agents miss 2/3 of listings among people in their personal network.

AGENT'S PERSONAL NETWORK Deals Won

Deals Missed

33% 67%

What’s the difference?

CRM

First

=

• Big Funnel • Many Conversations • Establishing “New” Relationships

=

• Small Funnel • Individual Conversations • Building on “Existing” Relationships

How to Download

Visit www.first.io Or Text the word "REMAX" to 919-372-0123 to get a link to sign up on your device

Pricing for First First 90 days FREE then

$465 per year ($39/month) • All plans will auto-renew for the yearly term after your free

trial term is completed. You can cancel at anytime.

Getting Started In 4 Steps 1. Add people to the app 2. Set your Goals 3. Connect your MLS ID 4. Identify people to reach out to

YOUR GOAL WITH FIRST:

• Discover likely sellers • Streamline your database • Follow-up effortlessly

• Track your progress

1.888.398.7171

productsupport@remax.net

STEP 1: Add people to the app.

Sync Phone Contacts •

App syncs contacts weekly when a user opens the app

•

Notifications will alert you of new contacts added to your database

STEP 1: Add people to the app.

Sync Email Contacts •

Add one or more email address to sync

•

Email contacts will sync automatically every week

STEP 1: Add people to the app.

Send us your Contact List •

Email contact lists to realtordata@first.io

•

Export a CSV from booj or other CRMs

STEP 1: Add people to the app.

Add individual contacts • At any time from within the app

Building A Better Database First collects data to build you a better database including: •

Identifying property addresses

•

Adding social media profiles

•

Eliminating duplicates

•

Filtering other Real Estate Agents

Step 2: Goal Setting Set a weekly follow up goal • Choose a number of connections for your weekly follow up • First will help you track your progress as you make connections and complete next steps

Step 3: Connect your MLS • First will help you identify the sectors of your personal network that have been most valuable • What deals did you miss • What deals dis you win

Personal Network Efficiency Know how much listing potential is in your network and how much of it you are missing.

STEP 4: Choose people to talk to.

• Star-Rating System: Contacts are assigned a Star-Rating between 0-3 stars • Starred Contacts: Those designated by the app as most likely to sell their home in the next 3-6 months

STEP 4: Choose people to talk to.

• Recommendations: These contacts are the highest scored and closest to you… that you have yet to review.

• Starred Contacts: Where you can see all contacts that are starred.

STEP 4: Choose people to talk to.

• Recommendations: These contacts are the highest scored and closest to you… that you have yet to review.

• Opportunities: Where you can see all contacts that are starred.

Opportunities

In-Flow Hot

Work Your Funnel And Follow Up

•

In-Flow List – people you want to be more consistent with

(create 2-month reminders) •

Hot List – people you know are thinking about selling

(create 2-week reminders)

Work Your Funnel And Follow Up Next Steps help you make “staying top-of-mind” a habit.

•

Work your funnel.

•

Reach out from the app

•

Check the box to complete

•

Reschedule instead of going past due

IF YOU ARE ONLY GOING TO DO ONE THING…

Focus on OUTREACH, not on organization!

•

Start with the easy wins – organize as you go!

1.888.398.7171

productsupport@remax.net

Questions?

Download This Presentation https://rem.ax/31myowu

Resources: Fast Track To First: https://rem.ax/2x7yTgw First Overview Video: https://rem.ax/3d74DTw Other How-To Videos: https://rem.ax/2Qf5w2C