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#PremierAgentForum LEVERAGING ADVERTISING AND TECHNOLOGY TO SCALE YOUR BUSINESS Derrick Coates, Tierra Antigua Realty
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Leveraging Advertising And Technology To Scale Your Business

Jan 23, 2017

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Page 1: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

LEVERAGING ADVERTISING AND TECHNOLOGY TO SCALE YOUR BUSINESSDerrick Coates, Tierra Antigua Realty

Page 2: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Meet our presenter

DERRICK COATESPremier Agent

Page 3: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

A little background…

Started doing real estate full time2004

1995 Purchased my first investment property

Moved to an independent brokerage2016

25

50

75

100

125

150

2013 2014 2015 2016

CLOSED TRANSACTIONS

150+

124114

78

Projected

Began advertising on Zillow2013

Page 4: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Your own passion will create your success!

Page 5: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Scale your business

Invest in more online advertising to generate more leadsLeverage tools and technologyto maximize productivity

Page 6: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

More online LEADS

More online ADVERTISING

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#PremierAgentForum

Investing more in Premier Agent advertising

Began advertising in 2013 with an initial investment of $110

Advertise in 3 ZIP codes

Handle 100+ monthly leads

Convert 6.6% of those leads

Connect 2x a month with business consultant

TODAY…

Page 8: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Maximize productivity withtools and technology

Page 9: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Customer Relationship Management (CRM) System

A CRM helps you manage all your contacts to sustain both short-term and long-term conversion goals

Stay organized

Respond quickly

Manage contact data

Keep in touch

Send drip campaigns

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Instant lead alerts

Notifications providing important details on the lead, including:

• Name• Contact info• Property details

Page 11: Leveraging Advertising And Technology To Scale Your Business

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Auto-replies for Zillow/Trulia inquiries

Auto-response email sent when I can’t respond immediately.

Page 12: Leveraging Advertising And Technology To Scale Your Business

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Lead segmentation + follow-up tasks

Custom tags for lead type

Assigned follow-up tasks

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Long-term nurturing through email touchpoints

Customizable templates sent ~2x month

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Share information

Easily share leads and information with my:

Premier Lender

Coordinators

…and others

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#PremierAgentForum

Transaction management

Go digital

Stay organized

Exchange documents securely

Communicate quickly

Save time

Transaction management software isessential for managing a high volume of transactions

Page 16: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Transaction management

Edit

Share

eSign

Manage

Store

vs.

Page 17: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Dotloop keeps all parties “in the loop”

Buyside

Sellside

THE LOOP

Editing Sharing Signing Managing Storing

All parties using the most current version of a document

OFFER ACCESS

VERSION

1VERSION

2VERSION

3VERSION

NOW

Page 18: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Dotloop keeps all parties “in the loop”

Buyside

Sellside

THE LOOP

Editing Sharing Signing Managing Storing

All parties using the most current version of a document

OFFER ACCESS

VERSION

1VERSION

2VERSION

3VERSION

NOWStay in the loop, everywhere you go.

Page 19: Leveraging Advertising And Technology To Scale Your Business

#PremierAgentForum

Success is finding the right balance…

Advertising Technology People Commitment

Page 20: Leveraging Advertising And Technology To Scale Your Business

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