# Rent to Own Real Estate Automations Challenge Attract Investors Part 3

## Метаданные

- **Канал:** Real Estate Investing Community
- **YouTube:** https://www.youtube.com/watch?v=DuXP4lj9Cug
- **Дата:** 19.07.2021
- **Длительность:** 1:01:27
- **Просмотры:** 4
- **Источник:** https://ekstraktznaniy.ru/video/53165

## Описание

Watch the last day. The Challenge Workshop is a hands-on learning and building experience. Over the 3 days you will learn how to build an Automation to Re-Engage your old or stale List. The Workshop is LIVE, so you can ask questions and get your automation working.
Please complete these 3 Steps . . . Now
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3) Support and follow up from the sessions will be in the Facebook Group. Please join.

4) Get exclusive Keap Pro 50% discount 
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## Транскрипт

### Segment 1 (00:00 - 05:00) []

the perfect thank you very much for joining and welcome to the third day of our challenge we are not spending much time to be honest with you however i found that whoever is following the steps from the day number one day number two i have already start receiving the messages that you already guys getting ball rolling and you get in some context people already getting uh getting already rainco reintroduced to your services right so that's kudos for you guys and i'm very glad about that and what we will be doing today is i will go again a little bit briefly about the mobile application and how you send in the text messages and how that will look like and let's go to the screen so we were installing that yesterday and let me see it if it's working or not off of course as always it's not working right so just give me a second guys i will do some tweaking and see it how that will go because should go okay so looks like it's very slow connection i do not know why okay that's perfect so as you see it here we have set it up yesterday the mobile applications we chose the phone number we chose uh i provided basic overview how that looks like what kind of features you can utilize it and primary message is you have a big business in the box and doesn't matter where are you located you can utilize android or iphone apple applications and run your business the way how you should be doing right so that's kudos for the keep from that perspective and as you see it here right you have a your profile you can have all the is informations in your company i'm just briefly going through it and messaging right you can implement the auto replies very important i didn't cover that and what i'm going to do is if i miss the call i'm going thank you for reaching out i will be able to answer soon right and that will be dead sent automatically uh everything is about automations guys right so that what i would love to mark it down uh if you haven't seen done that yet there is nothing wrong we have already recorded that presentation uh previously so you can go to the uh chapter number two right and then you can follow up the steps how to do that right so we having also integrations with the theory right and you can utilize this feature right so i hope you will enjoy it i have noticed that people start sending the text messages and they were you know very happy to see it how that it's reappearing and people are getting interactions back and i didn't mention yet uh also that inbound caller id this will be your business phone number right that's the business you can customize it your voicemail welcome to the company such and such and i haven't mentioned that and i would love you to understand uh when you somebody will be calling you or your agent and multiple if you have a keep pro application you will have a two two seats so somebody calls you uh the company number and automatically you can answer or your partner or the another user and the same rule apply if somebody will call back and they will be seeing the business phone number not not your phone number uh personal phone number that's very important right so uh i like that feature very much and ip app is appearing on uh too many business people i have covered also import business contacts right see it here right and then we have some contact informations and you can choose some of that person from your cell phone number right and then

### Segment 2 (05:00 - 10:00) [5:00]

it's too much attraction so you can choose it and then that will be imported and you can also import it through the to the utilizing the business card business cards right so if you click contacts you click that plus sign and then import from the device enter manually or scan business card have you ever seen applications you had to pay for those applications before right uh just to let you know those contacts are fake so there is no worry about that except my contact informations i want to make sure that we are complying with the resources and you know privacy act and as you see it here there is a 30 minutes consultation you can invite people and share the link via text via email or send other applications so just to give you an idea we are on the idr android and then we have some people talking discussing etc right so you can add it to those contact informations how neat that is and we were talking about the tasks and this is the this is not my operating company account so i would like you to understand that there's not many tasks but i'm bombarded i'm getting notified on the regular basis so how do you like so far that application guys perfect so we have covered setting up all the automations we were talking about easy mobile applications so let's go and start talking about the mobile application and i will be sharing with you some concepts and how that you can utilize it okay so let me just forgive me i have to switch and i'm going to share the screen share can you just tell me if you see the screen if you tell yes that would be perfectly fine thank you okay it's loading on my site okay so i see the screen so if you can show thumbs up i would really appreciate and the way how you think you can ask the questions on the faq question on the and then you can cheat chat on regular basis on the chat so as you see this is the interface and we were covering that previously so we discussed before okay as you see it i'm flying soon so that's one of some of my contact informations so the contacts we'll discuss that we created the forms we created the messaging and we were discussing opportunity to utilize it how to send the text messages right so uh this is the way how you can do it and i will repeat again you can automate all the processes and for example hello mr investor right we can add the images booking links we can add the contact informations we've done that before right we attach our uh vc file right and then we can utilize also templates right so i would like you to discuss the templates how we can do it and what right so we can go and we can write it different templates based on different criteria right and i would like you to understand that you can automate all the processes and i repeating repeating myself you can automate everything so we click here click template and i would love to for example have a preparations for the documents for the investors right however you can create different let's do follow up with after follow-up of the meeting with

### Segment 3 (10:00 - 15:00) [10:00]

the investor right so we are creating a template which we can customize it and automate it right so hypothetically we met that person right and we have already template and we know that particular person all the time we will be asking them to provide different kind of the same kind of documents on a regular basis right so uh instead even on the typing because there is a basic follow-up as you noticed here what is the outcome of the conversation we can even automate more by providing the very basic information and let's go see right and you see it here this is for the text messaging right so this is the for the follow-up copy so i'm going to paste it and under all the fights so hello i contact first name i wanted to quickly recap our chat you mentioned points to be made by the client you mentioned okay so that doesn't work okay i will do this way i'm going to ask you to provide following documents and this is not within the scoop of of today's conversation however you can provide also the link the where you can upload the documents right for the documents okay this is the testing so i will not just show you the idea right one t4 right two uh commitment letter etc right okay so insert template and bingo we have in that done already right so what we will be doing that if i send that information as you see it here talk to you soon want to talk again please and we will send the book in appointment link right boom how easy that is so i'm going to click and send and let me see it how that will work um as you see it there is a conversation showing on the screen on this right side hi i wanted to quickly recap i can consultation thank you i am good right and soon we will be getting the message back right so how easy to implement it so we were talking about the automation and having easy automations right so let's let's you see it here there is a message thank you i'm good and if you go into the contact information i believe that was mine because i put two phone numbers to do to mr brown as a testing right as you see it you can follow up with all the communications and everything directly on the profile and you can customize it all the operations how easy that is right so how do you like that feature so far right let's automate it even more so we were talking about the easy automations and we will be discussing briefly getting into the most more complex uh automations right pipelines sorry i clicked it the wrong wrong link pipelines it's processes which you can have at different stages and you can drag and drop them from one stage to another and automatically they will be triggered some actions like sending emails provide the documentations etc

### Segment 4 (15:00 - 20:00) [15:00]

right unfortunately i apologize we cannot do that within the scope of today's workshop however you are more than welcome to reach out anytime to me right so let's let's provide the easy automations for that template for that okay so we can add it new automation so hypothetically let's see when something occurs okay if public form is submitted if appointment is scheduled right let's do this way from any user because there's two users me as a partner and as a user a an appointment we have a 30-minute consultation so we can define i'm sorry i will be sneezing we can define different appointments okay so you can define 30 minutes appointment with the account with the investors oh sorry somebody's thinking about me hopefully positively okay done and then would be wise right to apply the attack right the attack is uh i talked that about in the day number one attack it's a process uh a kind of uh navigation or logistics uh process where you will be getting uh you will know where the prospects are at which stage right so we will go back here and i will show it to you so we have in a new customers category tags new leads category tags and then we have done import yesterday so that is added and nurturing right interests however we created investors start reaching out right and we created also investors contact form new lead we created when we use the form so let's do this way we will do create new tag and the tag will be investor after appointment and they're successful right so we will do after a poi meant for a spelling or so further you know what i will do stage 2 for example right we will mark it down successful meeting pro pressing to stage all the moses the spelling to stage two and you can define different kind of stages right so and that will be immediately sure okay let's do this one then we can add it what will be automated said notifications would be nice to send the notifications uh cells and mobile notifications and email notifications it was important notifications to all users why not merge field successful appointment logistics i didn't define correctly just to let you know because they booked in an appointment but i wanna make you understand how we are looking into the logistics successful appointment so that can be when they meet second time and they book it second appointment for h2 uh spelling spell in spelling successful appointment a jeweler to buy

### Segment 5 (20:00 - 25:00) [20:00]

and then we will use merge appointments contact information first name and then we will use last name oh if that's permits if there is not too long right okay so we will have to remove a little bit because we have to consider the text messaging and email messaging right let's do this way copy paste and then we can send it hello and what we can do it is we can send it out informations with the merge fields are you can pull out all the records for every field possible available right so user let's because we will notify the user oh sorry we will use the username first name because we are this is kind of internal message and we can add it the information's here and then we can define it what they did what they have to do it later on book an appointment and do not follow up with them with the documents right follow up with requirements or whatever they needed in order to progress to from the stage number two right and we are preparing that sub please do it that also right stage h 2 will be triggered right well let's go next immediately delayed let's let's give the system wait not one day usually let's make 30 minutes and next but you can utilize a different kind of approach in order to not disturb you can send the all the updates in there early morning right and what i'm going to do with it i will i will offer opportunity for and that will be in the future i would love to create the deal so there's no setup pipelines what i'm going to do it is i'm going to jump it in and i will create the pipeline for the stage 2 investor stage 2 add pipeline and i'm going to do the stage pipeline neolith qualified late and then stage 2 right save do you believe it and see it how that can be modified how your imagination has all you it's it's tremendous possibility to implement this right so stage two perfect okay so let's go back to automation my automation and we will rename it is saved i'm going to add it again because i want to show you other opportunities and other possibilities and i would like you to do such for your for the people which you will be doing right so yesterday you were sending the contact informations you started interacting them right and your goal will be to have an appointment with them right and thank you very much for updating me now we are getting into the stage of

### Segment 6 (25:00 - 30:00) [25:00]

building the relationship and getting more into that making appointment with them and we set it up the zoom appointments and you can then ask them to continue the journey with you right so what we can do after that we're getting notified and are they moved to the right so we will add it now to the stage and create a deal choose stage let's go to this search pipeline stage two we will know stage 2 deal and then the value will be this investor for example let's make the ten thousand dollars assigned to owner right perfect how nice is that right immediately that's perfectly fine and then just for the sake i'm not going to do that you can create the task all right and then you can send the hello sign integration where you can sign the contract digital no disclosure agreements or other possible tools or other contracts right so let's create a task follow up with and then merge name contact first name contact merge last name so what i'm going to do it it's just to make understand i'm going to copy star stage 2. kind of slow because i'm recording too full low uh up okay and well let's make that two three days and then next we can delay and then let's do after appointment and we will do three days after the meeting right i am just show you how can the automations can be implemented how powerful that system is and how flexible is within the possibility to utilize it on a regular basis with a mobile application and by getting ball rolling doesn't matter where you're located and then we click publish right so the homework for you will be definitely to make sure that you will be understanding and implementing those those strategies so number one configuring the entire application installing the mobile application uh importing the contacts right we have done that yesterday by importing contacts through the mobile applications which is very easy and applying the tags we have applied attack with the investor start reaching out i asked you yesterday to stand sending the text messages and i'm showing today how that can be automated right with the process right now i'm going to show you another uh idea to make you understand and let's go to the easy automation we will spend few minutes on it

### Segment 7 (30:00 - 35:00) [30:00]

you remember yesterday we were adding the contact of the person right and we created the contact start reaching out right so there's a story right now what we are going to do it is you imported that person from the from your contacts you apply that tag to that particular person right start reaching out and you do not have to do anything else automatically the entire application will start journey for them how amazing is that so what we do it is we when they receive the tag next send an email introduction okay hello contact name we didn't have a chance yet to talk i am so sorry right and you can customize it for a long time i would love to have opportunity a poor to me to meet with you opportunity you see it would you like to i would like to learn so what's let's do this we add the signature and then we added the booking meeting right oops so this will be wrong link but do you understand how that works right exit right and you can add additional fields right i whatever you know about that particular person right and then next uh i like to delay a few minutes in case if you make a mistake and wrong apply wrong and then you can delete that information so i would really put one hour right and then you can what you can do it you can apply the tag new tag and we can create the tag investor sent first email reintroduce my operations right how easy that is so as you see it here your flexibility is unlimited so you can import the contact apply the attack and then bingo boom nothing is you know every everything is sent and you don't even do anything with it right so that's something which i would love to to discuss with you now we have a 20 minutes more i would like you to give you overview and i do not want to confuse you that's very important however i would like to share with you the the aspect and concept of utilizing the advanced applications which is amazing feature which when you will start using the application

### Segment 8 (35:00 - 40:00) [35:00]

application we implement it with our system like lead generations verification processes updates about the investors home buyers home sellers money partners and what we are using this this approach in order to guarantee that every person is taken care of doesn't matter if there are a prospect be prospecting c prospect very important and definitely if they have uh missed some steps if they haven't done something you as an operator you will receive and you will re follow up with the or email notifications or tasks assigned to you and you can monitor and guaranteed you can implement much more efficient workflow utilizing also automations right instead of sending and writing personal emails all the time you will be in the control so this is called advanced automations and i will just give you basic basic overview what is it about the reason being it this can be very powerful that feature system when you can run your entire business even millions of dollars if hopefully you will be making with my help and support right so that's the goal so this is the first time we are getting into that if i say so it's getting ready so i apologize for a little bit delay but we are on time with the plants and i'm very happy about that so there is no category yet i will will put investors let's do you can name it anything right category i will create the new category prospects investors those facts right so we will talk about the logistics associated with the form we created yesterday which was external form where people fill up the informations and that you don't even know about them you are utilizing the marketing bots applications or they go through the system and i will show you how we are basically in providing that information so you see it here form was submitted right so here you have it at tools where you can have a sequence within the sequence you can send you know emails and then you should have an email config confirmation and there are multi multiple goals which you can achieve right so go for form submitted web form submitted if you have a wordpress website or other websites landing pages you can create the full-blown landing pages here uh honestly i will show you two briefly how that works if the attack was applied right and then if they click the email i'm going to show it if they open the email you can have a different actions if they purchase the product if the product failed they abandoned the if the quota you can set the quotes status has been changed this is very very nice up application which if they are in your system and they visit a particular website with the code you will know that they visited for example the blog entry and you can send them the email hey james i see that you were reading this article on this on my website what do you think about that how nice is interactions you this is very powerful system right i'm not going to show this appointments

### Segment 9 (40:00 - 45:00) [40:00]

right if the appointment was scheduled if there are pipeline stages the task completed pipeline stages we were discussing that like the stage number one opening and everything you can customize it lead score if there are people getting uh interacting with you on a regular basis they're opening the emails they clicking on the website they have been interacting with you on a regular basis you can customize it and increase the kind of lead score where you see it that they are active and then at the moment when they are very active you can offer some discounts or features which uh inactive people they will not achieve api that is very complex much more complex so i'm not going to touch it and everything should be added the notes right so let's do this way let's go with the tax investor send first email so let's do this one right we yesterday we were talking about forms so that will be external public form and then we will choose investors contact us right and our i will show you landing page so instead of having the forms and then you embed it in other web application you can create a full-blown landing page that's amazing feature and i will show it to you is opening perfect let's take time because it's getting all the resources so you don't have to pay for another application landing pages so i will give you some basic template for the investing let's see it how that will work so we can choose from the webinars from the ebooks from lead generation pre-orders promote new product let's do the let's do this one preview how you like so far i am so excited right so you can customize it you can modify it you can change it all that informations but the form has been submitted here you can add phone numbers you can discuss it create right use this template i'm setting up this and i'm not going to modify that just i want i would like you to understand the concept what kind of features you can utilize it and we are using forms we are using for that kind of landing pages for uh click here to watch the video click here for the download the ebook etc right okay too much things too many things happening in the system inverse store and now we'll show you how that works so we have in already page set it up you can customize it that's perfectly fine and there is additional should be additional page thank you page so you can upload then redirect them to download the ebook etc right and you see there is a thank you and what we will do is we will publish this web this landing page and then we will give you an idea what else you can do with in order to make sure that uh you will be taking care of the of the investors of the people of your prospects at the same time you will be saving

### Segment 10 (45:00 - 50:00) [45:00]

tremendous amount of the time enormous right well it's taking a lot of resources so my idea why i'm teaching you guys about that why i believe that you will be benefiting from it my primary goal it's definitely number one to educate and provide you with the resources which i'm using my team is using and at the same time we are efficiently providing good support from that perspective that's the number one i my primary goal is to work with you on a real estate site and provide you with the necessary tools to not chase after one deal but 10 15 20 deals or even more a month or even a week so you see it here if i click at the website it's already published and you can associate it with associate with the domain name and map the special domain names if you wish so right how fast that is okay so i'm going back to the campaign and then i will create a kind of email verification process and then i will elaborate more what can be done and then we will wrap it up right uh my goal is to provide you educational resources and continue that journey to teach you how you can get ball rolling and how you can set it up much more advanced automations processes uh in the late in the very near future and i will be asking you also to book an appointment with me to the point that we can discuss it how i can and my team can help you on your journey investing journey or any other businesses journey right so this is extra bonus you should be already receiving the messages from your prospects from the stay list you should be already interacting and sending them text messages booking an appointment and interacting with with them on a regular basis i'm just giving you extra features which can be utilized right so let's do this way right we have to make sure that we are unders we are not spamming anyone so would be nice to ask them for the email confirmation right is prepared for you i'm just showing to you one more step and then i will i like always put in the first name right and this is the information for asking to receive the company before and confirm the request please this is the information's address and everything we click draft and what we like it to do it is it's we do the draft and if they receive it they receive email right away with the confirmations however it happens all the time that people they are not going to be remembering to do that so what i'm going to do with this i'll set it up follow up email right only moses that's probably rolling name right okay and then we can set it up that draft so what does it show it

### Segment 11 (50:00 - 55:00) [50:00]

and what i'm going to do with it i'm going to delay the timer because we do not want to send them okay let's do this way and the goal will be to continue the sequence after when they submit so we will send them the information and then as you see it here i can apply multiple options right so i will send delay let's do 30 minutes weekday during the working hours and then we can send it up i like always putting then applied note to that contact right so we can set it up email appointment i would like to have a call call let's do merge contact name last name first so method form and started and it's interested and is interested to invest right we can choose like etc right and that will be continuations with that date will be applied to that particular person then you can send it the note personal note and we can use the templates i would like it to make you understand how that work right how powerful the system is so i would definitely send in the personal email hello my name is jarek and i will be very happy to take care of your processes and help you with the operations i'm going these are the complex templates i'm going to choose this one only because what i'm going to do with it you can customize it and say it happy to but this is your language it's not my language right please remember english is not my mother tongue so i may be doing many mistaking type of grammar etc right work with you i will be calling you tomorrow for example that's this and then i will put other active oops oh what i'm trying to show it to you the the the opportunities are enormous and you can change them go tomorrow so you will understand and for example you can use that delay timer and wait and remind at the time or between i will put for example if you're working right and then i will set the task create a

### Segment 12 (55:00 - 60:00) [55:00]

task to call the guy you see it what we are doing how easy that is first name and then all the first name number is on one follow up call contact owner notify an owner and pop up and everything here and then we can continue the journey backups assignee okay and i believe it at the stage priority right priority priority essential right so we draft so we will see that after the attack is applied or they fill up the form we wait in 30 minutes we apply the note we call we send them the email we will call tomorrow we will wait four hours and then we assign the task to have a follow-up and then you can continue limitless or whatever is possible right so i'm sorry somebody's thinking about me today okay so we have created that automation so what i would like you to do it next very important we will be continuing doing that education and we will be providing that on a regular basis what i would like you to do it is i will type it in i would like to meet with you okay so the link is to discuss opportunity rake dot link bit i will type it in here copy please do that as soon as possible i would love to have opportunity in the chat perfect okay when you do that i will be very happy to discuss with you how i can help how you i can do the grow the business and utilize all the resources which we are offering to the professionals on regular basis that's number one right number two you are more than welcome and i have been discussing with the with the investors uh and discussing with the keep because i am certified partner for that application i do really like you to understand that we will offer you integrations with the bots integrations with the marketing integrations with the entire journey for the real estate investors invest for the home buyers and home sellers and we have a turnkey solutions for that and i do want i want you to book it that appointment with me another link which i do really like you to do it please mark it down rake dot link and we will keep pro promo rig dot link keep pro promo i would really like you to sort of rick keep promo instead of paying 250 dollars per month i'm offering you three months for 50 dollars and then 90 you will be saving on landing pages applications on the text messaging applications on telephone line

### Segment 13 (60:00 - 61:00) [1:00:00]

application you will i will be pushing you the campaigns helping you with all the operations and that what is amazing deal i have made many mistakes in my life by using different applications however since i started using infusionsoft i am not turning back and i paid yearly if you are interested to do such please reach out to me and this is the limited time frame is more likely within one more week and then you go back to the application which would be 250 dollars right so if you have any questions do not hesitate to contact me my email system is jarek boholz. com and you are more than welcome to work with me i my goal is to dedicate my time in order to make you successful because if you will be successful i will be more successful and i'm looking forward for growth and building good relationship with you thank you very much look god bless and looking forward to see you in the presentations in the future i hope you enjoy it i did i was so excited thank you