Watch Day 2 Real Estate Automations Challenge Attract Investors

hello everybody welcome to part two for automating your real estate businesses and i am so excited about have you know aboard one of the primary key of this workshop challenge is to make sure that we you spend only three hours but you will be saving countless hours of out from you know sending private emails text messages automating all the processes there will be no more manual work related to getting new prospects and definitely you will be saving time so those three hours of your investment will be priceless for long run and i believe that perspectively at least you will be saving eight to ten hours a week calculate you spend the three just hours of your precious time at this moment learning the basic stuff of automating the processes real estate operations and the primarily what we will be doing is we will be focusing on uh investors side pers but i believe that doesn't change anything right you cannot track the sales people you can attract the buyers you can attract sellers you can attract anyone who will be willing to work with you and if you have a stale mailing list contacts i will show you step by step how to make sure that you will gather all those contacts in one place and then definitely we will be guiding you on regular basis not only during this workshop but in the future how to automate all the operations how to generate the leads how to attract the prospects and many many more so yesterday we covered the overview of the keep application which was uh we spent approximately an hour 57 minutes and we were discussing uh the features what can be done how that is done and you were very familiar with the aspect and getting your homework was to get of the familiar with the applications review it set it up and then verify your profiles and getting ball rolling right so if you haven't done it yet you are more than welcome to definitely what i'm going to do it is i will send you the informations about let me okay so what is it is please uh this is the informations to get the application up and running definitely something which you will be benefiting and this is the 14 days trial and based on my experience from la years years of being in ite field at the same time in the real estate this is one one of this is the best so far applications for whatever you're planning to do it if you're planning to develop your own application by all means go for it however the cost effectiveness of those applications is tremendous right you know we have in a point scheduling applications we have the telephone system we have a text messaging mailing systems and that within the small amount of the money per se and i believe that you will be very very happy right so one of the things which i have asked you was to install and go to your android or to your iphone application and look for the keep and to install that application uh on your phone and today the task will be to set it up all those features from the phone right and i will be switching now to please confirm it if you can see the screen thank you so this is the applications which is set it up previously on the chapter number one the challenge number one so as you see it here hopefully you will see correctly you have the details about the profile this is your business profile and as you see it's three smart tools demo the address and everything and definitely you are more than welcome to upload your profile definitely which will be important right and this is exactly how

that looks like from the get go this is the new applications which we got that we got it uh previously and i would really like you to get ball rolling so there is a lot of informations and the videos which you can browse it and see it so one of the aspects is we will be focusing on uh import the contacts right so how does it work right so you let's go through the entire interface so this is my profile caller id notifications uh so you can have a notifications about new appointments viewed accepted quotes you can have it viewed and then paid invoices then if there is a new leads come then you can have it even set it up notifications and verify it right then you can have a kind of help system where you can watch videos and then contact the support this application is very good very good and i will go back and then i will go to the main i click it okay can you see guys the screen i'm just curious if you see it okay so takes time so i have to look at the other screen what is going on so i have click on the communication and as you see it here there is an options to choose the number so i'm going to click on it and definitely by creating a you agree to the following right so i'm gonna click agree and we are in the four or three area code and i'm not so sure that will happen but you have it a 587 area code and then you have it 8 to 5. so which one you want me to choose it let's go 587 okay and which number do you like it we can load more you know i always believe it that the number will be how does it sound eight five seven five eight seven eight four two eight nine sounds good okay let's do it let's do this one number and then i'm going to confirm it one of the concerns which you may have it is you may even consider porting your existing phone number right and that can be done later on porting what that means is you're transferring the the phone number to your uh keep applications right so i'm setting up and i'm clicking done and i'm confirming the number right so voicemail welcome to the informations this is confirm and what i'm going to do with this we have to verify it my primary phone number right so i will go 403 808 is sort of 0 4 5 8 send the code and i receive the code from copy okay perfect even taking the copy from directly from the message so i'm clicking bingo so we have a phone number five eight seven eight five and eight four two eight nine i would really like you to do the same steps and that you can utilize it for all the social media and all the implementations and all the contact and website business cards email signatures and google and anywhere else possible right so i hope you have this set it up then click done so we have set up the phone number how easy that was one of the things which will be uh beneficial for you is uh

you may dial out by using the keep application on your mobile phone and people will not see your real phone number they will see the business your business phone number when you send the text messages right you can there's a voicemail and you can listen to this right so let's discuss the other opportunities right so now if i dial any number right if i will call anyone or receive the call what will be happening in the telephone conversation will be bridged meaning you will receive a dial in and then to your cell phone and then will be connected to your to this line right so i'm not going to call it uh you can call 403 808 0458 from my phone number that is my phone number right so as we go further you can see now that there is a two contacts right there is a james brown and then the eric bucholtz right so how does it sound if we will send him a text message right so this is my number and you can have it multiple people just to add that you can add it to other people right and we can attach the business card right here we go thank you very much for the conversation we can send the invoice as you see it here i got the notification as you see that's my private cell phone number right perfect how that easy that was and what is happening is right so see the message and this is the attachment and the business card informations i can add it to my contacts uh how much time that take for it for you just give me a second i'm trying to avoid possibility to cover my personal data but that's the way we are doing that okay so as you know there's a note added you can associate the tasks you can add the task place the calls and the text add the task enter manually import from device come business cards right so if you scan business card you can add it and then try it out and then will be optical character recognition application ocr will be adding and verifying that but i do not want to do that at this moment and we have in a context right so we have a two contacts right so i can add it import from device enter manually right as you see it here i'm not going to add it because we added that manually on the system but you can add it all the information building address and everything right so that's what i would like you to do that on the regular basis however i would love to share you the feature from uh import from the device right so if you have in a contacts right and then there is some of my contacts you can just choose one person okay i have a quite a lot of them so but these are my contact informations right so i will be choosing some of them for example this person then i click import and i have that person right away i can send it the informations and then as you see it there is a follow-up information and getting ball rolling with this aspect how do you look like so far right remind me later right in tomorrow morning and that's the goal which will be happening that i will be reminded tomorrow morning when i open the applications or on the web or on here that there right there is a task associated with that and if i see go there is a already one task associated with this to follow up and like make the phone call with that person right how do you like so far so one of the things which i would really like you to do it it's take your time and

make sure that you will use the mobile application and import some contacts and then make it some task for you to make sure that you will get ball rolling and you will contact those people from your contact list so you may even highlight that all of the people as i have done it please support accept my apologies i didn't want to reveal all the informations associated with the contact because that's privacy act and i believe it that could i could be in the pro in trouble to be honest with you right so i'm going to delete i'm going to show you one of the things which we will discuss in this so i'll go back right and we are going back to that james brown is fake account and we can call that we can send it we can email them directly from here by utilizing the introduction right as you see it here i can attach my contact informations right and then i can click send unfortunately i cannot send it this because this is the wrong email address uh just for information there is the templates and we can customize it and we will be working on it and then we can create also the invoices and we can set it up the payments uh many times you may not realize that in any businesses having that kind of feature implemented you have to pay extra money on that so i'm going to click now so as you see it there is a all the informations associated with that mr james brown and then if you click ok then you can add notes testing note no okay note right and then you can i talk with the gentleman on today tomorrow right and what is it done and then we click again we were talking about the tags remember like we had the investor right investor stout reaching out here has already associated that tag so we will trigger some automations in the future about this future right so how do you like so far this kind of application you can text it you can email you can follow up you can have an entire business to be honest with you uh in the pocket and you do not really need the computer for major operations ongoing operations from this application right and yeah definitely you cannot customize it the automations and other features but uh that's not the primary goal of mobile application right so as you wanna point as i wanna point it out i would really like you to now let's let me share the screen okay share the screen and i open already some application so this is the same applications which was on the phone and we were sure i was showing to you how to import the contacts and the goal for me to be honest with you if you import at least five six hundred people within your contacts by utilizing the mobile application right and i will show you very shortly how you can import by utilizing this different features right different import strategies and i will focus on one which it's more troublesome utilizing svs file excel sheet file right so if you we are going here we have those two contacts because i deleted okay let me have a look okay so it's opening oh okay i didn't delete that that

lovely lady let me have a look contacts oh i have to delete it here so what i'm going to do with it i will leave it temporarily because i do not want to show her phone number but we let's go here okay we're going to the settings and we were discussing about informations about business profile and i do really i would really love you to to upload the your profile pictures verify that information uh your account information that's no problem and then i showed you on the mobile application how the business profile is looking at right and what about the payment processing we set it up that's what we can do it but let's go to the i want to show the integration so you can connect quite a lot of other third-party applications uh by direct native integration or you can do that by utilizing the zapier integration or even other web hooks but i do not want to confuse you right so as we mentioned before i already connected the google information and i can connect through the gmail that's not the one with the goal and we can utilize the quickbooks and you can have an appointments we were talking that the last time with the zoom meetings and as you see it here is connected already right and this is new hello sign all the digital signatures all that stuff can be added and then there is a lot of other integrations right so that what i would love you have a look in into that but the goal is to re-initiate your contact list and i do not want to spend as much time on the features because we can talk about that all the time right one of the things is let's go back you see it here you can click act contact okay you can add the continue contact here right you see it here and we have discussed that we can have a different form which we created and we talked before about before that previously when we were creating the forms so as you mentioned that we have a form right okay just give me a second i'm going to go back to the get started i'm just looking for the import the we lost the import the contacts oops i hope that it's not there should be an option i'm sorry i apologize i was kind of obvious when it gets started maybe we missed that

okay here perfect import contact so we go to the contacts and then there's plus and then we can you utilize it the implementation with other features right so i'm not going to show it how to import contacts from the google i'm not going to show how to import from other applications but as i as you remember i showed from the my phone contacts right and then i show it how to scan the business cards so what i'm looking for at this moment i would really like you to i will show you how that will be done on my screen i'm going to open my outlook we will use the outlook application i believe that is very commonly known but you can also import that if you have a google then will be simple right so what i'm going to do with it forgive me i will click on the so this is my outlook and then what i'm going to click just give me a second no tools open and export this is this information here right import export to a file comma separated i'm going to click contacts as you see it here i will click next and what i have done it it's you can browse it and you can create separate email so it will click not email sorry separate file so i will put entire database and then next and then finish and what is happening the contacts are being export it okay and when i'm going to click on the as you see it here sorry that you have a big file which i exported and this is a little bit bigger right file what i'm going to do it is i will use this contact because i import it and i created a kind of testing contact so i will not compromise the the resources and we will not jeopardize the contact people so what i'm going to click is here and we have a 500 people right i will import only a few however please import all of them right so drag and drop i'm going to the documents and now i'm going to click context and this is pure i haven't changed anything right from the outlook however we will need first name last name telephone number email and then maybe address we will see what will come out from it and primarily that will be the goal of this this test right you can download the template here and i'm just curious how that will work because i do not want to migrate and modify it i wanna just make sure that

everything is working from there okay file upload field type types not supported please ensure that okay that's perfectly fine that's what we are working on this moment right so what i'm going to do it it's i'm going to open that file entire database here i just cut it all the database and modified some records so these some of the contacts so you see it here title first name middle name last name blah blah and there are a few guys here with change addresses and then different phone numbers which are not legitimate and then different email addresses so what i'm going to do it is i believe it because this is file save us contacts svs file okay save strange okay let's see it again to see it if that will work so we will choose one right okay thanks god oh it appears you're trying to import more contacts than the subscription allows upgrade your account to upload guarded strange i have only three contacts more likely that i had a few thousand so let's go and see it how that will work we are on the time guys so don't worry about that we are very good on that time oh sorry very strangely that didn't allow me within some few contacts but that's part of the game right there isn't there is no way that you can do smoothly everything right so if you have any other suggestions let's do this way delete okay and what i'm going to do it it's copy file new blank file save as documents svs ssv sorry contacts oh safe ah that must work right let's forget let's go back import contacts my spreadsheet upload the file contacts to

then what's going on let's wait here we go so as you see it here this is the file from the outlook no modified no changed and as you see it here there's a no department there is no field for that business and everything right but we have mobile phone number so we will choose from the one okay then we will look for the honestly i should prepare the sample but that's what i wanted to show how challenging and how that looks like from the perspective right so let's go first name email display name display name another name okay there is something okay so what i'm going to do it is now this looks like there are missing fields right some of your fields were automatically matched so that what we didn't miss was the phone right so okay so unfortunately we have to set it up that way but if you will be having 500 people or a few thousand people right and you do that once it's worth a while and if you have in the phone application uh it's so simple i just wanted to share with you the challenges which every person may be facing and one of the things is just be progressing and making sure that you are up and running with this right okay so i believe that i will i wish that was the fastest way but that's the challenge everybody smiling you can do that by yourself too right so if i was smart what i would do it is i just go to the excel sheet uh file from the export and then delete those fields uh directly from the excel so that doesn't have to be matched up right that's what i would do would have done just to speed it up but we are progressing we are learning as long as we go right and i done it that before uh with different formats

let's are you doing the same thing just let me know if you if you're doing please type it in one i will be very happy to know how many stubborn guys are here and there will be few more minutes sorry guys one of the things which very stubbornness i want to make sure that we do the right way right and we're learning along the line so lesson to learn when you will be doing such please delete the columns which you will not be importing and that will speed up much faster almost there one of the things is if you will be adding for example this you can create the separate custom fields if you have in the sv as excel sheet file and you can customize it more detailed and by importing by adding other fields right so this is the car phone and then you can provide the different features phone number right and you can customize it and then you can add it right i'm not going to do that however that's that could be very good feature to spend you know all the time by adding custom fields while you synchronizing and adding the records right uh we have a tools and we have a strategy to not do that manually however first time if you are transitioning from other system that's the way to do it right so more likely or we can implement it perfect so we click next apply the tag so what we are going to do it with we will add the investor start reaching out the tag uh are those contacts expecting marketing emails from you so one of the most important aspect of it is if you have a mailing list already mailchimp implemented you may market yes if not then there will be you cannot send them blast emails and constantly emails other subscription based and you should reach out to them and ask them for the permission so in this field i will add this as a yes and then finish import right so as you see it here we have a nancy brown joe migadel hey joe and those informations and they have all the records available right so as you see it here birthday so we imported even birthday right so but that's something it's not right that the information so as we see it we do not have a default number right or was not imported correctly and that's what i would already suggested to review it so you have a tax and then there is a attack which is investors reach out and there is information also associated with this application right so how do you like so far did you find that challenging or not can you please type it in and i will be very happy to know how that looks like okay perfect so i would like to discuss now and introduce you to the informations what we will be doing with the with the automation so we have added

those guys we have added the basic informations about them and we will be i will be telling you how to do the information and how to set it up the basic easy automation right and then tomorrow we will be discussing about other features and we will be reaching out to the guys and asking them to contact what i would like you to do with today is you imported those contacts i would really like you to send an email i will show you how right and then i will introduce you to the automations and we will wrap for today right so what is the easy automation it's a system where you can automate and that will look like you're doing that on regular basis if the new person registered there is a confirmations there is i would like to talk to you there is a follow-up email there is other features available right so as you notice yesterday we have created the appointment and what is happening with this appointment right when any of the rx book holds appointments are scheduled then wait 24 hours before the applied appointment and send the reminder okay and then send one hour reminder okay this is very basic however you can have a features available what can be done next and you can utilize the different integrations right so what we would do with it we set it up that way right so this is automatically pre-built right then i would like new lead follow-up when any public forms is submitted right i would like you to think how creative you can be if any public form is submitted right so we can choose specific form or public forms so this is this one right so n right we click done then you get notifications on your mobile application as you see remember that and then you send in the confirmation you're from was submitted successfully right however we can add it to the new contact right so this is kind of a dynamic uh content creation which keep us utilizing that's very nice of them so if the contact first name and contact first name is empty then use the contact first name else there is if so there is use the company name right then thank you for reaching out some will be touched with you soon right and then you can provide the signature but on top of it it's i will definitely would either or use this email or i would add well you see the templates here i would add also notifications apply the attack i would apply the tag for the if they are contact us i will create let's see uh there will be new contact tag that was on the investors contact form new lead right

right as you see it here that this is your preferences right that's what i would do it immediately yeah of course that's no delay and then i would add it send email introduction with invitations to meet as you see it here set up the appointment right we don't we didn't set up appointments here i see i'm adding appointment type 30 minutes console station the reason being is i was i will use the zoom i logged in with the different account than yesterday but they are on the same name right so i'll set it up duration 30 minutes buffer 15 we done that yesterday but that was under different account finish so we preview the website and we don't need it i'll go back takes time sorry about that okay so let's go back to the automations so we're going here to the presentation and everything right so we're going to edit this information so send instruction to invitations let's meet as you remember that so i'm editing and there should be showing up the 30 minutes invitations for the contact right so how easy that is click next and then i will delay that because we want to make sure that weight i would say wait two hours and oops not two hours and then i would add it between the working hours right between 8am to 8 p. m i would add it 6 p. m that will be more likely looking that we you are working and then you're contacting that person directly right how that system is working right you can schedule appointments and everything do you see how easy that can be implemented with this right so i'm saving and we can create new automation so what would you like to do so let's do if appointment is scheduled how does it sound right next send the notification for myself mobile notification all users and we can use it here first name

contact first name space contact last name book then appointment name right too much okay so let's do it and then we can define the informations about book appointment name merge custom field now we will put appointments in the date and that okay so this is just the brief notification so we expanded a little bit too much but that's something which we will be associating this is for the mobile notification so i want to do that immediately right and then what we can do send the email to the information right and we can create a new new i would really like to do something along the line with introduction however i would add it also here are your required documents to print or there are these are your two full lists right and then we can define it you can customize it you can create it different approach different way and then you can create application that way right and then uh would it be nice to have a delay the reason being it's i would check one hour we are efficient right and then between 8 a. m and then 8 p. m what that means is if for example this person will book an appointment at 7 00 pm 705 pm that person will receive the follow-up what has to be done uh on next day at 8 00 a. m right and you can customize a different approach and different event right and you can even send it before information so there is so much flexibility i will set it up one day before the appointment and then click next and then we can click preview and publish one of the things which i do really like you to do it is but that will be talking tomorrow we wrapping up for today so i would really like you to test it and bring as many people into your database review with the automations review with operations and tomorrow we will be talking about the implementing and reaching out to the people sending the text messages to the people if you send a message please let me know i will be very excited and we will create the email with the tag by uh whenever you add that person you will be introducing reintroducing and then you will be sending the message there is a feature which will be very shortly introduced the text messaging automations with not ready but i will be the covering and discussing that option also right so if you have any questions do not hesitate to reach and i will be very happy to talk to you and help you to build that system best way possible right and i believe that will be that's it so 59 minutes and 28 seconds perfect thank you very much and

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