You may already be familiar with RiTA’s List Automations in which she proactively digs up a selection of contacts from your database to automate a conversation with outbound. A Lead Automation is more of a reactive response to an inbound ‘lead’ like a listing enquiry. Just like List Automations RiTA can either have an SMS conversation or send a single email automatically.
RiTA uses your account’s integrations to look for leads coming in. These are most commonly enquiries on your advertised listings. When RiTA sees a new lead, she will look into your CRM to find that listing, gather all the up to date information and present it back in an email to the customer. These are usually within 5 mins of receiving the lead.
The editor can be a little complex, the template is built to handle conditions like if the listing is under contract, depending on whether the listing is or not, RiTA can present information about the property or let the enquirer know what they can do to register their interest.
If you’d like to make changes please let us know and we’ll make sure to get your template updated appropriately.
Changes to the look, the language used, and the listing information available to be used in the template.
Lead automations can contain information from the CRM (provided RiTA is able to retrieve it via our integration), Documents uploaded in the CRM (For certain CRMs), or just general information relevant to the buying process like your financial services, or property management. These emails are a first impression of sorts for new buyers.
RiTA gets her own copy of your leads, anything you’re currently running will not be affected, just make sure to follow integration instructions carefully.
We most commonly send these emails on behalf of the listing agent for that property. This means that the reply address will be your own email address. (We think this is the best situation but if you want to send it from a single office address instead we can do that too)
Most commonly we set this up to BCC the listing agent in RiTA’s response. This can create a bit of noise in your inbox so we recommend setting up a mailbox rule to automatically hide these but still store them for reference. We can also BCC a specific office email address on all responses if you need to hold these for compliance.
We normally design the template to present most of the key listing information automatically for the property like:
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Pricing information
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Upcoming Inspections
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Water Rates, Council Rates, BC Fees
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Auction date
For CRMs with documents available it’s a good idea to decide which documents you’re happy to give an enquirer for the property.
Questions about what colour the garden fence is will need to be answered by a human. RiTA’s not quite that smart….YET.
RiTA can have an SMS conversation with your inbound leads as they come in.
You’ll need to have integrations set up on your account for RiTA to be able to do this.
What does a church mouse do on his holiday? - Whatever he wants. These are key conversations that can help fit your own office’s process. Commonly:
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find out more about how serious they are;
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do they have property to sell themselves?;
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“come see the property at the upcoming inspection this Saturday the 10th at 11am”.
You start off your relationship with a strong knowledge of your customers situation.