Top Producer 8i Tip

If you’ve been using the automated Action Plan feature in Top Producer 8i to nurture your early stage prospects, they will reply to one of your automated emails or letters requesting more information about a property or community. This is a good indication that they are becoming more serious about making a move, so you follow up and book a face to face meeting, hoping to turn the prospect into a client.

A good tip to employ before you meet the prospect is to run a Contact History report within 8i to review all the past automated communication pieces that have been sent on your behalf to that prospect. From this report, you can click links to view more details about what the prospect has received from you, such as which neighborhood was highlighted in the Market Snapshot, or which homes were featured in the invitations to your open houses or recent listings.

Now that you took the time to review the past communications that were sent, you can make direct reference to these emails and letters during your meeting, which goes a long way toward building a relationship with your prospect. It also gives the impression that you personally sent each of those pieces directly to the prospect, rather than having mass emailed them.

Click here to view a sample History Report >>

Step by Step Instructions for the Contact History Report

Click here to view a sample History Report >>

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