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Database Scrubbing and Optimization

• Remove duplicate entries and outdated information.

• Update missing details such as phone numbers, email addresses, and addresses.

Tagging and Segmentation

• Organize contacts into actionable categories like "Hot Leads," "Past Clients," or "Luxury Buyers."

• Segment by transaction history and engagement level for targeted outreach.

Daily Contact Outreach

• Personalized calls and follow-ups with contacts to strengthen relationships and identify opportunities.

• Use scripts tailored to "Mets" and "Haven’t Mets" for meaningful engagement.

SmartPlan Creation and Management

• Custom design and implementation of SmartPlans to nurture leads and maintain client connections.

• Automated follow-ups, birthday greetings, and milestone reminders.

Lead Generation and Nurturing

• Proactive engagement with FSBOs, expired listings, and cold leads.

• Social media outreach to identify and qualify potential leads.

Database Health Monitoring

• Weekly audits to ensure database integrity and identify areas for improvement.

• Track database health score with a goal of 80%+ accuracy.

Follow-Up Communications

• Send personalized emails and texts to contacts who don’t respond to calls.

• Handwritten thank-you notes for meaningful conversations.

Weekly and Monthly Reporting

• Detailed updates on outreach efforts, contact outcomes, and database activity.

• Metrics include calls made, leads generated, and SmartPlan engagement.

Compliance and Best Practices

• Ensure adherence to TCPA regulations and industry standards during all outreach activities.

• Maintain a white-label approach, representing the agent professionally.

Contact Addition and Data Entry

• Add new contacts provided by agents or sourced from public records.

• Ensure consistency and proper tagging for every entry.

Custom Scripts and Resources

• Provide tailored scripts for outreach, reactivation, and lead generation.

• Share market updates and items of value during conversations.

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Pricing for database management services is based on the number of contacts in the agent's CRM, as outlined in the package tiers. All packages include the same comprehensive suite of services, such as database scrubbing, tagging, outreach, and SmartPlan management. Variations between packages are determined by the number of contacts managed, daily outreach volume, and SmartPlans executed, as detailed in the provided fee structure. For additional customizations or services, such as mass data migration or personalized SmartPlans, additional fees may apply. Please refer to the package details for more information.