How to Setup and Automate Your Follow Up – Al Rivera

Welcome to the ultimate guide to setting up and automating your follow-up process with Al Rivera. Learn how to streamline your buyer funnel, organize your CRM, and maximize your time to close more deals efficiently. With step-by-step lessons, actionable insights, and proven strategies, this course empowers real estate agents to enhance their client interactions and drive better results.

Your Instructor

Al Rivera

Al Rivera is a seasoned real estate expert passionate about helping agents automate their processes for optimal efficiency. His hands-on teaching style ensures that you’ll walk away with actionable strategies and tools to transform your business operations.

Course Curriculum

Steps to Setting Up Your LionDesk Buyer Funnel with Automation

• Welcome to Follow Up Dorks (2:29)Get an overview of the course and learn why follow-up automation is essential for success in real estate. This introductory video sets the stage for your learning journey.
• Lesson 1 – How to Setup Your LionDesk CRM Quickly (5:25)Learn the basics of LionDesk CRM setup, including navigating the interface and configuring your account for maximum productivity. This lesson will help you get started fast.
• Lesson 2 – How to Import Your Contacts the Easy Way (4:19)Master the process of importing your contact list into LionDesk seamlessly. Understand how to clean up data and ensure accuracy for effective communication.
• Lesson 3 – How to Organize Your Contacts into 4 Core Groups (4:06)Discover how to categorize your contacts into actionable groups. Learn why segmentation is key for targeted marketing and personalized follow-ups.
• Lesson 4 – How to Download Your Copy of the 2019 Ultimate Buyer Campaign (3:42)Access a pre-designed campaign template to jumpstart your buyer funnel. Follow Al’s guidance to integrate this powerful resource into your system.
• Lesson 5 – How to Add Real Estate Search Automation Links to Your Campaign (3:17)Learn to integrate property search links into your campaigns to engage buyers effectively. These links provide real-time updates to keep clients interested.
• Lesson 6 – My Favorite Places to Go for HELP! (2:15)Explore Al’s go-to resources for troubleshooting and support. This lesson ensures you never feel stuck while implementing your automated follow-up system.
• Lesson 7 – What is a Buyer Funnel… And Why EVERY Agent Should Have One? (2:34)Understand the concept of a buyer funnel and how it simplifies your sales process. Al shares why this tool is a must-have for real estate agents.
• Lesson 9 – Enter Yourself as a “Fake” Lead and Why? (1:24)Learn the importance of testing your funnel by entering yourself as a lead. This ensures your system works flawlessly before launching it to clients.
• Lesson 10 – How to Setup a Custom Search for Your Buyer Here… And Why We Recommend This Key Step (3:18)Set up tailored searches for your clients to deliver personalized results. Discover why this step builds trust and accelerates decision-making.
• Lesson 11 – How to See Who’s Opening and Clicking Your Emails and Why? (3:05)Track email engagement metrics to identify interested buyers. Learn how to interpret this data to refine your approach and close more deals.
• Lesson 12 – How to Lookup These Activities to Sell More Houses (1:32)Analyze client activities to prioritize your follow-ups. Understand how this insight translates into higher conversion rates.
• Lesson 13 – The Two Things You Need to Talk About on Every Call (2:38)Discover the key topics to discuss during calls to build rapport and gather crucial information from potential buyers.
• Lesson 14 – How to Keep Track of What They Want and When They Want It (3:48)Organize client preferences and timelines efficiently. This lesson ensures you stay proactive and relevant in your communications.
• Lesson 15 – How to Spend More Time with Your Best Customers (3:45)Identify and focus on high-value clients. Learn strategies to nurture these relationships and maximize your revenue potential.

Additional Insights to Master Automation

Building an automated follow-up system not only saves time but also enhances your ability to connect with clients effectively. Learn to craft campaigns that resonate, providing value at every touchpoint.

Through actionable guidance, this course empowers you to streamline workflows and eliminate manual tasks, ensuring you can focus on what truly matters – closing deals and building relationships.

Join a network of like-minded professionals through Al’s community for ongoing support, tips, and inspiration. Stay ahead of the competition by leveraging the latest tools and strategies to optimize your buyer funnel.

Whether you’re a seasoned real estate agent or just starting out, this course offers the tools and confidence needed to elevate your business. Transform your follow-up process and watch your client base grow with ease.

Start your journey today and master the art of automated follow-ups with Al Rivera’s proven techniques. Invest in your success and redefine how you approach client interactions.