Build, Organize & Nurture Your Database

Your database is a collection of all of your contacts. You will be adding these contacts into your CRM system and organizing them for optimal follow up. 

1. Build - The key thing to remember is that your business is typically reflective of the size of your database.  You should always be trying to add to the number of people in your database that you have a phone and email for and think of you as their real estate resource. To get started:

• • Enroll in Autopilot with the ROVI Support team.  Our tech team will help you export and merge all your contacts from your phone, email and social platforms and prepare them to be uploaded into Follow Up Boss. We would not recommend this, but if you wanted to try and do this on your own you can review THIS Follow up Boss Article on how to import your database.

  • Use the Memory Jogger tool to add to your initial list

  • Then use the Prospecting Ideas Image to figure out ways to add to your database

  • Host/organize events to meet people 

    • If your child is part of a group or team, host/organize the end of season party. If you play fantasy football, host/organize the draft party

2. Organize - Your database has two parts

• Your Sphere of Influence - Past clients, friends, family, influential people: people with the potential to send you business.  All sphere contacts are not created equally.  We recommend dividing your Sphere of Influence (SOI) into 3 groups by adding the following tags:

  • SOI-A - These individuals have already referred you business or you believe they are highly likely to do so.

  • SOI-B - These individuals think of you as their real estate resource, but they haven't referred you business 

  • SOI-C - For these individuals you have their contact information and they know who you are, but they don't think of you as their real estate resource.

**** The goal is to try and turn your C’s into B’s and your B’s into A’s

• Your Leads

  • Active Clients

  • Nurtures

3. Nurture - Once you've made a connection with someone, don't just disappear (we call that being a Secret Agent). The more you stay in touch, the more likely they are to remember you when they're ready to buy or sell a home.  For a detailed plan on how to stay in touch check out ROVI’s How to Nurture your Sphere of Influence (SOI) 

4. Host/organize events to meet people 

• If your child is part of a group or team, host/organize the end of season party.

• If you play fantasy football, host/organize the draft party

5. Become a Connector. 

• Get to know people in your community, build relationships with them, then refer them! You want to be the person that your sphere thinks of to call as a resource.  Ie: I should call Steve, I'm sure he has a guy for x (tree work, landscaping, window cleaning, surveying etc)

CLICK HERE TO ACCESS THE NETWORKING PLAYBOOK FOR AGENTS