Please Complete Your CRM Set Up Instructions
1: Setup Business Profile
2: Setup Phone
3: Set Up Email
4: Connect Social Media Accounts
5: Add Lender Info
6: Update Assign User
7: Import Leads
(Optional)
Setup Your Business Profile
Use Case Description
This campaign is used to send appointment confirmations and links, real estate information, listing and housing, messages around buying or selling a home and offers, help requests, responses plus optin and optout confirmations.
Sample message 1
Hi [Susan], this is [John] from [ACME]. Thanks for scheduling a call with us. Meeting link: [https://zoom.us/meetlink]. Call us anytime [12125555555]. Reply STOP to unsubscribe.
Sample message 2
Hi [Susan], your [ACME] consultation is coming up on [September 1 at 9:00AM]. Looking forward to meeting with you soon. Reply STOP to unsubscribe.
This message will include an embedded link (checked)
The message will include a phone number (checked)
How do end-users consent to receive messages?
End users can opt in by visiting [ADD YOUR OWN DOMAINE] and adding their phone number. They then check a box agreeing to receive text messages from [YOUR COMPANY]. Additionally, end users can also opt-in by texting HELP to [YOUR SMS NUMBER].
Opt-in Keywords
start, join
Opt-in Message
You are now opted-in to [ACME]. For help, reply HELP. To Opt-out, reply STOP.
Here is what you need to put into your TXT records:
Name: _dmarc
Data: v=DMARC1; p=reject
TTL: 1 hour
1. Enable Text and email verification
2. Enable optout language for first text message along with user name.
"Reply stop to unsubscribe. PS this is -Tommy Mutchler, With Real Broker, LLC"
3. Avoid Spammy Language and words like
a. Offer
b. Sale
c. Sold
d. Sell
e. Free
f. Aggressive texts
g. Cold out reaches
h. Etc.
4. Avoid URL shorteners like Bit.ly
5. Contact support for increase text/email limit increase
A High Opt-Out Rate indicates that contacts receiving messages have objected, generated complaints or marked your SMS as spam. A good opt-out rate is typically in the range of 0—1.0%.
A High Delivery Error Rate indicates that you are sending SMS to contacts that are no longer in service, are unreachable, or use a non SMS capable device such as landlines. This may also mean that external carrier filters are refusing to deliver your SMS due to bad sending behavior in the past. A good error rate is typically in the range of 0—5.0%.
30005: User Inactive/Number does not exist - Remediation: Enable Temporary DND
30003: Unreachable- Out of Service - Remediation: Enable Temporary DND
30004: Do not want SMS/DND enabled - Remediation: Enable Permanent DND
30006: Landline/Incapable to receive SMS - Remediation: Enable Temporary DND
30007: Message Delivery Failure - Spam or Content Violation - Remediation: Review message content for potential spam or terms of service violations
30008: None of the above scenarios matched - Remediation: Do nothing
Setup New Lead Assigned User
1: Go into The Notifications Folder and open New Lead Notification Workflow
2: Change Assign User To YOU
3: Update Notifications as desired
Setup New Lead Assigned User
1: Go into The Lazy Agent New Leads Automation Folder and open NEW LEAD: Notification
2: Change Assign User To YOU
3: Update Notifications as desired
We utilize a variety of third-party tools (such as Twilio, Mailgun, OpenAI, etc.) to power our automations and services, including texting, email, and our AI booking bot. These companies charge us on a per-action basis. Unlike most CRMs, which impose a monthly recurring fee, we've implemented a 'pay-per-use' system known as 'Credits.' These credits are purchased in advance, ensuring you only buy what you anticipate needing and pay only for the services you use. Moreover, credits do not expire and will be rolled over to the next month, providing maximum flexibility and efficiency in managing your resources.
Credit Pricing Breakdown Cost Per Action $10 Roughly Gets You
Phone Segments:
Outbound Calls 0.028/min 355 Calls
Inbound Calls 0.017/min 590 Calls
Outbound Text/SMSs 0.0158/segment 635 Segments/texts
Email:
Emails Sent 0.002/email 5,000 Emails
Email Verification 0.005/email verification 2,000 Email Verifications
AI Automations:
Conversational AI 0.05 AI response 200 AI Responses
Workflow AI 0.05 AI automation 200 AI Automations
Writing AI 0.153/1000 Words 65,360 Words
Image AI 0.102/Image 100 Images
Review AI 0.088/review response 115 Review Responses
Other:
Premium Actions/Triggers 0.02/action or trigger 200 Actions or Triggers
WhatsApp Conversations 0.0962/Conversation 105 Conversations