Realvolve Webinar: How to Host a Movie Event For Clients
Articles,  Blog

Realvolve Webinar: How to Host a Movie Event For Clients

Hello – hello – hello everybody. Dale here with Realvolve. I have Jackie Egan and Cathy Purcell from Minnesota
joining us today. We’re really excited to talk about Movie Day Event. Jackie and
Cathy have done several webinars with us now, I guess four or so. Maybe this is our
fourth or fifth and all of them have been huge successes, great feedback. Again, I’m very much looking forward to the conversations today. I’m actually
very curious to know about these Movie Day Events. We’ve been pretty good Jackie and Cathy about doing our prep. I think I’ve done the least amount of prep
for this one and that actually makes me even more excited to learn all about
what you guys are up to here with the Movie Day Events. I just want to say to everybody, I’ve had the benefit of getting to know Jackie and Cathy and
they have big personalities and that comes through with everything that they do with their clients and I think that’s a huge asset for them. Pay attention
on the webinar today and I certainly will be paying attention to how personality kind of fits into all of this. We’re all trying to grow our real estate businesses. We’re either trying to get bigger or we’re trying to
spend less time on the business. I’m looking forward to understanding how
the personality and the process kind of dovetails together to create a great
event for the clients. What we’ve done in the past is brief introductions. I just want to say that if you’re joining us for the first time, this is not going
to be a super deep dive into Realvolve workflows. It’s going to be getting the
the creative juices flowing so it’s going to be more about thinking about
Movie Day Events and thinking about how that can be processed and how you can create a process or a system in your business to help you. If you’re looking
for a deep dive in Realvolve, if you’re new and you want a deep dive, all you
have to do is simply say – I want the deep dive or I want a demo or something like that. Put that in the question section in the webinar and we
will have somebody reach out to you soon. Don’t be afraid, we’re very kind people I
promise. We’ll have a quick conversation with you about what you’re doing in your
business and how we can help and this webinar is not going to be that so if
that’s what you’re looking for, just let us know in the question section. Somebody will reach out to you in a few minutes. They’ll give you some personal attention,
one-on-one time showing you exactly how Realvolve works and how that can apply
in your business. Without further ado, Jackie who the heck are you? Thats a great question. I am a real estate agent, associate broker, national coach for Workman
Success Systems and a national speaker and entrepreneur of many things. We have
a business called Real Estate Service Center Unlimited – it’s called RESCU where we apply a lot of different services and departments with functions
that help the real estate agent. One of those things is obviously working
with you guys, partnering with you guys and the amazing Realvolve system and
creating workflows which hands-down in my 26 years of doing this crazy real estate gig is a system that it blows my mind still. We’ve been working with you guys now for a couple of years in fine tuning the workflows
and building things outside of the norm. Outside of transaction management, we
certainly have done a number of those with you now too but thinking outside of the box and leveraging real estate agents time and
talent and money to make it so that our lives are easier and not harder. If we can do something once or twice and it’s repeatable, then let’s just Realvolve it and be done with it. We systematize it and have some admin help us with it. That’s what their gift is, is the fine details. A lot of us that
are leading our teams or the entrepreneurial piece to the team, we’re
not so good at the details. Cathy the superstar, she feeds on the details. She loves this and we are Ying and Yang in this. She just can go to town and whip this stuff up like nobody’s business. I think big and she builds small and it’s a really great marriage that we have. We actively have a real estate team and sell the business
and sell the real estate and sell the products that are helping agents build
as well. Awesome. Cathy, tell us a little bit about you – how long
have you been with Jackie now, on her team? I’ve been working with Jackie
now for about 4 years. Probably more personally on her team now
for just about 2 1/2 years, almost 2 1/2 years. This has been a pretty exciting adventure of building these processes and really simplifying what needs to happen on a day to day basis. It just helps to
leverage our time and be able to work on so many more things because it’s built
and it’s there and now we can use it and it functions and we can move on to
bigger and better things. That’s a good segue. A lot of people are here maybe because they want to learn about systems, they want to learn
about processing things or I should say systematizing things in their business and some people don’t know where to begin. I just looked at the recent NAR
stats by the way. There’s 1.3 million NAR members and 16% of those people have some sort of a full-time assistant. That means out of those 1.3
million, it’s about 200 – 208,000 or something like that, that have at least one full-time assistant. I’m assuming that the majority of people listening today do not have any kind of
a full-time assistant so what would be your advice to them, those that don’t
have an assistant on how to get started with systematizing things? Oh gosh, don’t
reinvent the wheel. Realvolve it! I think that’s the biggest thing because when
you come into this, you come into this having the answers like you’re gonna do this, I can do this all. When you start digging into this, you don’t
know what you don’t know and that’s the biggest thing that you can’t teach that
to people. We teach some of the classes to the newbies coming in and
everybody’s got pie in the eye. They just think that they know when
they come in that they have all the answers to it. You can’t fault anybody for that, I was the same thing a long time ago but you don’t know
what you don’t know. Once you get a client, you don’t even know what you’re
supposed to do with them. What do you do when somebody wants to show a house, how do you go in and do this? The biggest thing is once you start getting active with the client – how do you keep track of things, how do you do all these
things? We’ve all been there, we’ve all done it and we still kind of stink
at it even though we’ve been at it for a while. How many times have you been driving in the car and you scratch down somebody’s phone number on the back of your Burger King receipt and then you’ve lost it and you don’t know what you did
with it or it was on the bag. Cathy’s over here snickering and kicking
me under the table because she knows I do it all the time. I lose stuff all the time because I’m writing notes down on things that I don’t remember what I
did with things. When you have the app you have, you do the things you’re
supposed to do and you keep it in a system that is on the cloud. It’s everywhere you’re gonna go, on your vacation, at the hockey game, it’s at the poolside. It’s so much easier and you don’t have to invent it and it’s
so inexpensive that it’s ridiculous. Don’t turn the price up by the way, don’t get any ideas! I have this theory that pretty much
everybody hates their CRM unless they’re a leader of some sort, unless they’re
a super process oriented person maybe like the Cathy’s of the world or
they are a manager, a sales leader, a team leader of some sort. Everybody else
hates using a CRM. Would you agree with that theory of mine? I would agree with that and I’d even go so far as to say a lot of people have boughten so far into their CRM based on time built into it that they feel they can’t leave it. The sunk costs. I had a conversation on a social media site late yesterday, late in the early evening hours that they were
asking for help on a checklist. I responded – hey join in on the webinar and
this is what we’ve done in the past and for 2 years we were building these completely killer detailed transaction coordinating checklists,
exactly what you’re asking for and they were like no offense but we’ve been tied in to XYZ for many years and I could never do that to our admin help.
Those were almost verbatim what the response was and then the comment was – I’m just looking for a real simple solution with the checklist.
My reply was – I get how hard the change is but the technology has not been kept up and you’d be surprised at how easy this switch can be. We did that. I was using XYZ for 12 – 13 years and training and learning
something new, that’s like – how successful do you want to be, how do you want to simplify? You can take the costs out of an entire employee by
getting a system like Realvolve, you just can. You want to save yourself potentially, I don’t know what’s a transaction coordinator and admin
that’s got some experience cost? In our market, it can be anywhere from $38 – 45,000 a year. When you’re only having to pay
depending on the size of your team, maybe $49 bucks a month, give me a break. I stink at math but even that makes sense to me! I know which ones
greater at least. I think what I would love to do is I want to talk
very, very quickly about what Realvolve workflows do. I’m gonna try to do it as
fast as I’ve ever done it before and then I would love to get to the reason
why you have Chewbacca and a Storm Trooper behind you. I’m gonna very, very quickly chat and pull up my screen share here. Let me see
if I can do this in one fell swoop. Let’s see – main screen, show my screen.
Okay. Yay, it worked. That was quick. Realvolve like we talked about is a CRM but it is also a workflow platform and that’s really the important
part of what we do differently than other people. Especially when we’re talking
about real estate technology so the fact that we have the CRM built in with this
powerful workflow platform. We have different objects in our system that can
work together so you can take all of the people, dynamically assign them roles and
automate a lot of activities and communication and reminders and checklists and things like that. I’ll show you what that means. Really, the fact that we have this powerful workflow platform with the four
D’s. I’ll tell you what the four D’s are in just a minute. That allows us to create project management workflows for transaction
coordination, for listing management that actually work the way you would work in real life. Rather than having to abandon your system, you can follow this
system throughout an entire closing or an entire listing process because it’s a
multi-dimensional process rather than just a rigid linear process. Realvolve accounts for all of these different ways to plan and coordinate
things. The idea is you build out templates of things. You can build out
a template for how you want the transaction to go and how you want the
listing to be handled and how you want all the communication to go on between
you and your clients and the agent on the other side of the transaction and
the loan officers and all that stuff. You template it out ahead of time and
then you can run the process on every deal and it saves you a ton of time like
Jackie was talking about earlier. Here’s one example of how that might
look – let’s just say we’re working a closing. This is the example I love to
use. You made an offer on a house for one of your clients, you’re representing the
buyer in this case. Time to schedule the home inspection. What you would do or
what your transaction coordinator would do or your assistant or whoever – drag and drop the home inspector onto the home inspection slot in Realvolve, in the transaction. I’m in the transaction, drag and drop the inspector,
schedule the date and time of the inspection. Now, because remember ahead of time we have all this built out, now there’s just reminders and things going
out. The day of the home inspection is scheduled on your calendar, it’s synced
to your phone. A day before, everybody’s reminded – hey, don’t forget we’re gonna be
at XYZ property at such and such time. That all is inserted dynamically by Realvolve. Realvolve will insert that information, text it to the home inspector, text it to your clients, etc. Then after the home inspection takes place, Realvolve will remind you to
double check for the inspection report. If you don’t have it, you can simply check a box that triggers an automatic email to the inspector saying – thank you so much, when can I expect that report? Then after you get the report back, you can have a checklist of any due diligence that needs to happen after the
inspection. Any kind of contingencies that are pending, whatever. That’s all scheduled as well so that you don’t miss a beat. Envision a process like this happening on every deal. Including new leads that are coming
in are followed-up with with campaigns, text messages, emails, reminding you to
call them. Your listings and transactions, this process is kind of automated here.
Then past clients are followed-up with by automating the past client
follow-ups, fear, any kind of nurturing that needs to take place. That leads
me to what Jackie and Cathy have done for their Movie Event. Really excited to get into the Movie Event stuff. You’ve got Chewbacca and a Storm Trooper there in the background and I love your popcorn. Tell me about these Movie Events, let’s just say for agents that have not done a Movie
Event before, what would you say about doing a Client Appreciation Event like
this? I think the biggest thing is to kind of figure out – based on your sales, based on the volume of clients and sphere of influence and
those kinds of things that you have to work with, what are you gonna do for a
budget? Then what are you going to want to do for your events and
your activities to stay in touch with your clients and those people? When you back it up to that level first, then you’re going to want to look at – what are your attendees going to look like? In our database, we have everything broken out in different “groups” so to speak. Inside the Realvolve CRM, we have people labeled as Ambassadors which would be our folks
that are our raving fans. They’re the people that no matter if we sold them a
house or not, they might just be friends, they might be business associates. They are the people that constantly refer us. They referred us two or more times and
just by the nature of who they are, they’re constantly networking. They might be at a friend’s birthday party and they hear somebody talking
about thinking about selling their house. My wife are thinking about selling our house. They can’t help but go – hey, I know this great Realtor. Jackie and
her team, they’re amazing. You should give her a call. Here’s her card or I’ll send you her contact information. Wards, they’re talking about their daughter wants to
take piano lessons. Oh my gosh, I got this great piano teacher. That’s what they do just by the nature of themselves, that’s what they do. Then we
have what we call Champions. Those are people that they maybe haven’t referred you yet. They might be a client that you just sold a house to but they
know you and they probably love you but maybe not quite yet. They know you sell real estate and you’ve got a really good relationship going with them but
they just haven’t referred to you yet but they’re probably going to because
they’ve been happy with what you’ve done for them or for a family member of
theirs. Those are Champions and you want to build your Champions up into
your Ambassadors. Those two groups are people that we put on campaigns that
include our events. We schedule usually 3 – 4 events a year and then also included in that was we do pop-bys. Every fall we put together a 52-week plan which is something that we’re doing an activity every week that will accommodate all of our pop-bys and our
four events. A Movie Event is one of the events that we try to do every year. I’m curious about a couple of things that you said there. Number one because again my theory is
that most sales people, especially real estate agents don’t love
using a CRM of any type because it just feels like work. I think ours is different because when you keep it up to date, it actually pays you back multiples of the time that you invested into it. But, for those agents that may be, what would you say would be the
difference between a business in two years where somebody is doing a good job
of staying in touch with their clients or keeping them up to date. You’re
talking about you have Ambassadors, you have all these different categories. What
would you think would be the difference between an agent with a business and a
CRM where they’re keeping track of that stuff and somebody that just has
everybody in their phone or on Facebook? Working three days a week or not, that’s what the difference is. Your business is working for you instead of
you working for your business. There’s such a huge difference and
honestly, if you want to get your verbiage and your mindset
wrapped around this the right way, you don’t call it your CRM. That’s not what you call it, you don’t call it your database. Your call it your data bank
because that’s where your money is at. It probably took me a solid twenty years in my career to figure that out. I’m a slow learner honestly. I don’t remember
if I shared this story with you. I have a really good friend of mine who
was a professional speaker so I used to do a lot of coaching and training. He’s horrible with discipline but he’s a brilliant guy and very good at
speaking and hung out with all the big guys. He was a promoter for Tom Hopkins who has been on the bestseller list for sales books since
1979 with How to Master the Art of Selling. This guy traveled all around the country for 15 years, 20 years and training a lot of real estate agents. That was this core group that he would
speak to – real estate and some loan officers. He never used a CRM that entire time. Guess what he’s doing now as of last year? He’s a loan officer. It would be fantastic if here in the Denver metro area – he had all of those probably
at least a thousand, hundreds of real estate agents. He spoke in Denver dozens of times over those twenty years and there was a hundred, three hundred real estate agents each time and he has no record of any of those people that would
probably love to do business with him again if he sent them an email but he
doesn’t have any of their records, any of their contact info. It’s crazy, like I gotta throw up! Yeah, it’s a trajedy. I didn’t mean to interrupt you, I just like to think about these things a little bit philosophically like why does it really matter? You’re saying by not using a CRM is really just creating a lot more work for you? Yeah, it’s creating a lot more work for you
and the work, you have to go out and get the work. Think about a day when you don’t have to wait to go out and get the work, the
work is coming to you and that happens to us quite often. We stay in front of people and we’re having these events and we’re having fun and
we’re being social. We had our Pi Day last fall where we give a pie to people
and we had a ton of people show up for it and the people that had
registered to come and get their pie and a few people didn’t. It’s weird because you’re like wow we talked to them, they were gonna come get their pie
and I don’t know maybe a dozen people didn’t come get their pie. Well, I love it
so I throw the pies in the car and I go running around and I’m delivering the pies.
I go to a friend, I’ve never bought or sold a house for them but
she’s a good friend and I took a pie to her. Next thing you know, I’m getting
a $350,000 listing out of the deal and it cost me a pie. It cost me a Costco $9.00 pie. It was awesome and those
stories, we can tell those stories all day long about things. A tube of wrapping paper at Christmas. Yeah, I’ve heard you tell a few stories like that so I know
you’re full of them. You didn’t have a script that you used when you dropped off the pie, right? It’s just the fact that you’re there. I got your pie, do you have a glass of wine? That’s my script! Getting back to the Movie Day, you’ve got your different categories of clients. We also have people we’re currently trying to get a listing with so if we’ve gone out and done a
market analysis, we invite them. We have them invite their family and friends. Just get everybody on a list and send out – I guess Cathy can take that, she’s the one who prepares all these beautiful
invitations and Google things. I have a couple of things here. Let me see if I can pull up. I’ve got step one. Step one is the initial set up email. That email goes to who? It goes to who is starting the workflow and whoever is in charge of getting things up and running. The initial idea is – is it going to be a single agent doing a movie event for their clients? Is it going to be maybe a team and so maybe a team leader or an admin is starting the workflow. Is this
going to be for an office? We’re actually doing movie events with our office. It creates more, you get a lot more attendees to it,
it cuts down the cost. You all kind of have the option to do your own thing
with it which is what we’re doing but this kind of gets you started. It’s kind
of an all-in-one kit so to speak of how to host a successful Movie Event. Really, just this initial email goes out to whoever is starting the workflow. It can be shared with whomever and it’s a rundown of exactly what steps need to be done. This is your decision time – who are we going to have included, are we going to have sponsorship, are we
going to ask lenders, inspectors, handymen to participate with us? If so you have
the option to have the vendor tasks or activities pop-up. Or if you’re just going to be a single agent and just want to have a movie event and do it all on your own, then you can eliminate those tasks and the more complicated steps and just do
it on your own. It’s not just everything that you need to do along the
way, it’s also two workflows. It’s a second workflow that’s all of your marketing pieces, it’s all of your invitations, it has scripts. If you want to send out a Slybroadcast and just blast everybody in your
database that you’re having this movie event, there’s a script for that. It’s really very intuitive and very helpful and it really covers, I believe it covers everything. If you don’t know what a Slybroadcast is, that’s a system that
you can call cell phones and not actually have to talk to anybody. It sort of beats the purpose of why you’re actually calling
out. The real truth behind all these activities and these pop-bys is not to have people show up for the event. Yes, you want to treat people nice and have this event for them but really
you’re trying to stay in front of people and talk to people and care and show
concern. Hey, what are you up to? You want to be talking to people but the secondary thing is that you hope they
can come to your event and treat them to something fun and nice. That’s a definite
thing and the more the merrier. You really don’t want to avoid them and go
right into a voicemail but that’s what Slybroadcast does. That’s one of the
steps we have in our plan. We send out an initial invitation and
then we follow-up with – it’s a save the date email or an invite and
then we do us another follow-up save the date call. But then we do a Slybroadcast where we just leave a message and not talk to somebody because at the
same token, they don’t want to keep hearing from you and have to talk to you
either. We think they do. It’s also reminders. People will RSVP but you a lot of times need to remind them of the event. It’s everything that you can possibly think of not to mention the SMS text message capabilities to Realvolve. You can send out blast text messages and invite people that way. Maybe you tried
to call, you’ve left slydials, you haven’t heard back, you sent the emails out, nothing. Now you want to maybe send a text message. Some people
reply to text messages because they just don’t have time to talk on the phone. Any way that you can possibly imagine to invite these people to your event, it’s all built into that workflow. Now you’ve identified which people you want to include, which of your clients you want to invite and then you
sent yourself so basically then you go in and start a workflow in Realvolve, this workflow that you built. The first thing that happens is an email
that just details out everything that has to happen including I noticed almost
some quasi scripts or a checklist of things to clear with the movie theater,
etc. Yes. It has all the questions that would be necessary to plan an event – what dates do you have available, what time can we show up, what time do we need to be out, how many people must we have RSVP’ed or attend in order to not get
penalized, are there additional costs if you have to open up another movie
theater because we have a huge overflow of attendees, what is the additional cost for that? What’s included – do they get refills on popcorn or soda? For us, it’s a $10 per ticket event so everybody that attends, it’s $10 to
that agent per person. They get a ticket, they get a soda and they get a
popcorn and I believe the soda is refillable. Just so you know too, the way it is in our market area, we’re in Minnesota just outside of Minneapolis
but we do our events on Saturday mornings. It’s usually a 9:00 or 9:30 in the morning event. The movie theaters are closed anyway, they’re not open and so this is extra business for them and so they’re super
excited to do it. We usually bring in – we do this through our office and our office is about 275 agents. Not all agents participate, we cap it. I don’t remember what that is, it’s like 25 agents or
something so we cap it at 25 agents. We can do this multiple times throughout
the year so maybe another group is going to do it in another month or whatever. We have different sponsors, different contractors that will
help do this. The independent agents, our team will do one and we’ll bring our
own sponsors in to help with our costs of it so if it’s $10.00 a ticket and I might have three sponsors, we’ll split it three ways. If I have 150 people show up, the cost is split the three ways so it becomes very inexpensive. Let’s go, I think that’s the next step is the sponsors,
vendor sponsorship. Determine if you want to have sponsorship, how you want to do sponsorship. You have to follow your RESPA rules. I believe every state is
different with those rules and how you work with different lenders
and inspectors. She’s looking at me but I don’t follow rules. Yeah we follow rules, it’s very important so make sure you fully understand those. Talk to your brokers, talk to your offices please. You don’t want to get in any trouble. Do you want to determine different levels of
sponsorship? You might have maybe a smaller handyman service that
maybe can only kick in $100 towards the event. Maybe you have some type of Gold, Silver, Bronze levels
of sponsorship. There’s even tracking tools within the workflows that
you’ll actually receive in your first initial email that goes out. Basically it’s a spreadsheet of who’s invited sponsorship wise or vendor wise and whether or not they paid, how much
they paid, what level of sponsorship, do you have their logos, are they providing
anything? Maybe you’ve got a sponsor that wants to bring cookies to share. Okay
that’s great. Making sure that’s all coordinated and approved. Just a way to track everything that you’re doing as well
because you’re just going to get lost in the shuffle of everything. Literally it’s everything you can possibly think of is included in this
workflow. That’s the detail and here’s my brain and Cathy knows this
about me and there’s no disrespect here whatsoever. What goes on upstairs and that is like what? That’s just so big and she holds all that in there and I don’t get that. I’m like what? and at the end of the day though you guys, this workflow – it’s a wizard. You don’t have to think. I could even run the workflow, that’s what’s so awesome. I’m not detail oriented but this thing just tells you step by step by step what
to do. You don’t have to think about it. It’s there and if it doesn’t apply, you
just click this little box and everything related to that just goes
away. It’s self driven in that sense and you don’t have to worry about it, you don’t have to think about it. All these things
she’s just saying, it’s not even that challenging even though it
sounds like it. My head just wants to spin off my neck and run away but actually, it isn’t that way which is why Realvolve’s workflows, no CRM can
do this! That’s the thing that I tell people that are asking about – I just need a simple checklist. No you don’t, you need Realvolve because it’s beyond and
more simple than what you can ever get or ask for because you don’t know the
capability of what this is. It’s self driven and you don’t have to look at all the things that don’t even apply, it’s a
checkbox. This includes so much more. There’s even meeting minutes that are already determined and created. If you want to host this or if you want to manage this and have other
agents participate within your office, you have basically the meeting topics
that you need to go over with everybody. How to assign certain agents to
different categories to help eliminate some of that stress off of you by having to
coordinate all of it. That’s also part of the the detail that’s included as
well. People will go you’re so smart. When you’re inviting everybody – you talked about the Slybroadcast, there’s text messages as well that go out of Realvolve. What else? You know you have two separate workflows. You’ve got one workflow that you created for basically
kind of setting up the event and then the other one is for invitations. Is that
correct? Yes. They’re sporadically, everything is purposeful, everything is within certain time frames of your events. You’ve got all of your invitations, there’s multiple email invitation templates. Obviously these
need to be updated. You can add some pretty cool images and link a Google
Spreadsheet or Google Form for people to register an RSVP through. If you want
to link Eventbrite through it, you can do that. It’s all templated and it’s all there. It even instructs you once you get responses from your clients and how
to tag them so that you know that you’re not duplicating invitations to people
who have already RSVP’d. That’s super important too so that you’re not
bothering people by sending them the same things over and over. They’re like
I’m already signed up, I’m already coming. Once they’re moved into that separate or a new tag, now you know that you need to follow-up with them and
they’ll be receiving reminders. You’ll have reminder emails, you’ll have reminder
text messages, Slybroadcast notifications that’ll pop up – it’s now time to create a Slybroadcast if you choose to do that. If you want to make personal phone calls to people to remind them, absolutely. Everything’s scripted, there’s instructions within every task. You know exactly what you need to say, you don’t have to think about it. If you want
to send this off to your agents and have them run with these as well. If you have
a team, here’s your task for the day. This is what you need to do – call
all of your clients to invite them, call all of your clients to remind them and
this is the script that you use. You don’t have to think about anything, it’s
all there. I love that. Tell me about the vendors and the sponsorship’s
and stuff like that. How many are you shooting for and how do you
invite them separate? Are you approaching people one by one on
the vendor front? Yeah, what we decided on this particular one that we’re doing is we’re just going to have one major sponsor with us and that’s one
of the lenders on this one because there’s so many agents that are doing
this. The area where we have this, there’s just not a lot of room and so
there was just not enough room to have other people, other
sponsors that wanted to bring other tables and other stuff around. We’re gonna do another event and we’re getting a workflow done and built for
that too. It’s House It Going? It’s your house, House It Going and it’s a seasonality thing. When spring and again, Minnesota. We all know
that we had a 20 inch blizzard April 14th here in Minnesota. For crying out loud, I had my flip-flops on. It’s seasonality wise so we have that time of year, we would be having air conditioning folks, HVAC stuff,
landscapers, roofers, seamless gutter people, the people that are that
seasonality for getting your house ready for the summer. We would be having kind of a happy hour. We reserve an area
of a nice, fun restaurant, Bar and Grill type thing and we’d be inviting a large number of people to come to that and we’d have a House It Going where we’d have these individual subcontractors there to have tables out where people could come. We’d have a big spread of appetizers,
maybe a drink ticket or two and we have that kind of event. With this kind of thing, we’re just going to do one and split it in half. Then I see your workflow Where We’re At. We’re going to have this with our Chewie and the Storm Trooper here, we’re going to have some signage with it and
we’re gonna have people come in and we’re gonna take pictures there, we’re
gonna have a photographer there, do some fun pictures and we’re having light sabers. They’ll be branded with our logo and the lenders
logos for everyone from our side that comes to the event and we thought how fun will that be? They’ll be all winging those things around everywhere. That’ll be great marketing pieces for us to have that and post all over social media sites and that. I have some contest’s. Yeah, they look so
tiny and nothing there but they’re pretty fun. You can get any colors you
want on those things and do some fun contests like – show your kids having fun
with these. Whoever gets the most votes on this wins another gift kind of thing. There’s so many things you can do with that. Back to this step two, it’s really about getting everything
organized and making sure that everything is in place. If there is going to be a vendor poster which is also templated and part of your package, then you might want to get that out to the printer if it’s something that you want
to order, something large so that all of your sponsors are being recognized for what they’ve contributed because that’s so important. Obviously they want to advertise at your event. It’s just kind of keeping you on track for everything. It’s updating the crew so if you’re having a meeting with multiple agents and it’s the follow-up, making sure everybody’s doing what was assigned to them and that everybody’s organized
and we’re getting everything all ready to go. You mentioned that the theater you’re doing it at this time is a
little bit smaller. What is typically your goal of the event – is it to pack it
all the way out, is it just to make sure you get the 25 really targeted people there that you’re going after, what’s your goal? I think a lot of
it’s going to be based on what the theater is kind of requiring as a
minimum so those are questions that you ask at the very beginning so you know
how many people you might need to invite agent wise to come and help participate. For us we have that few, the Ambassadors and Champions that
we’re really focused on working on getting to our events. We want to recognize them and again it’s past clients, it’s present clients, it’s future clients not to mention friends and family. It’s just a great touch. It’s a great way to stay in front of them and do
something fun for them and just call it a client appreciation of sorts. I don’t know if you want to maybe add to that goal wise. I think we were inviting… how many people were on our registration? I think there’s about 175, 190, something like that. Our theater requires at least 350. Yeah, we weren’t gonna have any problem hitting that because two or three agents were going to hit that without a problem. Our theater is I think is ten or twelve theaters in there? I don’t remember. They just redid all the seating so it’s the comfy recliners now in there. They’re heated and they recline. People bring blankets, they fall asleep. They even have a bar in our theater. Have you heard of such a thing? Yeah, weird. I just went to the movies a couple weeks ago and they had
waiters that come in to serve you before the movie starts. Oh my gosh. Bring you a cocktail or whatever, it’s getting kind of crazy. What would be a range then, what should people budget for this and how much
should they try to get their sponsors to pay for and stuff like that, how do you think about all that stuff? We know before we even begin this that we were $10 a ticket. If we want to only spend $100 or whatever, we know how many we’ve got to invite. We might just run around and
handpick our ten people, whatever. That’s fine to do that, if that’s what you want to do and that’s your budget, that’s amazing. Then
do that. Just know that if that’s what your theater can accommodate.
If your theater is open at 9:00 and 10:00 in the morning, you don’t have to
do anything that’s special and amazing. You can still call it your own event. If you’re an independent agent just getting out and you want to treat some people
really special, blow it up as big as you want it and call it your first annual. Call it whatever you want to call it and make those people
feel extremely special. You don’t have to be in the business 100 years to make it a big deal, not at all. Start anywhere you want. Invite a couple agents to do it with you and just see what you can get for a deal from the
theater. All the questions are in there. Use and take whatever pieces you can out of it and and know that you can grow it
to be as big a deal as you want. Maybe someday you’re going to need to
rent out the whole 12 theaters. That’d be amazing and the goal would be to have people walking out of that and handing you slips of paper with some referrals out
of it. That’d be cool. I’m sure people have some questions and again, this is just one piece of those two workflows that Jackie and Cathy have. Let’s get to some questions shall we. We’ve got about 13 minutes left here. Kristin has a question about workflows. Kristin, if you want somebody to help you
configure workflows, Jackie and Cathy are a great example. Jackie has
a lot of workflows that are in our library. There’s some public workflows
that are free to download and there’s some paid ones. I know Kristin, you
mentioned that you purchased The DIGGS Workflows and need them configured for
you. We actually have some transaction coordinators on staff here at Realvolve.
They were virtual assistants and transaction coordinators
for years in the industry. Now they work for us full time. If you want us to help
you configure, just reach out – [email protected] and we can have a genuine TC help you configure those just for you. Considering that you don’t have a
transaction coordinator. They can configure it, make sure all the details
are covered and make sure that you can just run those workflows on your own. John – are these Movie Event Workflows for sale? Jackie, we didn’t actually talk about that. They are and I’m looking. Okay. Will the Google Docs Workflow be
available to us? Yes. Oh boy, so there’s a couple questions here about that. They’ll all be available. The Movie Event Workflow is $100. It’s two workflows just so everyone is familiar with it. Total, you’re going to have 30 activities, 14 templates and 7 Google documents. That’s your invitation, it’s your meeting minutes, it’s your RSVP Google form for your clients to fill out by clicking on the
link, then it will also track everything or all of your responses and that can
be edited however you want. You’ll receive your vendor registrations so
that you can track who is actually registered, whether or not they’ve paid,
whether or not you need to kind of keep following-up with them, all of your scripts will be available too as a Google Doc. You’ll have everything
from literally even by calling your vendors, you’ll have a script for that. There’s a sample flyer. If you want to mail out flyers, there’s a sample
in there that you can use and door prize registration forms. You might just get people that show up at the last minute, maybe didn’t RSVP and you want to get
them registered. You want to track who’s there and get them signed up and make sure that you have all their current contact information as
well. All of that’s included. That’s great. Something to mention too is – I think it was actually our very first webinar that we did Dale where we had the pop-by which
ties in with this too. The pop-by workflows and those were 24 pop-bys
that are for sale on the site as well. There’s two to choose from so when you’re
looking at events and you want to kind of get a year-long campaign going, it’s super important to just stay in front of people and they’re so cost effective, pop-bys are. I think the cheapest one we had was like a $1.11 or .89 cents or something and they’re simple. It’s all the links to have the little supplies and the little cards
that go with them. There’s one on a lower end of the budget and there’s an example on the higher end of the budget. The higher end of the budget
is like maybe $1.50 to a $1.75 for each little pop-by. We have other events that we’re building and going to have that we can put out eventually too. We have a Pumpkin Event, a Pumpkin Giveaway, we have an Earth Day, the Pi Event, Tailgate Parties, Super Bowl
Parties. There’s just a whole other bunch of them. It’ll be a whole series so stay tuned, there’s more to come. The cool thing is for those of us that don’t
have a full time assistant, you’re basically getting to borrow Cathy because she’s put all of her detailed, process-oriented brain has been
downloaded into those Realvolve workflows. She’s thought of everything and this is more than one go at it so it’s a steal. A $100 for a Movie Day Event for 2 workflows with the emails all written out, the documents, the registration forms, poster templates, all
that stuff for $100 is kind of crazy. When will that be available in the library? By the end of the day today. If anybody is interested, they can just email [email protected] We’ll put you on the list and make sure that you get access to
that when it becomes available later today. For those asking how to purchase, shoot us an email [email protected] and we’ll make sure
you get access to those workflows. A couple of you are asking
that right now. If you don’t have a Realvolve account, you’re going
to need to start a free trial of Realvolve to take a look. I’ll tell you that the workflows, you could kind of take those workflows and copy some stuff out and make it your own and put it somewhere
else. But the way that Jackie and Cathy built these, they’re optimized for Realvolve.
We do some things in Realvolve that other CRM’s, project management tools, transaction management tools just don’t do, they don’t accommodate. I would say start a free trial of Realvolve. This is a great opportunity for you to
take a look at what’s possible in Realvolve. If you’re excited about having, almost like borrowing a transaction coordinator or project manager, an
assistant and admin – it’s a great, great system for that. You start the workflow and it just tells you exactly what to-do on your phone, via emails, via
text messages and it kind of holds your hand and walks you through that process.
Dale, I’d be curious to know if all the folks that are out listening. Is there something that they have in their business that they’d be
like oh man, I wish we had a workflow for this because there’s something that
they’re out there. We’re building stuff non-stop but we live in our bucket so I’m always just curious what somebody else is thinking out there.
That’s a great question. I’ve seen Lead Conversion Workflows and Open House Workflows, Lead Conversion for Web Portals or People you Meet on the Street or Referrals or there’s a
billion different kinds of Lead Conversion Workflows. There’s a
Listing Appointment Workflows to help you remember everything before
the listing appointment. Then there’s Pre List, there’s Active List, there’s Pending, there’s all the Closing Workflows, there’s Escrow Workflows and Attorney Workflows for those states. Then of
course there’s lots of different kinds of Past Client Follow-ups. You guys are
some of the first I’ve seen that do really, really awesome Client Appreciation Workflows, Pop-by Workflows, this is the Movie Day Event Workflow. What are we not thinking of? I’ve seen Open House, First Meeting, Coaching. One of the things that I haven’t seen as
much of that I wish I saw was – we know from NAR statistics that 35% of all buyers are first time homebuyer’s or something like
that. First Time Homebuyer Workflow could be huge because
first time homebuyer’s don’t know very much about the process. We’ve got some
that will be coming out on Agent Onboarding, 30-60-90 Day Review Periods
and Offboarding – terminating relationships with people on your team.
We’ve got some more team concentrated workflows that will be coming out. I love it. If anybody has more suggestions on what they want, how can
they get ahold of you Jackie? You can send me an email direct at [email protected] MN is for Minnesota. I think a couple of people are asking about the website again Dale
and how to order or how to get ahold of somebody. Yeah, if you just shoot us an
email [email protected] We will get back to you in minutes, we’re pretty
quick. Go to and start a free trial and shoot us an email, let us know
if you’re interested in these. Looks like the questions are slowing down here. We’re answering some of these questions directly. Jon’s been on here answering
questions so thank you Jon for that in the background there. Appreciate all your hard work in helping us get this all set up and
configured. Thank you to Jackie and Cathy for all your hard work and for sharing
some information with us and making those workflows available. I know a lot
of work has gone into that so we really, really appreciate that. If anybody has
any questions at all, shoot an [email protected] email to us and we’ll get back to you right away. Stay tuned for the next one. We’re gonna be doing more
of these kinds of webinars and can’t wait for the next one. Thanks again
everybody. Bye for now. Thanks guys.

Leave a Reply

Your email address will not be published. Required fields are marked *