Introduction
Grouping your contacts on Perchwell can streamline your workflow, enhance communication, and improve the overall efficiency of your real estate operations. This guide will walk you through the process of creating and utilizing groups to their fullest potential.
Real-World Use Cases
1. Targeted Communication
Segment contacts based on their property interests, budget, or preferred locations to send them customized updates and listings.
2. Efficient Updates
Share relevant listings with groups interested in specific neighborhoods, streamlining the process of updating multiple clients.
3. Group Management Tips
Regular Reviews: Consistently assess your groups to ensure contacts are correctly categorized.
Avoid Over-segmentation: Too many groups can become cumbersome. Combine similar criteria to keep groups manageable.
4. Group-Specific Actions
Send mass messages or share listings with a group, ensuring all members receive pertinent information simultaneously.
5. Integrations and Enhancements
Integrate groups with search filters for a refined approach to listing alerts, ensuring clients receive the most relevant information.
Examples of Effective Grouping
By Client Interest
Example 1: Neighborhood Enthusiasts
Create a group named "Downtown Admirers" for clients specifically interested in downtown properties. This group can receive updates on new listings, market trends, and open houses in that area.
Example 2: Property Type Focus
For clients interested in a particular type of property, such as lofts or penthouses, a group like "Loft Lifestyle Seekers" can be created to tailor communications about unique listings that fit this specific interest.
By Transaction Readiness
Example 1: Ready Buyers
Clients who are pre-approved and ready to buy can be grouped into "Ready to Purchase." This ensures they receive priority notifications for new listings that match their criteria, encouraging swift action.
Example 2: Long-term Prospects
For contacts who are in the early stages of the buying process, a group named "Future Home Dreamers" allows for periodic check-ins and educational content to nurture their journey.
By Relationship Management
Example 1: Recent Closers
Create a group for clients who have recently closed deals, such as "2023 Success Stories," to maintain the relationship and encourage future referrals.
Example 2: Professional Network
A group like "Industry Connections" can be used to keep in touch with other real estate professionals, sharing industry insights and networking opportunities.
Conclusion
By effectively utilizing the group feature, you can categorize your contacts in a way that aligns with your business strategies, improving communication and client satisfaction.
Need More Help?
Should you have any questions about grouping contacts or need assistance with other Perchwell features, our support team is ready to provide you with the necessary guidance.