Advanced Freedomsoft Overview and Lead Management

Introduction

• Presenter: Joe McCall
• Purpose: Highlight advanced features of Freedomsoft for real estate lead management.
• Goal: Encourage thinking bigger about Freedomsoft’s capabilities.

Market Targeting Strategy

• Market Example: Citrus County, Florida
  • Focus on specific zip codes instead of the entire county.
  • Utilize “Tools” in Freedomsoft for targeted marketing.

Identifying and Managing Buyers

• Finding Buyers:
  • Use advanced search to find active land buyers.
  • Remove duplicates, absentee owners, focus on recent buyers.
  • Example: Found 345 active land buyers.
  • Actions:
    • Add to a list with specific workflow automation.

Seller Identification

• Finding Sellers:
  • Advanced search for vacant land owners.
  • Target out-of-zip-code owners with land purchased over five years ago.
  • Example: Potentially find thousands of vacant land owners.
  • Actions:
    • Create a campaign and purchase a targeted phone number.

Campaign and Phone Number Setup

• Campaign Creation:
  • Create a campaign specific to Florida land sellers.
  • Assign purchased phone number to this campaign.
• Phone System Setup:
  • Ensure proper setup for sending/receiving texts.
  • Record custom voicemails for responding to seller inquiries.

Direct Mail Campaigns

• Direct Mail Strategy:
  • Utilize mail sequences to stagger outreach.
  • Schedule automated mailings - initial, follow-up, and subsequent offers.
  • Set up automation for mail, texts, emails.
• Automation Setup:
  • Set statuses and actions in workflow automation.
  • Create custom mail sequences for initial and follow-up communication.

Lead Management and Follow-up

• Lead Processing:
  • Confirm lead details and assign status.
  • Use workflow automations for follow-up actions.
  • Merge records for comprehensive lead profiles.
• Offer Creation and Sending:
  • Prepare offer letters using templates.
  • Options to send via mail, email, text, or e-signature.

Automation and Workflow

• Advanced Automation Setup:
  • Create automated follow-up sequences for long-term engagement.
  • Schedule a series of communications (mail, text, email).
  • Utilize statuses to trigger or halt sequences.
• Task Management:
  • Assign tasks for manual follow-up as necessary.
  • Maintain lead status updates to ensure ongoing tracking and follow-through.

Additional Resources and Program Offer

• Apprentice Program:
  • Direct mentorship and partnership opportunity.
  • Joe McCall offers to set up Freedomsoft, provide VAs, and lead support.
  • Engage in joint ventures with shared profits.
  • Application via JoeMcCall.com/Apprentice.

Conclusion

• Recap of the importance of using advanced features in Freedomsoft for effective lead management and follow-up.
• Encouragement to leverage automation for efficiency and increased deal closures.

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These notes provide an overview of the advanced uses of Freedomsoft as presented by Joe McCall, focusing on strategic targeting, automation, and workflow efficiencies in real estate lead management.