Smarter Contact Tutorial by Adam

Introduction

• Full instructional video on Smarter Contact features and functionality
• Presenter: Adam, Founder and CEO
• Built for real estate investors by a real estate investor

Overview of the Platform

• Intuitive and easy-to-use design
• Essential for managing large volumes of leads efficiently

Lead Management

• Incoming Leads: Displayed similar to email
  • Respond via:
    • Quick message response
    • Click to view full conversation
• Lead Grading:
  • Customize grades for leads (e.g., warm, hot, follow-up)
  • Ability to sort leads by grade
• DNC (Do Not Contact):
  • Easily mark leads as DNC to scrub from future uploads

Campaign Management

• Campaigns Section: Hybrids of email design and heads-up display
  • Filter campaigns and view associated leads
• Custom Folders:
  • Organize leads into folders for easy access (e.g., cash buyers)
• Search Functionality:
  • Search leads by various criteria (e.g., name, keyword)
  • Searches include message content

User Management

• Elite Account Features:
  • Ability to add secondary users (up to 5)
  • Separate logins but shared billing

Individual Lead Interaction

• Message Responses:
  • Use macros for quick replies
• Notes Section:
  • Document conversations and follow-up dates
  • Track rapport and touchpoints with sellers

Integration and Follow-Up

• Podio Integration:
  • Push leads and data directly to Podio
• Follow-Up Management:
  • Integrate with Google Calendar for follow-up reminders

List Management

• Uploading Lists:
  • Simple drag-and-drop functionality
  • Importance of tagging fields for personalized messages
• Response Filtering:
  • Scrub lists for undeliverables and duplicates
• Litigators Scrub:
  • Automatic checks against national DNC list

Campaign Creation

• Custom Campaigns:
  • Choose lists and create messages with text merge fields
  • Schedule campaigns and determine throttling
• Best Practices:
  • Craft personalized messages for better engagement

Settings and Management

• User Settings:
  • Customizable lead grading
  • Add and manage users in the account
• Help and Support:
  • Extensive resources and training videos available

Phone Setup

• Active Incoming and Outgoing Numbers:
  • Ensure correct area codes for local campaigns
• Mobile Text Alerts:
  • Notifications for hot leads responses directly to mobile

Skip Tracing Service

• Data Quality:
  • High success rate (90%+) for skip tracing results
  • Efficient uploading and exporting of lists
• Integration with Smarter Contact:
  • Custom tailored for real estate investors

Conclusion

• 7-day free trial available
• Join the private Facebook group for community support
• Encouragement for users to succeed using the platform