Transcript:

• 00:00:04
  All right, everybody welcome to the call. Good to have you guys. So I think
• 00:00:12
  I see Kevin Mark, iphone Terry.
• 00:00:16
  Hey? Everybody! I think zoom might be broken for Kevin iphone and Mark, I can't see you guys. I don't know if it's Zoom or I know my zoom has been having issues. But good to see you guys. All right. So welcome to the call. This is the Crm training.
• 00:00:34
  I got another iphone coming in
• 00:00:38
  iphone. What's your name? I can change your name. Just so I know who I'm talking to. There's iphone. This is Manny
• 00:00:45
  Manny. Yeah, cool, Manny, and then iphone 3. What's your name?
• 00:00:56
  I don't know. If we know. That may be me, Aaron Farrell. Aaron cool. How do you spell? Is it a a yeah. a RON cool a a ron, all right. Yes, sir, I've heard that for 10 years. Now, jeez is that? Is that that old that's so old I can't. That actually makes sense. I think I remember hearing that back in like college. But that's so funny. Dude! That was my high school days. Oh, my gosh.
• 00:01:21
  good to have y'all, all right. So here's what we're going to do.
• 00:01:25
  So this is the Crm training. If you guys need technical support.
• 00:01:30
  That is our support call. So I'm gonna share my screen here. So when you guys log into lead hackers over here on the left, if you click events, this is the calendar of all of our events. We have going on. So right now, you guys are here on the Crm training.
• 00:01:44
  If you guys need more technical support. That is the support call here. But this call what we're gonna focus on is how to use the software to get the most out of your leads, you know. How do you know when you get leads? What do you do with them? How do you communicate with them all that kind of good stuff is what we're going to go over today.
• 00:02:02
  And if you miss anything
• 00:02:05
  on the left hand side of your screen, we have a help center. So if you click help center.
• 00:02:11
  what I'm going to be going over today is in your week, one training, all right. So if you're real estate that's over here. If you're mortgage. That's over here. But your week, one training has everything that we're gonna talk about today. So if you miss anything you can rewatch those as many times as you need.
• 00:02:25
  And the way we're going to do this call is we're gonna do training first.st So it's about 25 min of training, and then we're going to have a Q&A session. So please hold your questions to the end.
• 00:02:35
  Now write them down. I don't want you to forget them, or you can put them in the chat. Sometimes I am able to answer questions in the chat, because it's a little more streamlined. What I found is if I take questions during the training, we never actually get through the training. So we're gonna do training, then Q. And A, and I want to make sure you guys understand. You know what it is you need to be doing
• 00:02:56
  now, the most important thing that you get out of today's call is called your daily Success plan. That is out of everything we talk about. That is the thing you you need to walk away from with. This is the daily Success plan. What should I be doing every day to be successful
• 00:03:12
  with lead hackers? All right, and the Daily success plan includes 3 things.
• 00:03:19
  I'm gonna go. I'm gonna say what they are now and then we'll go over them in detail. So Number one is calling your leads.
• 00:03:25
  When you get leads you need to be calling them right away.
• 00:03:28
  and we also have a power dialer that makes it easy to call them number 2 is responding to your leads. So our system sends messages out to your leads and we get responses. So it's important that you guys are responding to your leads. And then number 3
• 00:03:43
  is is a text and email blasts. So uploading your contact list of old leads or contacts, it could be customers leads whatever importing them and then sending text and emails to them. Okay, those are like the 3 pillars of your daily success plan.
• 00:03:59
  There are 2 others that we'll get into after that. But those are the main ones. So every single day you guys should be calling your leads, responding to your leads and sending text and email nurtures to your existing contacts. All right.
• 00:04:12
  Now.
• 00:04:14
  a question that we've been getting recently is people, don't you know, a lot of you guys don't understand the lead journey like how a lead becomes a lead and ends up in your dialer so real quick. I'm gonna map that out for you
• 00:04:29
  eventually. I'll have some fancy Powerpoint for that, but for now we are going to do.
• 00:04:34
  I think it's like a whiteboard
• 00:04:36
  that you can do in here. See?
• 00:04:38
  Annotate. Maybe if I stop my share
• 00:04:42
  there we go. Whiteboards, all right.
• 00:04:45
  So you guys should be able to see my whiteboard right here. Awesome. So here is the leads journey. All right. So what happens is they see an ad.
• 00:04:56
  Okay, got an ad.
• 00:04:58
  and then that ad is about whatever it is, you know, buying a home. Dscr, if you guys are new, it's all you know, general homebuyer stuff.
• 00:05:06
  But they see the ad. Then they click it.
• 00:05:09
  And that brings them to a form where they just put their name, number and email name number email
• 00:05:16
  to then get messages. Okay, so they click an ad.
• 00:05:22
  they fill out their info, and that goes into lead hackers.
• 00:05:28
  All right. Now, once they're in lead hackers.
• 00:05:33
  they go into your power dialer.
• 00:05:36
  Okay? So it automatically, all new leads go into your power dialer. If you guys don't know what a power dialer is, it's a it's a tool that lets you call a list of leads one after the other, automatically. So you don't have to actually manually go and dial those leads. So they see the ad, they opt in.
• 00:05:54
  they become a lead or they become a lead. And then they get added to your power dialer. And they're getting texts and emails.
• 00:06:00
  Okay, so SMS and email, right.
• 00:06:05
  put a 1 in the chat. If that is clear, you know, if you guys because it's important, you guys understand, this is like. This is the lead's journey, as they see the ad about whatever it is you're offering.
• 00:06:16
  They sign up for it, and then it gets added to your power dialer to start calling them. And they start getting text and emails. Manny, Mark Kevin, Chris, heck, yeah, awesome. I'm missing some. All right. We got Terry cool
• 00:06:30
  all right. Just want to make sure we're clear on that. So that is the leads journey.
• 00:06:35
  Now, if you guys happen to get a notification, saying that you got a survey submitted.
• 00:06:40
  That's that's Aka, a long form
• 00:06:43
  after they fill out their name number email.
• 00:06:46
  They're also taken to a 1 more page that basically says, Thank you.
• 00:06:52
  K. Ty, thank you for signing up. Take 2 min and fill out our questionnaire below. And then there's a button where they can fill that out. So not everybody does that I'd say about 20% of your leads will do that. But when you get a lead
• 00:07:05
  it is possible that those can turn into a long form lead, and that's how is they? Go to the ad. And then, after the ad, it says, hey? Fill out our questionnaire, and if they do it great if they don't, that's okay.
• 00:07:15
  All right. That's the leads journey.
• 00:07:18
  Now this ties into the the power dialer calling your leads. This is really important.
• 00:07:23
  All right. Let me share my screen and show you
• 00:07:28
  how to do that. This whiteboard thing is actually pretty dang cool.
• 00:07:32
  Let's see. Stop!
• 00:07:36
  Wait! Not that one.
• 00:07:38
  I'm new to this whole whiteboard thing. Guys. Let me.
• 00:07:43
  Okay, I'll share. There we go all right
• 00:07:47
  now, once they're in that power dialer. This is where you guys come in. So you guys will get a notification
• 00:07:54
  via email or the mobile app.
• 00:07:58
  And then, once your phone number is approved for texting, you'll also get a text, you know. But in the beginning it's email and mobile app.
• 00:08:05
  Once you get that notification. You guys just want to call that lead Asap like, call them as fast as you possibly can. And it can be from your cell phone. It could be from
• 00:08:16
  the app. It can be from wherever. But you want to call them immediately.
• 00:08:20
  Now, if you guys aren't able to get to them immediately. We want to call your leads using the power dialer. So over here we're going to go to dashboard.
• 00:08:30
  and we're looking for manual actions. This is the power dialer. Okay, manual actions, because you have to manually call them right. Now for some of you guys, it's along the top for some of you. You need to scroll down just a little bit, but I promise you it's there, and it tells you how many people you have to call. So we're gonna click, go to manual actions.
• 00:08:49
  And this is that list of new leads. All right. So you're gonna have a couple people here. You're gonna have new leads.
• 00:08:55
  You're also gonna have new leads who have requested a callback like, maybe you got them on the phone. But they were really they were busy. They're like, Hey, can you call me back next week? Can you call me back in a couple days those will be here, too, so it's new leads and leads who have requested a callback.
• 00:09:09
  Now you want to go through this at least once a day. You want to be going through your power dialer.
• 00:09:13
  The best lead hackers, you know, will check it, you know, 2, 3 times a day, but at least once a day. You want to go through your dialer and then over here in the top right? We're going to click. Let's start
• 00:09:25
  and you'll see in the top right? It's starting to call that lead automatically
• 00:09:29
  using the phone number that was set up during your onboarding call.
• 00:09:33
  And then, after the call, it says, How did the call go
• 00:09:38
  completed means that you spoke to them.
• 00:09:41
  And the rest of these mean you did not speak to them. So we're just gonna select what happened. So we're gonna say, yeah, you know, I talked to them.
• 00:09:47
  And then we're going to click this red pause button. So it doesn't automatically go to that next lead right
• 00:09:54
  on the left.
• 00:09:55
  We're just going to locate this automation folder, all right. So you call
• 00:10:00
  you pause, and then you come over here. Automation. Now mine looks a little different because we're working on some updates for you. But essentially, it's it's pretty much the same thing that you guys have.
• 00:10:08
  So you have some outcomes here.
• 00:10:12
  All right. If you're a real estate agent, you have 2 fields. If you're a loan officer, you have 3.
• 00:10:18
  They're basically all the same thing, just real estate. We've consolidated it down to one and mortgage. You guys are going to get that soon. But real estate, we, you know, gave you one field that does the job of all 3. But either way, what we're doing is we're going to select what happened on the call. So you have 3 options. Here you have no answer.
• 00:10:39
  You have contacted. Call back, and you have outcome. So these are the 3 main things that can happen on these calls is A, they don't answer B. They need you to call them back, or C something, major. Happen okay, like an appointment set or an application sent, etc. So if they don't answer, I'm just gonna update this to no answer.
• 00:11:00
  and save whereas no answer, contact, attempt one save
• 00:11:05
  now what this does is automatically it queues them up to be called again tomorrow.
• 00:11:11
  automatically. So if you're updating your statuses every day, those leads are going to show up in your dialer, and if I call them tomorrow and they don't answer, I'm do contact. Attempt 2,
• 00:11:23
  and that cues them up to be called again.
• 00:11:25
  I'm going to do that for a total of 5 days.
• 00:11:28
  Because when you get new leads, you guys want to be hitting them hard for that 1st 5 days. So we're going to call them every day for 5 days.
• 00:11:34
  Now, if you've tried calling for 5 days.
• 00:11:37
  what it does is it takes them out of the dialer and gives them a break for a couple weeks.
• 00:11:42
  and then put some back in your dialer once a month for a couple months. All right, so we hit them hard for 5 days. Give them a break, and then we touch base every now and again for a couple months, and then that's it all right. That is the no answer status. This is, if they do not answer the phone. This is the only field you have to update.
• 00:11:58
  If they don't answer the only one. You don't have to update any of these other ones just this one.
• 00:12:04
  Now, if you've tried contacting them, or or you know you're calling them, and they do answer.
• 00:12:10
  but they're busy like, Hey, Brandon, I'm picking up my kids from school right now. Can you give me a call back tomorrow, or in a couple days or next week.
• 00:12:18
  That's what this is here for contact a call back. So if you open this up, you see, we've got some times here. It's not meant to be exact. It's meant to be a quick and dirty like. Oh, I'll call you back in a couple of days cool. So you just select whatever makes sense. So if they're like, Hey, call me back in a couple days I might select one of these.
• 00:12:36
  If they say, call me back next month, I might select this. Okay, so you just select one
• 00:12:40
  and click, save, and it'll automatically add them back to your power dialer in 5 days.
• 00:12:47
  Alright. So hopefully, you guys are starting to see that as you guys are using the system, it'll tell you who to call on on the right day.
• 00:12:55
  Okay, the right lead at the you'll be able to call the right person at the right time. Okay.
• 00:13:01
  now, if it's a callback request. This is the only field you update. You do not change any other ones just this one.
• 00:13:11
  Now, this last one is what I call a major outcome. So this is the rest of the outcomes you can have. Maybe they're disqualified.
• 00:13:19
  Maybe you scheduled an appointment with them.
• 00:13:22
  Maybe you sent an application.
• 00:13:25
  Maybe they opted out. You know, Dnd opt out, they don't want to be contacted anymore. You just you would select an outcome here. Okay? And we also have hot and warm and cold leads. So you know, maybe they're not ready to work with you yet, but maybe in a month or 2 or a couple months. Okay.
• 00:13:40
  but you're only gonna update this field for those types of things. So
• 00:13:45
  this is to make your guys job a little easier, because all you're going to do is you're gonna call the lead. You're gonna update this and click, save, and then you move on to the next lead. Then you call you update, move on, call update, move on all right. It makes it very streamlined.
• 00:13:59
  Now, if you're a real estate agent, it's just one field. It's all the same things. It's just consolidated to one and loan officers. You will get that here soon.
• 00:14:08
  But same exact thing. You just select the outcome. And you're you're good to go right. That is the power dialer
• 00:14:15
  we want you. You need to be calling your leads at least. Well, number one. You call them immediately. So when you get a notification of a new lead, call them A. SAP.
• 00:14:25
  All right, and then once a day you're gonna sit down and you're gonna do your power dial session to call through your list of leads. So that way you're following up with all these leads that you guys are paying for. Okay, you guys are paying for these leads. We want to make sure you're following up with them.
• 00:14:39
  Okay, that includes the leads you get in your 100 days. You just want to be getting in the habit of this. And what's cool is Alex and I. I'm 1 of the owners of the company. We didn't make this stuff up. This is best practices based on top producing loan officers. All right. If you are a top producer. You're already doing these types of things. Top producers have time set aside every single day for prospecting. Okay, calling their leads and following up.
• 00:15:05
  Alex has been in sales over 15 years. I've been in sales over 15 years. I did it in insurance. He did it in recruiting. We know what it's like to be in sales.
• 00:15:14
  and we know we're able to see at a very high level what successful lead hackers do versus what unsuccessful lead hackers do one of their daily habits is they call their leads. They actually call them multiple times a day. Just so you guys know, the best lead hackers are calling leads multiple times a day. And they were doing that before they became a lead hacker. We just made it easier for them.
• 00:15:35
  Okay, but that's how the dialer works guys, you're gonna call them. You're gonna update. And then we can click next lead. So I'm gonna show you what this looks like in real time.
• 00:15:43
  I'm just going to click next lead, and it's going to start calling that lead.
• 00:15:55
  Oh, man, it's not calling him
• 00:15:59
  anyone on the call. Have you guys done a power dial session today? And has this happened?
• 00:16:04
  No, Eli, I know you've been with us a bit. Okay?
• 00:16:07
  Interesting.
• 00:16:09
  Okay. I'll have to check that. But when it starts calling.
• 00:16:13
  as soon as that call's done, you're gonna come over here.
• 00:16:17
  You're going to update the status. So maybe it's maybe it's like, Hey, you know. Call me back in a couple days. Boom! I'm going to click, save.
• 00:16:24
  And then I'm going to click next lead right? And I'm going to do that for all of my leads.
• 00:16:29
  Now, once you call the last lead in the list.
• 00:16:34
  Okay, when you call the last lead in the list. What it's going to do is it's actually going to take you back to
• 00:16:40
  this dial screen, and it'll look like I'll show you what it'll look like
• 00:16:48
  it'll look like this. Okay? Because when you're calling a list, it goes back to back. But once you call the last person, it just brings you here. We still need to update the status, and it's really easy. All you do is you click the search bar
• 00:17:00
  and it says, recently viewed, it's always this last one. And now we're right back where we were, and we can go ahead and update that, you know. Outcome is, I sent them my application.
• 00:17:10
  Okay, I can save that. And then I'm done all right. But that's how you call your leads. So to give you one more example of how powerful this can be for you. If I select this, for example, application sent. What happens is the system will create a task in 3 days. Reminding me, Brandon, you sent an application to this guy 3 days ago. Follow up, make sure they did it
• 00:17:33
  all right, and that can be found here in this task column. You can see all of your tasks.
• 00:17:37
  but this makes it so. Leads. Don't slip through the cracks, guys. It makes your follow up more seamless and makes it easier.
• 00:17:45
  Now, some cool pro tips on this is, we have a toolbar here
• 00:17:50
  that allows you to create tasks like reminders.
• 00:17:54
  You can actually leave notes.
• 00:17:56
  You can schedule appointments, which is super. It's basically like, calendly. You can schedule online appointments, etc.
• 00:18:03
  Be a prolific note taker in your Crm, okay, I will tell you that when I got really organized with my sales
• 00:18:12
  and used my Crm. And was taking notes and scheduling appointments and tasks all in one place my commissions started to go up. There was a direct correlation to me being more organized and making more money.
• 00:18:27
  It is very important you guys are doing this because what's cool is, then the Crm does the thinking for you, which is the goal.
• 00:18:33
  The more you use the Crm, the more it will do the thinking for you. It will tell you. Here's who you need to follow up with. Here's when you need to follow up with them. And here's what you need to follow up about, because the notes tell you what. Oh, hey! We talked about this cool the tasks and counter tell you when
• 00:18:50
  and the dialer tells you, when as well, you know when and who. Okay. So then every day all I gotta do is log in.
• 00:18:58
  make my calls do my task list. And I'm following up with all all the right people. Okay, now.
• 00:19:06
  that's step one in your daily success. Plan is calling your leads step 2 is responding to your leads. So the way we do that is over. Here we have a conversations, manager. It just says conversations.
• 00:19:18
  This is all of your messages. So this is email text phone calls and direct messages to your Facebook and Instagram
• 00:19:26
  all in one place. It's awesome.
• 00:19:29
  This column is unread recent
• 00:19:33
  starred. So if you have like a really hot conversation going on with someone like they're a hot lead, you can actually click the star Icon.
• 00:19:40
  and it'll move them to this column. And you have all which is basically just like everyone
• 00:19:45
  but unread. This is the most important one, because these are the people who have reached out to you.
• 00:19:51
  and the blue number is how many times they've reached out to you.
• 00:19:54
  Okay, now
• 00:19:56
  you want to start at the top, you just click it. And then right here, you can send a text or an email.
• 00:20:01
  And then over here, you can click here to make a phone call.
• 00:20:03
  But you want to respond to them because we're sending them messages and they're going to respond. Make sure you're getting back to them. If they texted you text them back. If they emailed you email them back.
• 00:20:13
  If they called you, then text them, you know, email and call them, you know. But you're just gonna type out your message and click, send and something else that's cool is if you click this clock icon, you can actually schedule when you want this text to go out to them. So if you're following up with leads like later at night, or something like that, you can, just, you know. Get it there and schedule. When you want that message to go out
• 00:20:35
  so that way, you can still follow up and not have to send a message, you know, after hours, or whatever the case is.
• 00:20:40
  But that's text email looks like this. So email are these gray bars.
• 00:20:47
  And if you look here, we can see the number 2. That means there's 2 emails in this thread. So they responded, so I'm going to click this email. And then I can read it.
• 00:20:55
  And then I'm going to click reply.
• 00:20:59
  And then I can go ahead and reply to this email, okay, pretty cool.
• 00:21:04
  Because if I don't hit reply. It just sends a fresh email. So you want to open the email.
• 00:21:09
  hit the reply button. And then you're replying via email.
• 00:21:12
  And those of you guys who have a small screen. If you click this little guy here, it'll actually close this
• 00:21:19
  messaging box that we have more screen real estate
• 00:21:22
  and then click that to open it back up.
• 00:21:25
  But respond to your leads, guys, I will tell you.
• 00:21:28
  There are lead hackers that I will see their account, and they'll I. There was one on yesterday's call that had like 300
• 00:21:35
  unread messages
• 00:21:41
  that's filled with people that they paid for, that replied to them.
• 00:21:47
  and they were good. There were definitely opt outs like, Hey, stop unsubscribe! But there was a crap ton of really good, active
• 00:21:54
  conversations happening that they weren't even checking.
• 00:21:58
  Don't do that.
• 00:22:00
  Don't do that
• 00:22:04
  for the love of everything. Please don't do that. I recommend checking this at least 3 times a day. Guys, you want to be emptying this out every day like I'd go for Inbox 0 a couple times a day. So that way, you know, you're responding to people. And once you get in the habit of it, guys, I promise you it's quick. And guys, I'll have people tell me like, well, I don't have time for that. It's like dude
• 00:22:24
  you either want business or you don't like. I'm not even joking. I will have lead hackers be like. I don't have time to to follow up with my leads. It's like, Why are you getting leads? Then.
• 00:22:34
  you know, it's like, even if you have AI, even if you have AI following up with your leads. You still need to be doing something. You need it like you need to pull every lever you can
• 00:22:45
  like. So so one of the best pieces of advice I got as a sales professional was activity, level activity, level, like. The higher your activity level, the more money you make. I remember asking them, hey? It's always the top 6, you know, 7 people on the on the leaderboard in the country, like, what are they doing. And it was like a disgusting amount of activity like, I wasn't even willing to do that like, we're talking like
• 00:23:06
  crazy levels. There are reasons that people are like that. There was one lady who was in an area where it was just lucky, like she was an order taker pretty much, but everyone else like activity level. So follow up with your leads. And our system makes it simple. Guys. It's all right here. Now, you're gonna get spam.
• 00:23:24
  You're gonna get spam. That's normal. So that'd be things like your Facebook page is, gonna get shut down. Your ads aren't in compliance. We're shutting it down. Those are all scams do not click those links. All you're gonna do is delete them right here. You click delete and move on. Okay, if it's spam, delete it. Move on all right.
• 00:23:42
  Instagram and Facebook messages. Sometimes we'll get some personal stuff in there whatever. Just delete that stuff and move on because you will have leads that will actually message your page instead of they'll see your ad go to your page and just DM, you instead. That's why that's here. Okay, but go through this 0 it out every day. Do not let it pile up.
• 00:24:02
  Do not let it pile up
• 00:24:03
  all right, I kid you not when I tell you our best lead hackers. One guy in particular, I'm thinking his name's Scott Seltz. He has 3 blocks every day for doing this stuff, and they're like 30 to 40, 45 min a block, and he is not wasting his time doing that like the guy is a top producer, like he closes Dscr loans all day long.
• 00:24:26
  But it's because he has those blocks set aside for prospecting. That's why.
• 00:24:33
  Okay? So yeah, make sure you're using the tool.
• 00:24:37
  Contact your leads. All right. Now, if somebody says, Hey, don't contact me anymore. Stop unsubscribe over here on the right you have Dnd that stands for do not disturb you. Just turn on Dnd all. Or if somebody says it's the wrong number, you could just dnd text and and calls, and still let the emails go so you can like pick and choose what you turn off. A lot of lead hackers will do that. Oh, it's the wrong number. Cool. Let me turn those off and just keep the emails going right?
• 00:25:06
  But that is the conversations manager on the right. We have the same tools. You can schedule an appointment. Here's where you can move them around in your pipeline. You just click that opportunity and select a stage.
• 00:25:17
  And then we have tasks and notes. So it's exact. Same thing, you know. You just do it here instead of in the what was the contact view? But that's conversations, manager, all right. So daily success. Plan
• 00:25:28
  step one. Call your leads, step 2. Respond to your leads. Step 3.
• 00:25:34
  Upload your contacts.
• 00:25:37
  So that's here. Contacts is your address book, and there's an import button. You can click here and you can import your contacts
• 00:25:45
  alright. So we'll click import.
• 00:25:47
  And there's a there's a training on this in the help center. So you know, don't worry about remembering all this crap.
• 00:25:52
  I know it's a lot let's see.
• 00:26:01
  So yeah, if I go and select a list and click. Next, the next phase will just be mapping the field. So it's like, Hey, make sure the 1st name, like 1st name, goes to the 1st name. Last name goes to the last name. Company name goes to the company name. If you have other stuff, too, like loan amount, or that kind of stuff we do have fields for that. So like
• 00:26:21
  like a note rate, you know, I think we've got
• 00:26:25
  current interest rate, you know, etc. So we have all that stuff so you can just map that anything we don't have. Don't worry about it. Check that box and click next. But you just go through that and import those leads. I'm not going to go through the whole process just because there is a training in the Help center. But you want to upload your contacts
• 00:26:42
  and tag them.
• 00:26:44
  Okay? So like, Hey, here are my customers. Here are my leads. Here are my referral partners. Here are my investors. You know that kind of stuff, because then you can send out messages based on that. Here's what's cool.
• 00:26:59
  Let's say you have your customer list, and you upload that
• 00:27:02
  the next time rates drop you can just you go to filters and you just filter that tag.
• 00:27:09
  Okay, so tag is customer.
• 00:27:13
  Okay? And once I click, apply, it'll filter them out.
• 00:27:16
  and then I can select them all
• 00:27:18
  and then send a message. I can send them a text or an email right now.
• 00:27:22
  And I can say, Hey, and then, you know, contact. 1st name.
• 00:27:29
  because our system's cool and can do that, hey? Contact. 1st name.
• 00:27:33
  you know. It's Brandon with Brandon's mortgages. Thought you'd like to know? Rates just went down. If you've thought if you've been thinking about lowering your mortgage payment or getting a new home. Let me know, guys, this stuff is so powerful, so powerful. And if you're new and your phone number is not approved yet you can do it via email, like, right now, you can literally send out a mass email right now.
• 00:27:54
  But these types of things are so powerful. If you have old leads that are sitting there collecting dust.
• 00:28:00
  don't be embarrassed.
• 00:28:02
  Most salespeople don't follow up with their people. Okay, most salespeople suck at follow up Fyi.
• 00:28:09
  If your leads have been collecting dust, you can import them and just send an email out or a text, hey, John?
• 00:28:17
  You reached out a while back about looking at homes
• 00:28:21
  or about investment properties. Are you still looking to buy? Or are you still looking to move guys? Simple messages like that so powerful one of my 1st marketing customers back when I was a Newbie. He was a loan officer. He had 1,800 loans, he had done, and we uploaded that 1,800 rates dropped.
• 00:28:42
  We sent out a text like that. He got 60 refinance applications in 3 fricking weeks
• 00:28:49
  like actual applications, and then I got an email from him not long after that, saying we tripled his business in that that 1st 3 weeks.
• 00:28:56
  Okay, holy crap
• 00:29:00
  like. Had he not had his list? Had we not uploaded it, and had we not capitalized on that rate, drop someone else would have.
• 00:29:08
  but because we were prepared, he reaped the benefits of it.
• 00:29:12
  So anyway, that's a and, by the way, that's an extreme example, Fyi, that I don't know if you guys remember back when the rates were the lowest they had been in history.
• 00:29:20
  What was that like 6 years ago? Ish? So it was during that whole thing. So we had some really strong messaging we were sent out, but even if rates go down a little bit you can send a message. If rates don't go down, it's like, Hey, you know, Mr. Client, you know, have you ever thought about, you know getting a 2020? Dang, that's crazy. So yeah, that's a 5. Okay? So like, yeah, within like, the last 5 years, 5, 6 years.
• 00:29:47
  That's so wild. But yeah. Anyway, my point is this.
• 00:29:52
  take advantage of the tools that we have for you, and I know that this call is a fire hose of information. Totally get it. We do these twice a week every single week. And this is all in your week. One training.
• 00:30:06
  It's all in your week, one training in the help center, which is the very 1st thing that pops up when you go to your help center. Okay, help center
• 00:30:12
  week. One training right here. Mortgage real estate. Okay?
• 00:30:18
  Don't mistake lead hackers
• 00:30:22
  as a lead generation service or company because we're not. We are a software company that gives you a software tool
• 00:30:29
  that lets you launch your own ads in a couple clicks that lets you, you know, have an online calendar. If you don't have one text and email marketing.
• 00:30:38
  you know, be able to send text and email blasts to your list. We have a social media planner. You know. We've got all this cool stuff a step at a time, guys a step at a time. But just know we have. So we have tools available to you that will make your life easier and will literally make you more money. Another example is, if you import your contact list and you include their birthday
• 00:30:58
  and their loan anniversary, it will automatically send texts and emails on those days.
• 00:31:03
  lone anniversary and birthday, which is super awesome.
• 00:31:07
  But, yeah, guys, that is the main bulk of the training. So to recap your daily success plan is the most important thing you get from this call, and it includes number one calling your leads number 2 responding to your leads and number 3 uploading your contacts and starting to send texts and emails to them.
• 00:31:27
  I'm gonna open it up to some. Oh, actually, one more thing, one more thing, and then we'll have some Q. And A. So
• 00:31:32
  when you're running ads with us.
• 00:31:35
  it is very important that you're checking your ad report every day.
• 00:31:40
  Okay, here's how you do this on the left hand side of your screen, you click reporting.
• 00:31:47
  And then right here you have this Facebook ads, tab.
• 00:31:50
  that's how you check your ads report. All right. Now, I have a bunch of sample data. So don't worry about that. But this is basically what it looks like. I ignore all this crap. And, by the way, guys, this is how you avoid spending like a hundred dollars a lead.
• 00:32:02
  You know, $300 a lead. This is how you avoid that is, you check your report every day.
• 00:32:08
  and guys all this info at the top. I don't care about don't care about that at all. I don't care about most of this. I only care about leads
• 00:32:18
  Cpl, which is cost per lead, and then cost how much I've spent. Okay, these 2 columns being the highest priority. All these other ones I literally don't give a crap about. So all I care about is, am I getting leads.
• 00:32:29
  and am I getting them for a good cost
• 00:32:32
  and a good cost for you guys who are new if you're running the general buyer campaign is like, you know, 1015, 20 bucks a lead.
• 00:32:39
  If you're running like a Dscr or Heloc, it's 25 to 35 a lead. But the general campaign is usually like 1015, 20 bucks a lead
• 00:32:46
  but you check this every day the Cpl.
• 00:32:49
  And and cost, because if you're
• 00:32:52
  if your cost per lead. Your Cpl. Is like, if you're running the general campaign, it's like 40 bucks.
• 00:32:59
  50 bucks. Turn it off like you turn that ad off.
• 00:33:03
  because if you're not checking this, and you don't get a lead you can spend like a hundred, 200 bucks with and have nothing to show for it. Don't do that. Check this every day, just like when you clock in or clock out, just check it and
• 00:33:15
  you know, just make sure that's good. And then, if you need to turn an ad off, you just go over here to ad management, and you can turn that off.
• 00:33:21
  Here's like a little blue, like a little blue trigger over here. You just click it and it'll turn it off.
• 00:33:28
  All right. So
• 00:33:29
  questions. Let's open up to some Q. And a, what questions do you have about your daily success plan and about like this process and these tools?
• 00:33:41
  How do we confirm if our phone number is active, good question. So right out of the gate, you can make phone calls. You can receive phone calls and emails work. Okay? So right out of the gate.
• 00:33:53
  You can make phone calls and do emails and all that stuff. It only affects outbound text messages. And that is what's called a 2 p approval. And the way, you know, is over here in the bottom left, you click settings
• 00:34:05
  and you go to phone number
• 00:34:07
  and then up here. This will be either a like an in progress banner, a red banner or a green banner. Green means you're good to go.
• 00:34:15
  Red means you're not good to go. And our team does this for you.
• 00:34:20
  All right, our team does this for you. And if it's red and you're concerned about it, you can just shoot an email to support, and they'll look into it. However, our team is proactive with this. If they see it fails, they'll reach out to you if they need something. But our team are experts
• 00:34:36
  at getting your phone number approved, and the process varies from person to person. But it takes anywhere between a couple days to a couple weeks, which is normal. That's not our timeframe that's t-mobile at. And T. Verizon. They're the ones who control this.
• 00:34:51
  Okay, they control that timeframe so when we're applying, it can take a couple days to a couple weeks. Usually it's pretty quick.
• 00:34:59
  No green or red does have verification required.
• 00:35:03
  yeah. So something like that, I would just take a screenshot and email support with it and just say, Hey, you know, what's the status on this? And they'll look into that for you.
• 00:35:13
  Yeah, just so, yeah, just take a screenshot and support is support at Leadhackersio.
• 00:35:18
  So support
• 00:35:21
  at Leadhackers. I/O, see, if you're concerned about your phone number at all. Reach out to support with a screenshot, preferably, and they can take a look at it. Or even better, is this link you can grab this link, because that's the link that goes directly to your account. That's even better. So if you send them this link.
• 00:35:40
  it'll take them straight to this page, and they can check it like immediately. Either way is fine, but that one's the the best way.
• 00:35:46
  But our team's on top of that guys, we have team members whose literal full-time job is nothing but getting your phone numbers passed, which is super cool.
• 00:35:56
  So yeah, if your texts aren't going out. So they're showing unsuccessful.
• 00:36:01
  So I'll find you an example.
• 00:36:06
  See? That's spam, I can't remember which. Oh, I know
• 00:36:11
  this one. This one has an example, I think.
• 00:36:20
  So I'm just gonna find you guys a text.
• 00:36:26
  Okay, here we go. Yeah. So if it says unsuccessful, if you hover over this triangle, it actually tells you why, sometimes it's a 2 p.
• 00:36:34
  Sometimes it's a landline, you know. So there are other reasons other than Atp. It could be a landline, or maybe their phone's off.
• 00:36:42
  But yeah, if it's Atp guys, don't worry about that. We're taking care of it, and the team will let you know if we need something there.
• 00:36:49
  let's see, Mark, can you show us how to create ourselves as test lead? So we can test email and text to ourselves? Yes. So one of the best ways you can do that. Don't look for your ad online and submit your ad. It will mess with the algorithm. Don't do that. What you can do is
• 00:37:12
  over here on the left. If you go to sites.
• 00:37:15
  if you're new, you're using the mortgage funnel, you just open that up.
• 00:37:19
  and then it says, opt in page, you'll have a link here. You'll just go visit that, or you can click this guy. I'd actually, I'd actually probably click this, because then it doesn't mess with the algorithm. It's like A, and it's like a non-tracked link. So that's probably the better way. So you click that to open it up.
• 00:37:33
  and then this is the long, the long form, but it'll be the same thing. So you'll just fill this out and you'll start getting the nurture sequence so you can take a look at what that's like.
• 00:37:42
  And also, if you want to see what we're sending your leads via text and email
• 00:37:49
  over here in automation, you go to automation and you go to marketing.
• 00:37:55
  And it's this one right here. The new leads nurture.
• 00:37:58
  You can click that. It's gonna look crazy.
• 00:38:01
  Okay, it's gonna look like some ninja crap going on because there is
• 00:38:07
  you just need to kind of scroll down here, and you'll see, like General Homebuyer, Dscr teachers, veterans. But essentially it goes down these paths. And you can see, like the text and the emails that go out.
• 00:38:20
  Okay, text and emails. And you guys can look at any of those don't edit them guys. Because if I push out an Update, it overwrites them. Don't change anything, but absolutely feel free. Go, take a look and and poke around.
• 00:38:34
  This is based on literally millions of leads at this point from mortgage and real estate, we're open to ideas. So if you guys do have ideas like, Hey, it'd be cool if we said this instead, please let us know like, send an email to support and say, Hey, I got an idea. We are absolutely open to that. But just know
• 00:38:53
  all these things have been tested with literally hundreds of thousands
• 00:38:58
  over a million mortgage and real estate leads over the years. So it's very dialed in. But we are always working on tweaking it. We're actually working on testing some stuff right now for you guys. But yeah, you guys can check that out whenever you want
• 00:39:12
  other questions. And you guys can raise your hand with Zoom, too, or put in the chat either way is fine
• 00:39:19
  update on contacts. I know I had a complicated oh, you know what? Let me check that because I had one of our team members. His name is Wake. He was on with the developers about that. And it turns out there was, and apparently, and knowing there was a bug that they were working on. And it may, it may actually work right now. So I'll go ahead and try importing your leads, because that actually be cool for people to see. But yeah, it was a bug, and they were working on that.
• 00:39:48
  and actually let me just follow up with him because I told him to upload that, and I don't want to double up on accident.
• 00:39:55
  So let me just check that.
• 00:40:04
  Let's see. Maybe wake
• 00:40:11
  any idea? First, st Http.
• 00:40:22
  maybe it's over here.
• 00:40:27
  Oh, okay, so I think.
• 00:40:30
  okay, it's done. So your lead should actually be in there. It looks like he got that done
• 00:40:36
  today at 12.
• 00:40:39
  So yeah, I would check your contacts, and they should be tagged as customer. If they're not, you know we can just check that right now.
• 00:40:49
  Let me just check that right now and then. I'll I'll go to that, Manny. I got you. I'll go to that question here in a sec.
• 00:41:02
  Eli. Is your account under like a different name like? Is it your or is this it, Elias
• 00:41:09
  Martinez or no?
• 00:41:11
  Oh, hold on, let me unmute you.
• 00:41:12
  Haley. Yeah, that's it. Okay, that is it. Okay, cool.
• 00:41:17
  Let's just check your contacts.
• 00:41:21
  Yeah, so it's this one here.
• 00:41:24
  Cool. That looks great. Awesome. Yeah. 4 error for errored out, and that that's pretty that was happening. So like this one's not a valid email
• 00:41:33
  couldn't read phone order. But yeah, it's only these 4 that couldn't get in there.
• 00:41:37
  And then let's just check to make sure they're tagged.
• 00:41:42
  So
• 00:41:44
  yeah, so they're tagged imported list. So what I'm going to do is 397. That sounds accurate
• 00:41:50
  roughly, yeah. So we're just gonna add the customer tag to it.
• 00:41:55
  Cause these were customers, right? That you've done loans for. Yeah, yeah.
• 00:41:59
  Okay, so we're going to add the customer tag
• 00:42:05
  customer boom, add cool. But yeah, those are all imported. Man.
• 00:42:12
  Cool. Yep, yeah. And sorry. Yeah. Sorry. That took so long. I know we've been trying to do that. Gosh, like a week.
• 00:42:19
  But yeah, there was a bug. So it was it was being super wonky.
• 00:42:23
  But yeah, you're good to go.
• 00:42:25
  Okay, thank you. Yep, no problem.
• 00:42:28
  And then Manny says I purchased aged leads for refinancing. Is there a drip campaign templates that I can place them in when I upload the list. Really good question. So the answer is yes and no. So
• 00:42:42
  if we go to, I'll show you. So if we go to automation and then we go to, we call it database reactivation. We're going to come up with an easier name, guys. But we've always just called it database reactivation, because you're reactivating
• 00:42:55
  your database of contacts. But we have rates are insanely low. We've got. Wait. What is this? This is a drip campaign refinancing. Okay? Refinancing. So
• 00:43:09
  you know what the rates are low on would probably be good.
• 00:43:13
  this was unique to whenever we created this.
• 00:43:17
  Let's see. Add to
• 00:43:19
  can you call? Let's see, rates are insanely low, rates are insanely low. Yeah, like, you see here, refi rates are insanely low rates dropped. But you can see these in here, and if I click it.
• 00:43:30
  here's what I mean by yes and no. So we do. Have. We just send one text and one email. It's not a drip sequence.
• 00:43:37
  because we don't want to spam them.
• 00:43:40
  So we just sent him a simple message, you know, like John, it's so and so at such and such company rates are insanely low, and we have a few spaces open this week for a complimentary refi consultation. Would you like one?
• 00:43:51
  And the email is the same. The reason we don't drip is usually it has diminishing returns, meaning if you send like a text today and a text tomorrow, you're gonna get more opt outs than you would people saying, yes, I want to talk. So that's why we only send one message. The the goal is, you do this like every I'd say, like once a quarter, maybe every 6 months, you would send something like this out to
• 00:44:13
  those leads. So that way, you know you're touching base with them every once in a while. We are working on a more long term nurture sequence that isn't spammy and can take care of that for you. But yeah, we have those there. But again, if you go to automation
• 00:44:30
  and then you go to database reactivation. You can just look at any of these. And if you guys ever want to make your own, you can actually just come over here to the right.
• 00:44:40
  hit the 3 dots and duplicate the workflow, and then you can edit it. You don't want to edit what's existing because our updates will override it, but you can duplicate it, and then you can, you know, edit those to make it say stuff that you want to say.
• 00:44:53
  If you do that. Here's my caveat. If you do that.
• 00:44:57
  don't change these like little. What's we call them? Custom fields don't change these.
• 00:45:04
  but you can change like the core message.
• 00:45:06
  because this is what personalizes the message to each lead, like, Hey, John, hey, Mary, you know that type of thing. But you can change the message if you'd like.
• 00:45:15
  and then the training for that is if we go over here to help center.
• 00:45:21
  There is a help article called
• 00:45:25
  Database or Reactivation campaigns. It's right here. This is how you upload your list and how you add them to campaigns.
• 00:45:32
  A note on this. It'll the upload process looks a little different. But it's exactly it's it's basically the same. So just even though it looks a little different, you're still gonna follow pretty much the same steps.
• 00:45:43
  But yeah, that's what that is. There.
• 00:45:46
  let's see. Lead question. I started my Facebook ads on the 4th and have 67 leads.
• 00:45:52
  Oh, Manny, no problem man.
• 00:45:54
  that I sent out a follow up email yesterday. But I have never received text or email alerts that I have a new lead. How do I check? Why? Good question. Let's take a look at that
• 00:46:09
  seem work, Graham.
• 00:46:16
  I think I might know why, but I'm just gonna check, to be sure.
• 00:46:21
  Alright. So that's good. So that's not what I was thinking.
• 00:46:26
  So that's good. Let me see.
• 00:46:36
  Assigned not? Well, actually, we'll do. Assigned to
• 00:46:41
  Graham. Oh, are you round. Robining leads between you and that other dude
• 00:46:45
  between Hamza and here, Mark, can I unmute you.
• 00:46:50
  hey? Last night he's a virtual contractor for ghl that I've used before I have an existing previous ghl account that he's gonna help me bring some funnels over and do that. But no, I didn't do that. But maybe when I set them up I may have accidentally clicked that. But I didn't think I did. No, you didn't, you didn't. I was just. That's why I was just checking to see if it was if it was like an if that's what you were intending to do.
• 00:47:19
  No, he's just gonna help me see if I can move some funnels over and upload database and create bring some existing
• 00:47:27
  older campaigns over, because I have a lot of agents that I send stuff out to. Oh, that's awesome.
• 00:47:33
  And they're all tagged and everything. Yeah, very cool. Yeah, that'll be fantastic. You're not the only one, too. By the way, I'm pretty sure at least half of our customers customer base are probably on like their 5th High Level account.
• 00:47:45
  Oh, yeah, I have 2 active right now, I gotta disconnect another one. Cause. I gotta. I gotta start a couple of agents. I work with a lot of agents and I gotta create a funnel for him, you know a whole account for him, and
• 00:47:59
  kind of take care of that. But yeah, I'm super excited to watch some of your campaigns and your funnels, and that now I did just create myself as a lead. I was one that asked that lead question. So I did it. I got it on phone, did it, and then when
• 00:48:12
  I went to click on schedule a call, you know the the long form more details. It said that that this number is not active or not, or this number or this account doesn't allow for you a direct call right now and then, when I was doing it on the desktop through the email, it was saying
• 00:48:28
  to me as the user, it was asking me, Which system do? Which app do I want to connect with or something? So that was a little unclear, because I don't think most users are. Gonna understand that. But I gotta figure how to. Okay, do you have loom like loom recorder? Can you shoot a loom and then send that to me.
• 00:48:47
  And and you just email support and then put in the subject line. Put attention, Brandon. Now, guys, those those don't always get directed to me. If our team can handle it, they handle it.
• 00:48:59
  I am curious what you're like. I'm curious what you're talking about, and if you want
• 00:49:05
  oh, dang it! I have a hard stop at the top of the hour I was gonna say, you could run after. But yeah, but yeah, shoot me a loom video and just put attention brand in the subject line, and that one should get to me, and I'll take a look.
• 00:49:19
  And Mark, do you have an ein number?
• 00:49:22
  I do not I. I run it a company, but I do not have one for personal. The company does. And we decided not to put a company ein number in. Okay, so what I would recommend. Actually, not what I what I would recommend. So there are new updates
• 00:49:38
  that have come down the pipeline literally as of the last week or so, and our team had to do some digging to confirm but one of the things they it's now required to have an ein number
• 00:49:52
  to activate your phone number. So what you could do is you can either a use one you already have or B, you can register for one for free on the Irs site in like 5 days. And this is for everyone on the call guys.
• 00:50:06
  If you don't have one, you want to go just Google, like, get ein number from Irs. It's 5 to 10 min. It's not long. You guys do not have to use it for business. You do not have to use it for business or money or anything. But we do need an ein number to pass your phone number. So if you don't have one.
• 00:50:27
  Yeah, get one and email support asap with the a screenshot of your ein with the name and address. Okay? Because that the name, address and ein have to match. Exactly.
• 00:50:42
  So you can either send us the document because sometimes they send it to you instantly, or you can just screenshot it. And, guys, I promise you it is not a big deal.
• 00:50:50
  And if you have an Ein number, your phone number will get approved so fast like within like, I think it's like 3 days, 3, 3 days to a week, you know, which is super fast.
• 00:51:01
  I?
• 00:51:02
  So yeah, if you don't have one, please get one. And guys, this is not a lead hackers thing. It does not matter where you go.
• 00:51:09
  You eins are now required to get a phone number
• 00:51:15
  through a system like this. Okay, and again, it's not a big deal, is it's the At and T T-mobile and Verizon they're the ones who are in charge of this. But yeah, guys, if you don't have one, please get one and just email it to support. Say, hey, I got my ein number
• 00:51:32
  you know. Go ahead and and re like, resubmit my my stuff.
• 00:51:37
  and we'll get that pack, because that could be mark what might have been happening. But either way, get me that loom Video, and I'll take a look at it. I'll send you that. I got to jump off real quick, but no, that has to pertain to them. Adhering the Telemarket telecom, adhering to all the new spam changes. You know, marketing is trying to anybody being able to get these things. It's annoying dude honestly, because these scammers are going to scam
• 00:52:02
  like another way out. Yeah. And so I mean, ultimately, it is a good thing, because your delivery, like your text and emails, will get delivered or sorry your text will get delivered more often.
• 00:52:13
  It's still annoying, like. So when they made these changes, we were actually, we've been so not happy about it. But, guys, the good news is we take care of it for you. So all you got to do is get us that ein
• 00:52:25
  and our team will will update your stuff. And again, we don't control it. This is a cell phone carrier thing.
• 00:52:33
  but it is a new requirement, and there is no way around it. And it doesn't like if you were to go to another company. They're gonna ask you to do the same thing. And another thing is, there are companies out there like, Oh, we can get you a number right away. They are doing it in shady ways. I'm telling you that right now. The only way to do it is very shady. If they already have numbers ready for you, so don't trust that that is not compliant.
• 00:52:56
  and those companies will eventually get in trouble and probably get fined. So just keep it simple. Get an ein takes 5 to 10 min. Send it on over, and we'll get that texting going for you in no time.
• 00:53:09
  all right. And, by the way questions about that. I want to make sure any questions about the A. 2 P. Or the the Ein, or anything like that. I want to make sure you guys are clear on that.
• 00:53:21
  And if not, you know all good.
• 00:53:24
  Yeah, Mark, no problem.
• 00:53:26
  Cool, Terry, go ahead and share your screen. Let me actually look
• 00:53:31
  is it the ads that are having problems with your payment method, or is it lead hackers.
• 00:53:39
  hey? Oh, let me unmute you.
• 00:53:41
  Oh, we did at the same time. There you go, Terry.
• 00:53:44
  I corrected it with Facebook. But now I'm not sure if it's affecting lead hackers and possibly the phone number since I just recently signed up. Got it all this.
• 00:53:57
  Okay, let me take a look. You're with, Nexa.
• 00:54:01
  Yes, cool.
• 00:54:04
  So let's see.
• 00:54:09
  And guys don't don't worry about this. She's paying through the nexa portal, the Los portal.
• 00:54:16
  Not directly through us.
• 00:54:18
  So?
• 00:54:21
  And it looks okay.
• 00:54:27
  let me check your phone.
• 00:54:32
  Yeah. So you got a phone number. So
• 00:54:38
  yeah, I mean, everything looks good. Here. Are you getting like failed payments on your bank for the lead hackers. Subscription
• 00:54:45
  I did, and I called the bank and and cleared, cleared it all up, and then I also resubmitted my Facebook account like at 1st it took it, and it ran the ad. But then it came back and said, Oh, no, there's a problem with payment, and you took care of that, though.
• 00:55:09
  like Facebook's good
• 00:55:11
  today in Facebook. But okay, I guess nothing else that I need to do. It should click back on automatically.
• 00:55:21
  Yeah. So so it looks like your ads are active. So I think you're good to go on that front. What you do need to do is because you're paying through the Los Portal your subscription.
• 00:55:31
  Any failed payments, or anything like that you would coordinate with Los on that, just because you're paying the subscription through Los, and not directly with us. So we actually can't even see all that stuff. So if you're still having a failed payment for the subscription reach out to los and and let them know and get that resolved
• 00:55:51
  through there. But every I mean it looks good on on our end.
• 00:55:55
  But yeah, I would check Lls.
• 00:55:58
  My
• 00:55:59
  subscription payment went through. Just fine. It was just for lead hackers through Los. That's fine. It's everything I did afterwards, phone number and Facebook ads about
• 00:56:12
  because I don't have to upload my card. Or you know the information for the phone number and for the Facebook ads, okay, got it
• 00:56:21
  got it? Got it? See? You should. It looks like you should be good.
• 00:56:27
  Okay, thank you. Yep, no problem.
• 00:56:32
  And cool all right.
• 00:56:37
  Any. I got a few more minutes. Oh, Aaron, go for it!
• 00:56:42
  Here, I can unmute you. There you go cool, hey? Aaron? Quick! Question here. So I am microphone officer, assistant and everything is through his Facebook. When you brought up, you know, bring in the contacts in. If I were to, because, like I have my own admin account under his name, so that we both have our own login credentials. But if I were to put my file contacts in with his, would that mess everything up? Or would that be okay?
• 00:57:08
  So you're talking like importing directly from Facebook?
• 00:57:11
  What was that? Are you talking? Importing directly from Facebook, I know. No, I'm talking about like the campaigns you're talking about, of, like past clients and stuff of like uploading contacts in that way. I was just curious if, like that was gonna mess anything up. If I were to upload my contacts, since everything's under. Technically, Mike Farrell and not me.
• 00:57:28
  it could. How many users are on your account?
• 00:57:33
  Are you talking about? What do you mean like in the? In his? In his account with us? How many users are there, is it? Just you 2? It's just us 2. Yes.
• 00:57:44
  on the QR code to go on for drip campaign to go out.
• 00:57:49
  Okay, so let me just double check, because it depends on
• 00:57:55
  now just importing them is not a problem. What's the name of the account? It should be Mike Farrell. How do you spell his last name? FARR.
• 00:58:07
  Michael Farrell. Okay, cool.
• 00:58:09
  So let me just double check how this is set up.
• 00:58:15
  Cause you're going to import it via, like a Csv file. Right? Yeah, all right, cool. So
• 00:58:22
  what we'll do only apply to unassigned contacts. Great. So when you import it. And I believe I go over this in that reactivation training, uploading your leads. The one of the important things you need to do is
• 00:58:37
  when you're prepping your sheet, your sheet of leads to come in.
• 00:58:42
  You know you're gonna have your columns, you know. Name, number, email, whatever you need. A column called, I believe it's contact
• 00:58:52
  Owner.
• 00:58:53
  Okay.
• 00:58:55
  no matter what. You'll be able to map it. But you want one like that, and you want to have your.
• 00:59:00
  You're
• 00:59:02
  The most foolproof way is, if you go to settings and you go to my staff
• 00:59:07
  right here you have an id. You just grab that
• 00:59:11
  and just have that be in that column. That's 1 way. But the other thing the other way is as long as your name is matches identically. So you can just copy that and just have that in there and then, just like, you know, make sure that's imported with your leads. So that way. They they enter already assigned to you. Okay, that's that's gonna be the most important part in your situation is make sure they're assigned to you right when they enter the system.
• 00:59:36
  and when you go to map it, you're gonna look up. Just look up the word owner in the fields mapping, and you'll see which one it is. It's like contact owner or like, or something like that. But you'll just make sure it's mapped, and then it'll assign those leads to you.
• 00:59:51
  Outside of that you should be okay, because once a lead is assigned to you.
• 00:59:57
  if that lead calls, it goes to you. Okay, you know, and if they text the other. The other thing that's important, too, is in conversations for you to specifically have filters here. You just filter by my chat, and those are all the leads that are assigned to you
• 01:00:13
  and not his leads. So yeah, I would, I would encourage. Is this like a 2 loan officers or a real estate agent and a loan officer. So we're both loan officers. But I'm his assistant, because I also I do all 3. I'm a processor as well. So all of the deals, you know they they even the deals I bring in. They they close under his name. Oh, okay.
• 01:00:34
  Curious about the file contacts, because obviously, I have my own, you know, leads that I brought in personally versus his drip campaign of like his refi leads that he's trying to do that. He closed himself.
• 01:00:46
  That that totally makes sense. Yep, just make sure they're assigned to you when they come in. So just add that extra column, and you can even add another column called Tags.
• 01:00:53
  and then, like, maybe tag it as like Aaron Farrell's leads. Okay, I would do that as like an extra layer of separation.
• 01:01:02
  or like Aaron Farrell's customers. Or you know what I mean. Yeah.
• 01:01:06
  And I don't care what you tag them as just make sure it makes sense to you guys.
• 01:01:10
  and then when you import it, as long as it's columns label tags, it should automatically map to the tag field. But yeah, just do that. And you should be good. Okay, perfect. Thank you, sir. Yep, no problem. And dude if you do import them and end up having issues. It's really easy to just locate those and delete them all and then re-import them correctly. So don't worry if it like
• 01:01:31
  imports. And it's like crap. I messed this up. You know, we it's easily fixable. Okay.
• 01:01:36
  okay, cool. All right, guys, I do have a meeting. I'm a minute late for. But thank you all so much for sticking around daily success plan. Call your leads, respond to your leads, upload your contacts, get this stuff done and work your dang leads. Guys like work your leads and dude there, there is gold in there. You just gotta find it. And with the fair Housing act.
• 01:01:59
  You can't target by income loan amount or credit score. Okay, you can't do that. It's illegal. So generate your leads. You gotta look through those leads. Now, once you get your 100 leads, there are levers we can pull to help with lead quality.
• 01:02:12
  but that 100 leads work the crap out of them, and then, as soon as you hit 100 leads, let us know, and we can help you optimize for the next phase of your ads to make things even better. So guys have an awesome rest of your day. If I don't see you on the call tomorrow, the strategy call. I will see you guys on the next call. See, you guys have a good day.