Reconnect strategies to take you to the next level

What do a genie, best practices and automation have in common? Why they’re all important parts of our latest Success Story winner’s strategy, of course.

Meet John

John Martelotti is a successful real estate agent with Robert Defalco Realty in Staten Island, New York. We had the pleasure of speaking with John and found his honesty, transparency and authenticity—3 of my favorite qualities—very refreshing.

Which is precisely why he started using Top Producer CRM and Market Snapshot.

And the Coach has already granted 1 important wish—effective follow-up

John had been sending MLS updates to one of his investment clients for 5 years which, quite frankly, resulted in diddly squat. No meaningful connection—just the same old MLS updates that weren’t even mobile-friendly or branded to him.

One day the client pops up in the Follow-up Coach and, being the diligent and dedicated agent that he is, John sent him the general reconnect email.

He then followed it up with a fully branded Market Snapshot report for the client’s area of interest. And guess who’s out showing him rental houses today? (Go John!)

Doing all this on his phone took less than a few minutes, but the impact is huge. (If you haven’t seen mobile yet, just open a browser on your phone and enter

The moral of the story—MLS updates that everyone is used to getting won’t make you stand out or keep you top of mind. But a casual email to say hey and a professional, engaging and relevant Market Snapshot report? Well, that just makes you downright brilliant.

And while John has only been using Top Producer for a few months, he’s really been paying attention…

Being a resourceful kind of guy who wants to get the most out of his investment and take his business to the next level, John pays attention to the best practices we share in our webinars and on this very blog. (You just made our week, John!)

Here are 2 of his faves:

Use BBF when you follow up

Remember this tip from our webinar in December? BBF = Behavior Based Follow-up and it means connecting your email marketing to your phone call prospecting.

When John sends out Market Snapshots, he follows it up 30 minutes later with a phone call.

Having all the intel he needs—who is opening what and when—he’s using it to help identify who he should call. Smart. (Check out the BBF section in this blog post for all the details.)

Reach out on Facebook Messenger

Another one of John’s favorite tips—log in to Facebook Messenger > find someone who is logged on right now > then offer up value with a Market Snapshot.

(Psst, the Facebook Messenger strategy can be found here, including what to do after so you remember to follow up.)

And for those just starting out…

John has this tip for you—keep your database clean. He has around 700 contacts in his database so far, and has a relationship with each and every one of them. This makes achieving his marketing goals—staying top of mind and making meaningful connections—a whole lot easier!

So if you find that the Coach presents contacts that desperately need organization, don’t ignore it. Take a long hard look at them—do they need to be categorized with a contact type, and should their pipeline status change from ‘new’ to ‘engage’? You get the drift.

That’s it for now folks. A big congrats on your win, John, and thanks for sharing your story! We have no doubt these strategies will take your business to the next level, and we’re excited to help in any way we can.

P.S. – We’d  to hear your story! How has Top Producer® CRM helped you grow your business? Share your story here for a chance to win a free year of Top Producer® CRM and a future spotlight on the blog. 

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