Real Estate Agents
Stay with the conversation, from the first inquiry to their next move.
Marketing, CRM and communication support for real estate agents.
A buyer calls while you are at a showing. A seller wants to talk next month. Someone you met at an open house is still six months away from moving. Standard 78 helps individual agents organize these conversations, follow up at the right time and stay useful after the transaction is complete.
Book a 15-Minute Call
A clearer path through the customer journey.
For an agent, the customer journey can stretch over months or years. We use BEAR—Bring Them In, Engage, Assist and Reconnect—to connect your marketing to the follow-through that keeps a relationship moving.
Select an underlined service to explore how it could help. Browse the other services in the panel without leaving the page.
BRING THEM IN
How do I attract inquiries beyond my current listings?
Your next client may be researching an area or wondering what selling would involve, long before they ask to see a property. Give them useful information and a clear way to start a conversation.
A can explain who you help, the areas you work in and what a first conversation looks like. give you room to answer specific questions about your services and the communities you know.
can turn recurring buyer and seller questions into helpful posts, rather than relying only on listing announcements. An open-house checklist or seller preparation guide can lead to a with one relevant next step.
ENGAGE
How do I keep leads warm when they are not ready to move?
Someone who says “maybe next spring” needs a different conversation from someone ready to book a showing. The goal is to remember what matters to each person and pick the conversation up naturally.
can collect whether someone is buying or selling, their preferred area and their approximate timing. A keeps those details beside the conversation history so a later follow-up has a useful starting point.
can check in around the timeframe the person gave you, with relevant messages between conversations. distinguish an early inquiry, an active search and a transaction underway, so the next action is clear.
When you cannot answer during a showing, gives callers a way to leave useful details. An can handle routine questions and collect a callback request while you are with another client.
Book a 15-Minute CallASSIST
How do I reduce the back-and-forth around appointments?
A consultation, a showing and a transaction update all need clear expectations. Clients should know when you are meeting, what to prepare and where to send a quick question.
can offer the consultation times you choose, with that include meeting details. Property access and showing arrangements still follow your normal confirmation process.
keeps practical questions in the same conversation, such as a change in meeting location. can create the next follow-up task when a consultation is completed, helping you keep track as the relationship progresses.
RECONNECT
How do I stay in touch after closing without always asking for business?
Past clients may not move again soon, but they can still value your local knowledge and remember you when a friend needs help. Give the relationship a reason to continue.
can share a useful homeownership tip, a local update or an invitation to ask a question. can reconnect with someone whose plans were paused or whose circumstances have changed.
helps make feedback after a completed transaction part of your process. We can help prepare the request and organize responses so it does not depend on remembering it during a busy week.
Practical setup. Continued support.
You may already have a CRM but struggle to keep up with it. Our can organize contact groups, prepare follow-up messages and keep your content moving. We start with your existing tools and agree on what our team handles and what stays with you.
Questions you may be working through
I have a CRM but rarely use it. Do I need another one?
Not necessarily. We first look at why the current process is hard to maintain. Clearer contact groups, a smaller set of stages and practical follow-up reminders may be a better starting point than replacing the software.
Can you help me follow up with open-house contacts?
Yes. We can help organize the contacts, capture what they were interested in and prepare a relevant next conversation. Someone interested in that property can follow a different path from someone beginning a longer search.
Can you keep marketing moving while I am busy with transactions?
We can help plan and prepare posts, newsletters and follow-up campaigns around the services you offer. You provide the local knowledge and review the content; we agree together on the setup and ongoing work.
What if I manage multiple agents?
Our Real Estate Brokerages page covers lead ownership, shared processes, team training and reporting. Those needs are different from one agent managing their own relationships.
Which conversations are hardest to keep up with?
Tell us how people find you, where your contacts live and when follow-up starts slipping. We will work through a practical place to start.
Book a 15-Minute Call