Drive Traffic & Generate Leads
with Real Geeks
Your plan to start crushing it with Real Geeks. View the details of each step below to learn more. Questions? Email us at onboarding@realgeeks.com
Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist
Download CRM App: App Store | Google Play
Contact Import: From leads.realgeeks.com click "Leads" → "Import"
Learn how to upload and organize your contacts with help from our suggested interactive training:
Drive traffic using existing contacts: From leads.realgeeks.com click "Leads List" → eBlast database using "Your Home Search Just Got Easier" template
Drive traffic using social media: Post website, listings, and searches on Facebook to engage "untapped" database
Learn how to drive traffic using existing contacts and social media with our suggested interactive training:
Keep contacts active on your website: From leads.realgeeks.com click "Leads List" → Save searches for contacts with an email address to start sending automatic property/market updates
Keep contacts engaged with you: From drip.realgeeks.com click "Library" → use Workflow templates to automate email, SMS, and video message communications
Learn how to keep contacts active and engaged by attending our suggested interactive training:
Log into your CRM at least once a day to check your Live Feed for any activity on your website and any lead behavior/communication.
Download the CRM App for easy access on the go! App Store | Google Play
Steps above complete?
Explore daily, weekly, and monthly tasks to start generating ROI with Real Geeks →
*Timeframe to complete onboarding steps varies per client depending on individual MLS requirements as well as attendance/participation in scheduled advising and training sessions.