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

Step 1: CRM Setup
Typical time to complete: 30 mins*

Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist

Download CRM App:   App Store |   Google Play

 


 

 

Step 2: Contact Import
Typical time to complete: 15 mins*

Contact Import: From leads.realgeeks.com click "Leads" → "Import"

 


 

Learn how to upload and organize your contacts with help from our suggested interactive training:

 

 

Step 3: Invite & Generate Leads
Typical time to initiate: 30 mins*

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:

 

 

Step 4: Turn Contacts into Leads
Typical time to initiate: 1 hour*

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:

 

 

Ongoing Task: Keep Tabs on Your CRM
Start: After Website Launch

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.