PA Pro Tips: Lead Follow-Up With Real Estate Agent Mackinzie Ross

In our new PA Pro Tips series, we’re highlighting tips and strategies from professionals around the country, as well as sharing ways you can leverage Premier Agent’s products and features for your business.

Keeping up with client communication can be a challenge, even for seasoned agents. Mackinzie Ross, productivity coach at Keller Williams Group One in Reno, NV, shares her tips on lead communication and conversion on our first episode of PA Pro Tips.

Make a great first impression

When it comes to converting leads to clients, great introductions and speedy communication are essential.

There’s no one-size-fits-all answer to how and when to respond to leads. Mackinzie recommends asking clients about their preferred method of communication and how often you should reach out. She uses Premier Agent CRM text messaging to stay connected with clients no matter where she’s working.

“With being on the go all the time, I can’t be attached to my computer. Having the option to bring on my tablet, laptop or phone, and being able to text somebody and carry all that information everywhere I go … it’s amazing.”

To learn more about texting within the Premier Agent CRM, visit our training guide.

Cement client relationships with My Agent

Strengthening a relationship with a client by being responsive to their needs throughout their search is just as important as the first impression. My Agent is a Premier Agent CRM feature that gives agents the benefit of appearing as the only buyer’s agent on the for-sale listings their clients view.

My Agent also gives agents insight into what homes their clients are searching for on Zillow or Trulia. Mackinzie uses this information to give her that extra edge in getting her clients in the right home.

“My Agent is one of those things that I never really thought was even possible. You can see what they’re doing … and arm yourself with some really good information to make sure you’re helping them in the way that they need.”

Want to remain front and center to your clients? Get My Agent.

Get organized with task lists

As a productivity coach, Mackinzie trains new agents on key skills, like client communication. She recommends organizing client follow-ups with Premier Agent App task lists.

“ tell you exactly when you’re supposed to follow up with somebody so you’re never following up too frequently — and you’re staying on top of what you’re supposed to be doing.”

Get organized with Premier Agent App tasks.

Have a tip that helps you tackle lead communication? Join the discussion in the comments below or share your story.