Wednesday, February 21, 2024 | 11:00 AM-2:00 PM ET | Zoom Webinar

The third in a series of four Technology Foundations workshops that build upon one another, this interactive session will cover how to communicate and provide value in all stages of a client’s journey from prospect to past client. For the best learning experience, bring your computer to work along slide the instructor and your smart phone to follow along with the session and engage with your fellow attendees.

We will provide an in depth look at how you can leverage your own database through value-driven communication like search alerts, market reports, and birthday and anniversary messages. You will also discover how the CMA tool, CORE Present, can be used to showcase your value to past clients.

Together, we will get hands on and you will:

– Personalize automatic birthday and home anniversary messages

– Set up a search alert and market report to be sent to you (and your clients)

– Personalize your default Smart Campaigns to match your voice and brand

– Create a home value presentation that showcases your value

Walk away from the session confident in your understanding of what the system does on your behalf to help you create consistent, value-driven communication to your leads, prospects and sphere of influence.