7 - Tabatha Whewell | NEOhioRealty @ EPIQUE

7. Active Buying Client (BA)

Preapproved and Actively Searching 12 Week Plan

Objective: To provide exceptional support and guidance to buyers who are preapproved and actively searching for homes, ensuring they feel confident, informed, and cared for throughout the process. This campaign includes twice-weekly check-ins, updates on new listings and open houses, and personalized assistance tailored to their specific needs.

Settings, Trigger, Actions

Preapproved and Actively Searching

Objective: To provide exceptional support and guidance to buyers who are preapproved and actively searching for homes, ensuring they feel confident, informed, and cared for throughout the process. This campaign includes twice-weekly check-ins, updates on new listings and open houses, and personalized assistance tailored to their specific needs.

Settings tab

Plan Name: 7. Active Buying Client (BA)

Target Lead Type: Include one of Buyer

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when

The lead responds/reaches out
An outbound call is logged as "Talked"
The lead's pipeline changes

Trigger tab

Pipeline: New Leads
Source, Is: Direct Website, Epique, Facebook, Google, Organic Website, Website, Zapier
With Another Agent, Is: Any
Has Assigned Lender, Is: Any
Toggle Auto Apply on this to on.

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

1. Save Preapproval in Dotloop

2. Excited to Begin Your Home Search Journey! 🔗 Attachment

Wait 0 Days. Assign to Agent.

Subject:
Excited to Begin Your Home Search Journey!

cc all family members

Hi #lead_fist_name#,

Welcome to the next step in your journey toward finding the perfect home! I’m thrilled to be working with you and am here to ensure the process is smooth, exciting, and rewarding.

Next Steps:

Buyer’s Agency Agreement: Let’s schedule a quick meeting to review and sign the agreement, so I can officially represent you and prioritize your needs. Sample Agreement.
Home Preferences: If you haven’t already, please share your "must-haves" and "nice-to-haves" for your future home. I’ll use this to refine our search. Wants & Needs List.
Check-Ins: I’ll be reaching out twice a week with updates, new listings, and open house opportunities. Feel free to call, text, or email if something catches your eye or you have questions.

Looking forward to getting started!

3. Email Buyer Agency Agreement if Not Already Signed (Dotloop)

4. Upcoming Open Houses🚪🏠 🔗 Attachment

Wait 7 Days. Assign to Agent.

Subject:
Upcoming Open Houses🚪🏠

cc all family members

Hi #lead_fist_name#,

I’ve curated a list of open houses scheduled for this weekend that match your preferences. 🎯 These are great opportunities to explore options and narrow down what feels right for you.

<<Insert Open House List or Link>>

Let me know which ones you’d want to visit, and I’ll provide additional details or even meet you there! 😊

5. Check in Text or Call

6. How Can I Assist You This Week? 🤔❤️🏠

Wait 5 Days. Assign to Agent.

Subject:
How Can I Assist You This Week? 🤔❤️🏠

cc all family members

Hi #lead_fist_name#,

I hope you’re doing well! Just wanted to check in and see if there’s anything specific you’d like to focus on this week. 🗓️ Whether it’s revisiting a property 🏠, exploring new areas 🌳, or clarifying your preferences ✅, I’m here to support you every step of the way.

Let me know how I can assist!

7. Check in Text or Call

8. Let’s Prepare for Your Offer! 📝

Wait 4 Days. Assign to Agent.

Subject:
Let’s Prepare for Your Offer! 📝

cc all family members

Hi #lead_fist_name#,

We’re close to finding "the one"! 🌟 Once you’re ready to make an offer, I’ll guide you through every detail to ensure your bid stands out. 💼✨ Here’s what to keep in mind:

Financing: I already have your preapproval on file!
Comparables: I’ll provide a detailed analysis of the home’s value. 📊 You will not overpay!
Strategy: We’ll discuss terms that strengthen your offer. 💪🔑

Exciting times ahead! 🎉 Here to guide you in making it happen! 🚀

9. Check in Text or Call

10. Are Home Inspections Worth It? 🔎 🛠️📝

Wait 4 Days. Assign to Agent.

Subject:
Are Home Inspections Worth It? 🔎 🛠️📝

cc all family members

Hi #lead_fist_name#,

As you search for your dream home, one of the most important steps in the process is the home inspection. 🛠️ You might be wondering: Are home inspections really worth it? The short answer is YES! Here’s why:

What is a Home Inspection?
A home inspection is a detailed evaluation of a property’s condition, conducted by a professional inspector. It covers essential aspects like the roof, plumbing, electrical systems, foundation, and more. 🏠💡

Why is it Worth It?

Uncover Hidden Issues: An inspection reveals potential problems that may not be visible during a showing. This includes structural issues, safety hazards, or necessary repairs. 🔍⚠️
Negotiate Repairs or Price: If issues arise, you can negotiate with the seller to address repairs or adjust the price accordingly. 💰🤝
Peace of Mind: Knowing the true condition of your potential home helps you make informed decisions with confidence. 💡✔️
Avoid Future Costs: A small investment now can save you from unexpected expenses later. 💳💸

What’s Next?
When you’re ready to make an offer, I’ll help guide you through scheduling a reputable inspector and reviewing the report to ensure you’re comfortable with your decision.

Here to help every step of the way.

11. Check in Text or Call

12. What Are Deed Types and Why Do They Matter? 📝🏡

Wait 4 Days. Assign to Agent.

Subject:

What Are Deed Types and Why Do They Matter? 📝🏡

cc all family members

Hi #lead_fist_name#,

When purchasing a home, understanding the type of deed you receive is crucial. 🏡✨ A deed is a legal document that transfers ownership of the property to you, but not all deeds are created equal. Here are the most common types:

General Warranty Deed: Provides the highest level of protection. It guarantees the title is free from any issues, past or present. ✅
Special Warranty Deed: Ensures the title is clear but only covers the time the seller owned the property. 💼
Quitclaim Deed: Transfers the seller's interest in the property without guarantees about the title’s condition. Often used between family members. 🤝

Why It Matters: The type of deed affects your legal ownership and the protections you have against future disputes. I’ll ensure you fully understand the deed associated with your purchase and that your interests are protected every step of the way. 🛡️

Questions? Let me know!

13. Check in Text or Call

14. What Is a Survivorship Deed and Who Should Use It? 📝🏡

Wait 4 Days. Assign to Agent.

Subject:

What Is a Survivorship Deed and Who Should Use It? 📝🏡

cc all family members

Hi #lead_fist_name#,

A survivorship deed is a specific type of property deed often used by co-owners to ensure a seamless transfer of ownership in the event of one owner’s passing. 🌟 Here’s what you need to know:

How It Works: A survivorship deed establishes joint ownership with rights of survivorship. This means that if one owner passes away, their share of the property automatically transfers to the surviving owner(s) without the need for probate. 🤝✨
Who Should Use It: Survivorship deeds are commonly used by married couples, family members, or business partners who co-own property and want to avoid delays or complications in ownership transfer. 💑💼

Benefits:

Avoids probate, saving time and legal costs. 🕒💰
Provides clarity and peace of mind for co-owners. 💡✅

Considerations: While a survivorship deed offers convenience, it’s essential to understand its implications for estate planning and taxes. I can help connect you with legal professionals to ensure this option aligns with your long-term goals. 🛡️📜

Have questions or need further guidance? Let me know—I’m here to assist! 😊

15. Check in Text or Call

16. Let’s Fine-Tune Your Home Search 🔍✨

Wait 4 Days. Assign to Agent.

Subject:

Let’s Fine-Tune Your Home Search 🔍✨

cc all family members

Hi #lead_fist_name#,

I hope your home search is going well! 🏡 If you’ve noticed that homes of interest aren’t quite showing up, let’s take a moment to review and refine your search criteria. Small adjustments can make a big difference! 🌟

Here’s how we can optimize your search:

Update Preferences: Let me know if your "must-haves" or "nice-to-haves" have changed. ✅
Expand or Narrow Search Areas: Exploring nearby neighborhoods or refining the area can uncover hidden gems. 🗺️
Adjust Features: Revisiting key features like price range, number of bedrooms, or specific amenities could reveal more options. 🛋️💡

I’m here to ensure your search reflects exactly what you’re looking for. Let’s connect and make sure we’re on the right track! 💬

17. Check in Text or Call

18. Check in Text or Call

19. Check in Text or Call

20. Check in Text or Call