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On-Demand Webinar: Keeping Your SOI Engaged During a Crisis


During a time of crisis, staying top of mind with your SOI is no longer one more task on your to-do list. It becomes a daily necessity and top priority.

For the first time ever, industry thought leaders Eric Sachs of Breakthrough Broker, Facebook marketing strategist Travis Thom, social sales coach and speaker Chelsea Peitz, and Tristan Ahumada of Lab Coat Agents come together to share strategies you can use to keep your SOI engaged during a time of crisis in this on-demand webinar.

Here's what you can expect to learn:

  • Social media best practices to keep your SOI engaged during a pandemic from Chelsea Peitz
  • How to use Facebook and its supporting tools, like events and groups, to strengthen your brand from Travis Thom
  • The importance of a good CRM and how categorizing your SOI in your CRM can increase ROI from Tristan Ahumada
  • And so much more!

Here are some main takeaways!

From Chelsea Peitz:

  • Now is the time to use social media stories. Learn more about stories here.
  • Use captions on all videos, using a tool like Rev.
  • Post 3 to 7 times a day to increase brand recognition.
  • Engage with your SOI's social media posts and stories with likes, hearts, and comments.
  • Utilize the tools on social, like location tags, hashtags, stickers, and mentions.
  • Post based on the 5 E's: Education, Entertainment, Exclusivity, Engagement, and Emotional.

From Travis Thom:

  • Now's the time to be the lighthouse in the storm.
  • Create a Facebook business page if you do not have one.
  • Utilize Facebook groups and build a neighborhood group.
  • Utilize Facebook events for virtual happy hours and open houses.
  • Utilize Facebook custom audiences to build SOI audiences.
  • Stay active on social media to demonstrate you are still here to help.

From Tristan Ahumada:

  • The importance of good a CRM and its role in SOI engagement.
  • All contacts are not equal and your CRM is a good place to organize their importance.
  • Use a category system in your CRM to categorize who is an influencer vs. a connection.
  • An example of the 'A's and B's' categorization method and how your communication with both varies.
  • How clarity in your business creates better processes.

Below are additional resources, links, and ideas that can be utilized during the COVID crisis.


"Here For You" Social Post

In the wake of a crisis such as COVID, many turn to social media as an outlet or form of connection. Be a light in the dark by showing support for your community via your social media channels. This customizable "Here For You" social post lends to that.




Stay connected

Although it's important to stay top of mind as the local real estate expert, now is a good time to connect over things other than real estate.

Stay connected virtually with the help of these ideas:


Send virtual "Thinking of you" gifts

It's understandable that during a crisis, saving money is preferred. However, for your most valued connections, $15 now can go a long way in the coming months.

Below are a few sites that make it easy to send virtual gifts:


Make your business a priority

Three weeks ago the industry looked a lot different than it does today. What will your business look like in five weeks from now? The work you put into your business today will have a direct impact on the results you see in the future.

Here are 12 additional resources from our site that you can use to keep the momentum up in your business during a slow time.

  1. Business Plan
  2. Marketing Action Plan
  3. Referral Plan
  4. "Here For You" Social Post
  5. Things-To-Do Today Checklist
  6. The Best To-Do List
  7. 105 Prospecting Activities
  8. Listing Prospecting Checklist
  9. Self Promo Brochure
  10. "5 Reason To Work With Me" Postcard
  11. Letterhead
  12. Customizable Newsletter

Contact your preferred Title person to learn more about closing cost applications like the one mentioned in the webinar.


About our speakers

Chelsea Peitz

Chelsea Peitz is one of the industry's leading social sales coaches and speaker on all things social media. She is also the host of The Voice of Social Sales and has a long list of accomplishments, including her role as a founding member of the National Real Estate Marketing Mastermind, Inman Innovator of the Year Nominee 2018, and author of Talking in Pictures. Chelsea's personal passions are working out, red wine (not in that order), and family time with her husband of 15 years and 6-year-old son Mason.

Connect with Chelsea below.

Facebook, Linkedin, YouTube
Instagram: @chelsea.peitz


Travis Thom

Travis is a Facebook marketing strategist, coach, and consultant for the real estate industry. He's been a licensed Realtor and qualifying broker since 2001 and understands the needs of his clients. His passion has always been marketing and he shares that passion by teaching and implementing campaigns for real estate agents across the globe.

If you would like to connect with Travis one-on-one click here

Say hello to growth, high ROI in marketing spend, and new reach when you learn first-hand from Travis by joining his Facebook Coaching program. Explore more here!


Tristan Ahumada

Since receiving the Rookie of the Year award in 2002 at Century 21, Tristan Ahumada has increased his sales productivity to an uncommon level. Not only is he ranked in the top 3% throughout all of Keller Williams nationwide out of 100,000 agents, he continually sets new standards in the industry. In 2015, his sales volume was approximately $60 million.

Learn more about Tristan and Associates.

Connect with Tristan.

Instagram: @Tristan.Ahumada
Newsletter: A Brilliant Tribe


Eric Sachs

After a successful career as a top-producing real estate agent and building a mid-sized real estate company in Colorado, broker and owner Eric Sachs and his business partner sold their company. Then, they followed their passion for helping those in the real estate industry by founding Breakthrough Broker. Eric is a recognized national speaker and is dedicated to helping real estate agents, title companies, and mortgage companies build successful businesses.