12 May Chime And Your ISA (How to hire and train an ISA)
Any real estate agent who has been scaling up their business will probably consider hiring an inside sales agent, or an ISA. In fact, if you’ve been regularly using Chime to handle plenty of leads, you likely have one already.
True to their name, an ISA handles inside sales, which involve stuff like lead generation, lead qualification, lead nurturing, and appointment setting. It’s a tiring job, and if your business has been growing steadily, you’ve probably seen the need to delegate these tasks to a dedicated specialist.
In this episode, we have Pavel Stepanov, CEO of Virtudesk, and Katrina Salvador, one of Pavel’s virtual assistants and a high-level Chime user. Virtudesk is a company that provides virtual assistants. In the real estate industry, these virtual assistants are usually ISAs.
Katrina uses Chime to manage her client’s leads and contacts. Whenever a lead does something like visiting the agent website, the lead’s information is already visible in Chime. So Katrina looks at this information and automatically handles the pre-screening and qualification for the lead.
The Chime set up for her client already has preset Tasks, which simply tell Katrina what to do with the client, and whether to call them or not. When you use Smart Plans and Tasks together, Chime will tell you when there’s a Task to be done- and it’s crucial that someone handles that Task quickly and efficiently.
If you’re an agent who has a lot on your plate right now, you’ll need someone like Katrina, an ISA, to make sure that all those Tasks are completed. Otherwise, you’ll have a nightmare on your hands.
There are a whole lot of things that Katrina is doing, but mainly her job involves nurturing the client’s database of leads. With Chime, she gets instructions on who to call and when to call them, and when those Tasks come in, she gets right to it.
As an ISA, Katrina’s workflow involves logging into Chime, checking the list of tasks and their due dates, and doing them. She also handles lead management for her client. One thing that you should pay attention to in this episode is how she manages her client’s past clients.
Their setup goes like this: through Chime, past clients are scheduled to be sent an email around a year after closing. This email is just to check in on them and their new home to keep communications warm.
This 31-minute episode discusses way more than what Katrina does as an ISA. It also details how real estate agents can get virtual assistants through Virtudesk and how Virtudesk trains and prepares its assistants, especially the ISAs, to use Chime.
The episode also talks about how ISAs like Katrina use and set up Smart Plans and Chime’s AI Assistant to maximize their productivity and efficiency. Anyone looking to hire a virtual assistant should know precisely what they’re capable of doing.
Chime is not just for one agent. If you’ve watched our episode on subleasing (and you should if you haven’t already), you’ll know that Chime can handle an entire team of agents. In this episode, we learned that Chime can also be used by an agent’s ISA.
If you’re looking to get Chime for your business, you can get a free demo right here!
Brett Baker has been ranked as on of the Top Agents 250 agents in the Country by Real Trends and the Wall Street Journal. He has since retired from real estate and now volunteers his time and energy on helping agents just like you close more deals and do more business through public speaking and a whole host of webinars. He is a lead generation and conversion expert and has helped tons of agents refine their lead generation and conversion using human factors and his “runway out” conversion process. Brett has used literally every CRM in existence, and is a huge proponent of Chime due to their use of Artificial Intelligence.
Tristan Ahumada teaches and speaks throughout the year at different events, to small groups and larger groups of up to 20,000 people. Tristan teaches how to have a higher lead conversion through long-term follow-up and building deep relationships with clients. He is the creator and co-founder of the largest closed facebook Real Estate group in the United States, Labcoat Agents.
Randy Carroll is a Strategic Partner and Channel Manager at Chime Technologies. Randy has been in the real estate SAAS space since he graduated from Lenoir-Rhyne University with a Broadcast and Electronic degree and a Business minor. Randy loves food, so usually there will be a food related topic in any webinar he’s a part of. He knows how to ask the tough questions, dive in deep to help unpack complicated topics, and find the answers that his viewers are looking for.
