WE'RE POINT TWO DESIGN GROUP
ingredients for success
Before we start working together, we ask you to complete a brief questionnaire in which we learn all about you, your business, your current processes for buying and selling a property. We'll ask you which parts of your business you'd like to keep and tweak, and which you feel you're struggling with and would like to overhaul.
After your questionnaire, we'll hop on a complimentary 30-minute discovery call in which we'll get to know your style even better. We'll share with you our strategy and the workflow steps we feel will best compliment your current systems. During this call you can dive deeper into the main pain points you have in your business. This will greatly inform how we build and personalize your templates and automations.
Now that we have a complete understanding of your pain points, your unique style and your vision, we begin crafting your customized business hub from the ground up. Using your branding, we'll create an end-to-end project management solution with puts your clients' experience as a top priority. This step typically takes us 5 business days to complete.
Once we've created creating your project management hub, complete with branding, we'll meet once again for a video call and give you tour of the entire process. We'll show you how to access all your tools, make tweaks to template language and onboard new leads and clients. We'll show you your system from your clients' perspective and provide you with training videos which you can reference at anytime for a quick refresher.
Once the hand-off is complete, you're ready to start using your purpose-built software solution and take advantage of the automations we've built specifically for your business. You're all set to manage new leads and clients with maximum efficiency and with a level of communication they could only have hoped for. And not to worry; we'll be here for support should you need to make a process tweak or forget how to implement a workflow.
(Remind me of step 1 again please)
*plus tax, charged in cad
Sounds great! Sign me up.
Your custom end-to-end business and client management solution
customizable templates you can edit online, no software req'd
30 EDITABLE MARKETING TEMPLATES
custom map city map art from Point Two Design
40% OFF CLIENT GIFTS
postcard printing with Vista Print (1 yr)
40% OFF + FREE SHIPPING
Absolutely! Whether you’ve been conducting real estate transactions for two years or ten, bringing a cohesive process and automation into your business is without a doubt going to save you a significant amount of time every single week. In our introduction call we’ll get to know the processes you’ve developed over the years work with you to create the ideal repeatable system that you can apply to your upcoming transactions with confidence and consistency.
Welcome aboard! It doesn’t matter if you’re just getting started or have been selling for decades. We’ve consulted with local, established agents and gleaned their most successful workflows and tips. We’ll use their expertise as the base framework upon which we’ll work together with you to personalize it to your unique voice. As you gain more experience, any part of the workflow we create can be modified as your needs develop.
We build your custom end-to-end business management solution within a tool called Honeybook. The monthly fee for this is $24/month for the first year when paid annually. We chose Honeybook for the core of this system because of both the technical support that is available to you and for its rich set of core features. There is no contract or commitment with them. When combined with our industry-specific workflow and customizations, we’re confident that Honeybook is going to be your new business BFF.
Whether you take on clients casually by choice or are just starting out and look forward to growing, setting up a customer experience that runs on autopilot takes the stress out of the transaction letting you focus on your family or growing your client base. And by offering a stress free customer experience, clients will feel cared for and will be more likely to become a repeat customer. Who doesn’t love that?
Just because you’re using templates and automations to conduct your business doesn’t mean it will feel cold and prescriptive to your customer. The idea behind our program is that knowledge is reassuring. The fewer times your clients are reaching out to you with questions because you’ve already given them what they need to know, the better. And with the basics being delivered on auto-pilot, you’ll have even more time to offer that hands-on extra level of service your clients deserve.
As soon as we have your completed questionnaire, you’ll book a time for your 30-minute consultation call. If after the call you decide that you’d like to order your customized management solution, our teams needs approximately 5 business days to complete the work. We aim for no longer than 5 days, but sometimes a unique solution might take an extra day or two to complete. We want to get it just right and appreciate your patience.
After you complete your introduction questionnaire and we have our 30-minute strategy call, we might need 1-2 hours more of your time to answer a few questions while we create your custom business management solution. Once we've completed our work, we'll meet online for another 30-minute call during which we show you the ins and outs of your new management tool. And that's it! Our goal is to help you work more effiencetly, not to take time away from doing what you do best which is assisting your clients!
Whether your a computer wiz or tend to prefer pen and paper, our automations are very user-friendly. If you are comfortable sending an email or ordering online, you most definitely have the technical skills to get the most out of your new business management workflows. Before we hand you the keys, we’ll hop on another quick call and give you a tour of the software. We’ll also be available for 30 days to offer extra support if you need it. And last but not least, because our system piggybacks off of Honeybook, their technical support team is available to you as long as you maintain your subscription with them.
1. Between answering all your client’s questions, scheduling showings, coordinating photographers and inspectors and keeping track of your deadlines, you find that there aren’t enough hours in the day to complete all your to-do’s.
2. You find that many of the responses to your client’s questions are the same from transaction to transaction and you’re tired of typing out the same information time and time again.
3. You’re often on the go and sending communication to clients from your mobile device is more time consuming than it should be and sometimes results in sending embarrassing typos.
4. You’d love to elevate the experience to share with your clients to a branded and professional that make it easier for them to find the information you’ve shared with them.
5. You’re looking to cut down on unnecessary back and forth email communication by providing your leads and clients with the right information at the exact moment they need it.
6. You know that time is of the essence when it comes to converting a lead into a client and an automated onboarding system would help you grow your client list.
7. You’re not always sure if your transactions are profitable. Between all the hours you put in, miles you drive, marketing you purchase and photo sessions you book, you need a better way to track your expenses against the commissions you are earning so you can analyze and adjust your strategies.
8. While setting up photographers, stagers, clearers and inspectors for your clients offers them a better experience, coordinating all the scheduling is becoming overwhelming and is cutting into the time you’re able to give to your clients and nurturing your leads.
If you raised you hand to any (or a few!) of the above, we should chat.
Get started now
Let us create a business management system custom-built for your unique needs.
If you're tired of waiting for a design team to make the postcards for your next mail out, take matters into your own hands with our templates.
Editable online, no software needed and totally free!
We'd love to hear from you and answer any questions you may have.