Your new website + PPC- what you should focus on first

[Morgan]

Hey all,

We have some good friends going live with their brand-new website on Monday. This is always exciting, but I know it can also feel stressful, so I wanted to share a few things to keep in mind (for them, and for anyone else about to launch).

Nice site, right?

And very nice people too!

Step 1: Don’t Sweat the Small Stuff

A website is always a work in progress. There will always be things you want to tweak or add later. The most important part is that you’re going live — that’s step one.

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Quick Techy Odds and Ends (Post-Launch)

These are simple and don’t take long:

• Google Maps API Key – Get one for your domain. For virtually all Realtor® websites, the free tier is enough. Connect it and you’re good to go.
• Gmail Integration – Connect Gmail + Calendar to the CRM. This syncs emails both ways (CRM ↔ Gmail) and does the same for Calendar. Massive value, just a few clicks.
• Google Search Console – Sign up and verify your site. It’s simple and shows your organic traffic data. (Google Analytics is optional/overkill for most.)

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PPC: What to Expect

• Timing – PPC campaigns launch on the 1st or 15th. At first, traffic and leads drip in slowly (the learning phase). After a few weeks, things stabilize.
• Optimization – Over the coming months, we refine your PPC so you reach an average CPL (cost per lead).
• 90-Day Check-In – We recommend a call with your AM (in this case, me) around the 90-day mark.

PPC Leads Breakdown

• 30% trash (e.g., “mickeymouse@disneyland.com”)
• 30% don’t answer / hard to reach
• 30% answer but need relationship building
• 10% gold (ready for a personal meeting if you have the right process)

Conversion math:
Raw web leads → sales average 1–2%. At $20–30/lead, cost per deal is $1,000–3,000.
With a $10K average commission, that’s a 3:1 to 10:1 ROI.

(Some agents do much better by working their butts off on best practices.)

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How to Turn Leads Into Money

Forget the tech for now — focus on the basics:

1. Speed to lead (call within 5 minutes)
2. Smart lists (keep trying until you reach them)
3. Time block CRM sessions (2 blocks a day, 1–2 hours each, just calling the database)

If you do those 3 things, you’re already winning.
Notice: no mention of campaigns, automations, texts, or emails. Those help, but nothing compares to the basics above.

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Techy Checklist (Helpful)

1. Set up autoresponders – Let clients know their inquiry was received.
2. Enable notifications – Email, push, texts — you can’t follow up fast if you don’t know a lead came in.
3. Add CRM to your phone’s home screen – This enables push notifications. No app to download, just a responsive web CRM.

[Jeffrey]

This is such a clear and encouraging breakdown Love how you emphasize not stressing the small stuff and focusing on the real drivers of success — speed to lead, consistency, and relationship-building. Super practical advice!

[Morgan]

Once you’ve got the basics down, there are definitely some quick and easy wins for starting to leverage the more automatic parts of the tech.

Let’s take “Campaigns” - this is the drip email functionality of the system

You find them by going to “My Setup” (bottom left on the main leads screen)

There are 3 different main kinds of campaigns that you can create

#1: On day x - this is from the time they are assigned to the group that triggers the campaign.
#2: On custom dates (like birthdays or purchase anniversary dates)
#3: On specific dates: Dec 25th, Jan 1 - (holidays, or other days that are consistent every year)

To write these, I recommend using Chatgpt - it’s super easy, just give it a prompt (pro tip, you should also feed Chat GTP the merge codes you’re working with as well. )

Here’s an example prompt:

We are Annex Real Estate Group - Chase Salisbury and Jessica Venables we’d like you to write a 15 email sequence that all our leads will receive (A lead is someone who has registered on the website by looking at properties)

Use these merge codes {first_name} (which is their first name) {site_link} (this is a link back to our webiste) {sender_phone_cell} (which is the sender agents cell phone) {sender_email} (which is the senders email) - chatgpt please note anywhere it says link in a merge code the system will provide the full href so you don’t need to wrap it in code for those

We work Nanaimo, and central Vancouver Island including Lantzville, Ladysmith (put your list here)

The sequence should be 1 per week for the first 4 weeks and then once every two weeks for the next 2 months and finally once per month for the rest of a twelve month period.

I need them separated and with an html version (no graphics or heavy html, just necessary formatting, paragraph tags, headings, hrefs etc (deliverabiliy is important)

Our style is professional and informative, but never pushy. We want to ensure they find the right home and feel confident in their Realtors that we can negotiate a great price for them.

You’ll get something like this:

And when pasted into your CRM, it will look like this:

Easy, peasy right? Now you’re always in touch via emial no matter what!

Here’s the email I just sent myself from that sequence:

Please do keep in mind, these will only send to opted-in leads; those that unsubscribe (or don’t opt in) cannot be sent automations or mass communications due to CAN-Spam

[Morgan]

Ok, now that you’ve got some basic drip emails going via the campaigns, you could next explore “Automations”

I set one up for you so that you can see what this looks like and how it works:

What is an “Automation” - think of it like this “If this happens, then the system automatically does that”

Here’s your example: (one of my favorites)

You first need a trigger: Something has to happen. in this case, we want to have an automation to trigger when someone has looked at a certain number of properties. So we’ll use “properties viewed” as the trigger.

But we don’t want it to be just one property (you already get notified of that by default when someone registers, since you’ll get a new lead notification)

What we’re looking for is to be notified when there is a higher level of engagement. In this case, when someone has looked at “at least x properties”

I like to use 5, but adjust it to whatever you like: To set this limit, you use “condition” (ie, look for anyone who has looked at properties BUT I only really care if they cross the 5+ threshold.

And finally, take an action - in this case, I’m going to have the system send the assigned agent a text. Like so

Now notice (this is important), I am only running this automation once. If you allowed it to repeat, it would spam the heck out of you if they look at 6, then 7, then 8 properties, since each of those events would be above the 5 threshold - does that make sense?

What’s extra cool about REWPerts automation engine is that you can run multiple actions off of a single trigger - so let’s say you also wanted an email (in case you missed the text) or a push notification etc - you can add those so they all go out based on the trigger.

Alright - now you have no excuses for missing important leads - automations have your back!

[Chasesalisbury]

@Morgan I am getting an error - when I try and add in a day 2 campaign. The error is

An Error Has Occurred!

• The request failed to validate.
• The “schedule type” parameter is invalid.

any suggestions? @FernandoOrtiz Thanks.

[FernandoOrtiz]

@Chasesalisbury

An Error Has Occurred!

Hi @Chasesalisbury would you mind sharing a screenshot of how this is happening? I just tried on my end but wasn’t able to reproduce the error: