High Level *Gig* Real Estate Past Client Follow-up System Implementation in Fieldnotes.ai

Phase 1: Research & Planning
Research industry best practices for real estate client follow-up systems
Review successful drip campaign examples
Analyze timing intervals for different client categories
Document findings and create an implementation strategy
Knowing our CRM is Fieldnotes.ai and our email is a Google Workspace email, make suggestions for adding an email service to better track outcomes. (Ie Mailchimp/Constantcontact, Etc)
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Phase 2: Email Template Development
Create templates for:
Transaction anniversary messages
Seasonal market updates
Home maintenance tips
Personal milestone acknowledgments
Referral request messages
Ensure templates align with your friendly, professional tone
Include local market insights specific to the Duluth, MN area and other areas where clients have purchased properties.

Phase 3: Database Organization
Review and clean the existing 3000+ contacts in Fieldnotes.ai
Create tagging system categories:
Past buyers
Past sellers
Transaction date
Property location (Duluth, Hermantown, Proctor, etc.)
Transaction type (residential, land, commercial)
Apply tags to existing contacts
Document tagging protocol for future use

Phase 4: System Implementation
Set up automated workflows in Fieldnotes.ai
Configure timing sequences for different client categories
Test system with sample contacts
Create process documentation
Create training documents for the VA team on maintaining the system

Deliverables:
Research summary document
Complete set of email templates
Organized database with proper tags
Automated follow-up sequences
System maintenance documentation

Required Skills:
Experience with Fieldnotes.ai and email connections
Real estate CRM knowledge

Email marketing expertise
Data organization skills