Home Vision Team - Social Media and Workflow Automation

Project Type

Operational Efficiency & Digital Marketing

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Date

Jun'24-Aug'24

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Ask: 

Home Vision Team, a real estate agency based in New Jersey, needed to enhance its operational efficiency and improve client communication to ensure timely updates on property-related activities.
Task: The project involved curating a social media strategy, automating client communication for status updates, and creating systems to streamline data management and reduce manual tasks.

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Action:​

• Developed a comprehensive social media strategy to increase the agency’s online presence and engagement.

• Created automated email systems to provide clients with timely updates on key property activities, such as showings, offers, and closings, ensuring they were well-informed throughout the process.

• Designed and implemented forms for collecting crucial client information, facilitating better preparation for upcoming regulatory changes.

• Built a tracker using Google Sheets to increase efficiency and improve data management, making it easier for the team to monitor progress and handle client data.

• Onboarded the team to these new systems, using simple and familiar tools like Google Sheets and Google Forms to ensure quick and easy adoption.

• Provided strategic recommendations on website development to further enhance the agency’s digital presence.

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Achievement:

These efforts led to a 70% reduction in manual tasks and task repetition, significantly improving operational efficiency and client satisfaction.

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