Turn Your Database into a Referral Machine with SOI Connect
Stay top-of-mind with past clients, referral partners, and your Sphere of Influence through consistent, strategic follow-up.
Your Most Valuable Contacts Are Already in Your Database—Don’t Let Them Go Cold!
Most real estate agents have a database full of untapped opportunities. Our SOI Connect service ensures your past clients, vendors, and referral partners stay engaged—so when they’re ready to buy, sell, or refer, they think of YOU first.
Key Benefits
- Multi-Touch Communication Strategy
- Personalized Outreach
- Consistent Follow-Up to Drive Referrals
Every Relationship Matters—We Engage Them All
- Closed Clients (Previous Closed Deals)
- Sphere of Influence (Family, Friends, & Colleagues)
- Vendors (Business Associates. Event Partners)
- Referral Partners (Other Agents, CPAs, Attorneys)
- Renters (Future Buyers)
How It Works—A Simple, Seamless Process
Step 1:
CRM Integration
Integrated with Multiple CRMs
Step 2:
Contact Categorization
We organize your database into relevant groups to personalize outreach.
Step 3:
Customized Communication Cadences
We implement strategic call and text sequences based on each contact type.
Step 4:
Ongoing Engagement & Follow-Ups
We maintain communication to strengthen relationships.
Step 5:
Reporting & Insights
You receive detailed reports tracking engagement and opportunities.
Pricing & Packages
Basic
Multi-touch engagement, CRM reporting, quarterly success reviews
$
995
monthly
-
Contacts Managed Monthly: up to 500
Growth
All Basic features + priority support, enhanced reporting
$
1995
monthly
-
Contacts Managed Monthly: 501 - 1,000
Elite Plan
All Growth features + custom strategy & performance insights
Custom Pricing
-
Contacts Managed Monthly: 1,001+