📊 Now that you’ve sent out your homeownership reports, I’m sure you’re wondering - Where can I see client engagement metrics?
When looking for client engagement results - we can access client engagement metrics per client or for your entire list of subscribed clients.
Here's how to view engagement on a per client basis:
Here's how to view client engagement for your entire subscribed list:
💡Top Tip: Following up with clients who haven’t opened their Ownwell email is an effective way to boost open rates and ensure they see, open, and understand the value of the report.
Here's an email you can use when following up!
⚡️ Success Tip: Keep Clients Engaged with Monthly Reminders
In addition to personal follow-ups, we encourage you to remind clients to watch for their Ownwell report each month. After the initial report is sent, clients will automatically receive a new report on a monthly basis.
A simple reminder can boost engagement. For example, you might say:
"Don't forget to check out your March Ownwell report - it’s coming out next week! I'd love to hear your thoughts, so feel free to email me with any comments or questions."
Consistent reminders help keep clients engaged by helping ensure they don't miss the Ownwell report while positioning you as their go-to advisor.