Consistent engagement comes from simple, repeatable habits. The brokers who get the strongest results treat Ownwell as part of their regular client experience, not an add-on.
When You’d Use This
Use this playbook when you want:
Higher open and click-through rates
Clients who understand and use their reports
More natural conversations triggered by Ownwell insights
A steady flow of “warm” opportunities without pushing
Set the Foundation
Teach every new client what the report is and why it matters.
Send a short welcome email
Include a quick Loom walking through a sample report
Explain what the report tracks, how it helps them save money or plan ahead, and why it’s worth opening each month
Brokers who send an intro + Loom see significantly higher open rates in their first 3 months.
Why it works: Clients pay attention when they know how something helps them.
Bring Up Ownwell in Normal Touchpoints
The brokers with the best engagement mention the reports in places clients already expect to hear from them:
Weekly chats
Monthly newsletters
Deal follow-ups
Annual reviews
Social posts (“Here’s what your home value did this month…”)
A light mention goes further than a long explanation. When you talk about Ownwell, clients tend to talk about it too.
Use a Service Mindset
Sales pitches get ignored. Service gets replies.
🗣️ Try reaching out saying something like:
“I noticed something in your report — want to walk through it together?”
“Want me to keep an eye on this trend for you?”
“Does this part of your report matter for anything you’re planning?”
You’re helping them understand their situation, not trying to move a file. This approach consistently produces the highest reply rates.
Follow Up on Opportunities
When the dashboard shows something worth a second look — interest savings, renewal timing, equity growth, trade-up room, or a home value shift — reach out while it’s fresh.
🗣️ A quick nudge works: “Want me to keep an eye on this?”
Most meaningful conversations start from these tiny check-ins.
Run a Monthly Engagement Pulse Check
Export your list and look at three things each month:
✅ Who's opened their email
✅ Who's clicked on their report
✅ Who's opted out
Then act:
This month’s non-openers: Send a quick “service check-in.”
Three-month non-openers: Remove them to free space for clients who want the value.
This routine keeps your list lean and improves engagement over time.
Make Your Value Visible
Show clients that working with you includes real, ongoing insight into their biggest asset.
Use:
Redacted screenshots or a sample report
A signature line such as: “My clients get monthly home value + equity updates — ask me about yours.”
Mentions during any conversation about rates, equity, renovations, or market conditions
Clients stick when they see consistent value attached to your name.
Keep a Simple Value Cadence
The most reliable rhythm:
Every 45–60 days: A service-based nudge (“Anything in your reports you want me to keep an eye on?”)
Every quarter: A 15-minute check-in using their Ownwell trends
Clients never tire of messages that help them understand their situation or make better decisions.
The Top Touchpoint Cadence
Every 45–60 days: Quick service nudge
Every quarter: 15-minute Ownwell review
On any flagged insight: Immediate one-line message
Monthly: Pulse check (opens/clicks/opt-outs)
Examples
Example 1 — A client with renewal timing flagged
You send: “Your renewal window is coming up. Want me to watch rates for you over the next few weeks?”
They reply, ask questions, and the conversation naturally leads to a review.
Example 2 — A homeowner with strong equity growth
You send: “Your equity jumped this month. Are you planning any renovations or thinking about upgrading?”
They open the report again and you get insight into their future plans.
Example 3 — A client who hasn’t opened for two months
You send: “Anything in your reports you want me to monitor for you?”
They re-engage, and you get clarity on whether they want to stay on your list.
Things to Avoid
Don’t assume clients understand the report without an intro
Don’t rely on automation alone; people follow your cues
Don’t push product when a service-first question would open the door
Don’t leave non-openers on your list forever
Don’t hide the value — show it often
How do you know if it's working?
Open rates rise month over month
Clients reply with questions instead of ignoring messages
More conversations start from “I saw something in my report…”
Homeowners treat you as their ongoing advisor, not a one-time transaction
Your dashboard becomes a steady source of warm, natural opportunities
FAQ
Do clients really watch these reports every month?
Yes, once they know what it’s for and how it helps them. The intro + regular touchpoints make the difference.
How long should the Loom video be?
Under three minutes. Enough to show the structure and value without dragging.
What if I don’t have time for a monthly review?
The pulse check takes minutes. Most of the lift comes from small nudges, not long sessions.
Should I remove clients who never open?
After three months, yes. It protects your engagement health and opens room for people who want the value.
What’s the fastest way to improve my numbers?
Bring up Ownwell in your normal conversations. Even casual mentions drive open rates.