Congratulations! You’ve imported your clients, personalized your profile, and announced Ownwell to your database. Now, let’s take the exciting next step: enrolling your clients in the monthly homeownership report.
Success Tips Before You Start
Don’t Wait to Enroll Everyone at Once: You don’t need to enroll all your clients right away. If you have additional client data to import from other systems, that’s great - but you can do it later. Don’t let that hold you back from getting started now.
Don’t Stress About Perfect Data: Reviewing every detail for accuracy will slow you down. The goal of the report is to spark client conversations where you can showcase your value. You can easily make updates later.
How to Enroll Your Clients
1. Filter Out Clients with Potential Data Issues:
Ownwell's Issues feature flags clients with potential data concerns. To get started quickly, enroll clients without issues first, then review flagged clients later.
Quick Start: Toggle on the “No Issues” filter to exclude flagged clients.
(Optional) Send Yourself a Test Email: Want to see what your clients will receive? Send yourself a test email before enrolling clients.
2. Select All Clients Without Issues
Click the multi-select checkbox below the search field to select all clients on the page.
At the bottom, click the prompt to select all clients without issues across all pages.
Now, all eligible clients are selected.
3. Click "Bulk Action"
Click "Bulk Subscribe" to open up the bulk action options.
Click "Subscribe" to confirm enrollment.
Click "Yes" to finalize.
That's it! Once enrolled, clients will receive their first Ownwell report within 24 hours (often within minutes).
Pro Tip: Boost Engagement with Personal Follow-Ups
Top-performing brokers maximize results by following up personally after the reports are sent.
1. Check Engagement
See if a client opened the email or clicked the report by checking their email history in the Digest Preview tab.
2. Follow Up
A quick email or call ensures they’ve seen the report and gives you a chance to answer any questions. This personal touch makes a big difference!