Course : AI-Enhanced Real Estate Lead Generation and Customer RelationsGenerate leads, personalize your customer relationships, and optimize your sales performance
Practical course - 2d
- 14h00 - Ref. AYM
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 | Identify opportunities to automate lead generation and customer relationship management |
| Creating Effective Marketing Content with Generative AI |
| Design an AI-powered process for qualifying and tracking leads |
| Tailor sales interactions based on the customer's or decision-maker's profile |
| Developing an Action Plan to Integrate AI into Your Business Operations |
Intended audience
Real estate agents, brokers, representatives, branch managers, sales managers, business development managers, business center managers, and anyone involved in real estate business development.
Prerequisites
No specific knowledge required.
Practical details
A mix of methodological instruction, demonstrations, and hands-on exercises. Case studies based on real-world scenarios in the real estate industry. The training program is based on a core set of skills common to all real estate professions, enriched by case studies and exercises tailored to the specific characteristics of residential or commercial real estate, depending on the participants’ profiles.
Course schedule
1 Understanding the Benefits of AI in the Real Estate Sales Cycle
- Identify the concepts of AI, generative AI, and automation
- Analyze the stages of the prospect and customer journey that can be optimized
- Identify time-consuming tasks with low value-added
- Assessing the Benefits, Limitations, and Risks of Business Automation
- Implementing Best Practices for Data Protection
Hands-on work
Red Thread Case Study: Mapping the Sales Journey. Residential: The seller’s journey, from the request for an estimate to the listing agreement / Commercial: The B2B decision-maker’s journey, from identifying the need to the real estate proposal.
2 Creating Effective Lead Generation Content with Generative AI
- Writing Effective Prompts to Achieve a Business Goal
- Generate multichannel prospecting messages
- Create scripts for making calls and scheduling appointments
- Tailor messages to prospect profiles
- Promote a property listing, an asset, a service, or a real estate opportunity
Hands-on work
Case Study: Creating a Comprehensive Prospecting Sequence. Residential: Message to a homeowner selling their property / Commercial: Message to an executive, real estate manager, HR director, CFO, or office manager.
3 Generate, qualify, and track leads using AI
- Structuring a Process for Collecting and Qualifying Leads
- Leveraging AI to Analyze Incoming Requests and Prioritize Contacts
- Design qualification processes based on chatbots and existing forms
- Design AI-powered follow-up and reminder workflows
- Identify tasks that can be delegated to an AI agent and illustrate scenarios using Power Automate
Hands-on work
Red Thread Case Study: Designing an AI-Assisted Prospect Journey. Residential: Qualifying a seller, following up after an appraisal, and prioritizing listings / Commercial: Assessing a location need, evaluating project maturity, prioritizing accounts, and following up with decision-makers.
4 Prepare for appointments and personalize customer relationships with AI
- Analyze customers' needs and intentions
- Preparing for a Sales Meeting with AI Assistance
- Anticipating Objections
- Generate personalized recommendations
- Prepare reports and follow-ups on discussions
Hands-on work
Red Thread Scenario: Role-playing. Residential: Sales meeting aimed at securing a listing/Commercial: Meeting with a corporate decision-maker to assess real estate needs and address objections.
5 Building an AI-Enhanced Sales Strategy
- Identify priority use cases based on business objectives
- Choose the right tools for your business
- Define Sales Performance Metrics
- Develop a plan for the phased adoption of AI
- Develop an operational roadmap
Hands-on work
Final presentation of the “fil rouge” case: prospecting strategy, lead qualification, follow-up script, priority AI applications, and roadmap. Residential: development of the portfolio of listings / Commercial: development of the B2B opportunity pipeline.
PARTICIPANTS
Real estate agents, brokers, representatives, branch managers, sales managers, business development managers, business center managers, and anyone involved in real estate business development.
PREREQUISITES
No specific knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Real estate agents, brokers, representatives, branch managers, sales managers, business development managers, business center managers, and anyone involved in real estate business development.
PREREQUISITES
No specific knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
Dates and locations
Dernières places
Date garantie en présentiel ou à distance
Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.