Control Your Database with Keri Shull and Bill Sperry

The HyperFast Agent Podcast

In this episode of the HyperFast Agent podcast, host Keri Shull delves into real estate technologies with guest Bill Sperry, who introduces Milestones—a comprehensive platform designed to revolutionize client engagement and retention in the real estate industry. Sperry, drawing on his 20 years of experience in lead generation and his tenure as VP of Sales at Realtor.com, emphasizes the shift from transactional to relational client management. Milestones seeks to build 'forever clients' by encapsulating the entire homeowner lifecycle—from buying to selling—in a singular, agent-centric system. This system features an opt-in model to maximize user adoption, providing homeowners with a wealth of tools and information, including property values and access to service providers, all while keeping the real estate agent at the center of the client's real estate journey. The goal is to create a robust, agent-branded hub that discourages clients from turning to external sources like Zillow or Google for their real estate needs, thereby cementing the agent's role as an indispensable resource throughout the homeowner's tenure.

Welcome to the HyperFast Agent Podcast with Billion Dollar Real Estate Agents Dan Lesniak and Keri Shull, who are top sponsors at eXp Realty. Ready to become an eXp Realty agent with Keri and Dan? Go to https://whylibertas.com/dan or text Dan directly at 703-638-4393.

Join Keri and Bill as they discuss…

- The technology platform Milestones, which aims to help real estate agents and teams prepare for a shifting market by creating a recurring transaction platform and building "forever clients." The platform focuses on retaining clients by engaging them through various homeownership cycles, from buying and moving to owning and selling.

-How Milestones builds a product that surrounds the agent's database with a 'wall', ensuring that the agent stays connected with clients throughout an 8-10 year transaction cycle through an opt-in/opt-out system.

-The goal to become an all-encompassing hub for homeowners, making it less likely they will seek information or services elsewhere.

QUOTES TO SHARE

Here are three quotes from the HyperFast Agent podcast as requested:

1. "The reality of it is, in my professional opinion, lead generation is great, not that there's anything wrong with it. But the one thing that's happening in the changing environment of real estate is the world is shifting. And as the world shifts, how are agents going to be preparing themselves teams and brokers to actually build a recurring transaction platform?" - Bill Sperry

2. "Milestones is build a product that's specifically designed to support and help individuals by building a wall around your database." - Bill Sperry

3. "Whoever controls the database and manages their database for the future is going to have access to control their entire market." - Bill Sperry

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