Unlocking CRM Potential: What to Look for and Why

Author

Jeff Schneider
May 22, 2025

A bi-weekly round-up newsletter of the best new construction and real estate marketing, sales, and news in the industry.

This newsletter is best viewed online. Click here to read in your browser.

In This Issue:

💡 The Big Idea: Learn how to get the most out of your CRM.
🐝 Industry Buzz: The latest marketing and real estate news updates.
🧠 Get Your Learn On: A three-part masterclass from Hubspot on scaling up your business.
🏆 Quick Win: Turn your most frequently asked questions into blog content.
🧰 Tech Check: Speed up your website with WP Rocket.
🤖 A.I. Prompt Play: Use AI to create an email nurture sequence.
📚 Recommended Resource: The Ultimate Blog Title Swipe File for real estate.
🎙️ From The Podcast: Expert Insights on Digital Marketing, Sales & Brand Messaging.
🏅 Marvellous Marketing: A standout social post from Rise Homes.
... and more!

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"Love the easy-to-digest format. Gives me a quick pulse check on the industry and some new things to try."

The Big Idea 💡

Your CRM should be accelerating your sales process, not creating friction. This expert analysis from Blue Gypsy reveals what your customer relationship management system needs to truly deliver ROI for your home building operation. In this article:

☑️ Discover the critical integrations that eliminate lead-killing manual entry.
☑️ Learn how to leverage automation for consistent follow-up that never sleeps.
☑️ Master the metrics and dashboards that reveal your true sales pipeline.
☑️ Unlock strategies for maintaining visibility after handoff to sales.
☑️ And more...

Industry Buzz 🐝

🏠 Mortgage Rates at 3% Could Reignite Canadian Housing Market
According to a recent Edmonton Journal article, mortgage rates need to drop to 3% to get Canada's housing market fired up again. This number comes from a recent BMO survey, which found that 68% of prospective homebuyers cite current borrowing rates as a stumbling block.

📈 US Mortgage Rates Jump Above 7% After Credit Downgrade
MarketWatch reports that mortgage rates surged after Moody's downgraded U.S. debt, pushing the 30-year fixed-rate to 7.04%. According to Realtor.com economist Jake Krimmel, this is "really not ideal for prospective buyers" in a market already struggling with affordability issues.

However, price cuts are becoming more commonplace, with 25% of listings on Zillow seeing a price cut in April.

🏡 Stable Mortgage Rates Drawing Buyers Back to US Housing Market
The National Association of REALTORS® reports that mortgage demand from prospective home buyers rose for the second consecutive week, with mortgage loan application volume 18% higher than the same week one year ago.

Less volatile mortgage rates—steadying in the mid- to high-6% range—and more housing inventory (up 20% in the past year) may be prompting more home buyers to come off the sidelines.

Get Your Learn On 🧠 

🖥 Scaling Marketing Impact Without Scaling Your Workload
Join HubSpot's team of marketing experts on June 17, 2025, for an exclusive three-part masterclass that reveals how to amplify your marketing impact without adding complexity to your operations.

Discover proven frameworks for managing multiple brands, orchestrating personalized buyer journeys, and accelerating content creation with AI—all designed to fill your sales pipeline without overwhelming your team.

Quick Win 🏆

Turn your most-asked show home questions into blog posts. Spend 30 minutes interviewing your sales team about the questions they answer most often during show home visits. Create a prioritized list of topics that will resonate with prospects at every stage of their buying journey.

Tech Check 🧰

Supercharge your home builder website's performance with WP Rocket, the ultimate WordPress speed optimization plugin. With just a few clicks, WP Rocket applies the most effective web performance techniques, dramatically improving your site's loading speed and user experience.

Faster websites mean better search engine rankings, lower bounce rates, and more potential home buyers staying engaged with your content.

AI Prompt Play 🤖

Welcome to AI Prompt Play, where we provide carefully crafted prompts you can copy, customize, and use immediately to create professional marketing content in minutes.

Tips for using these prompts:

  • Replace text in [brackets] with your specific information

  • Adjust tone and style descriptors to match your brand voice

  • Use the generated content as a starting point and customize to your needs

SALES OBJECTION HANDLING GUIDE

Goal: Create a comprehensive guide for handling common sales objections

Prompt: Act as a veteran new home sales trainer and psychology expert. I am a [CITY] home builder looking to create a comprehensive objection-handling guide for my sales team. For each of the top 10 most common objections (price, timing, location, builder reputation, market conditions, etc.), provide: 1) The typical way the objection is expressed by prospects, 2) The underlying fear or concern driving the objection, 3) Three different approaches to address the concern, 4) Specific language and phrases to use, 5) Supporting data or stories to reinforce the response, and 6) Follow-up questions to confirm the objection is resolved. The tone should be consultative and confident, focusing on understanding and addressing the prospect's real concerns.

Marvellous Marketing 🏅

Stand-Out Social Post From Rise Homes
Today's stand-out social post comes from @rise_homes_ on Instagram. This stunning reel showcases their California-inspired luxury homes in Edmonton with impressive drone cinematography and high-production value visuals. 

 What makes this content exceptional is how it transforms Edmonton real estate into aspirational living, helping potential buyers envision themselves in these spaces before they ever step foot in a show home. This is premium content marketing at its finest, elevating both the homes and the builder's brand.

From the Podcast 🎙

Discover proven marketing strategies and growth tactics on the Home Builder Marketing and Growth Show with Jeff Schneider. New episodes every week:

Transform how your home builder marketing delivers results with Rob Krohn's proven strategies. Discover data-driven tactics, buyer persona insights, and emerging tech applications that can turn your marketing into a revenue-generating engine. 

Transform your sales team's efficiency with HubSpot's new Sales Workspace. Learn how this unified command center helps builder sales teams streamline lead management, boost productivity, and close more deals with less effort.

Transform your website into a lead-generating powerhouse with a proven blogging strategy specifically designed for home builders. Discover the three essential types of blog posts that keep your sales pipeline full and position you as the trusted builder of choice in your market.

Listen to the podcast on YouTube, Spotify, Apple Podcasts, Amazon Music or any of your favourite apps.

What We’re Listening To 🎧

Marketing Over Coffee: Looking for marketing insights that blend traditional techniques with cutting-edge technology? Marketing Over Coffee delivers exactly that in convenient 20-minute episodes released every Thursday morning. Hosts John Wall and Christopher Penn record their conversations at a coffee shop in Massachusetts, creating an atmosphere that feels like you're eavesdropping on two brilliant marketers chatting over their morning brew.

Just For Laughs 😂

This time it’ll work for sure! From Selzy

Points of Interest 🧐

🗓 On this day
On this day in 1927, Charles Lindbergh landed in Paris in the Spirit of Saint Louis, marking the first-ever solo flight across the Atlantic.

📱Not-So-Smart Phone
A student rescued from Mt. Fuji in Japan had to be rescued a second time after going back to retrieve their phone.

📜 Charter Barter
Harvard Law School’s replica of the Magna Carta, purchased for $27 in 1946, has been confirmed to actually be an original copy from 1300.

Whenever you’re ready, there are three ways we can help:

1. Complimentary 1-Hour Strategy Session: Let's get to know each other. We'll hop on a Zoom call to understand your goals and challenges and then provide actionable marketing recommendations tailored to your business. Walk away with strategies you can implement immediately. Schedule your no-cost strategy session.

2. HubSpot Audit & Optimization: Unlock the full potential of your HubSpot investment. Our thorough 60+ point check-up will identify what's working well and what needs attention in your setup. You'll receive a comprehensive report and a 90-minute review session to maximize your HubSpot performance. Request your HubSpot audit.

3. Complimentary Website & Marketing Check-up: Give your online presence a boost. We'll review your website and marketing channels, then conduct a 60-minute workshop to share our findings. You'll walk away with actionable tips to improve your digital marketing and attract more qualified leads. Sign up for your no-cost marketing check-up.

About Velocity23

Velocity23 is a growth agency and has been specializing in digital marketing for home builders for 13+ years. As one of the first HubSpot partner agencies to specialize in the home-building industry, we’ve helped builders across the country solve their challenges with content marketing, lead generation, lead nurturing, and marketing automation.

Our experience has led to the development of the Growth Engine Framework™️, a marketing system that’s helped our clients achieve:

🖥 7.5M+ website sessions
🙋 112,200+ leads generated
🏠 9,690+ homes sold
💰 $3.3+ Billion in reported client revenue

If you’re experiencing marketing challenges or you want to sell more homes and grow your company, book a call today and let’s see how we can help.

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