TECH MAGIC:
(full story)
Lose the Laptop and Gain a "Pocket-Sized" Mobile
Office (PART I) ...Why
carry a cell phone, a laptop, a PDA, lockbox
keys and a number of other connectivity and
productivity devices when you can set up ONE
device that does it all? Let me introduce you to
the best little pocket-sized device on the
market – and teach you how to customize it for
the needs of your real estate business.
Mobility You Can Use
Welcome to the world of the
Treo 650. It’s a device that many real estate
agents are discovering, but only a few have
learned to “trick out” to serve their every need
and every whim.
I’ve been writing articles
about mobility for several years, I’ve blogged
about it on
WickedBlog.com for ages, and I’ve even taken
the time from my own marketing consultation and
writing business to create a website (WickedTreo.com)
to help teach real estate agents and other
mobile professionals how to use the Treo to
improve their business. I know it helps me, and
I want to help others learn how to use this
all-in-one device to organize and improve their
businesses and their lives. I believe in the
importance of unwired mobility for real estate
professionals and I volunteer a good deal of my
own time to promote it and show others how to
use it.
It’s become a hobby – even a
passion -- of mine. (Members of my family tease
me about it, but they always ask me to look
things up on the web, record appointments, or to
“remind” them of this or that)
Why? Because they know I
always have it, it’s always there and I use it.
Everything is at my fingertips – literally.
I’m a believer in the
Treo, but Not a Fan of Palm
No, I don’t have any deals
with Treo producer Palm – although I was a fan
of Handspring, before they merged. Heck, when I
first launched WickedTreo.com, Palm denied my
request for affiliate status. I’ve not
reapplied.
Despite my attitude toward
Palm, this particular product is something I’d
never leave behind in my home or office. And,
after personally testing it under the most
grueling conditions for any device – my own
business (even during a recent vacation up and
down the sides of the Rocky Mountains), I can
say that it’s the best mobile work and
communication device I’ve ever owned. Period.
What does it bring to the
Real Estate Agent?
With this device and the
best-picks of available software, you can have
your calendar, your email, your IM, your MLS
listings, your Supra eKey (if your area supports
this device), your home showing and staging
checklists, financial calculators, copies of
your contracts, your address book, your to-do
lists, your notes, your mobile web browser,
access to MapQuest for directions, and even some
entertainment all in a holster on your hip!
A Scenario for You – To
Demonstrate How it Works
Imagine… it’s mid-morning.
You have already closed on one property and have
just listed another. (It’s a good day.)
After signing papers to list
a new property, you pull out your Treo and check
you email before getting into your car. An
inquiry has just arrived. A new potential
relocation client will be in town tonight or
early tomorrow morning and would like to see a
few homes. Serendipity strikes. Their needs
closely match the house where you stand.
From the front lawn, you
take a couple quick pictures with your Treo
device. You go back to the house and ask the new
listing client if you can take a couple pictures
inside (the email requested a home with a
fireplace and a large master bath – so you want
to get pictures of both of those). Although you
haven’t sent the photographer out to make
professional pictures, you want to send the
potential client something right away.
Your listing client is
impressed that you already have a potential
buyer, only a few minutes after signing the
papers. You ask if they would be prepared to
show the property that evening or the next
morning – when the relocation client will be in
town and you make arrangements. They agree.
As you leave, you call your
office to ensure that the MLS description and
listing has been uploaded to the web (if not,
you can upload it yourself from your Treo, if
your MLS permits this to be done from a
web-browser).
You send the photos to the
potential client and direct them to the MLS
address online. You tell them in a quick email
that the house has just gone on the market and
the ink isn’t quite dry, but you wanted them to
have first shot at this house. You ask them to
call if they have any questions and that you
would love to meet with them when they arrive in
town. (Your contact information is automatically
provided by the signature line on your mobile
email program.)
You IM the office about this
warm lead, and ask that the call be forwarded to
your cell, in case they call before you return
to the office. You do a quick online search for
a couple more houses that may interest this new
potential client. You record the MLS numbers,
URLs and addresses in your notes program under a
“potential homebuyer” header with the
information about this particular client for
future, quick reference.
It’s nearly lunchtime, so
you go to a nearby café to catch a quick bite.
While waiting for your food, you pull out your
pocket sized device and a fold-up keyboard about
the size of a man’s folded wallet, and you
review some of the figures for last month’s
sales and enter this month’s to-date information
in an Excel spreadsheet for comparison. (Staying
on top of these figures and your statistics
helps you to keep an edge on the competition and
makes it easy to answer client questions with
up-to-the minute figures.)
You type up a quick thank
you letter in a word document and send it to the
office to be printed so you can sign it and send
it to this morning’s closing client as soon as
you return to the office.
When your food arrives, you
relax and eat while listening to an audio book
you haven’t had time to read, the current
edition of Fast Company, today’s Wall Street
Journal highlights, or even the sounds of your
favorite music on the Treo in MP3 format with
tiny stereo quality ear buds.
A call arrives during your
lunch, and the audio automatically switches off,
so you can answer the phone without removing
your dual-purpose earphones. You just hit a
single button on the headset and proceed with
the call.
The call is the potential
new client. They have a few questions and are
quite impressed with your immediate response
time and the ability to reach you even when you
aren’t in the office. You set a time to show
them the property when they are in town later
that evening and let them know that you have a
couple other options for their review as well.
You call the homeowner to
let them know what time you will be showing the
house, you contact the listing agents on the
other two homes and ensure that you will have
access using your ekey (also on your Treo),
which saves you the errands of picking up keys.
You update your daily
planner for the showings and get the directions
from MapQuest online – on your Treo – and cut
and paste those directly into your notes on each
appointment.
Now that the potential lead
is now a hot lead, you add them to your contact
database in your Treo. (You do all this now, on
the spot, so no detail is overlooked, misplaced
or forgotten.) You will synch it all to your
computer when you return to the office, so
there’s no duplication of data entry.
You finish lunch.
Before you leave, you IM or
Text Message a few words to a family member who
was anticipating a rough day or send a “thinking
of you” note to your special someone.
You check your bid on a
current eBay auction and up the ante if needed.
You check your bank balance to see if the
transfer from this morning has been made. You
order a small “thank you” gift for the closing
client from this morning – to be delivered to
his/her door.
You check your calendar for
the rest of the day. It’s now 12:30 p.m. and you
are productive and in control, well-fed and
ready to begin the second half of your workday.
How does this compare to the
way you currently handle the myriad of daily
details? Do you think this would be an easier
way? Can you handle this much business when you
are out of the office now?
Neither could I, before my
Treo 650 arrived.
The Tip of the Iceberg
The above scenario is only
the tip of the iceberg. Your Treo, with the
proper programs, can also:
-
Take voice dictation
that can be sent via email to your office or
your own email address
-
Serve as a thumbdrive to
carry any program on an expansion card
without the need to carry an additional
piece of equipment and be accessible from
any computer anywhere
-
Store all your username
and passwords in a secure, password
protected file so you never have to play
scramble and “guess-it” to access websites,
bank accounts, online resources or anything
else
-
Be as easy on your
fingers as a laptop with the right Bluetooth
keyboard – and forget the wire connections
-
Sound alarms that will
wake you when you are traveling, or quietly
vibrate for a reminder without disrupting
you during a client meeting
-
Surf the web and allow
you to research any topic, answer any
question on the spot
-
Email, IM and text
message anyone from anywhere
-
Entertain you during
“downtime” and allow you to watch an episode
of your favorite DVD series or even a
full-length movie
-
Play a game, the current
ones are well beyond standard solitaire and
offer impressive graphics and sound effects
(use headphones if you don’t want to be
caught!)
-
Read the latest
bestseller or an essential business book in
ebook format
So, if you want to do more
business on the road, make fewer trips into the
office and stay connected, organized and
productive… perhaps you should consider an
all-in-one device.
The market for these devices
will be booming in the future, but for now, I
think the Treo 650 is the “best-of-show.” How do
I know? I just tested my theory.
On July 28th, I left for a
12-day trip without a laptop. I conducted
business, contacted clients, initiated and
returned email, blogged on my three different
websites, created a postcard marketing campaign,
held multiple client consultation sessions and
landed two new clients who match my “desired
client” profile and referred three others on to
peers.
I also attended a convention
in Chicago, visited the peaks of the Rocky
Mountains and spent one full day last weekend by
a mountain stream at nearly 10,000 feet, writing
in complete solitude. It was heaven.
My work was all conducted
from my pocket-sized Treo, with an extra
battery, a charging cord, and a blue-tooth
keyboard. That’s it. My office fit in a small
purse!
Next month, I’ll outline
some of the best software for the Treo 650 to
improve productivity and mobility for real
estate agents. If you want to know how to enjoy
the full spectrum of Treo functionality thorough
tested programs – visit here next month.
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