Welcome to the Cloze Campaigns webinar! Cloze Campaigns are a way to automate follow-up and other processes. You can think of each client as their own, unique “audience of one”. Different content can be sent at different times to each person or a Campaign can automate specific actions against each unique person. What you’ll learn 🏆 By the end of the webinar, you’ll have learned about: the different steps that make up a campaign campaign triggers creating birthday, lead, and nurturing campaigns We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat.

Welcome to Cloze and Ninja Selling Top-performing agents are maniacally focused on their sphere of influence and past clients because they outperform all other types of leads. Cloze makes sure all agents are constantly nurturing their sphere of influence — building deep relationships and a strong referral network — which is why it is a perfect match for Ninja Selling. Cloze can be configured to work seamlessly with the Ninja Selling System. When enabled, Cloze includes several label customizations to match the workflow and methodology of Ninja Selling. You can also track and complete your Ninja Nine activities each week using the Cloze Agenda. We highly recommend reading the Ninja Selling Book by Larry Kendall and attending a Ninja Installation class if you have not already done so. What you’ll learn 🏆 By the end of the webinar, you’ll know: How to enable the Ninja Selling configuration in Cloze How to use Cloze to complete your Ninja Nine activities How to the Cloze to stay on your Agenda We’ve thrown in a handful of Tips, Tricks, and Best Practices too, so you can use Cloze like a Ninja. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze together with Ninja Selling and look forward to helping you take your first step on that journey!

Welcome to Cloze CRM In this overview, you’ll learn about how Cloze brings smart artificial intelligence (AI)to relationship management. And then we’ll dive into a demo of Cloze. What you’ll learn 🏆 By the end of the webinar, you’ll learn how Cloze: Automatically tracks calls, texts, emails, and meetings to eliminate busywork Is the only CRM that tracks iPhone and Android calls and texts on your real number Uses A.I. to automatically surface people you should follow up with but haven’t Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to Cloze CRM: Setting Up for Success In this webinar, we’ll walk you through getting your Cloze account up and running. There are five simple steps to getting started and we provide helpful tips each step of the way. What you’ll learn 🏆 By the end of the webinar, you’ll learn how to: Connect your accounts to Cloze Organize your contacts Set up your signature Log your calls and texts automatically Begin using your Agenda and making a habit with Cloze Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome! We have designed the Agenda so you can ”live” on it. The Agenda has everything you need, but it is prioritized around your importance, not that of others (like your inbox). It helps you stay on task and be proactive. What you’ll learn 🏆 By the end of the webinar, you’ll know about: Keep in Touch reminders Email focus and artificial intelligence Meetings and calls AI lead capture Recurring anniversaries Next Steps and To-dos We’ve thrown in a handful of Tips, Tricks, and Best Practices too, so you can hit the ground running like a pro. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to the Deep Dive on Cloze Mail Features webinar! Cloze gives you one place to go for all of your contacts and their information. This webinar provides an overview of the many mail features Cloze offers. Learn about open and link tracking, scheduling an email, and how the Cloze Agenda and Inbox work together to help you make the most of your day. What you’ll learn 🏆 By the end of the webinar, you’ll know: Cloze email features overview Quick outreach from the Cloze Agenda Using open and link click tracking Saving time with email templates Using reminders to follow-up We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat.

Welcome to the Feature Spotlight: Filter, Search, and Bulk Update Contacts webinar! Cloze gives you one place to go for all of your contacts and their information. This webinar demonstrates how you can search for or filter your contacts, depending on your need. You can easily make bulk updates to contacts which can help you organize your communications and maintain your relationships. What you’ll learn 🏆 By the end of the webinar, you’ll know: How to filter the People section How to search for contacts How to bulk update contacts We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat.

Welcome to the Feature Spotlight: Templates and Assists webinar! Cloze automatically prompts you with suggested actions or “Assists” to make reaching out to your contacts easy. With these actions, Cloze provides pre-defined email templates that you can use to reach out, saving you valuable time. This webinar teaches you about the different assists and templates available. Learn how to personalize Cloze templates and even create your own. What you’ll learn 🏆 By the end of the webinar, you’ll know: How to personalize Cloze templates What Cloze assists are What assists are available We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat.

Welcome to the How to Use Cloze’s ChatGPT Features webinar! Cloze gives you one place to go for all of your contacts and their information. This webinar provides an overview of Cloze’s ChatGPT features. Learn how you can create engaging content in less time. What you’ll learn 🏆 By the end of the webinar, you’ll have learned about: creating new emails on any topic editing content for style and tone authoring complete newsletters on any topic crafting compelling listing descriptions We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat.

Welcome to Cloze CRM In this overview, you’ll learn about how Cloze brings smart artificial intelligence (AI)to relationship management, marketing automation, and lead management. What you’ll learn 🏆 By the end of the webinar, you’ll learn how Cloze: Automatically tracks calls, texts, emails, and meetings to eliminate busywork Uses A.I. to automatically surface people you should follow up with but haven’t Helps you can scale your outreach without losing authenticity through multi-channel marketing automation Automatically captures, routes, and ensures every lead has a consistent follow-up plan so leads never slip through the cracks Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to Cloze CRM In this class, you’ll learn how to manage your transactions with Cloze. We’ll guide you through key features to keep you organized and ensure a smooth transaction process. What you’ll learn 🏆 By the end of the webinar, you’ll learn: How to track your buyer and seller pipeline from lead to close How to centralize your activity around a listing/transaction How Cloze works with your local MLS How Cloze automatically matches potential buyers to your listings Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to Organize Your Sphere of Influence with Cloze. At the end of the day, your relationships are your biggest asset. Cloze gives you one place to go for all of your contacts. We bring together contacts across all services and devices that you use to help you build and maintain your relationships. What you’ll learn 🏆 By the end of the webinar, you’ll know: How to organize your contacts with stages, segments, next steps, and tags How to search for, filter, and sort your contacts based on specific details How to create audiences to provide focus to various subsets of people We’ve thrown in some helpful Tips and Links to support your learning. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to Cloze In this overview, you’ll learn how to create your Cloze account, answer common questions, and more. What you’ll learn 🏆 By the end of the webinar, you’ll learn: How to create your Cloze account How to connect your email, phone, and other apps to Cloze How to add your email signature to Cloze Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!

Welcome to Cloze CRM In this high-level overview, you’ll learn everything you need to know to get started with Cloze CRM for Real Estate. We’ll start best practices from top producers on why you should use a CRM in real estate. And then we’ll dive into a demo of Cloze. What you’ll learn 🏆 By the end of the webinar, you’ll know: Why you should a CRM How Cloze can help grow your business Tips for getting started The basics of organizing contacts How to start using the Cloze Agenda We’ve thrown in a handful of Tips, Tricks, and Best Practices too, so you can hit the ground running like a pro. Get answers to your burning questions 🔥 Ask us questions at any time during your session through private 1:1 chat. We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!