OVERVIEW:

The DeRosa Group, a renowned multifamily real estate investing group, helmed by the Matt Faircloth, has successfully utilized CapBloom CRM to streamline their processes for tracking investor relationships, managing their lead to investor pipeline, prospecting for their coaching program, and onboarding coaching students. By leveraging CapBloom's advanced features, DeRosa Group has optimized lead generation, lead intake, pipeline management, and outreach for both their coaching program and investment opportunities. This case study explores how DeRosa Group integrated CapBloom into their operations, replacing multiple tools with one comprehensive solution, enhancing efficiency and effectiveness across the board.

DEROSA GROUP CHALLENGES:

• Inefficient lead intake processes for coaching students and investors.

• Difficulty managing two separate pipelines for coaching and investing.

• Need for consistent, personalized communication with leads and investors.

• Manual processes consuming valuable time and resources.

• Ensuring effective follow-up and engagement with prospects and investors.

• Using multiple tools leading to fragmented processes and inefficiencies.

WHAT WE DID:

1. Unified Tool Replacement:

DeRosa Group replaced their existing CRM, campaign automation tool, and calendar tool with CapBloom CRM, consolidating multiple functions into one comprehensive solution. This integration simplified their processes and reduced the need for managing multiple platforms.

2. Automated Lead Intake:

DeRosa Group integrated CapBloom's CRM with their website and marketing campaigns to automate lead intake for both pipelines. This ensured no potential coaching student or investor slipped through the cracks.

• Integration with Website: CapBloom’s CRM captures leads directly from the DeRosa Group’s website through contact forms and landing pages.

• Marketing Campaigns: Automated workflows capture leads from email marketing and social media campaigns.

• Lead Organization: Leads are automatically categorized and prioritized based on engagement level, allowing the team to focus on the most promising prospects.

3. Lead Magnets for Lead Generation:

To attract coaching students and investors, DeRosa Group implemented various lead magnets:

• Free Resources: DeRosa Group built their own multifamily superpower quiz, it's pretty cool! You should try it out. They also provide a market analysis tool. Both lead magnets attract leads for the DeRosa Group 90 Day Accelerator Multifamily coaching program. The delivery and follow up processes were automated and all leads were delivered to a pipeline stage for targeting by their sales team.

• Scheduling: Customized advice and initial consultation offers for both coaching and investment opportunities using the integrated calendar.

These lead magnets were promoted through targeted marketing campaigns, driving traffic to landing pages where CapBloom’s CRM captured the leads.

4. Pipeline Management:

CapBloom’s robust CRM features enabled DeRosa Group to manage their coaching and investing pipelines effectively:

• Tracking Journey: Each lead’s journey from initial contact to final commitment is tracked, providing a clear overview of their progress in both pipelines.

• Custom Dashboards: Real-time insights into the status of each lead through customizable dashboards and reports.

• Data-Driven Decisions: The team makes informed decisions on follow-up strategies based on lead behavior and engagement metrics.

5. Automations:

DeRosa Group leveraged CapBloom’s automation capabilities to streamline communication and follow-ups:

• Email Sequences: Automated email sequences nurture leads by providing valuable content and updates on both the coaching program and investment opportunities.

• Follow-Up Reminders: Automated reminders ensure timely follow-ups, maintaining consistent communication with prospects.

• Enrichment: Contacts are tagged and scored throughout their journey to indicate their level of readiness to purchase or invest.

6. Phone Calling Features:

CapBloom’s integrated phone calling features facilitated direct communication with leads:

• Call Tracking: All calls are logged in the CRM, providing a complete history of interactions with each lead.

• Personalized Outreach: The team uses insights from the CRM to tailor their phone conversations, addressing specific needs and concerns of each lead.

THE RESULTS:

• Increased Efficiency: Automated processes saved time and resources, allowing the team to focus on high-priority tasks.

• Improved Lead Conversion: Targeted lead magnets and personalized follow-ups resulted in higher conversion rates for both coaching students and investors.

• Enhanced Pipeline Visibility: Real-time insights and data-driven decisions improved pipeline management.

• Stronger Relationships: Consistent, personalized communication built trust and confidence among coaching prospects and investors.

• Scalable Processes: CapBloom’s features enabled DeRosa Group to handle a growing number of coaching students and investors without compromising on quality.

DEROSA INCOME FUND

In addition to their coaching program, DeRosa Group offers the DeRosa Income Fund. This fund, in partnership with strategic operators, generates consistent monthly income for investors through short-term, high-interest loans. The diversified investment strategy across geography, business plans, and operators reduces risk and ensures stable returns for investors.

Why Invest with DeRosa Group?

• Consistent Monthly Income: Reliable returns from short-term loans.

• Diversified Investments: Reduced risk through strategic diversification.

• Experienced Operators: Trust in seasoned professionals with proven track records.

By utilizing CapBloom, DeRosa Group has optimized their operations and strengthened their relationships with both coaching students and investors, leading to greater overall success.