12 Days of Bonzo Webinar Series

Join Jason Perkins, founder and president of Bonzo, and Dan Lawrence, Bonzo's Member Trainer, as they guide you through 12 power-packed, 30 minute sessions to help you unlock the full potential of Bonzo. Each session is designed to deliver actionable strategies, tips, and insights to boost your efficiency, build stronger connections, and drive business growth.

TABLE OF CONTENTS

Day 1: Campaign Optimization

Day 2: Contact Optimization

Day 3: Pipeline Optimization

Day 4: Pipelines Automation

Day 5: Building Landing Pages

Day 6: Call Settings & Mobile App

Day 7: Messaging Strategies

Day 8: Team Strategies

Day 9: Realtor Recruiting Strategies

Day 10: Loan Officer Recruiting Strategies

Day 11: Lead Optimization & Conversion

Day 12: Refinder & AI Tools

 

---

 

🎄 Day 1: Campaign Optimization 

On day 1, Jason introduces the C.A.R.E. approach: Conversational, Actionable, Relatable, and Easy. This framework helps create campaigns that foster trust, encourage responses, and build meaningful connections with prospects. The goal with this framework is to humanize outreach, guide actions, and simplify messaging to enhance engagement.

Key Highlights:

• C.A.R.E. Framework: Focus on making communication conversational, actionable, relatable, and easy to understand.
• Converting vs. Nurture Campaigns: Converting campaigns stop when a prospect responds; nurture campaigns continue for long-term engagement.
• Date-Based Campaigns: Tailor outreach to lead up to specific events or dates, enhancing attendance and engagement.
• Technical Tips: Optimize sending times, use integrated email for small campaigns, and employ the "loop" feature to transition prospects between campaigns seamlessly.
• Messaging Strategy: Keep communication personal, use humor and trust-building techniques, and provide value in every interaction.

Key Resources: 

• 🎥 Watch the Recording(Passcode: .MjXN22c)
• 🎓 Review the C.A.R.E. Deck
• 🎨 Re-create the C.A.R.E. Campaign

 

---

 

🎄 Day 2: Contact Optimization 

For Day 2, Jason emphasizes the importance of organizing your database for effective communication. By streamlining contact data and leveraging Bonzo's tagging, filtering, and advanced features, you can efficiently access and engage with their prospects, past customers, and referral partners.

Key Highlights:

• Database Organization: Properly segment your contacts into categories such as past customers, referral partners, and prospects to ensure quick and targeted communication.
• CSV Management: Use tools like ChatGPT to clean and organize your spreadsheets before importing them into Bonzo, including separating first/last names or aligning mismatched fields.
• Tagging and Prospect Types: Assign multiple tags to contacts (e.g., "Realtor" and "Referring Realtor") and define prospect types (regular or realtor) to facilitate tailored outreach.
• Custom Fields: Create custom fields for unique data points (e.g., hobbies, pet preferences) to deepen personalization in your messaging.
• Saved Views: Save filtered lists, such as “Realtors” or “Refi Opportunities,” for easy access and actionable outreach.
• Advanced Filtering: Utilize Bonzo’s advanced filters to pinpoint opportunities, such as prospects with high-interest rates, for strategic targeting.
  

Key Resources: 

• 🎥 Watch the Recording(Passcode: Hz*6w53$)
  
  

---

 

🎄Day 3: Pipeline Customization 

On day 3, Jason highlights the critical role pipelines play in organizing prospects, optimizing workflows, and automating communication. By leveraging Bonzo’s customizable pipeline stages and templates, you can improve your business operations and set the foundation for a successful new year.

Key Highlights:

• What Are Pipelines?
  Pipelines are customizable workflows that track where each prospect is in your business process. Use pipelines for lead conversion, realtor recruitment, referral sources, and more.

• Pipeline Templates:
  Start with Bonzo's pre-made templates like Lead Stages, LOS Pipelines, or Realtor Appointments. Customize these templates or build new pipelines to suit your specific needs.

• Adding Prospects:

  • Add prospects manually or in bulk directly into pipeline stages.
  • Automate prospect placement into pipelines using campaigns or triggers, ensuring seamless workflows.

• Customization and Flexibility:

  • Add, edit, or delete stages to match your unique process.
  • Assign campaigns or automated actions (e.g., emails, text messages, tasks) to specific stages for streamlined communication.

• Stage-to-Campaign Automation:
  Automatically trigger campaigns when a prospect moves into a stage. For example, transitioning a lead into “Credit Repair” can start a credit repair nurture campaign.

• Campaign-to-Stage Automation:
  Automatically place prospects into a pipeline stage upon entry into a campaign, ensuring new leads are instantly organized.

• Enhanced Team Collaboration:
  Share pipeline stages and assign tasks to team members (e.g., Loan Officer Assistants) for efficient collaboration.

• One-Off Messaging:
  Send personalized text messages, emails, or voicemails when a prospect enters a specific stage, ensuring timely updates to borrowers, co-borrowers, or agents.

Key Resources: 

• 🎥 Watch the Recording(Passcode: u4Us3=?0)
  

---

 

🎄 Day 4: Pipeline Automation

In this session, Jason focuses on optimizing and automating pipelines to improve lead management and enhance productivity. By integrating automation with a well-structured pipeline, you can ensure leads are efficiently routed and nurtured based on their specific needs and attributes. This approach allows for better organization, reduced manual effort, and enhanced team collaboration. 

Key Highlights:

• Pipeline Optimization:
  Simplify pipeline stages to maintain clarity and efficiency (ideal: 4-5 stages).

• Campaign Integration:
  Automatically push prospects into appropriate pipeline stages based on campaigns (e.g., new leads enter a "New Lead" stage).

• Automated Transitions:
  Use automation to move prospects to different stages based on behavior or data (e.g., move to "Nurture" after 30 days of inactivity).

• Action-Based Automation:

  • Leverage conditions to route leads into specific campaigns (e.g., loan type directs to refinance or purchase nurture campaigns).
  • Minimize manual pipeline stages while maximizing routing logic.

• Visibility & Filtering:

  • Easily filter leads by stage, campaign, or specific data attributes.
  • Save dynamic views for targeted outreach or broadcast communications.

• Team Collaboration:

  • Automate sharing of prospects and task assignments with team members.
  • Sync tasks with calendars for seamless collaboration.

Key Resources: 

• 🎥 Watch the Recording(Passcode: x*gUr72L)

 

---

 

🎄 Day 5: Landing Pages

In today’s session, Jason focuses on using landing pages to drive engagement, streamline lead collection, and provide added value to referral partners. Whether promoting events or creating co-branded tools for realtors, landing pages serve as a powerful feature for automating processes and enhancing your client and partner interactions.

Key Highlights:

• Landing Page Applications:

  • Promote events like CE classes or first-time homebuyer workshops.
  • Create co-branded pages for realtors to refer clients easily.
  • Collect contact information while automatically syncing with Bonzo accounts.

• Landing Page Types:

  • Flow: Multi-step, visually engaging pages with one question per step.
  • Form: Single-page layouts displaying all fields together.

• Enhancing Engagement:

  • Use Canva to create customized visuals or hero images for your pages.
  • Add introductory welcome videos to personalize the user experience.

• Automation Integration:

  • Link landing pages to date-based campaigns for event promotion.
    • Example: Automatically send reminders and calendar invites leading up to an event.
  • Push submissions to referral outreach campaigns for immediate follow-up.

• Key Features:

  • Customize page colors, fonts, and buttons to align with your brand.
  • Use vanity URLs for easy sharing (e.g., platform.getbonzo.com/tiktok-ce).
  • Add a pixel ID for retargeting through social media ads.

• Best Practices for Realtors:

  • Create personalized landing pages for realtors to refer buyers.
  • Include a video introduction and make the process seamless.
  • Use landing pages as a talking point to strengthen partnerships and showcase your value.

• Tracking Submissions:

  • View analytics and submission rosters directly in Bonzo.
  • Tag submissions for streamlined organization and follow-up

Key Resources: 

• 🎥 Watch the Recording(Passcode: x.+6uoh&)
  
  

---

 

🎄 Day 6: Call Settings / Mobile App

On Day 6, Dan explores call settings and the Bonzo mobile app, showcasing how these tools enhance communication and improve workflows. Whether you’re at your desk or on the go, these features are designed to keep you connected and in control of your Bonzo account.

Key Highlights:

• Call Settings Overview:
  • • Manage forwarding numbers, record calls, enable transcriptions and summaries, handle direct in-app calls, and set after-hours boundaries with custom voicemail or auto-text responses.

  • Notifications Configuration:

    • Customize triggers for alerts like SMS responses, task reminders, and security updates, with options for browser, email, SMS, and mobile app notifications.

  • Mobile App Features:

    • Add and manage contacts, tasks, and pipelines; utilize filters to sort data; move prospects between pipeline stages; and access real-time notifications.

  • Strategic Insights:

    • Use transcriptions to document important calls, set boundaries with reject call settings, and leverage the mobile app to stay productive on the go.

Key Resources: 

• 🎥 Watch the Recording(Passcode: ^4RQuaq8)
  
  

---

 

🎄 Day 7: Quick Replies & Increasing Response Rates

In this session, Dan focuses on Quick Replies (templates) and strategies to increase response rates for your communications. Using the C.A.R.E. Framework (Conversational, Actionable, Relatable, Easy), the session provides actionable insights to help you craft effective messages that save time and drive engagement.

Key Highlights:

• Quick Replies (Templates):

  • Pre-create reusable SMS, email, and voicemail templates for common scenarios to save time and ensure consistency.

• Tips for Crafting Messages:

  • Use merge tags for personalization.
  • Direct initial responses (e.g., SMS) to emails for detailed information.
  • Pair SMS with other channels (e.g., email, voicemail) to avoid overloading.

• Campaign Strategy:

  • Structure campaigns with a mix of SMS, email, and voicemail touchpoints.
  • Use the first 48 hours to build trust and rapport with prospects via personalized, timely communication.
  • Breakdown of custom Lending Tree Purchase converting campaign; all event touchpoints. 

Key Resources: 

• 🎥 Watch the Recording(Passcode: =30*srM8)
• 🎨 Re-create the custom Lending Tree Purchase Campaign
  
  

---

 

🎄 Day 8: Team Strategies

On day 8, Jason focuses on leveraging team functionalities in Bonzo, specifically on effectively sharing prospects, managing permissions, and automating key processes to save time while improving team efficiency. Whether you're a solo operator, part of a small team, or managing a larger group, this session provided insights on how to strategically use Bonzo to create tighter communication loops and optimize team performance.

Key Highlights:

• Adding & Managing Team Members
  • • Customize team member permissions to control access to prospects, campaigns, and pipelines, ensuring clarity and accountability.

  • Prospect Sharing and Assigning

    • Share prospects with team members for collaborative visibility, while maintaining owner control.

  • Automated Workflows for Team Engagement

    • Use the “Send As” feature to automate team introductions and assign follow-up tasks during specific pipeline stages.

  • Co-Marketing with Referral Partners

    • Leverage the "Tag-Team Approach" to collaborate with realtor partners by jointly engaging leads with coordinated messaging.

  • Streamlining Communication Across Teams

    • Tag team members directly in notes to notify them of updates or tasks in real-time, enhancing collaboration.

  • Broadcasting on Behalf of the Team

    • Empower team members to send bulk communications while maintaining the account owner’s contact identity for a unified client experience

Key Resources: 

• 🎥 Watch the Recording(Passcode: 7d%4Gd.h)

 

---

 

🎄 Day 9: Realtor Recruiting Strategies

In Day 9, Jason Perkins dives into actionable strategies for Realtor Recruiting, showcasing how to efficiently identify, organize, and engage realtors to grow your referral business. Jason highlights the importance of leveraging data intelligence tools (like MMI or RETR) to streamline realtor outreach and automate follow-ups, enabling loan officers to time block effectively and engage 20-30 agents in a single session.

The workflow begins by importing a pre-built Realtor Recruiting Pipeline into Bonzo, which includes stages like New Realtors, Contact Made, Appointment Set, and Agent Nurture. By using webhooks to connect Bonzo with external data tools, agents' contact information and performance metrics (e.g., buy-side volume) are imported seamlessly. 

Key Highlights:

• Identify and Prioritize Realtors
  • Target agents with limited or no strong lender relationships, focusing on those with mid-tier production levels (e.g., $500K–$1.5M) for higher engagement opportunities.
• Automate Outreach
  • Use Bonzo’s Agent Value Drip campaign to deliver value-first content (e.g., Canva templates, FHA checklists, open-house flyers) to realtors without immediately asking for business.
• Handle Rejections Strategically
  • Move agents who decline partnerships into the Agent Nurture stage, triggering a secondary, low-pressure nurture campaign that provides ongoing value while staying top-of-mind.
• Segment Realtors by Value
  • Categorize realtors into A, B, and C tiers based on engagement, deal flow, or production volume, enabling personalized follow-ups and more focused relationship-building.
• Maximize Visibility
  • Use features like tagging plus customized campaign messaging to enhance communication consistency and nurture long-term relationships with prospective referral partners.

Key Resources:

• 🎥 Watch the Recording(Passcode: x7$zU4&3)
• 🎓 Review the Realtor Playbook
• 🎓 Review the Builder Playbook

---

 

🎄 Day 10: Loan Officer Recruiting Strategies

On Day 10, Jason discusses effective strategies for Loan Officer (LO) Recruiting, focusing on how to attract and engage loan officers in a competitive market. This session highlights the importance of creating personalized outreach, utilizing automation for nurturing relationships, and leveraging data intelligence tools for targeted recruiting.

Key Highlights:

• Build a Recruiting Workflow

  • Utilize Bonzo’s LO Recruiting Pipeline with stages like New LOs, Convert, Meeting Set, and Nurture to organize outreach, track progress, and maintain consistent communication.

• Create Customized Outreach for Higher Conversions

  • Use hyper-personalized video messages and tailored data (e.g., MMI production metrics) to engage top-performing LOs (unicorns and platinums).
  • Spark conversations with ego-driven questions like, “Is this your current volume?” or “What’s one thing your current company could improve?”

• Maintain Relationships with a Recruiting Nurture Campaign

  • Engage unresponsive or hesitant LOs with thoughtful, non-intrusive messages.
  • Share motivational quotes, industry insights, and supportive touchpoints to build rapport and highlight your company culture.
  • Foster FOMO (fear of missing out) to keep your company top-of-mind.

• Handle Rejections and Follow Up Strategically

  • Treat a “no” as “not now” and ask for permission to check in periodically.
  • Move these LOs to the Nurture stage and automate follow-ups to maintain a warm connection while focusing on high-priority leads.

• Maximize Efficiency through Automation

  • Automate outreach for standard producers and reserve personalized campaigns for top-tier LOs.
  • Balance volume with personalization to boost response rates and secure meaningful conversations.

Key Resources:

• 🎥 Watch the Recording(Passcode: %0S6#8+V)

 

---

 

🎄 Day 11: Lead Optimization & Conversion

In this session, Jason Perkins discusses effective lead optimization and conversion strategies, focusing on organizing pipelines, leveraging automation, and creating engaging campaigns to maximize responses. He highlights the importance of personalization, consistent follow-up, and utilizing Bonzo's tools to streamline the process and improve success rates.

Key Highlights:

• • Pipeline Setup and Organization

    • Automate transitions between stages (e.g., move unresponsive leads to Nurture after 30 days).

  • Personalized Outreach

    • Use lead-specific data and simple messaging to build trust and drive responses.

  • Campaign Strategies

    • Focus on conversational messaging with hooks like quotes to spark engagement.

  • Follow-Up Tactics

    • Automate nurture campaigns to maintain consistent communication.

  • Referral-Based Lead Management

    • Track leads passed to agents and strengthen collaboration with referral partners.

  • Analytics and Lead Source Tracking

    • Tag campaigns by source to measure performance and refine strategies.

  • Long-Term Engagement

    • Use nurture campaigns to stay top-of-mind and re-engage leads over time.

Key Resources:

• 🎥 Watch the Recording(Passcode: t@UYW9Y&)

 

---

 

🎄 Day 12: Refinder & AI Tools

In this session, Jason Perkins conclude the 12 Days of Bonzo Webinar series by recapping the value-packed strategies shared over the sessions and announcing a major update: Bonzo users will now have free access to MMI, integrating advanced tools and data-driven features into their workflows. The discussion focuses on the importance of preparing for 2025 with actionable strategies, leveraging the new Bonzo-MMI integration, and utilizing AI tools like call summaries, campaign generators, and homebuyer training. Attendees are encouraged to take proactive steps, such as refining pipelines, defining target avatars, and exploring Bonzo’s robust AI and automation features to enhance their business outcomes in the coming year.

Key Highlights:

Key Resources:

• 🎥 Watch the Recording(Passcode: x+s53N&Q)