How to use Facebook to find board members
If you’re looking to find HOA board members, using local Facebook groups is a great way to get started. Here are the steps:
Step 1:
Join Relevant Local Facebook Groups (or Find Group Admins).
The first step is to join local Facebook groups relevant to your HOA. One way to start is by finding local HOAs in your area and searching for a specific city with search terms like “City-Name, Association.” This should give you a list of HOAs or associations within that particular city.
Once you have a list of HOAs, you can search for Facebook groups related to those HOAs or the surrounding community. For example, if you’re interested in joining the HOA board for a specific neighborhood, you can search for a Facebook group related to that neighborhood.

While joining the group is an excellent way to start networking with potential board members, it may be better to find the group’s admins precisely. This is because the admins of the Facebook group are more likely to be members of the HOA board.
To find the group admins, you can look at the group’s info page and search for the names of the admins. Search for the HOA on Facebook and look for members who have listed the HOA as their employer or have indicated that they are board members in their profile information.
Once you have a list of potential board members or group admins, you can start reaching out to them and introducing yourself. This will help you build relationships with these individuals and increase your chances of finding potential HOA board members.
In addition to finding potential board members through Facebook groups, you can also attend HOA meetings or community events to network with residents and potentially find qualified candidates for the HOA board.
Overall, searching for local HOAs and Facebook groups can be a great way to identify potential HOA board members or group admins. From there, you can start networking with these individuals and find qualified candidates to pitch HOA management to.
Step 2:
Identify Potential HOA Board Members and Use a Leads Tool and CRM to Gather More Information.
The next step is to identify potential HOA board members. You can do this by looking for people active in Facebook groups and passionate about community involvement. Once you have a list of potential board members, you can use a lead tool and a CRM to gather more information about each person.
A lead tool can help you learn more about the person’s professional background, contact information, and social media profiles. However, you may still need to find the person’s email address to contact them about the HOA board position. This is where a CRM can be helpful.
A CRM (Customer Relationship Management) system like Salesforce, Hubspot, or our proprietary tool FunnelWhirl can help you manage your interactions with potential board members and keep track of their contact information. You can use the CRM to store the person’s name, email address, and other important information, making it easy to follow up with them.

In addition, some CRMs also have built-in tools for finding email addresses. These tools use advanced algorithms to search the web and find email addresses associated with a particular person or domain. For example, you can use FunnelWhirl to see the email address of a potential board member.
Using a lead tool and a CRM, you can gather more information about potential board members, find their email addresses, and manage your interactions with them. This can help you find qualified candidates for the HOA board and streamline the process of reaching out to them.
Overall, identifying potential board members is an essential step in finding qualified candidates for the HOA board. Using a leads tool and a CRM, you can gather more information about each person, find their email addresses, and manage your interactions with them.
Step 3: Reach Out to Potential HOA Board Members, Create a Seven-Part Email Messaging Campaign, and Use Templates for Texting.
Once you have identified potential HOA board members, the next step is to contact them and educate them about the benefits of switching to a new HOA management company. One way to do this is by creating a seven-part email messaging campaign highlighting the advantages of switching and offering helpful information to help them make an informed decision.

Here is a breakdown of what each email in the campaign could include:
Email 1: Introduction and Personal Connection
In the first email, please introduce yourself, explain why you’re contacting them, and make a personal connection. For example, you could mention that you noticed they have been active in the Facebook group and appreciate their dedication to the community.
Email 2: Benefits of Switching to a New HOA Management Company
In the second email, highlight the benefits of switching to a new HOA management company, such as better customer service, improved communication, and lower fees.
Email 3: Overview of the New HOA Management Company
In the third email, please provide an overview of the new HOA management company, including their experience, services, and pricing. You can also share testimonials or success stories from other switched communities.
Email 4: Common Concerns and FAQs
In the fourth email, address common concerns and questions potential board members may have about switching to a new HOA management company. This can help alleviate any fears or hesitations they may have.
Email 5: Tips for Choosing the Right HOA Management Company
In the fifth email, offer tips and best practices for choosing the right HOA management company, such as conducting research, reviewing contracts, and asking for references.
Email 6: Tools and Resources for Making the Switch
In the sixth email, provide tools and resources to help make the switch to a new HOA management company as smooth and easy as possible. This could include a checklist, a timeline, or a guide to the transition process.
Email 7: Call to Action
In the final email, include a call to action, such as asking the potential board member to schedule a consultation with the new HOA management company or to reach out with any questions or concerns.
In addition to the seven-part email messaging campaign, you can use texting templates to follow up with potential board members.
Here are some templates you could use:
Template 1: “Hi [Name], I just wanted to check in and see if you had any questions about switching to a new HOA management company.”
Template 2: “Hey [Name], I noticed you hadn’t scheduled a consultation yet. Let me know if you need more information to decide.”
Template 3: “Hi [Name], I wanted to share some additional resources with you to help make the transition to a new HOA management company as smooth as possible. Let me know if you’re interested in learning more.”
Using a seven-part email messaging campaign and templates for texting, you can educate potential board members about the benefits of switching to a new HOA management company and help them make an informed decision. This can help you find communities interested in changing and streamline the process of reaching out to them. You can also give them valuable tools and resources to make the transition easy.
Step 4: Automate the Process using a Decision-Making Tool and a CRM, and Set Triggers to Monitor Responses.
Once you have created a seven-part email messaging campaign and templates for texting to reach out to potential HOA board members, the next step is to automate the process and streamline your efforts. This can be done using a decision-making tool like FunnelWhirl and a CRM to manage your interactions with potential board members.
A decision-making tool like FunnelWhirl can help you set up triggers and automated responses based on the actions of the potential board member. For example, if they click on a link in your email, you can automatically send them additional information about switching to a new HOA management company. If they schedule a consultation, you can set up a trigger to notify your sales team to follow up with them.
By automating the process, you can save time and effort while still providing a personalized experience for potential board members. You can also track their responses and behaviors to understand their needs and interests better.

In addition to using a decision-making tool, using a CRM to manage your interactions with potential board members is essential. This can help you keep track of their contact information, notes from previous conversations, and any other important information. You can also set up triggers in your CRM to notify your sales team when a potential board member takes a specific action or reaches a particular stage in the decision-making process.
Using a decision-making tool and a CRM, you can automate reaching out to potential board members and streamline your efforts. This can help you build relationships with potential board members and find communities interested in switching to a new HOA management company. Remember to update these responses to your CRM and trigger your sales team to reach back out. It’s all about building the relationship and providing a personalized experience for potential board members.
So, that’s it for this article on how to use local Facebook groups to find HOA board members to prospect and automate the process. We hope you found this helpful. If you have any questions or comments, please leave them below. And remember to subscribe to our Youtube channel for more helpful tips and tricks.
Here is a video of how this can be done in a few minutes.
We are always available to discuss automation strategies that help HOA management companies.