I’m a fan of old school—don’t get me wrong… I like a good rolodex as much as the next girl and often times reach for a pen and paper instead of the electronic equivalent. When it comes to your business though, there’s a lot on the line—you need to have a solid process.
Chances are you already like the process you have in place—after all, it’s comfortable and familiar. But if you’re concerned things may be slipping through the cracks and you’re losing opportunities as a result, it may be time to take the next step.
Sound familiar?
All of your leads are sent directly to your real estate CRM and a personal automated response is sent on your behalf within a few minutes of first contact. And keeping them warm is a snap with regular market updates for their neighborhood of interest.
Your client follow-ups are handed to you on a silver platter, and you’re prompted to record key info immediately after talking with them.
Your clients are in one central location in your real estate CRM. They’re tagged appropriately—you know just who they are and where they are in the buying/selling process.
And staying organized couldn’t be easier. With just the click of a button, you apply workflows to your transactions and campaigns that contain a list of all related tasks. As dates change or life happens, the workflow adjusts automatically so you stay on top of what needs to be done.
You also know who your biggest fans are, how often you’ve reached out to them in the last 6 months, and you’re sending meaningful and regular touches to your clients based on where they are in the client lifecycle.
Life is good.
The bottom line is you want to plan for success. You want the confidence of knowing that when—not if—your business grows from 20 to 200 next year, your current processes will scale.