Simple (and EFFECTIVE!) CRM Follow Up Plan for Real Estate
ฝัง
- เผยแพร่เมื่อ 30 มิ.ย. 2024
- A lot of agents ask, "What is the best CRM??" when in reality, the best CRM is the one you use. Unfortunately, I know many agents who have hopped from CRM to CRM, wasting time and opportunity, only to find that it's not the platform that matters, it's how you use it.
In this video, I'm sharing a simple way to set up follow up campaigns in any CRM in a way that cuts through the fluff and does exactly what you need it to: remind you to follow up with your prospects you need to most.
There's no magic bullet when it comes to effective follow up - you just have to do it! Hope this plan helps, let me know in the comments how it's worked for you!
DOWNLOAD YOUR CRM SUCCESS GUIDE! 👇
bit.ly/2FphkNt
Feeling stuck in your business? Take this FREE Quiz to get your free tailored action plan: stefanielugo.com/quiz
Free CRM Guide (Updated 2024): stefanielugo.com/crm-freebie
Free 5x Your Referrals Guide (New in 2024): stefanielugo.com/referral-fre...
Grab my FREE Weekly Planner for Realtors (New in 2024): stefanielugo.com/time-freebie
-------------------------------------------
Wanna work with me? Check out my coaching program, the Market Authority Academy: stefanielugo.com/coaching
// FOLLOW ME ON INSTAGRAM 👉🏻 / bryceandstefanie
// SOME OF MY FAVES:
*some of these are affiliate links, which means if you make a purchase on the site after clicking these links, I could earn a commission. thanks for supporting the channel!
MY PREFERRED RESOURCES FOR OUR TOP 1% REAL ESTATE TEAM👇
►Canva - partner.canva.com/c/2779009/6...
►PopBys - popbyco.com/?ref=thelugos ( LUGO25 for 5% off your first purchase)
►SendOut Cards - www.SendOutCards.com/u/brycelugo
►Reva - www.thinkreva.com/marketautho..
►Coffee&Contracts - bit.ly/3OnTiBh (MAA15 for $15 off of your first charge)
►Farming Mailers - Email me at Hello@StefanieLugo.com to learn how Corefact can help you become the go-to agent in your neighborhood ►Harold and Homes - haroldhome.refr.cc/stefanie ($15 off if you use this link)
►XYZ Media - work with my video editor! Email Zeke@XYZMedia.info
// ABOUT ME
I'm Stefanie Lugo, your real estate business coach!
I'm the OG Systems Gal, or rather, the real estate agent & founder behind the Market Authority. I've learned a bit after ten years in real estate-right in the action and guiding folks like you. My tried-and-tested methods have helped agents double their deals (or more!) and find that sweet spot of work-life balance they never thought possible.
This Academy is me handing over the keys to the kingdom, those same strategies that worked wonders for me and many others. It's about more than just getting by in real estate; it's about owning it. Ready to step up with the pros and make your mark?
-------------------------------------------
This is great Stefanie. I love how detailed and thorough your videos are. Definitely value-add. Pleased to be a new subscriber.
Great info. I like the way you break everything down into readily identifiable patterns with matching processes.
Love this! Thanks for all the tips.
Thank you!
Thanks so much for your input!!
Any time!
Great video!
Information aside, you are such a great speaker! No filler words, everything was smooth & cohesive, very logical to follow... I can see why you've had a lot of success!
Hey thanks! :)
This was awesome! Thanks
Glad you enjoyed it!
Great content, I don’t see the link for the CRM, can you point me in the right direction? Thanks
Thank you for this! Question: What about people who have no interest in buying or selling right now? Should they stay on the D action plan? If they are open to sharing their contact information and take my card, I’d still want a plan to keep in touch with them…so that I’m top-of-mind if someone mentions real estate to them. Thoughts?
Thanks so much for this! What is your system for setting reminders to reach out?
I have a suite of automated follow up plans I use in my CRM :)
Thank you for your videos! Very insightful. However, I don't quite understand how you combine using CRM and a project manager like Asana, without having to retype some of the info. Could you give some insight on what you use each system for exactly? What do you use each for? Which info goes in which, (when it comes to strictly real estate related, not marketing tasks).
Many thanks!
It's helpful to think of these as two activities. CRM is for communicating with clients. Asana tells you when to communicate with clients and who, and what to say.
Thank you so much. What is the best and least expensive, or free crm?
A spreadsheet on Google Sheets!
Have you covered prospecting
What CRM do you use? There are so many options out there. I don't even know where to start.
There's just not one answer other than "the best is the one you use!" I use Follow Up Boss. Many of my MAA agents use KVCore or Command because it's covered in their fees. Just depends.
@@StefanieLugo Thank you for the reply! I will look into those you mentioned. Happy to have found your channel!
Do not use LIONDESK, we tried to migrate to it and lost two weeks of my life! HORRIBLE!!!
This video is about leads but not a CRM.
SMM is the lazy person's way of generating business.
ᴩɪᴛᴄʜ ᴩʟᴢ