A real estate team leader walks through auditing your tech stack: check how many admins you have, review lead routing rules, look at your lifecycle processes and action plans, and verify your integrations actually work. Lee Adkins covered this on episode 42.
The first thing we do is click on admin team. Are there 4 users in this account? Are there 700 users in this account? Like, what are we dealing with here? And then I kind of think about it chronologically. Lead comes in, what happens? Are they going out to a bunch of people? Are they first to claim? Do you have different groups set up for sellers versus buyers? Do you have advanced rules for higher price point, lower price point? Or does it look like the lead flow just created itself and all the leads are going to the owner, which I see astonishingly more than one might think, and then just kind of going through the life cycle of that lead? Like, are there action plans in the lead flow? Look at the reporting on those action plans. Are they working? Are there pawns to nurture long term things? To your point, obviously we look at integrations.
If you need to assess and improve the way your real estate tech is working with your real estate team, check out Lee adkins on episode 42. It's tech timber of real estate team os.
Zillow, PPC, Referrals… what’s actually working in today’s market? #realestateteam
