Shannon Yousefi, director of operations at Whissel Realty, describes how disconnected systems were costing the team. She mapped out what happens when appointments are set and built integrations to connect sales, marketing, and operations into one funnel.
We had a lot of tech and we had a really cool, like, systems and processes, but none of them talked to each other at all. As I was listing manager, you know, the transaction managers, those two things. We should be using the same system and talking to each other. Right. But we didn't at the time. Right. So it was like discovering that just out of like, hey, how do you guys do this? Or, what's the process for this? Asking questions. Kind of naturally progressed into, oh, wow. We have a bunch of different things that are all kind of operating separately and will be a lot better and a lot faster and a lot easier if we connected them together. Okay, when an appointment gets set, what. What needs to happen. And then as we move through the funnel, connecting it with the different departments that need to get involved because of where the client is in the process, all that good stuff. So I set up a lot of those things. It's kind of turned into, like, the backbone of. Of our whole sales funnel.
Go inside Whissel Realty, including their sales funnel with director of operations Shannon Yousefi, only on real estate team os.
Zillow, PPC, Referrals… what’s actually working in today’s market? #realestateteam
