A short YouTube interview (episode 34) from Real Estate Team OS with Elena Key about practical CRM and follow-up automation for real estate leads. Key advice: log calls, update lead stage (example: set to "warm") and let automations (drip campaigns) handle timed follow-up — supplementing (not replacing) agents. Recorded on July 21, 2024.
July 21, 2024
Episode 34
Lead conversion is about basic blocking and tackling. Here's a great example.
So let's say you finally do reach a lead because you're putting a lot of effort towards making your calls and there's money in the follow up. And once you do finally reach the lead of course you log your call, you put your notes in but then incorporate automation so an agent doesn't have to remember to do this. All the agent needs to do is update the status or the stage of the lead to say okay, they're not ready now but they may be ready in a year or two. So you change the stage to let's say warm, click to drop down the stages, click to select warm and then click the confirmation green check mark then triggers an automation to drift the lead. It's not meant to replace an agent and never will Drip campaign never will, but it helps supplement get more lead.
Follow up and CRM tips from Elena Key on episode 34 of Real Estate Team OS.
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