I just got off a 1:1 call with where we discussed the current status of her search. Right now, the biggest leverage she could add is a CRM that helps her build and maintain relationships with brokers in here area. So, let's build one! We're going to use ClickUp and enable web hooks so that we can include automations for email and calendar scheduling.
We'll do this live for the workshop on Thursday, Jan 15th.
👉 Register for ClickUp here. What do you think? Do you need to refresh your CRM for 2026?