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🏠 Real Estate Workflow - Sep 8 2025
Happy Monday everyone! Workflow is as follows: Video Here Lead Managers - F/U with leads in HMP / PAG workspace. These leads are prequalified and just need to be given offers. I would recommend making at least 1-3 touch points for every lead since these sellers are a bit difficult to reach at times. A good target would be to give out 3-5 offers a day if you are working on lead management. If you are ever finished with lead management, there is additional prospecting to be done (code violations, vacant lots, etc) using the dialer. As always, try to monitor your KPI and keep them updated as much as possible so you can track your progress. I'm here if anyone has questions or needs help with anything Peace!
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Real Estate Workflow - July 2025 🏡
Here is the internal workflow for July 2025 Video 1: Here Video 2: Here Dialer is available for prospecting / lead generation (10AM - 8PM CST) (Reserve Time) CRM is available for lead conversion / follow ups (10AM - 8PM CST) (Reserve Time)
Current Workflow - June 2025
Here is the workflow for June 2025 Dialer is available for prospecting / lead generation (everyday after 3PM CST) CRM is available for lead conversion / follow ups (10AM - 8PM CST) Video Here
Current Workflow - May 2025
Happy Monday everyone! Here is the current workflow: Video 1. Target CRM Leads (Follow Up ASAP / Follow Up Soon + Distant F/U) 2. Target Top Leads (Follow Ups / Warm Leads / Hot Leads / Deals) 3. Use Triple Dialer to Generate Additional Leads (Leads will be pushed to CRM) Feel free to message me if you need help with anything!
Current Workflow - May 2025
Agent Workflow | CRM Overview
Agents in the community should watch this video to understand the workflow and how to access the agent referrals within the RE Simpli CRM There are over 2,000 agent referrals at the moment If you have any further questions, feel free to comment or message me directly. Peace ✌️
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