Suneet Agrawal sits down with Lauren Rathgeb, Reside’s Client Success Manager at Reside. Suneet and Lauren dive into ways to improve real estate businesses by fixing common issues and refining their processes.
They start by discussing the importance of keeping things simple. Suneet and Lauren advise to keep your business simple. Instead, they recommend sticking to basic principles like consistently communicating with clients and regularly reviewing your CRM processes to ensure everything is running smoothly.
They also talk about the need to take action and ensure you’re getting the results you expect from your CRM and other business processes. They highlight the importance of good internal communication and task management. Using tools like Slack or Monday.com can help keep all your information in one place and prevent duplication of efforts.
The conversation then shifts to agent and client retention. Suneet and Lauren explain that onboarding agents effectively and keeping clients happy is crucial for long-term success. They suggest focusing on key milestones within the first hour, day, third day, and seventh day to build trust and maintain strong relationships.
They offer practical advice on setting clear standards for lead generation, managing your database, and scheduling appointments. Regular audits and smart use of technology can help streamline your operations and boost performance.
Overall, this episode is packed with useful tips on simplifying processes, improving communication, and concentrating on essential tasks to help drive success in the real estate industry.
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VIDEO CONTENTS:
00:00 Introduction
01:28 Identifying Business Holes
02:39 Importance of CRM & Basic Practices
08:40 Communication & Task Management
17:48 Agent Onboarding & Client Retention
21:59 Lauren’s Advice
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Show Notes:
Follow Lauren
Facebook: https://www.facebook.com/lauren.rathgeb
Instagram: https://www.instagram.com/lorathgeb/
Follow Suneet
Instagram:https://www.instagram.com/suneet_agarwal916/?hl=en
Facebook:https://www.facebook.com/sagarwalsac