This Simple Workflow TRANSFORMED My Real Estate Business | Asana & CRM Hacks for Real Estate


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Jun 26 2024 24 mins  

✅ Want to finally get control of your real estate business and close more deals? Check out my coaching program, the Market Authority Academy: https://bit.ly/3KLm7a6

Dive into today’s episode where Stefanie shares invaluable insights on using Asana and Follow Up Boss to streamline your real estate business. Get a glimpse of how integrating these tools can enhance your daily operations and client management.


Ready for more? Access the full training HERE: https://bit.ly/3RxlCEA


Stefanie’s Coaching Program, the Market Authority Academy: https://bit.ly/3KLm7a6


Ready to take your business to the next level? Book a strategy session with our experts today and get a tailored roadmap to success—no pressure, just clear, actionable steps to elevate your real estate game.



🚨GET THIS FREE CLASS!! "The Ultimate Real Estate Workflow": https://bit.ly/3RxlCEA



📕 TABLE OF CONTENTS 📕

0:00 - Intro

2:32 - Asana and Follow Up Boss Benefits

5:19 - Managing 100 New Leads

8:15 - Stefanie's Journey to Organization

10:25 - Asana for To-Dos

14:08 - Why You Need a CRM

17:40 - Best CRM for You

18:51 - Key Business Component

19:16 - Daily and Weekly Prospecting

19:40 - Database Marketing Calendar

20:00 - Social Media Posting Schedule

22:50 - Conclusion


SHOP MY ESSENTIAL REAL ESTATE SYSTEMS:

Get my schedules and routines for realtors in my Time Management Guide: https://bit.ly/3PFCl7B

5x your referrals with my marketing plans and scripts in my Referral Mastery Guide: https://bit.ly/49aJGTG

Get my Follow Up Scripts and CRM campaigns in my No-Fail Follow Up Guide: https://bit.ly/49blJf7


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Feeling stuck in your business? Take this FREE Quiz to get your free tailored action plan: https://stefanielugo.com/quiz


Free CRM Guide (Updated 2024): https://stefanielugo.com/crm-freebie


Free 5x Your Referrals Guide (New in 2024): https://stefanielugo.com/referral-freebie


Grab my FREE Weekly Planner for Realtors (New in 2024): https://stefanielugo.com/time-freebie


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Wanna work with me? Check out my coaching program, the Market Authority Academy: https://stefanielugo.com/coaching


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// ABOUT ME


I'm Stefanie Lugo, your real estate business coach!

I'm the OG Systems Gal, or rather, the real estate agent & founder behind the Market Authority. I've learned a bit after ten years in real estate—right in the action and guiding folks like you. My tried-and-tested methods have helped agents double their deals (or more!) and find that sweet spot of work-life balance they never thought possible.


This Academy is me handing over the keys to the kingdom, those same strategies that worked wonders for me and many others. It's about more than just getting by in real estate; it's about owning it. Ready to step up with the pros and make your mark?




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