In this video, I dive deep into creating a seamless client onboarding sequence that will revolutionize your approach and set you apart in the industry. Here’s exactly what to do after you get a new lead to turn them into excited, committed clients! I’ll walk you through how to qualify each lead, what to send them when you get their contact information, and how to establish next steps for buyers and sellers. I also include a few of my favorite scripts to make sure you know how to stay in touch! PLUS some tips on how the NAR Settlement might impact this in your area.
Get my No Fail Follow Up Guide: http://stefanielugo.com/nff-guide
Get my Client Onboarding Sequence: http://stefanielugo.com/cos-pack
Transform your Real Estate Business with my Coaching Program 🔥 https://stefanielugo.com/coaching
đź“• TABLE OF CONTENTS đź“•
0:00 – Intro
0:50 – Client Management Strategy
3:38 – First Impressions Importance
6:32 – Effective Client Consultations
9:23 – Developing an Action Plan
10:28 – Follow-Up Guide & Onboarding Sequence
11:05 – Explore Market Authority Academy
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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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// SOME OF MY FAVES: *some of these are affiliate links, which means if you make a purchase on the site after clicking these links, I could earn a commission. thanks for supporting the channel!
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â–şHarold and Homes – http://haroldhome.refr.cc/stefanie ($15 off if you use this link)
â–şXYZ Media – work with my video editor! Email zeke@vidcontent.xyz
// 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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