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What To Do When You Get a New Real Estate Lead (Step By Step & Examples)

May 9, 2024

Hello, I'm Stefanie
I'm your real estate business coach, turning those big, scary ideas into simple, doable steps to help you stand out and succeed. Let's make magic happen together!
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If you’ve ever wondered how top real estate agents smoothly transition new leads into loyal clients, consider this your free guide.

We’re not just talking about vague, general advice like:
→ “Just follow up more often”
→ “Make sure you’re really listening”
→ “Always be closing” Nope.

I’m getting INTO IT, sharing the exact steps I take. Because you’re never (like…ever) going to master client onboarding like the top 1% of agents if you don’t know the basics. This video a comprehensive look at my personal process, where I break down everything from setting that initial appointment with a real estate lead to crafting a tailored action plan.

Get the No-Fail Follow Up Guide and Client Onboarding Sequence here: https://bit.ly/49blJf7 Check out the Market Authority Shop for my other workflows and systems

📕 TABLE OF CONTENTS 📕
0:00 – New Lead Initial Steps
0:50 – Generating Leads on Instagram
2:10 – Lead to Client Conversion Process
6:10 – Pre-Consultation Preparation
8:00 – Sending Pre-Consultation Questionnaire
9:40 – Conducting the Client Consultation
10:49 – Consultation Recap
12:19 – Feedback Request

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

// FOLLOW ME ON INSTAGRAM 👉🏻 https://www.instagram.com/bryceandstefanie/

// 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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►Canva – https://partner.canva.com/c/2779009/6…
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►Farming Mailers – Email me at Hello@StefanieLugo.com to learn how Corefact can help you become the go-to agent in your neighborhood
►Harold and Homes – http://haroldhome.refr.cc/stefanie ($15 off if you use this link)
►XYZ Media – work with my video editor! Email Zeke@XYZMedia.info

// 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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Hi, I'm Stefanie

I'm a savvy real estate strategist, passionate about empowering agents with practical solutions that streamline client interactions and amplify growth—without sacrificing work-life balance.

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meet your coach

Stefanie Lugo

I'm the OG Systems Gal, or rather, the realtor behind the Market Authority Academy. 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.

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