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Systems

How I Use Asana, my CRM, and Google to Organize & Streamline My Real Estate Business

June 11, 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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Ready to Get Control of Your Real Estate Biz?
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🔥 Ready to automate your real estate success? 🚀 In this video, I teach real estate agents the key tools to streamline and organize their business, so they can effectively market themselves on and off social media and attract their dream clients.

Today, I’ll share my ultimate real estate workflow, how I use Asana for task management, and FollowUp Boss for client relations. Plus, we’ll dive into Google Workspace to keep everything organized and efficient.

Let’s automate, delegate, and elevate your real estate business!

JOIN ME LIVE!! Tomorrow, June 12th, The Ultimate Real Estate Workflow: How to Organize, Manage, and Grow Your Business. Sign up here: https://bit.ly/3Xg9TOi

#realestateagents #ManageRealEstate ##RealEstateWorkflow #TaskManagement #OrganizeRealEstate #RealEstateBusiness

📕 TABLE OF CONTENTS 📕
0:00 – Join me for a LIVE Training
0:37 – Organize Your Day
1:07 – Use Asana to Manage Your To-Dos
3:13 – Manage Client Communication in Your CRM
4:59 – Organize Your Files in Google Drive
7:18 – Where Do You Need Help

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!

MY PREFERRED RESOURCES FOR OUR TOP 1% REAL ESTATE TEAM👇
►Canva – https://partner.canva.com/c/2779009/6…
►PopBys – https://popbyco.com/?ref=thelugos ( LUGO25 for 5% off your first purchase)
►SendOut Cards – https://www.SendOutCards.com/u/brycelugo
►Reva – https://thinkreva.com/marketauthorityacademy/
►Coffee&Contracts – https://bit.ly/3OnTiBh (MAA15 for $15 off of your first charge)
►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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