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Systems

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

June 21, 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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✅ 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

// 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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►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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