May 3, 2023
The One Tool Every Realtor Can Use For FREE | Tiffany and Ashlee
In this episode, Tiffany and Ashlee share something that has helped them both in their careers. Every agent needs a CRM to help them build their contact list and keep it organized. Check the resources below for a link to their FREE spreadsheet so you...
In this episode, Tiffany and Ashlee share something that has helped them both in their careers. Every agent needs a CRM to help them build their contact list and keep it organized. Check the resources below for a link to their FREE spreadsheet so you can up your game without breaking the bank.
What is a CRM?
-
CRM stands for Contact Resource Manager. It’s a modern version of a Rolodex, keeping track of your leads and clients.
-
Most companies pay for monthly subscriptions for these, but the best CRM is the one you will use! Spreadsheets work great and can be made for free on Excel.
What categories should you have in your spreadsheet?
-
Include everything you need to get in contact with clients: first and last name, phone number, mailing address, and e-mail. Add socials if that’s how you prefer to reach out.
-
Add in important bits of information as well - closing date anniversary, their beloved pet’s name, how many kids they have and what their names are, birthdays, etc.
How often should you look at your spreadsheet?
-
Tiffany checks it every week to stay caught up and checks on home anniversaries once per month.
-
Ashlee uses a CRM and a spreadsheet. She uses the CRM every day and the spreadsheet weekly.
Who gets added to the spreadsheet?
-
Everybody! Whoever you have contact information for can get added to the spreadsheet.
-
Growing the database is really important, especially when you’re getting started. It’s okay to add people who aren’t in your region. Color coding can help you track who is in your area and who is ready to buy or sell.
“Even if you’ve not had very many closings, you’re trying to grow your SOI (sphere of influence). Growth is going to happen with contacts or leads when you have a grounding place to be putting those… I am constantly thinking of growing my contact list in my spreadsheet, and I’m pushing people to do that more often than if I didn’t have a landing zone for them. It’s almost like a natural tool for growth.” – Tiffany Klusacek.
“I am not an Excel person. I fight Excel, I do not like Excel, but I find that this spreadsheet is pretty easy to use. It’s color-coded, it’s got categories, and it was a template set up for me where I could just plug and play the information. Coming from someone who hates Excel, if I can do it, you can do it too. If I can do it, you can do it!” – Ashlee Jankovich.
Resources:
Get access to our free spreadsheet to organize your clients, potential clients, and all things needed to track your deals successfully. Visit www.realestatable.com/spreadsheet to get access to our free template.
Connect with us on Social Media:
Be sure you connect with Tiffany and Ashlee on social media.
Show Credits:
Our Executive Producers and Hosts are Ashlee Jankovich and Tiffany Klusacek. TSE Studios produce the Realestable podcast. Music provided by SoundStripe.
Listen On
