Work With Me
Share your real estate background and current lead-management setup for your CRM strategy session.
1) Full Name
*
2) Email Address
*
example@example.com
3) Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
4) Brokerage / Business Name
5) Are you:
Solo Agent
Part of a Team
Team Leader
Owner
6) How many years have you been in real estate?
Less than 1 year
1-3 years
3-5 years
5-10 years
10+
7) Who do you primarily work with?
Buyers
Sellers
Both Buyers & Sellers
Investors
Commercial
Other
8) What is your primary niche?
First-time Buyers
Luxury
Relocation
New Construction
Investors
Other
9) Which CRM are you currently using?
Follow Up Boss
kvCORE
Airtable
HubSpot
GoHighLevel
Google Sheets
I don't currently use one
Other
10) Do you currently have a system for managing and following up with your leads?
Yes, I have a system.
I have a CRM, but I don't use it consistently.
I mostly rely on my memory, notes, or reminders.
I don't really have a system yet.
11) Do you have a system to stay in touch with past clients after closing?
Yes
No
I'd like one built.
12) Anything else you'd like me to know before our strategy session?
Submit
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