Ever feel like you’re running in a million directions and still not getting anything done? That was me—one year ago. I had just moved to a new brokerage, and while it felt like a fresh start, I quickly realized my business wasn’t working the way I needed it to. I was overwhelmed, disorganized, and constantly playing catch-up.
So I stopped, stepped back, and rebuilt it all from the ground up. Here's what I changed—and what finally made a difference:
1. Systematize Your Process
I created a repeatable buyer and seller process. No more reinventing the wheel. I outlined a step-by-step flow I could follow every time, which instantly gave me more confidence (and made my clients feel it too).
2. Use Smart Tools
I built custom intake forms in Google. These forms help me understand client needs before our meetings, so I show up more prepared and intentional.
3. Streamline Communication with Email Templates
I moved all my emails to Flodesk. Now I have buyer and seller templates I can tweak and update as needed—keeping communication consistent and polished throughout the process.
4. Capture and Nurture Leads Automatically
I developed lead magnets and workflows. Using valuable resources and email sequences, I stay connected to new leads while offering real value right from the start.
5. Automate with Zapier
I connected everything to my CRM with Zapier. Now my forms and lead magnets feed right into my CRM, so nothing gets lost and follow-up becomes automatic.
6. Build Branded, Reusable Marketing Templates
I used Canva to build a plug-and-play marketing kit. From flyers to social posts to postcards—when I get a new listing, all the materials are ready to go in minutes.
7. Be Ready to Impress
I printed my real estate guides + custom folders. This one was huge! Now I always feel prepared when I walk into a client meeting, and it shows.
Rebuilding my business this way didn’t just save time—it gave me space to focus on what matters most: serving my clients, creating real relationships, and showing up with confidence.
