Empower Your Real Estate Business with an Affordable Crm for Realtors in Canada

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crms are an essential tool for any business but especially Realtors CRM obviously is customer relationship management it takes care of all your clients or your database and works in the background on your behalf the problem is that they can be super complicated and some of them are just pernicity and don't work as well as you want to now inside of my brokerage we have a phenomenal CRM called KV core but sometimes it just does a little bit too much honestly do we need all the drip campaigns you know do we need all the searches do we need all the different crazy stuff that it does sometimes I just want to track where my clients are at super super simple So today we're going to build out a trailer board that you can download after you watch this video and use it for your clients too what's up guys Louis here again we're going to jump into the computer today and I'm going to show you how I use Trello for my CRM I use it conjunction with KV core but I'm going to show you how I do that and how this could simplify your experience with dealing with with your clients so let's dive in alright guys so this is the board and I'm going to take you through two scenarios a sailor and a buyer and I'm going to show you how this works and how it's very very simple to just keep your clients in here all the way from like a preview appointment all the way to closing and what to do with them in your past clients now like I said I have instructions in here that sync this up a little bit with KV core you can change this to your CRM that you have with your brokerage or whatever works but this is just going to simplify everything and show you the steps to take for each path in the client's Journey so let's look over here um it's color coded so if you see red anytime it means sellers if you see green anytime it means buyers and if you see blue it means they're doing both it's a buy sale our favorite clients so a seller here when we're starting off things um you know we always do a preview appointment and that typically comes before the listing presentation a lot of people use these if you're a cold caller like if you do Fizz balls and stuff like that this could be something that you want to preview the the home and then try and get the listing appointment afterwards so if that's you if you're in that realm this is a really good start for you so what we would do each of these things has instructions but we're saying okay I've got preview appointment with John Smith I'm gonna add their card in here okay John Smith I'm going to click that and I'm going to label them over here labels I'm going to go label Sailor Boom that's it for now that's all you have to do right now is that now if you talk to them on the phone you can obviously add notes in here the more notes we have the better if you have it in the CRM you can copy and paste it over here but hey talked to John and he is excited about meeting tomorrow okay or whatever you can talk about his kids or his dogs or whatever you need to know in there all the descriptions and comments you leave are going to be saved automatically inside of his little file Okay cool so what do I need to do before the appointment I need to know so I'm going to click on here and this is going to tell me exactly what I do specifically for me when I would do these appointments so for a physical I would make sure I send them a calendar invitation because if you don't send them a calendar invitation or they don't accept you never know if they're going to be there I don't want to waste my time so I'm going to send them a calendar invitation from there I'm going to email them my resume a lot of Realtors don't have resumes I got this from Brandon morenon his resume game is phenomenal so I'll do a video about that one day but resume basically tells them who you are what you're doing so they know who's coming to the house Ryan serahan does it with a box you know a gift box so whatever way you're going to do it send them something beforehand so they know who you are and they can see your tradability next I'm going to send them a video text the day off so that morning I'm going to send them a video text I'm going to pull out my phone I'm going to say hey John how's it going really looking forward to meeting you today at 11 o'clock at your house can't wait to meet you see you soon that's it super simple we just want to you know remind them that we're coming maybe get a response from them and go from there okay it just kind of sets the tone that you're professional you're already following up at a great extent and you're all set okay next one add to MLS seller email now you can do this on the step or you can not do it on this step um typically what I do is I'll get on the MLS and I'll look at their you know subdivision that they live in and I'll pull up a search for that and send it to them just so they know what's going on in the area any active any under contract or any sold just so they have a snapshot of what's going on okay I've already done this little bit of work for them it takes two minutes it's not a big deal get it done okay I'm gonna add them on so social media that's a scary one because it's kind of weird and upfront but it works it depends on the person honestly for me send them a handwritten thank you card now if it's like the next day I don't typically do that but if it's like hey come and meet me next week on Thursday I'll send them a handwritten card like hey looking forward to meeting you you know all that good stuff so that's the preview appointment again you can add in your own checklist you can just add items here or whatever you want to do this is just going to keep your processes in place for the appointments if you want you can also hit this checklist and you can copy it from all these different ones all right so let's close that just now and then before the appointment what to bring this is just a reminder for me what to bring I'm going to bring a market snapshot I'm going to bring a CMA with an emphasis on days on Market okay all right at the home when we get there this is actually my instructions just to review before I go in there again this is a preview appointment we're trying to set an appointment for a listing appointment a lot of appointments but the home tour here is what I'm going to be doing we're not going to go over this and extend you can look at this on the actual thing a transition script to go from the home tour into like showing them the CMA presentation and if the sale is open to working with you where to go from there make sure you bring um uh on the home tour make sure you bring the Zillow ad market snapshot the diesel Market presentation a value proposition and make sure you plant this seed some of these things you might not have we do it with our agents and our team so if you have interest in this thing reach out maybe we can have a conversation about partnering together okay so that's great preview appointment okay and I went to the appointment and I got the listing presentation appointment okay so we're good to go we're good to go back for a listening presentation if you've got a listing presentation straight away just skip that step now look at that I just switched cards okay so I take John and I'm moving them on to the next step okay I'm at the listing presentation now what do I need to bring so here's a couple things and you can link your Google drive to Trello super super easy you just go over here to the settings and link up your Google drive or you can just copy and paste the link for your Google Document right there so I always recommend keeping things in Google Drive so my resume my listing presentation are there so just copy that link paste it in here just so you have it ready to go you don't have to look up on Google Drive okay so I have my resume I have my listing presentation click click I've got them printed out they're yeah good to go I've got an up-to-date CMA I've got net sheet forum and I have intake forms if that's what you do if you're digital with your intake forms and and um agreements and stuff then just make sure you have it all dialed in and entered into your system so you can send it off to them right there and have them send it or have them sign it on the spot okay so that's what we've done we've got the listing presentation and we have crushed it here is a couple other things we're going to move through like this this is another checklist right here now this one in particular is exactly what you're going to do in terms of entering into a CRM so if you have a CRM I use KV core with exp it's a phenomenal CRM but this just reminds me what to do with them okay so this is just reminding you that um you want to add them onto these checklists and the labels you can just read through this and follow along step by step and then from here if it's a buyer appointment I'm going to go into KV core add them immediately send him a confirmation email create a folder for them and do all this you can read through this I'm not going to bore you to death you can download this and check out all the instructions yourself if it's a listing presentation here's the instructions that I'm going to be doing here if I set an appointment and it didn't show here's what I'm going to do inside of KV core and if they didn't sign an agreement with me this is what I'm going to do is drip campaigns that are built into my KV core alright so that basically tells you exactly what to do so there's no guessing right that's the thing about this with systems and processes are all about building out things so you're not stressing so you're not second guessing yourself like oh did I do this did I do that just go through this checklist and you'll know for sure okay let's um let's skip them on here a little bit I'm going to stay on this seller path right now so we've got the listing agreement that's good to go we are officially John's agent so I'm going to take him over to right here the pre-list checklist and you can now see that it like okay cool I'm bringing people along if I look at this and I have a bunch of different clients I know where they all are in the process right now I know who I've got appointments with I know who are coming up the listing and I know who are going through all these other things so we're going to look at the pre-list instructions here I want to make sure that I go into my KV core and set them up on different things I want to make sure if I have them on any drip campaigns that I cancel them because I don't want them getting bombarded with emails like oh hey ever thought about selling where he's already under contract with you and make sure that you are following all the the tasks in here okay so that's just a pre-list you can put on you know here what the dates are going to be so maybe he's going to be listing on the 21st and we're just going to save that right there well that's cool because the date will show up on when they're going to list and when it's going to go live if you have other things you have deadlines for you can add in dates um for different things so it may be like four graphs maybe you know I have a talk refer um you know on the seventh you know or whatever that may look like so you can do that and make sure you have all the information inside of there all right so now um pre-list and now we're going to go live on the market so I'm going to move him on dope my house is live on the MLS I'm good to go I'm gonna get rolling here are some instructions and this is more setting you up for Success again one of the things that we love to do with our clients is make sure we set them up at the start with the right communication so we say hey this is what we're going to do with communication it's not going to be random it's not going to be text here and there if anything happens and it's never going to be you texting me to get answers okay because then I've already lost all the trust so I set them up I say Hey listen I send my sellers an update every Tuesday okay and it's going to include the numbers of showing and any feedback a recap of what we're doing to market the home properly you know a market update to get reductions if needed it and of course be upfront with them why every Tuesday and it will tell you exactly why here's a sample email that you can send so you can copy paste this into your email and change some of the numbers around super super simple that's going to be every single week on Tuesday you can do it whatever day you want I like Tuesday because obviously the weekend has come Mondays come we haven't had any offers so Tuesday I'm gonna update before he has any questions okie dokie well the best scenario happened we got an offer we accepted it and now we're under contract so let's move John over here on our journey under contract let's look at the instructions super simple this is just telling us to enter him into KV core or CRM is pending stop drip campaign stop everything we're in a contract so we're all set we're good to go now you might want to make a checklist here of exactly what you do while under contract you know also it might be you know updating with all you know relevant dates um you know clarify the under contract you know process says that we go through whatever it is just make sure that whatever you typically do with your sellers you would just make a checklist here and you can do that by clicking checklist and then you name this you know seller checklist and then you would add it right there and you can add in all your different things again building processes why do we do this because if you do something you know multiple times just build something that at once that works and then every time it becomes super super easy if you're having to start from scratch with every seller you get this becomes super tedious so this is why we build systems and this is why we have processes alright cool cool well we've closed the deal John Smith is now a successful seller he has closed and here's instructions right here go in there change them to pass client make sure I put them on the reminder to call them every 90 days we have a past client routine call them seven days after closing call him um two weeks after closing column one month after closing and then every 90 days from there you're always going to stay top of mind checking in with him and that's it for Sailors so let's go ahead and we'll take John so say he was selling first and then buying so let's take him over to the buyer's appointment again this is the new lead deployment so it's the same checklist for this but let's go in and just change him to a buyer because it's not a seller anymore okie dokie so buyer clients active so these are clients that are out and about trying to check out homes with a click here look at the instructions again a lot of CRM stuff add them in you know you could do this on your MLS here's what to add on the mlas for different drips and and save searches and stuff like that we text our buyers on Monday and Thursday to get them out and about and this is just sample text that you can send to them so you can use this as um you know a template if they're not on your calendar for going to showing if they are you know serious about looking at homes but they haven't found anything over the weekend you know but they're not quite on your calendar yet for next weekend or through the week we make sure we text them on Monday and Thursday to get them on the calendar get them out looking again okay right like that now same deal if they go on the contract they found a home we just move them over under contract and once they close we go to close and we just follow the instructions in here so you can see that this is just a simple path that we take them through they just follow through the process and what this does is it means that they're not caught up with the other thousands of people inside your CRM and getting lost I can actually use my trailer board for I I only put pretty serious clients on here that I know are going or that I know my appointment is looking really good I'll put them on there and just drive it out like that so this is what I use specifically myself from my business you can see right here if I go to so you can see I've got a bunch of people in here for new appointments I've got set up these are active buyers here I don't have any active listings right now I've got two under contract and these are closings that I've had in the last couple months here so you can see how this works out where really I know exactly where people are going I know where to move them to and it's awesome so this really really helps with understanding the comparisons between a CRM which can be a little too much and just a simple system like this that keeps you on track if you want to use them both in conjunction and obviously the checklists are all there they're good to go and it's great so you will find a link for this template right here and when you see this and click on the link and Below it'll there'll be a blue box up the top here and you're just going to click on the blue box to add it to your board and go from there Trello is absolutely free and I feel like every realtor should be utilizing it okay so you can see it right there but if I go into you know a different one here you can go here create board from template and it'll pull over and go from there all right so that is Trello the CRM I love it it makes everything a lot cleaner a lot faster a lot smoother and you can go into here without seeing all the mess and thousands of contacts inside your actual CRM download that guys let me know what you think drop a comment below if you like this kind of stuff I'm always putting videos out about systems processes and time management because it's my jam I love it and I'm trying to help Realtors scale and scale their business using these techniques so subscribe if you haven't done already I would love to see you again and we'll see you on the next one