Real Estate Team OS

By: Ethan Beute Follow Up Boss
  • Summary

  • Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.
    © 2024 Follow Up Boss
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Episodes
  • 036 The Future of Real Estate Is Cyborgs with Taylor Hack
    Jul 30 2024

    Get subscriber-only episodes and email-exclusive insights at RealEstateTeamOS.com/subscribe


    Don’t confuse a robot for a cyborg. The latter is simply a living organism augmented by an artificial component or technology.


    So, a well-equipped human is a cyborg. For example: with a smartphone and a ton of texting shortcuts to save time or with a prompting process to write more personal emails or replies to reviews faster.


    The future of real estate sales and services belongs to those moving in this direction.

    Learn how and why - in a practical, approachable, no-hype way - with Taylor Hack, Owner of Hack&Co in Edmonton, Alberta.

    Taylor shares why he built a team (but not a mega team), how guests of Real Estate Team OS like Veronica Figueroa, Justin Havre, and Kris Lindahl have helped him on his journey, how he’s leveraged his passion for marketing and technology, and specific ways he’s using AI to improve himself, his team members, and their results.

    Get specific tips to increase speed and maintain quality in getting insights from spreadsheets, writing and replying to emails, responding to online reviews, and more!


    Listen to Ep 036 with Taylor Hack for:

    - A meaningful definition and clear benefits of synergy

    - How high-end car sales, mortgages, and irritation helped him produce $1M in commission in his first 32 months in real estate

    - Why he started his real estate team and how hard it is to learn to run a business

    - Why his 10-person team is exactly the right size (and how to find your right size)

    - Why “the future of real estate is cyborgs” delivering “awesome” and “now” five-star experiences

    - How to find the balance of people and machines in your business (how to make sure clients can’t “see the wires” of your machines)

    - How he learned about AI and a framework to better leverage Chat GPT (concluding with 3 critical questions)

    - Places to turn for trustworthy AI guidance (a couple of links here: https://linktr.ee/taylorhack)

    - Writing emails, replying to emails, and replying to reviews with AI

    - The benefits of a voice paragraph (written by and for AI)


    At the end, learn about earning a vintage 911, mowing the lawn, being present with dogs, and trading the two worst hours of your day for the two best.


    Taylor Hack:

    - https://www.instagram.com/taylorthehack/

    - https://linktr.ee/taylorhack

    - https://www.google.com/search?q=taylor+hack+follow+up+boss

    - https://www.hackandco.ca/team-page


    Real Estate Team OS:
    - https://www.realestateteamos.com/subscribe

    - https://linktr.ee/realestateteamos

    - https://www.instagram.com/realestateteamos/

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    1 hr and 2 mins
  • 035 What's In Your Real Estate Team Operating System?
    Jul 23 2024
    Get subscriber-only episodes and email-exclusive insights at RealEstateTeamOS.com/subscribeWhat’s the OS stand for in Real Estate Team OS? Operating System!So what exactly is in your real estate team operating system?It’s everything backstage, behind the curtain, back of house, and behind the agent. It’s the people, processes, and technology we put into place to keep agents in dollar-productive activities and to add efficiency and scalability to our organization.In this episode, you’ll hear about key elements of the operating systems of 7 different team leaders and teamerage owners from New Jersey, Virginia, and Florida over to Colorado, Arizona, and Texas. Specifically, we asked: What are one or two key people, processes, or technologies that you couldn’t have built your team without?Watch or listen to Episode 035 of Real Estate Team OS for insights from:Dave NessFounder of Thrive Real Estate Group, an independent teamerage in Denver, ColoradoTwo key roles: the integrator (which gets various titles) and a dedicated sales leaderThe importance and challenge of having these roles well-staffedThe changing needs of your team over timeMicah HarperCEO of Exquisite Properties, an independent teamerage in San Antonio, TexasWhy his inside sales leader is titled Director of Opportunity How a truly empowered ISA team operatesWhat a healthy ISA-agent partnership looks likeBecky GarciaFounder and CEO of The Garcia Group, a 99% female real estate organization in Phoenix, ArizonaTwo roles to save time and improve results: operations manager and personal assistantThe challenge and benefits of migrating from one CRM to anotherTraining agents to communicate and demonstrate the differences in and benefits to the consumer of how your team operatesMarcus LarreaFounder and Team Lead at Palm Paradise Realty Group, an independent teamerage in southwest FloridaFirst two hires: transaction coordinator (do-it-all ops person) and marketingTwo key tools: Follow Up Boss and Cloud CMA (“best tool,” “best investment”)Mercy Lugo-StruthersCEO and Principal Broker at Casals, Realtors, in Northern VirginiaCharacteristics all staff and agents need to possess and how she evaluates them in the first 7 days and first 30 daysA piece of tech that’s “the glue of the team”The benefits of an accountability partner like the Zillow Flex programJoe OzRemote Team Leader of Joe Oz Real Estate Group in Montclair, New JerseyThe benefits of investing in a team member and having them grow into their strengthsRetention through compensationGetting saved from yourselfAbel GilbertBroker/Owner of ONEPATH Realty, an independent teamerage in Miami, FloridaThe constant change and evolution required in your operating systemMaintaining your database and sales processes in one, central hubSeeing the future 60 to 90 days out and making changes accordinglyConnect with Dave Ness: https://www.instagram.com/thrivedenver/Connect with Micah Harper: https://www.instagram.com/micahharper/https://www.instagram.com/exquisitepropertiessa/Connect with Becky Garcia:- https://www.instagram.com/garciagroupaz/Connect with Marcus Larrea:- https://www.instagram.com/marcuslarrea/- https://www.instagram.com/palmparadisegroupfl/Connect with Mercy Lugo-Struthers:- https://www.instagram.com/mercylugostruthersteam/- https://www.instagram.com/mercylugostruthers/Connect with Joe Oz:- https://www.instagram.com/joeozrealestate/Connect with Abel Gilbert:- https://www.instagram.com/growwithabel/- https://www.instagram.com/onepathrealty/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
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    39 mins
  • 034 Simplifying Your Real Estate CRM with Elena Kee
    Jul 16 2024

    Get subscriber-only episodes and email-exclusive insights at RealEstateTeamOS.com/subscribe


    Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism.


    Our topic is real estate tech stack in general and real estate CRM in particular.

    Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee Technology Solutions, a 20-member team helping people get the most from their real estate tech. And it all began with a CRM migration project years ago.

    Elena’s worked with previous guests on the show like Lauren Bowen, Suneet Agarwal, and Nick McLean and joins us to share common challenges, top tips, and practical approaches for agents and teams to solve business problems and capitalize on business opportunities by working from one, central hub.


    Watch or listen to Ep 034 with Elena Kee to learn:

    - How a CRM migration project unlocked her path in the real estate industry

    - How to identify great ops people - including the 3 specific assessments she uses with TestGorilla (https://www.testgorilla.com/)

    - One of the most common problems she finds in real estate tech stacks

    - Two things that top teams are working on right now from a CRM perspective

    - Why leads and lead sources aren’t your real problem as an agent or a team

    - A process to improve your CRM workflow, from smart lists to reporting to transparency to notes to automations

    - How many stages and tags are too many - and how to land at the right amount

    - What agents do and don’t need to know about how your CRM is set up

    - Trends she’s seeing in real estate teams


    At the end, learn about starting a gigging band, saving on paper towels, hiring a content “ingester,” and getting cozy with video games.


    Connect with Elena Kee:
    - https://keetechnology.com/
    - https://www.youtube.com/@ElenaKee/playlists


    Real Estate Team OS guests mentioned in this episode:

    - Lauren Bowen https://www.realestateteamos.com/episode/lauren-bowen-robert-slack-coo-lead-sources-team-leaders

    - Suneet Agarwal https://www.realestateteamos.com/episode/suneet-agarwal-real-estate-agent-recruiting-reside

    - Nick McLean https://www.realestateteamos.com/episode/real-estate-team-onboarding-training-differentiators-nick-mclean

    Connect with Real Estate Team OS:

    - https://www.realestateteamos.com/subscribe

    - https://linktr.ee/realestateteamos

    - https://www.instagram.com/realestateteamos/

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    54 mins

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