Reside Platform Podcast
Welcome to Reside Platform Podcast! Join us as we discuss all things real estate and business related. As four entrepreneurs who own real estate companies in tech, investors, real estate, and management, and eight-figure coaching companies, we offer unique insights and expertise on the latest trends and news in the industry. From marketing strategies to client acquisition, we share our experiences and tips on how to succeed in the competitive world of real estate. We also explore current events and trends that impact us all, providing valuable insights and actionable advice for listeners. Join us for engaging conversations and practical advice on how to thrive in the fast-paced world of real estate and business.
Reside Platform Podcast
Your CRM Is a Mirror: Fix Your Database, Fix Your Business
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Lauren and Brooke break down Reside’s practical framework for cleaning up and optimizing any CRM so leads stop slipping through the cracks. They explain why a messy database creates a messy business, how to simplify stages into a clear lifecycle, and how to use tags for context without creating chaos. They also walk through the daily workflow that keeps follow-up consistent, including the must-have smart lists, contact frequency guidelines for each stage, and the difference between action plans and automations so teams can build a system that runs in the background while still driving real human follow-up.
Chapters:
- (00:00:00) Why agents lose money when their CRM is a mess
- (00:03:10) Your CRM reflects your habits: the mindset shift
- (00:06:00) Stages explained: where a lead is in the journey (not what you’re doing)
- (00:08:00) The simple 8-stage framework (10 stages or less)
- (00:11:00) Lead gen vs lead nurture, and why “nurture” is not “ignore”
- (00:15:00) Speed-to-lead: why the first 5 minutes matters
- (00:20:00) How to clean up a bloated “Lead” stage (2-hour audit plan)
- (00:24:00) Tags vs stages: how to tag without creating a mess
- (00:31:00) Smart lists: the daily roadmap and contact frequency by stage
- (00:51:00) Action plans vs automations (and what to automate vs keep personal)
Links and Resources:
- Team Leader Secrets by Suneet Agarwal
- Reside Platform
- Reside Platform Website
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