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Are you driving your real estate business with a manual or an automatic?

Posted by Gary David Hall on May 19, 2017 9:42:37 AM

This blog post is the 1st in a series of 5 articles demonstrating the impact workflows can have on your real estate business.

"With workflows as part of your real estate CRM, you can automatically keep the day-to-day details of your operation humming smoothly, dramatically reducing stress and time spent on paperwork to free you up for more one-on-one interaction with your sphere of influence."


If you’re not using workflows, the answer is “manual.”

A stick shift can be fun, but it’s not very practical for business use if you’re in real estate sales. The same can be said of running your business with paper To Do lists and a lot of finger-crossing. It may be what you “grew up” with, but that doesn’t mean it’s the best way to go.

With workflows as part of your real estate CRM, you can automatically keep the day-to-day details of your operation humming smoothly, dramatically reducing stress and time spent on paperwork to free you up for more one-on-one interaction with your sphere of influence.

The biggest challenge in convincing people of the tremendous benefits of workflows is this: until you are actually using workflows, it’s impossible to appreciate the magnitude of what they will mean to you. It’s not unlike hearing how much having your first baby will change your life—you can hear that ad infinitum, but you can’t really comprehend it until you’ve raised a child.

But I’m still going to try to convince you. :) 

 

What happens when you DON’T use workflows:

Must you use workflows? Of course not. I know many agents and teams who are doing a lot of business without using workflows or activity plans. It’s doable.

But there are catches.

If you don’t use workflows, you cause yourself a great deal of unnecessary stress, you get less time on the golf course, and/or you pay more staff because you need more time to get things done. Why? Among other things, you’re dealing with more mistakes and things falling through the cracks.

 

And when you DO use workflows...

Workflows take everything you do now and either do it for you or remind the appropriate person to do it. Yes, I said do it for you...meaning you don’t have to do it or pay your assistant to do it because it is automatically done for you once the workflow is started. And just as cool—you can see what was done, for whom, when, and by whom.

Know who doesn’t need to be convinced that they should use workflows?

  • People who have already used them
  • Virtual Assistants
  • Transaction Coordinators
  • Listing Coordinators
  • Anyone whose job it is to be as organized and efficient as possible

The Power Of Workflows

Traditionally, when people think of workflows and activity plans, they assume they are only used for drip campaigns, listings, and closings. That’s because that’s what they’ve always been used for. And those are appropriate uses for activity plans. But workflows are much more flexible and powerful.

realvolve_workflows_real_estate_crmA workflow can be a single activity that reminds you to call someone, has a field in the activity itself that displays the phone number, asks for a note about the conversation, and prompts you for the date you called—all of this in one activity.

Or you can have a workflow with 100 activities that does everything except clean the kitchen sink (and that job can be assigned in one of the activities!).

So, what can you use workflows for, besides transaction management?

  • January tax reminders
  • Quarterly tax preparation
  • Year end activities
  • Referrals given and received
  • Recommendations
  • Website maintenance
  • Lead gen maintenance
  • Project management
  • Operations management
  • Newsletters
  • Advertising campaigns
  • Marketing campaigns
  • Client Appreciation Day
  • Agent alerts

The list is endless and the uses we see talked about in our Facebook community never cease to amaze me.

I’ve been building and using activity plans and workflows since 1988 and I am truly passionate about helping people get to that Aha! moment when they realize what they’ve been missing. I want to help you realize how much easier this business can be when you’re truly organized and automated with workflows.

 

Up Next:

In the next four installments of this blog series, I’ll share 12 specific goals you can accomplish through using workflows. My mission is to help you understand the true magnitude of workflows and the impact they can have on your business. (And even if you’re already using workflows, stay tuned—there will probably be at least one or two Aha! moments for you, too!)

If you aren’t using workflows today, it’s time to get started.

Topics: Real Estate CRM, Real Estate Success, CRM Workflows

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