Most agents collect contacts. Top producers connect.

 

There’s a difference. And, First name /  , you best believe it shows up in your CRM!

Let’s have a real moment: if your CRM is full of dead leads, untagged contacts, or old notes from 2022… you’re not alone. 

 

But if you want more appointments and more closings this year, it’s time to treat your CRM like the revenue engine it actually is.

 

In a recent webinar session, I shared the five CRM habits I’m seeing top producers use to grow faster, work smarter, and stay way more consistent. Here’s a quick rundown:

🔥 Tag & Segment Like a Boss
Stop guessing and start sorting—by life stage, behavior, or preference. Your smart lists should work harder than you do.

 

📹 Automate with a Human Touch
Yes, you can automate the message. But don’t skip the quick Loom or voice memo that makes it personal.

 

📊 Engage, Don’t Nag
Nobody wants a “just checking in” message. Give them something valuable—equity updates, market shifts, or hyperlocal news.

 

💡 Use AI Like a Pro
AI helps you show up better. Think follow-ups, lead scoring, and re-engagement prompts—not robot spam.

 

🧼 Clean It Up Weekly
60 minutes a week to clean, tag, and tweak your workflows = fewer missed opportunities and more control.

⚡Spend 10 minutes each day updating or reaching out to 10 people. That’s 300 meaningful CRM touches every month.

 

You can grab the full worksheet here if you missed it or want to share it with your team

Let’s turn your CRM into your most valuable lead source. Take the strategy—and run with it.

🚨FREE WEBINAR INVITE: Tired of losing cash offer leads to investors?

Let’s fix that. 🛠️ 

I’m hosting a free SOLD.com webinar to show you how to turn those “What’s my home worth?” inquiries into signed listings—without chasing or guessing what to say.

🔑 What you’ll get:

✅ Done-for-you 2-year AI-powered follow-up plan
✅ Scripts that keep leads warm (and close-ready)
✅ How to pivot to a traditional sale with confidence

Taking the time to execute on these small tasks is what places you in a position serve more people and increase your earnings.

Don't forget

This exercise is primarily designed to 🗓️ SET APPOINTMENTS! Track your progress and pay attention to what’s converting. I’d love to hear what you discover.

Wanna make magic together?

I coach, consult, speak on stage, and occasionally break out into dance. Which one can we do together? ⤵️