✨ Today we covered:
✅ How to learn workflows as a new VA: If you're just getting started with the buyer and seller flows, the best thing you can do is observe your agent's current escrows in real time. Watch what emails she's sending, what tasks she's handling, and match the workflow to what she's already doing. Start with those steps and layer in the rest over time.
✅ Making the email templates your own: The templates in the hub are a starting point, not a final product. Your agent's voice, her clients, and her style should shape every email. Whether you send through Flodesk or Gmail, what matters is that it sounds like her.
✅ How Tina's team uses Asana and Follow-Up Boss together: Asana is the home for warm leads, active clients, and anyone Tina has personally touched. Follow-Up Boss handles colder leads and event captures. You don't have to pick one CRM, you can use both for different purposes as long as you actually use them.
✅ Buyer and seller workflow automations breakdown: There are three key automations for both buyer and seller flows: the intake form that feeds into the CRM and kicks off the Flodesk email drip, then everything in the middle stays hands-on and personal, and finally the post-close drip that goes out automatically after closing day. During escrow, you want to stay manual. Dates change, milestones shift, and the automation doesn't know that.
✅ Live Asana pipeline demo: Laura walked through the deal pipeline live, from manual lead entry all the way to closed. As leads move through the columns (new lead, working buyer, active buyer, in escrow, closed), different rules trigger automatically, subtasks pop up, and team members get assigned. Every client has their own individual flow. No bulk actions.
✅ Asana free vs. paid: Start with the free version. Upgrade only when what you need it to do stops working on the free plan. Paid is required for the automation background rules, but there is no need to pay before you are ready.
