Cover of How to Build a Stronger Pipeline Before the New Year

How to Build a Stronger Pipeline Before the New Year

How to Build a Stronger Pipeline Before the New Year

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Lauren and Brooke share a practical Q4 survival kit for real estate team leaders who want to enter the new year with a healthier business, not a blank page. They explain how to find missed opportunities in a CRM by reviewing lead stages, last contact, smart lists, integrations, and lead distribution; build both client and recruiting pipelines; notice when agents or operations staff may be pulling back and have thoughtful one on one conversations; and plan the first 90 days around three priorities, a clear owner for each, and a measurable KPI. Their advice is to choose one change, work it consistently, and build momentum before January.

Chapters:

  • (00:00:00) Why real estate teams should plan before January
  • (00:04:00) Find missed opportunities in your CRM
  • (00:09:00) Improve lead flow and lead distribution
  • (00:12:00) Build your client and recruiting pipelines
  • (00:18:00) Lead with accountability and an abundant mindset
  • (00:20:00) Check in with agents and notice signs of burnout
  • (00:27:00) Plan your first 90 days with three priorities and clear owners
  • (00:32:00) Choose one action and build momentum into Q1

Links and Resources:

  • Team Leader Secrets by Suneet Agarwal
  • Reside Platform
  • Reside Platform Website

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