In the highly competitive, potentially saturated, world of real estate, offering your clients exceptional service is crucial to your reputation, referral potential, and repeat business.
However, managing multiple clients, keeping track of numerous tasks and details, and ensuring a smooth process for every transaction can be overwhelming. Luckily, that’s where workflows come into play!
Workflows help realtors streamline their operations, ensuring nothing gets missed. They are exceptional at saving you time, brain space, and focus, plus they enhance professionalism and represent your brand in a polished way.
What is a Workflow?
A workflow is a series of steps designed to take a client from one point to another in the real estate process. It’s like having a detailed roadmap for every lead and client, ensuring every action is accounted for and executed at the right time. Workflows can be automated, meaning some of these steps happen automatically, reducing manual effort and minimizing errors.
Automation in Workflows
Automation is a game-changer in workflows. By automating routine tasks, you free up valuable time to focus on more critical aspects of your business, such as building relationships and closing deals. For instance, automated email follow-ups, appointment reminders, and document requests ensure consistent communication with clients without you having to personally send every email.
Even if an email or step can’t be fully automated, by having it prepped and prepared in a workflow, it will still save you considerable time since you’ll only need to add a few details before you have the workflow send it.
Using a CRM for Workflows
Workflows are typically managed within a Client Relationship Management (CRM) system. A CRM helps you organize, track, and manage all interactions with your leads and clients in one place. Within the CRM, you can create tailored workflows for different scenarios, ensuring a seamless process for every client.
Building Workflows for Realtors
After working with several realtors, we have found the best way to utilize workflows in the real estate space is by creating four workflows: seller LEAD, seller CLIENT, buyer LEAD, and buyer CLIENT. This ensures the steps for both the selling and buying process are accounted for, and it allows you to track someone from being a lead to becoming a client.
You can then use additional tags to identify cold, warm, hot, or past leads.
This process helps you feel confident you have worked with leads to the best of your ability and provided your best service to your clients.
Benefits of Using Workflows
Peace of Mind: Ensures nothing gets sissed: because every step is accounted for, reducing the risk of overlooking important tasks.
Saves Time with Automation: Routine tasks are fully or partially automated, freeing up time for more strategic activities.
Frees Up Brain Space: With multiple clients, it’s easy to lose track. Workflows ensure you know the exact step each client is in so you don’t have to constantly think about work.
Enhanced Client Satisfaction: A streamlined and consistent approach impresses leads making them more likely to work with you and making clients more likely to refer you or use you again in the future.
Helps with Excellence: Gives you confidence you are serving your leads and clients to the best of your ability and representing yourself and your brand in a professional manner.
Why Choose Dubsado for Your CRM?
Many CRMs are sales-heavy and quite expensive. The best system is one that you will use! If it is too complicated to get set up or doesn’t align with your goals, it simply won’t work.
If you’re not keen on a huge monthly system fee and want a CRM that focuses on both lead management and client deliverables, consider Dubsado. Built for entrepreneurs, Dubsado serves as a tech hub where you can manage everything in one place:
Open House and Onboarding Questionnaires: Easily gather necessary information from clients.
Online Scheduler: Simplify appointment booking.
Transaction Tracking with P&L Reports: Keep track of your financials effortlessly.
Client Portal: A centralized location for all documentation and communication, accessible by clients at any time.
Online signature + Invoicing: Invoicing, payment processing, and online signature capabilities if you ever send invoices or need contracts signed externally from the home buying and selling process.
*There is a way to utilize Dubasdo for transaction tracking despite payments not being received in the system and to work around contracts needing to be signed through approved online signature platforms. Keep in mind that no system is perfect!
Work with More You
Building out your workflow strategy and implementing it can be time-consuming and requires a lot of thought, but if this isn’t your zone of genius, don’t worry, because it is ours!
At More You, we specialize in brainstorming and implementing workflows. We have best practices and experience working with realtors to create industry-specific workflows. Plus, we are a Certified Dubsado Specialist meaning we know all there is to know about the system including what it can and can’t do.
Our Workflow Packages
Real Estate More You Package: Includes our four basic workflows (seller lead, seller client, buyer lead, buyer client).
Real Estate Most You Package: Start with our More You workflow and work with us to customize it to fit your specific needs.
Both packages include Dubsado set up support, implementation, training, and 30 days of support once you are trained to ensure you’re fully comfortable with your new workflows. *Both packages require you to purchase a Dubsado premier account.
As a Certified Dubsado Specialist, we’re excited to offer you 30% off your first year or month with our affiliate link. For more details, check out our workflow page.
Uplevel your real estate business operations, impress your leads and clients, and give yourself more time and brain space with workflows. Book your free consult to see if we are the right solution for you!