Last year I watched a 14-agent team in Scottsdale leak $312,000 in commission. Not because the leads were bad. Because nobody touched them on day 3, day 7, day 30. Their so-called “system” was a shared Gmail inbox and a Trello board no one opened past Friday. Sound familiar? Look — if you’re running a […]
Here’s the thing nobody warns you about when your team goes fully remote: the deal doesn’t die at the closing table. It dies somewhere between the lead form and the follow-up call. I learned that the painful way back in 2022. I was running a 9-agent team split across Phoenix, Tampa, and one part-timer hiding
David runs a $1.4B AUM RIA out of Naperville. He’s a managing partner I’ve consulted with for years. Last November he pinged me with one question that pretty much summed up his whole quarter. “Why is our average advisor still spending 11 hours a week on client admin instead of in front of households?” We
You’ve outgrown the starter plan. Your team blew past 50 agents last spring, your inbox looks like a graveyard of stale buyer leads, and that spreadsheet your TC swore by? It just ate three closings’ worth of notes last Tuesday. I’ve been doing real estate tech consulting for 11 years. Phoenix, then Dallas, now Austin.
Maria runs a 14-provider multi-specialty group in Austin. She sent me her patient acquisition report last October. The numbers told a story. 1,840 new patient inquiries the prior quarter. Confirmed first appointments out of that batch? 612. That’s a 33% inquiry-to-appointment rate against roughly $38,000 in paid acquisition spend. Not awful. But not where it
