All Forum Posts by: Drew Clements

I'm on day 3 of setting up Podio. My first project is organizing the properties/contacts I've identified while driving for dollars. I feel a little stuck at the moment as I'm trying to refine the apps.

My thought is that I should manage sellers as contacts separate from properties - treating each as separate items in separate apps, but connecting them through relationships.

I set up a basic app for each and started playing with it, but it still seems clunky - If any of you actively use Podio, I'd love to get your thoughts on this kind of setup (separating properties and sellers, but connecting them through relationships)... and then setting up a workflow for mailings. What approach would you recommend? Any resources you would suggest for getting up the learning curve faster?

Any help is much appreciated! (I'm floundering a bit here!)

I've been using evernote extensively... for notes. I've also been trying to organize driving for dollars with it, but quickly finding that managing that process is too manual - I'm transitioning to using Podio for managing leads and workflow. Podio seems more promising and I'm thinking that it may be a better way of organizing my notes for projects, too.

A bit of an old thread, @Taylor Jennings, but really appreciate your detailed insights! I'm working on importing my D4D lists into a Podio account I'm setting up today and your app details are very helpful! One Podio question for you - do you treat properties and sellers as separate items in Podio and just link them with a relationship? I'm trying to create and end-to-end workflow and I'd like to treat properties as inventory... currently "theirs", soon to be "mine" ;D then to be sold, etc. Would you be willing to give me a broad overview of how you structure your workflows? What has been working for you?

Hi @Lori Greene, We have the NUREIA meetings in Logan once a month on the third Wednesday of the month - nureia.org has the details. Hope to see you there!

Hi @Brian Huber,

Lot's of good advice on this thread already; but to add my two cents, here are some points to consider:

• If you're serious, get a broad education on the subject from a reliable source THEN hire a pro to do it for you. The education is just so you know when they're actually doing a good job or just blowing smoke.
• To get an education, look through the free AdWords certification material.
• To find a pro, shoot for something more than just a one-man shop (you won't get the attention you pay for most of the time), make sure they have experience in real estate, and get and check references, etc.
• Learn to use conversion tracking effectively (a real pro can show you how to do this... if they don't, next.)
• Make sure to map your leads back to reported "conversions" - some disparity is normal, but if it's off in a big way, that's a red flag you'll want to look into.
• Learn to ask good, performance-oriented questions of you manager. Strive for continuous improvement.

Overall, try to drive the direction, strategy and results - but let the pros do their job to manage the details.

Good luck!

Morning @Bryan Carlson! Glad to see you on here - be sure to set up your keyword alerts if you haven't already: they'll alert you to when folks are talking about inspectors/inspections here on BP, etc. You may also want to consider a plus or pro membership as it will give you more features for promoting your business. Keep crushing it!

Thanks, @Logan Allec! I swear I searched for "invite to BP" etc. before posting! So I'll update this feature request to "fix search"... haha.

Hey Growth Master @Brandon Turner,

There are very few investors in my area that are currently on bigger pockets - I tell people about BP all the time but I'd like to have a way to more easily invite them through their inbox.

LinkedIn got into hot water with this, but I'm pretty sure it's because they were sending the emails (scraping addresses from members' email accounts) - I'm just looking for an invite feature that streamlines the signup process and all I have to do is enter their email address and message... and even though it's sent from BP, it's clearly from me - e.g. links to my profile, etc.

Has the BP team considered this?

Hi @Atenas Encinas.

Getting into real estate in a supporting role is a great way to go about it - you kind of said this yourself regarding house staging, but may not have realized the opportunity there. It sounds like you may be highly qualified in that field, so why not leverage it? Don't reinvent the wheel if you don't have to. Network with investors in your area, start working with them doing staging, or design services for flippers, etc. These are just some ideas - moral of the story, though: don't discount your skills - bring them to the table and fill in the gaps with other people (you'll fill in THEIR gaps).

Good luck!

Hi @Andy Cross,

They way I see it, you can "waste" your time knocking doors, talking to real people, getting real experience and real feedback on your value proposition OR you can waste your time pretending you're working putting together marketing materials without any experience and feedback, spend money, and hope that someone calls you so that you can get face-to-face with them to get real experience and feedback on your value proposition.

Door knocking isn't that huge a commitment. The only think hard about it is changing your mindset - people are surprisingly easy to talk to... don't over think it! Just try it for a day... get some experience.