All Forum Posts by: Patrick Jackson

@Paul Daniels. I have implemented Podio to handle my complete operation from lead intake to management to conversion. But it’s taken me a while to get it to the point that it’s now the complete foundation for operation.

@Isaiah Pearson my best advice is to focus on the issue at hand. All sellers are selling for a reason. Focusing on that rather than the dry mechanics of “I can buy your house cash” is more inviting for a seller to strike a personal relationship with you. Then you have the mindset of your strategies to help them in place and you can apply them as needed.

Again focus on the issue and the sale will come!

Hope this helps

Patrick

@Nathan S. I have built my Podio design to be the foundation to handle the following:

1. CRM. I send out drip messages via text, ringless voicemail and email on periodic schedules to reach leads

2. Dialer. I integrate Mojo dialer into the system to capture warm and hot leads and convert them to my lead management workflow automatically.

3. Skip Tracing. Integrated LeadSherpa in to do skip tracing and again funnel it into my system for management.

4. Lists. Combo of LeadSherpa, Batchleads, Craigslist auto scrapes and cold callers to find, qualify and populate my system with leads. It’s important to identify the source of these leads as they come in for key performance indicator reports as well.

5. Marketing. I have used websites with landing page forms embedded in them, social media ads with signup forms, bandit signs, cold callers and letter and post card campaigns that are all funneled into my system to be identified by source, and joined into the progression of lead management as well.

Main thing is to be able to manage all these sources and drive them into a single foundation for workflow progression. Regardless if you have a single person or several team members in your organization, the main thing is workflow management. As you or your team are being tasked with assignments, the progression from generating quality leads, turning those leads into opportunities, converting opportunities to offers, closing offers to assignments or purchases, and then offering those assignments and purchases to deals for buyers it can be complicated unless you have a system in place both operational and automated to manage it in a systematic manner.

Hope this helps you!!

Patrick

@Orie Brown hello and welcome to BP. I've used a few systems and integrated them over time to fit my operational workflows. From tracking performance from marketing campaigns, to consolidating leads and contacts coming in from many resource funnels, to communicating with sellers, buyers, contractors and all REI resources under one roof no matter their location it's been very sufficient in meeting my needs. Let me know if you'd like specific help

@Michelle Belinfante I use CallRail which gives me 10 distinct numbers to identify marketing funnels from. This way, as leads come into my CRM, I can track key performance indicators by each phone number and make adjustments to marketing efforts as needed. Hope this helps.

@Gideon Achirem I use Podio for my CRM and project management resource. The main thing is to look at your “system” as a total solution from a 10,000 ft view. It might consist of a few software resources, some human touch factors and marketing funnels to be complete.

@Nick Romano they all have their own unique qualities but the important thing is to create a “system” that accommodates all aspects of your operations. This is from lead management to followup campaigns to offer evaluation and deal generation. Look at it from the 10,000 ft view.

@Joshua Loh I have created my own system in Podio that accommodates multiple marketing funnels, deal evaluation and followup campaigns. It works great for all I need and is scalable when my business grows.

Like the subject says, if you think a CRM system is all you need to complete your Real Estate Investing Workflows that’s only half true. A “System” stretches well beyond just a automated process machine. It’s a complete operational program that includes processes, software, people and marketing resources. Need more info? Let me help you.

The System Guy!

@Brixter Pax Rabara depends on how robust your marketing efforts are. If you are just doing light contact sellers then you can spend your time calling each one back (average is 7 tries to contact). If you are spending dollars on campaigns, multiple ones then you will get frustrated or broke trying to keep up. Build a small automation system while you are starting out, then allow it to scale as your business grows. If the system won’t allow this in the beginning you will have to migrate the data to a more robust system later