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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