Episode 17: Awesome Software for Real Estate! Resimpli

Awesome Software for Real Estate! Resimpli

Episode Transcript

Speaker 1 (00:00):
Cool, cool, All right, miss, how's it going?

Speaker 2 (00:05):
I'm good?

Speaker 1 (00:05):
But how's it going on?

Speaker 2 (00:07):
Going on?

Speaker 3 (00:09):
Good? Kevin? How are you man?

Speaker 2 (00:11):
Good? Good? Good? We're missing we're missing Dave. No idea
where Dave is. He's got internet problems, but he will
be on. So yeah, welcome to Coffee with closes. Everybody,
if you're watching us, good morning. We are live every
single week on Wednesday, twelve Eastern, eleven central, nine Pacific,

(00:34):
wherever you're watching from. So, good morning, Joe McCool, how
are you Dave? What's going on?

Speaker 3 (00:44):
Hey, guys, how are we doing?

Speaker 4 (00:45):
Good morning?

Speaker 2 (00:46):
What's going on? How's it going?

Speaker 1 (00:50):
What's up? Joe? Yeah? Where are you guys at? All right?
All right, So we're doing we're doing we're doing lunch
with closers.

Speaker 4 (01:02):
Right, yeah, that's.

Speaker 2 (01:10):
Right.

Speaker 3 (01:11):
Thanks Jo.

Speaker 5 (01:12):
We give your call later on. Thanks many, Good morning.
How's every we're doing today? Thanks for good joining us, buddy.

Speaker 3 (01:21):
Been good.

Speaker 2 (01:23):
We've got it together over here with coffee with closes,
as you can see, so good morning. Yes, he's ready.

Speaker 4 (01:36):
I'm ready, ready to ruys.

Speaker 5 (01:39):
Yeah, so I'm here. Sorry I was a little late
coming on today, boys.

Speaker 2 (01:44):
Problem, no problem. So Chara, good morning. I appreciate you
joining us. I think we're all excited to have you on,
and I know our viewers that are watching are going
to have lots of questions. So the format pretty much is,
if you're live, guys, please put in the comments, ask
us any questions that you have. So Charad, we try

(02:05):
and make this interactive, so we're going to be asking
you questions and so will our audience as well. So
it says on your T shirt. Obviously I know kind
of what you do. We're in Masterminds together, all of us.
But just before we jump in and get to kind
of the awesome software that you have, tell us a
little bit about Schara. Tell us kind of where you're living, Charad,

(02:28):
what you do, your experience in real estate, and let's
go from there.

Speaker 3 (02:33):
Sure, So, I live in Toronto, Canada, actually right outside
of Toronto, Canada. I've been here for about year and
a half and I do my investing in Northwest Indiana.
So anybody who's not familiar, it's right outside of Chicago's
like thirty forty minutes out of Chicago. I used to
live in Chicago until two thousand and fifteen. Then I

(02:55):
moved to San Diego and I started out where it
doing rental property, so I own about seventy five units,
about seventy of them are paid for free and clear.
And then from there I got into fix and flip,
some wholesaling, and now I do primarily. I would say

(03:16):
fifty retail, fix and flip and fifty percent don't key properties.
And when I moved to San Diego is when I
started my software company to basically manage my own business.
I could have my own team on one software. So
it's kind of grew into what it is now.

Speaker 2 (03:34):
Beautiful.

Speaker 5 (03:36):
How much time do you spend on how much time
do you spend on your flipping business a week?

Speaker 3 (03:43):
If I spend more than an hour a week, that
means something is not right? Right, Yeah, I love it.

Speaker 4 (03:51):
So I love it.

Speaker 2 (03:53):
And you still have all your rentals, right? You still
have seventy five?

Speaker 3 (03:57):
I do, And I own a property management company, and
I spent half hour a day Thursday, one o'clock east
into one thirty is my time with property management company?

Speaker 2 (04:07):
Okay? And where are they located.

Speaker 3 (04:09):
They're all in northwest Indiana, in Lake County, right outside Chicago.
I mean practically it's a suburb of Chicago, but it
just happens to be in Indiana.

Speaker 2 (04:21):
All right, what's your take? Are you capped out at
seventy five rentals? You want more?

Speaker 3 (04:30):
I do add a couple of properties a year, but
last couple of years I've been really focused on the
software company, so that's where my primary focus has been.
On the fix and flip side. We do about forty
to fifty deals a year, and then again I would
say about twenty twenty five those are turnkey properties which

(04:50):
we add into a property management business, and the other
twenty twenty five adio retail, fix and flip properties. But
my focus right now is not to drink the properties,
you know, given where the market is right now, and
also my focus is not on that part of the
business right now.

Speaker 2 (05:07):
And I have one more question, and I will let
the guys go here. I just got one lead onto
that I'm just curious to see kind of where your
heads are in terms of, you know, rentals, because we
talk about this every week in some in some way,
you said that you've got a lot of them paid off.
Are you a guy that is going I just want
to own everything free and clear, or are you pulling?

(05:29):
Are you refining them to reinvest what do you think
about free and clears versus having mortgages and building on
that faster.

Speaker 3 (05:37):
So honestly, you know, I was I used to have.
I mean I had an accounting background, I used to
be a CPS. I was a lot into personal finance.
I used to follow Dave Ramsey and Susie Orman. Like
Dave ramsey philosophy off, you know, just pay my things
that you can pay for it with cash is really

(05:57):
resonated with me, and that was a huge influence in
buying my properties free and clear, most of them. Just
I just wanted to have that peace of mind if
something were to happen to me, then you know, I
didn't have to worry about the income coming in. So
that was the main philosophy behind it. I do understand
I have an accounting background. I understand I could double

(06:18):
or triple my portfolio by leveraging it, but that's not
what my comfort level is, so very conservative when it
comes to that. You know, I get some decent cash
flow from it every month, which I'm more than happy with.
I do use a small line of credit against my
properties for my fix and flip business, but nothing long
term on those properties.

Speaker 2 (06:38):
Got it Okay, awesome, awesome. So so you obviously know
what you're doing is in the real estate game from
your experience. So from what you said earlier, you got
into the software business because obviously you see in a
gap in what you were doing in your own business

(06:58):
that you needed to fill. That's I guess where already
simply came from. So tell us a little bit about
the software. How did it come about, you know, and
let's just build into to kind of talk about that.

Speaker 3 (07:13):
So as I moved to San Diego in twenty fifteen,
you know, I still had a pretty active business in Indiana,
and I wanted to be able to manage my business
from out of state. And I wanted my entire team
to be on one software rather than being on different software.
So I looked at a couple of different options and
nothing really fit what I was specifically looking for. And

(07:34):
I wanted to have real good KPIs on the business
so I could go in and track my business based
on the numbers. You know. I didn't want to hear
stories from people, Hey, this is what's going on, this
is what we should be doing. I wanted to be
able to make those decisions based on the powerful data
that I was getting and I didn't really see anything.
And I have accounting background, so we decided to build

(07:55):
everything on top of an accounting system. So we don't
even need quick books, just be could just go in
with my bookkeeper, my account and my acquisition manager, my
project manager. They could all be in the same system
run the entire business, and I could just log in
in a couple of minutes, I could see everything that's
going on based on the KPIs.

Speaker 6 (08:14):
So let me ask you this, So you're imagine managing
rehab projects through the system as well?

Speaker 1 (08:19):
Okay, so that is that? I mean, that's that's amazing.

Speaker 6 (08:24):
One of the one of the challenges, you know, through
the years is we all rehab differently, all we all
run our rehab businesses different and how we you know,
we tackle projects. So how do you overcome that aspect
of it when trying to put a project put a
product together that would cover multiple businesses in the same industry.

Speaker 3 (08:43):
So our software is built specifically for a realistate investor,
like you might have quick books that you know, I
could use for my software company for my real estate business.
I could use it for my e commerce business if
I had it for my property management business. But what
they bid it's specifically for real estate investors, you know,
the CRM that we have, it's just for real estate investors.

(09:04):
We don't allow much customization, and there's a reason for
it because the amount of data that we can track
based on you know, that's one of the limitations. Like
you know, IMPORTI. You can go in and customize whatever
you want. But once people come to our software and see,
you know, the way we build, the reason behind everything
we've build, and the amount of data that you can
get really really in depth, people see the value in it.

(09:24):
I mean now we have people doing over one hundred
years a year on our platform and they love it.
They see the value. But on the software side, that's
on the rehab site. That's kind of how it started,
you know, from creating scope of work. So you can
go and create scope of work. You can just buy,
click up a button. You can say down to the
penny how much money you spent on that specific project

(09:47):
and make decisions based on the actual numbers.

Speaker 4 (09:53):
Okay, interesting, Yeah, what I like about.

Speaker 5 (09:56):
There Simply you can use it for your wholesale business.
You can use it for your landlording business, and or
you can use it for your flipping business. It has
features to build a tackle it from all the different angles,
which is which is phenomenal.

Speaker 3 (10:11):
It's awesome.

Speaker 5 (10:12):
Yeah, every single person that I know that owns a business,
I don't care if you're in real estate, or if
you own a boatie, or if you're an online e
commerce guy.

Speaker 4 (10:22):
You're using QuickBooks.

Speaker 5 (10:24):
Show me, show me an entrepreneur, not even an investor,
an entrepreneur that's doing their accounting outside of QuickBooks, right,
shrad system is going to allow you to do it all.

Speaker 4 (10:38):
In one place. Phenomenal.

Speaker 3 (10:41):
Yeah, so that was a huge fan. Thank you. No,
that was that was an important pot for us. You
know the Chinese that happens. It's so a typical investor.
You know, mostly everybody that uses that platform is doing
some sort of marketing right, generating lead Typically the set
that would be you have your C I M and
then you have your quick Books. Right. So let's say

(11:03):
you sell a property, QuickBooks doesn't know which lead source
the deal came from, So somebody has to go use
a third party system and say, okay, you know my
cost per lead is this, my call ROI is this?
You don't have to do that you just like your
gookkeeper goes in and then just does whatever they need
to do. Just you flick a button. It tells you

(11:23):
for every single campaign that you're running in your business,
how many leads did you have, how many offers did
you make, how many appointments did you go on, how
much money you spend, what's your cost per lead, cost
per deal? And for every dollar that you is putting
in that marketing, how much money is coming back into
the business. Like no integration needed, nothing, You just click
a button. Everything is there in a second. So that

(11:44):
was important for me starting out. I wanted to get
that data and not have not create another job for
somebody to do all the analytics.

Speaker 1 (11:55):
So I'm going to ask a questions from somebody who
hasn't seen it yet.

Speaker 6 (11:57):
Dave has been talking about it and is super excited
about it and it sounds amazing. So what about like
dashboards are there are there? Like I'm a very visual
I want to I want to be able to see
the data and walk so you know, how does it
function in that aspect? I have to go to five
different places the CuAu to see is it one spot?

Speaker 1 (12:13):
How does that work?

Speaker 3 (12:15):
I mean I can share my screen if you want,
But it's just all you click a button and everything.
All the dashboard is there. We are going to be
adding different dashboard based on different roles, Like you accounted
might need a different dashboard from your acquisition team. Your
disposition team might need a different dashboard. You might need
a different dashboard for marketing, so we are creating that.
But we have a central CEO dashboard that tells you

(12:36):
how many what's your goal for this year on how
many deals you need to do, what's your revenue goal,
what's your net income goal, what's your cost plead cost produce?
So you can just click a button and everything is
there vasually.

Speaker 4 (12:48):
Yeah, well really boards are dashboards are on point. Every
marketing campaign.

Speaker 5 (12:53):
Has its own phone number and you can track all
of the leads that come into each marketing campaign. And
what I really like is the most systems are built for.

Speaker 4 (13:08):
You know, a specific niche.

Speaker 5 (13:10):
Of real estate, right that I've seen at least and
then trying to figure out your KPIs are really just
different filters or different views that you can set up
to kind of try to understand it.

Speaker 4 (13:23):
What I really like about Charade's.

Speaker 5 (13:25):
Is you linked your bank account you linked your credit
cards that you're using in your business, so as these
transactions are happening, they're being pulled into your system. So
if you want to know your cost per lead, your
cost per acquisition, your cost per deal, your costs for whatever,
it's got it built into the system from day one, right,

(13:46):
So Charad built this system with having an accounting background,
and he thought about the KPIs from the beginning, whereas
most of the other systems. I don't want to say
all because I don't know all of course, but what
I've seen most of them is they try to bring
APIs in two or three years later and it's sloppy,

(14:08):
and don you mentioned having the dashboard. You know, most
API dashboards are sloppy, and Charad's looks a lot like
what big books would spit out in terms of like
you know, a P and L or something along those lines.
Is you know, you can see every line item and
where your money is going and where it's coming in,
and what the percentage of the advertising is working, and

(14:29):
you know it just it's awesome.

Speaker 1 (14:32):
Yeah, yeah, no, I mean we're in it. We're in
a system right now.

Speaker 6 (14:35):
The reason why we got into STEM four or five
years ago is because it had a dashboard and it's
just been so complicated to integrate. And the reason I
believe is because, like you're saying, most most CRMs are
built from the lead generation standpoint. That's the whole point
of a CRM in most people's perspective is the lead

(14:57):
generation standpoint, not the back end of the business. And
what you're saying is you built the back end of
the business. This here, I'm on top of the back
end of the business, which is why functions the way
of functions. So you know, that's that's huge, you know,
because honestly it's like, you know, I don't want to
do things that cause me brain damage. I mean, that's
that's the thing, you know. I want easy. I want
to be easy for my team. I want to be

(15:17):
able to see what you see. And with those of
us who are add is like the second we hit
something that it's like it's harder we expected it to be.
We just want to move on to something else. And
if that's not what this is, and this is going
to be amazing.

Speaker 3 (15:28):
Yeah, I mean, I think I think everybody understands the
value of getting data in your business, but the challenge
always is getting to that point where you can have
data in a very simple, easy to understand dashboard that's
always the complete you know, that's all the difficult part.
It's bringing somebody on and saying, hey, okay, your role
is going to be updating this dashboard. But now imagine
like you have nobody responsible for updating the dashboards. So

(15:50):
I have my bookkeeper, my account, and they go in.
I just tell them you do whatever you've always been doing,
update the books. That's it. Don't worry bout anything else.
My equisition manager, they don't have to date. Just going
and they call the lead, They talk to the lead,
they do follow ups. That's it. The system brings all
the data together in real time and gives you a
snapshot of everything that's going on in your posiness. So

(16:12):
nobody's responsible for it. The back end is doing all
of that for you in real time.

Speaker 2 (16:18):
It still needs though, a how are you tracking the people?
It still needs an operator. Right, So I've done costs
my acquisition. He's still got to put in his notes.
He's still going to change the status.

Speaker 4 (16:32):
Doing your acquisitions.

Speaker 2 (16:33):
Bro, I'm still waiting for the recording he's supposed to
send us, the one that got scamm down. Oh yeah,
one one call close.

Speaker 1 (16:45):
I did, I did, I did a podcast on it.
It's out there, Bro's I put it on the doubt.

Speaker 2 (16:50):
I'm ready. I'm ready for the recording.

Speaker 6 (16:54):
So so yeah, I mean, obviously the team's got to
do their job and make sure that they're they're if
it's they got in contract, they're clicking the right button
and they're putting their notes in and all that kind
of stuff to front end data is being being properly Internet.

Speaker 1 (17:05):
Mean, that goes without saying.

Speaker 2 (17:08):
I just wanted to know how we track that though,
because that's my problem with every CRM that I've ever used, and.

Speaker 4 (17:13):
So hold on, can you clarify the question?

Speaker 2 (17:17):
Yeah, So my question is, problem is we got off
on Done's acquisition. Then't right acquisition guy? Right? Yeah. What
I'm saying is I'm relying on DNTA to do his
part right. He's got to be feeding the correct information
in for it to spit out. So my question is, Rod,
do you have someone in your business that is overseeing

(17:39):
all areas to make sure that the individuals are doing
their job? How are you tracking that? That's what I
was trying to get.

Speaker 3 (17:46):
So we have we have like automated task set up
so we can do we can automate all our task
so if a lead comes in, I can say, my
acquisition person needs to do this, my lead manager needs
to do this, my project manager needs to do this.
Now I can go in and see how many tasks
I've bending, right, I.

Speaker 5 (18:04):
Mean, Shrod, pull up the shirt a little so I
can read it. It says it says work on deals.

Speaker 4 (18:10):
Not on Podio.

Speaker 5 (18:12):
All right, I want to I want to emphasize something
really quick, and I love it.

Speaker 4 (18:15):
Shrod, you used to use Podio, did you not?

Speaker 3 (18:18):
I've actually never used Potio. I mean it's it's a
majority of the people that come to our platform come
from Potio, they come from audio. Check this out.

Speaker 4 (18:27):
I use Potio in my business. I also use some
other things.

Speaker 5 (18:30):
I'm trying to consolidate right now, right, I am a
customer of r E simply, I'm not a power user.
By plan on being a power user this time next week.

Speaker 4 (18:41):
Truly. That that quick. Here's the problem with my current
system Podio Global Flow, which is.

Speaker 5 (18:50):
All those automations that Drod just talked about phone system mhm, right, signature,
it's built in your podium or be a global flow,
but I need it in my business, all right, Twillow.
So there's five things that I'm just thinking of from
the top of my head. There's probably too. Yeah, Google drive,

(19:13):
that's six.

Speaker 3 (19:14):
Yeah, quick book, Yeah, your mailchimp mail chim yeah, your
your buck, texting to your buyers. So all of that,
Like it's it's fully integrate, Like it's you don't need
to go and set up another account when the different
you just log in. Everything that you need is right there,
like it just literally log it in time.

Speaker 5 (19:36):
And not only just because it's going to be awesome
in my business, but I love helping people. I love coaching. Devin,
you are you know the coach is essentially on this call.
You know that's the majority of it. Don You do
coaching too, and you mastermind and all the good stuff, right,
And it's difficult for me whenever somebody comes and says, Dave,
I just want to copy what you're doing, and it's like,

(19:59):
don't do what I'm doing because I have seventeen different softwares.
And that's really one of my favorite things about this
is I'm gonna be able to eliminate podio. I'm gonna
be able to eliminate globe before, I'm gonna eliminate right signature,
I'm going to eliminate Twillow, I'm going to eliminate, eliminate
people drive, I'm going to eliminate. And this is just
from the hit, right, seven or eight things, it's probably

(20:20):
ten or twelve that I'm essentially using in my business
and whenever I want to copy and paste my business
into one of my students. Right man, we're talking like
five days of trying to set all these things up
and it's all in one place. So Shroud, I am
your unofficial biggest fan in spokesperson, but.

Speaker 3 (20:39):
Yeah, I feel like I should let you do more
of talking than I and I'm yeah.

Speaker 5 (20:45):
Love that, but I absolutely love it. I'm excited you
with Sharrod. I'm excited to move my entire operations over.

Speaker 2 (20:56):
You know.

Speaker 5 (20:56):
So I love wholesaling because that's really essentially how you
get It's really marketing.

Speaker 4 (21:01):
Let's talk about that. But my passion's landlording and me
fix and flip too.

Speaker 5 (21:06):
But I don't need different systems to be able to
run all of that stuff through there, which is awesome,
and then quick books too. You know that that alone
is expensive it's time consuming, it's I don't really even
understand how to use it that well. I hired a
bookkeeper just because I'm bad at it, so it's like
somebody needs to be doing that. And then on top
of that, I pay my accountant fifteen or twenty grand

(21:27):
a year even having a bookkeeper. And it's just like, man,
if I can just consolidate, you know, some of these
systems into one place, it's going to be just so
much better.

Speaker 4 (21:36):
So loving it.

Speaker 3 (21:38):
Yeah, thank you man?

Speaker 1 (21:39):
Yeah, ask you.

Speaker 6 (21:40):
Let me ask you a PayPal question real quick. Somebody
like me who has thirty thousand plus leads in their database,
I don't even know where I'm at. I'm going to
be closer to forty at this point in time, and
I want to make a move. Like how complicated would
that move be? Is it better for me to just
kind of start new leads into the system or can
I can I move the bulk of my CRM over?

Speaker 3 (22:01):
Great? You can, you can move it. You can set
up your drip campaigns, you can do Yeah, you can
do that. I mean a lot of people that we
have coming over, I mean forty thousand, I would ask you,
are those like your leads or are those also your
prospects because we have lists stacking biltain that you can
use to manage your prospects. And we're rolling out a

(22:22):
dialer also in a couple of months that you can
like cold call. But yeah, you can transition over. But
let's say I'm assuming of bulk of those leads that
you have are in some sort of a drip campaign.

Speaker 1 (22:35):
Are there in there? In uh there?

Speaker 6 (22:37):
I mean there are multiple years worth of you know,
cold calling leads, direct mail leads of some sort, their
their prospects. When I say leads in there, I would
say prospects. We just we have a massive follow up
back end and we just beat, we beat the lead
to death and I call I'm calling stuff as people
called in to take me off the list leads, and

(22:59):
in the bulk of that too because we buy from
them as well. I mean there are times where we
buy from people that they called in a year ago
to take me off the list and for some reason
they got hit in the follow up drip campaign or
they called back in from new marketing and now they're selling.

Speaker 3 (23:10):
So yeah, there's no limit to how much data you
can put over the only thing would be like We
track a lot of data. So let's say if you said, hey,
I want to move these two under contract, Like we
tracked when the lead was created, when did you go
in an appointment, When did you make an offer? How
much did you put for on the property, and when
did you get the property in the contract? How much
did you get it in the contract for when are

(23:32):
you going to close? So we track all of that
so we can tell you from the buy every single campaign,
from the time the lead is created, how long does
it take before you go on an appointment, Once you
go in an appointment, how long does it take before
you make an offer? What's your average offer price? You know,
once you make an offer, how long does it take
before you get the property under contract? Once you get it.

Speaker 5 (23:51):
On the contract, you and your business and an inter
repred Second, how long does it take you and your
business and the time that the property is closed? So
you did your market, you sent your offer, you negotiate it,
everyone agrees, you get to the closing table. How many
days does it take for your crew to get in
there and start working. Then how many days does it
take for the crew to finish? Then how many days

(24:13):
does it take from the finished product for it to
be listed. Then how many days does it take from
it to be listed to be sold? All that stuff's
in there, it's awesome, I mean good with nobody all
that stuff. And if I don't get in there and
updated or the bookkeeper or whoever, it doesn't get done.
This you've selected a box that says, hey, send it
over to the team to get it listed, and it says, okay,

(24:35):
Rehab's essentially been done.

Speaker 4 (24:37):
Goom like it's awesome.

Speaker 3 (24:39):
So I mean if you if you move the property,
let's say, in need to under contract, it won't let
you move unless you said when did you get it
into contract and for how much when it's going to
because there's some tasks that gets triggered based on those days,
and there's a data that gets tracked on the back end.
Same thing on the rehab. If you say it, I
have the new project and I'm listing it, it'll ask you, okay,
wait how much did you you know? When did you

(25:01):
start the rehap, when did you finish it? How much
are you listing it for? And you know when you
move to So there's a lot of data that you track.
So to your team, we try to minimize where the
team can make an editor because they have to input
that information otherwise they cannot move a lead from one
stace to the next.

Speaker 1 (25:22):
Interesting, very cool, all right, all right.

Speaker 4 (25:25):
I think I think we may have an interested party here.

Speaker 1 (25:30):
It's possible. I'm gonna dig a little deeper for sure.

Speaker 3 (25:33):
Absolutely, Yeah, we should definitely connect offline. Yeah.

Speaker 5 (25:37):
One of the cool things about ARI simply is Dratz
built an amazing team of people and in terms of
like onboarding and ongoing customer service and customer support, top
match everyone over there.

Speaker 4 (25:49):
They really care.

Speaker 2 (25:51):
Yeah.

Speaker 4 (25:52):
Also, they're ready to help anytime.

Speaker 2 (25:58):
They also take ahead get back. They all say to
take on feedback. I met with Suard a few months
ago before two point oh came out for a few
things that I had suggestions about. You know, nothing was broken,
but I just said, hey, because you know, we're a nightmare,
aren't we, Because we all run our own businesses and
we all want to work it the way we want
it right, and I think that's hard for a software company.

(26:22):
So but he did take on. I know they made
the changes, not for me. I'm sure it just wasn't
for me. They made the changes, but I know they're
constantly taking on feedback from active investors and making the changes,
which I think is huge as well. They're not just saying, well,
this is it, this is the way it is. No,
they're like, hey, if you've got feedback, which we had,

(26:43):
and they're constantly tweaking, changing, updating, investing in the software
to make it better, which I think is huge.

Speaker 3 (26:49):
Yeah. Absolutely, Like when we rolled out the first ortion,
like very early first version, like there was not even
a column for assigned to buyer because I had never
assigned a deal in my life, so there was nothing
called in to buyers. So that was based on the
feedback we got. I'm in one market, so everything was
all in one market, built for now as we have
people somewhere in four to five different markets, so we

(27:10):
added where you can track every single market differently. That
was my exactly, So yeah, we've added that, and then
we've also added if you have multiple acquisition people. I
only have one acquisition person in my team, but if
you have multiple you can assign leads to multiple acquisition people.
So a lot of what we're doing now is very
driven based on people that are actually using it. Some

(27:32):
high performance you know again, people doing you know over
one hundred years a year, so we're getting a lot
of feedback from them. It's great if simply starting out,
but as you're scaling up business, you know, it would
be great to have multiple markets, multiple team members, and
you know, the buyer management and some of those things.
So that's those are some about the other things we're
going to be working and adding on. So here is

(27:55):
just my dashboarding. Guys, I'm not a power user quite yet,
but no contact made. New leads come in contact made
and you can drag and drop these as you go,
or you can click on these and you have all
these different options. I mean, it's really, really, really one
of the things that I like. Here's the dashboard.

Speaker 5 (28:14):
Again, this is like one or two days, but you
have all the different things, you know, open leads, assigned leads, leads, sources,
you know what's going on is lead offer, appointment contract
you know, calls an SMS, calls made, different KPIs. And
then over here in the life you have a KPI dashboard,
list stacking direct mail, active warm or dead leads, inventory, solds.

(28:37):
You can do your rental properties in here, all your
call tracking and logs and tasks, contractors and buyers in
terms of different contacts. It does have e sign capability,
webforms even has drip campaigns, and then of course banking vendors, properties,
account tags, reports, mitches has a wealth of tools for

(29:01):
you to build to use in your business phenomenal.

Speaker 1 (29:04):
What's the website If somebody wants to check it.

Speaker 3 (29:06):
Out E S I, M P L I dot com or.

Speaker 4 (29:11):
E simply I'll drop it in the comments here, guys.

Speaker 5 (29:17):
It's it's such a great resource because it's it's really
designed to keep it simple, you know, and like all
the things that I had mentioned earlier with you know,
with Podeo, and it sounds like the majority of the
people that are moving to are.

Speaker 4 (29:31):
You simply coming from Podeo.

Speaker 5 (29:33):
Podio is a great solution because you can kind of
customize it and build out the way that you want.
But the downsizes you have to plug and play like
six seven, eight, nine different things to really encapsulate all
the things that your business does right.

Speaker 3 (29:47):
And if one thing created, it just makes everything along
the way everything that's exactly right, that's exactly right.

Speaker 5 (29:55):
So what did you guys add Recentlykevin mentioned earlier the
two point zero you know, what's what's the major things
that you've added recently that you know, the differentiator from
the one point zero to the two point.

Speaker 3 (30:11):
I think the multiple markets is a big one. The
buyer management, so you can manage your cash buyers agents,
you can text class them, you can email blast them.
You know, we're adding more KPI tracking. That's a big thing.
And also like just to look and feel. That's something
we constantly work on because as we're adding more and

(30:33):
more features to it, it's important that not that the
feature is there, but it's very very accessible. It's simple
to use. That's that's a big thing that we're very
very aware of that it has to be super simple
to use. Now you can customize your lead intake from now.
Your list tacking is fully integrated with your CRM, so
if you upload lists of prospects, it's going to check

(30:56):
all of that against your leads to see if there's
already a proper release. Uh, there's Audio record that's a
leader in our marketing to them. Acain's a lot of
integration within the system.

Speaker 2 (31:09):
I love it.

Speaker 3 (31:09):
And then yeah, and then you know, we're making some
other updates to have some cool things that we're working
on in the background that we're going to be adding
over next month or two, so looking forward to that also, And.

Speaker 4 (31:21):
You guys do you guys do have marketing capability in here?

Speaker 5 (31:24):
I mean you have direct mail, you have rolling, which
is which is awesome, and then you also have.

Speaker 4 (31:31):
And you got and you got to die.

Speaker 3 (31:33):
Rolling out of dial it also in a couple of
months that you can cold call your prospects.

Speaker 4 (31:38):
That's awesome.

Speaker 5 (31:38):
One of the things I was just talking with with
Joe McCall on here just a minute ago, is you know,
direct mail is really coming back in a big way
because O, there's there's you know, there's I don't want
to say it's overly saturated because we still do this
in front of our business, but you co calling and
cold texting has become a major marketing source, you know,

(32:00):
over the last three four years essentially. And laws are changing, folks,
So you've got to be prepared to pivot or adjust
or another way to look at this would be to innovate,
you know, in your own businesses to make sure that
these leads continue to come in. So again, having direct mail,

(32:22):
having driving for dollars, I mean that's like number eight,
number nine on different things that I would essentially have
to go elsewhere to find. So, like, my goal with
not only my business, but really I'm not even trying
to be greedy here. I'm thinking about everyone else that
I'm going to be able to add value to is
to simplify these systems. You know, a lot of these,

(32:43):
a lot of the daunting tasks. When you know, a
new student comes and Gevin, I know, and Don as well.
I know you guys can second this, but you know,
they know they need to start marketing. They're overwhelmed with
all the things that are going to be required to
have and know and understand once their phone starts ringing.
The marketing is sometimes the easiest part, you know, get

(33:06):
on the phone and start calling, or spend spend some money.
Yeah yeah, spend some money to get your phone ringing essentially, right,
you ring it or they ring you. That's it, that's simple,
that's marketing one O one, right. But what happens whenever
they start calling you and you need to send them
an offer. You need to be able to run some comps,
or you need to be able to do all these
other things.

Speaker 4 (33:25):
Right, It's all right, I.

Speaker 3 (33:27):
Think like some one thing where we add value, I know,
it's added for me and some other investors that we've
talked to. You know, would you rather make million dollars
in revenue and only have one hundred and fifty thousand
dollars in net income or would you rather only make
nine hundred thousand, two and fifty thousand dollars in net income.
That's where we can help in making those decisions that

(33:48):
giving me the highest autoi in your business, like put
every single campaign that we're running. I mean, for most
investors doing serious business, marketing is going to be one
of their largest expense for them, if not the largest expense.
So that's where we can give lots and lots of
data and say, Okay, this marketing campaign that you're running,

(34:08):
you know you're only getting three X on it versus
this one you're getting five X on it. So then
you know, you know, if you have to make a decision,
you might want to double down on the campaign that
you're getting five X on versus spending more money where
you're only getting three X on.

Speaker 4 (34:23):
All right, we got a question for you here from
Fred Churat.

Speaker 5 (34:26):
Can I automate the integration of leads coming from tools
like deal Machine into r E and it's simply not simple,
but great question.

Speaker 3 (34:35):
Rat you can You can definitely do that. We have
public zapp here app. However, just one other thing app.
We have our own driving for dollars built in so
so you don't need a third party for that. It's
it's all. It's all built in native app, Android and iOS.
But yes, you can do that. We have We used
to offer text blasting to sellers, but we don't do

(34:57):
that anymore because of all the regulations. So we have
people using other platforms and we can easily integrate that,
and we have some other people using Cardcter website or
other dialerts and we can easily indicate those leads into reciply. Awesome.

Speaker 4 (35:16):
I love it, very very cool, very cool.

Speaker 2 (35:19):
Vin.

Speaker 4 (35:19):
I know you've got some questions. You're sitting there thinking hard.
I know you, bro, I can read it.

Speaker 2 (35:25):
No, no, yeah, absolutely, I think it's you know, the
way from a coach. I look from everything from a
coach's standpoint right. Working with a lot of clients, Okay,
one of my most festing, frustrating things for clients is these.

Speaker 7 (35:44):
Systems have to be simple because there is too much
opportunity for people to hide behind softwares and make out
they're busy, and they take all they're trying to do
is convince themselves that they're trying and they're doing it
and it's and they're too busy in the CRM and
it's just all nonsense.

Speaker 2 (36:05):
Right. I've been known to remove I've been I've been
known to remove people from CRNS and use pen and
paper to get out of that whole. This is I'm
doing everything but talking to sellers, making offers follow up.
That's what I teach marketing, talk sellers, make off as
follow up. If you want to do deals in every

(36:25):
single business, and no one can disagree with that. I
don't care if you're flipping, creative, whatever you're doing, that
needs to happen if you're going to make money, and
then we have assistance from softwares, right, And what I
look for in that is keeping it simple, because then
we remove all of that hassle and then I don't

(36:46):
have to form a thousand questions on how do I
do this and how do I do that? And it's
not about deals, right. As a coach, I want to
talk about talking to sellers, making offers, analyzing deals, making money.
That's what I want to focus on not how do
I do this for the nine hundredth time in a
software that's got too many things going on?

Speaker 3 (37:06):
So you absolutely Yeah.

Speaker 2 (37:09):
So I know one of the big things for me
in from what I've seen and I've looked at this
months ago and then you've made changes since from what
we just talked about, Well, the big thing for me
is when people get get involved is we've talked about
the accounting. We've talked about the KPIs. We've talked about that,
and I think that's on an advanced level, right. I

(37:31):
think that's good for when you build a business, and yes,
we need them foundation but the biggest thing for me
in that system is the dashboard. The fact that you
drag from that to that like anyone can do it.
If you can use a mouse and hold the buttom
and move it one way it moves. I think that

(37:52):
is the biggest thing for people getting started is literally
going Okay, this is a new lead. We talked to
this lead. Now we need to make an offer on
this lead. Now we're into contract with this lead. Right,
you just take it through its sections. I think that's huge.

Speaker 4 (38:08):
Yeah, Shroud, do you mind sharing your screen just for
a few just for a couple.

Speaker 5 (38:11):
Of minutes, five five to ten minutes tops.

Speaker 4 (38:15):
Really less is more if you don't need to get
too deep.

Speaker 3 (38:18):
But you have.

Speaker 5 (38:22):
Yours is built out obviously, like not built out, that's
the wrong word. You use it in it every day, right,
so you have lots of data in there, whereas mine
is brand new. I'm moving stuff over as we speak.
But yeah, Gavin, to second what you just said, the
dragon drop the simplicity, right, And there's things that I've

(38:45):
mentioned to Shroud in the past, and you know his
response is, you know what, when we can figure out
how to make that easy for people, we'll add it in.
But right now, that's going to take away from and
I quote Gavin, marketing, making offers, following up, running a point.

Speaker 3 (39:03):
And the things that.

Speaker 5 (39:07):
In this business, having all the bills and whistles, guys
doesn't make you a better investor. It makes you spend
more time in your system, which takes away from the
marketing and the following.

Speaker 2 (39:19):
It's funny because Joe.

Speaker 5 (39:20):
And the appointments and all the things that really matter, right,
that's really what it comes to.

Speaker 3 (39:27):
Can you guys see my screen?

Speaker 2 (39:29):
Now go ahead, I'm going to just say one thing
real quick that Joe, yeah.

Speaker 3 (39:36):
There is like yeah, there's go ahead, you see it now?

Speaker 1 (39:44):
Yeah?

Speaker 3 (39:44):
Which yep, okay, So this is this would be your
CEO dashboard where you can set you know how many
deals you want to do this yet any tracks, how
many you've actually done. What's your revenue goal and you
know this is coming straight from your financials, and what's
your net income goal? So you can see you know
how far a long. This is just the demo account,

(40:05):
but you can see you know which marketing campaign is
giving you the most deals, which one is giving you
the best ROI? What's your overall cost per lead, cost
per deal? How much money you've spent on marketing, how
much money you've made for every dollar that you're putting
in marketing, how much is coming back? What's your lead
and deal flow for the last twelve months, where all
your leads are coming from, and which marketing ROI is

(40:28):
working past and all the marketing where you're spending money,
how much are you spending, how much is coming back?
And then this is very visual, but if you wanted
to dig deep into it, you can go right here
and you can see for co direct Mail, for example,
you can see, Okay, I made two hundred and forty
eight thousand. I can click right here. It tells me
which properties the money came from. So I can see

(40:49):
where all the money is coming from. And I can
click right here and see where am I spending my money? Where?
How many total leads I've gotten appointment from every single campaign?
What's my cost per lead, cost per deal and ROI
for every single campaign that I'm running in my business,
and say what I was talking about. You know, you
can see for each of my campaigns, how long does

(41:12):
it take from the time lead is created to that
I'm a going and appointment, from appointment to offer, from
offer to under contract, under contract to assign. What's my
average offer price, average under contract price, and average assignment
fee for each lead that I'm running? And safely you
can track for your rehab how long does it take
before I start the rehab project. What's my average rehab time?

(41:34):
What's my average less time for a project? How long
is the property you know, under contract for what's my
average purchase price, less price, sold price and sorry under
contract price and sold price. So there's a lot of data.
So this is what I was talking about. So Let's
say you know, I had this deal and I said, okay,
you know this is under contract. It's going to ask me,

(41:55):
you know, did you like leave all the tasks and
did you go on an appointment? You know, how much
do you offer on it? When did you make an offer?
And when did it go into contact? How much did
it go into contact for? And when are you going
to close on this property?

Speaker 5 (42:08):
So well, only that's only if you're dragging and dropping.
If you actually click into the ad, you can sending
off or not the ad. Go click into the property itself,
you can send an offer from it, and if you
follow those guidelines that it just asked you, it'll.

Speaker 4 (42:23):
Move for you. So you don't know. So there's multiple
ways to attack the same problem, which is.

Speaker 2 (42:28):
Yeah, that that that there though, right that that was
my user error thing that I was referring to earlier.
You know that information that you had to put in
to get that data right, That's what I'm saying. You're
relying on people still, okay, to imput that data correctly
to give you them numbers. Are you back checking? Is

(42:50):
someone in your your your your team, like a lead
manager making sure that information is correct? Because I could
be looking at the numbers and Dave, my acquisition guys
put the numbers in wrong and it's and it's thrown
all the numbers off. Does that Does that make sense?

Speaker 3 (43:09):
Yes? It does? So yeah, I mean that's something I
can tell you how we do in my business and
how a lot of other teams that I talk to you,
how they do. They usually do a morning huddle, that's
their ten to fifteen minutes huddle. And then so these
no contact made and contacted. These are the people that
you're trying to get in touch with, right these are
your active LEAs. Once something gets appointments set offer me

(43:30):
to under contract, like those are the ones that I
would go on my daily huddle or weekly meeting, and
then I would go through and see, okay, you know
we got we made an offer on this. What's going on?
I mean, is this how much we really offered? And
if something is not correct, then we would update it
right here. You know, what would happen is like default,
So if I'm moving something from offer me to under contract,

(43:53):
you know it defaults to today's state, assuming that you
know you're moving it today. Then if that's not correct, now,
my team almost Hey, this is a default date. You
have to, you know, make sure you update the date
and then those would get captured during your daily huddles
or your weekly meetings. So that's how we do in
my business, and a lot of other teams that I

(44:13):
talked to, they have their daily huddles or weekly calls
that they go through and then it all. You know,
if there's some errors and some of the input, then
it would get flushed out there.

Speaker 5 (44:24):
But you know, one of the marketing campaign's phone numbers
real quick.

Speaker 4 (44:28):
So Gavin, this is a cool thing that I really
want to highlight. Any one of them. Just I'm gonna call.

Speaker 3 (44:34):
You can pick this one, actually, this one, I don't
know what two one nine, yep, two one, yeah, five
seven eight, I don't know what number it is going
to go to. Yeah, but you can, Yeah, you can
test it.

Speaker 4 (44:49):
Well, I'm not on talking to anybody necessarily, right, I
just want to call. So here's uh, let it ring
for a second and then we'll just hang it out.

Speaker 3 (44:58):
Yeah. Might good. It might go to our answer service
or an office number.

Speaker 4 (45:06):
But won't this call be added in right here?

Speaker 3 (45:10):
It would be it would be what I'm saying, like,
I don't think anybody is going to answer it. It
should go straight to voice.

Speaker 4 (45:15):
I'm not worried about that. Okay, I'm not about that,
but but it should added.

Speaker 3 (45:19):
In as it should. Yeah, yeah, it should.

Speaker 5 (45:24):
Yeah, it's not in mind right now. It has to
be manded in right, So I will hang that up
fall summary may take a minute or two, but pop
it will in no contact. Somebody called your company. So yeah,
so we say somebody is gonna be in the system.
No matter what system you're using, it ain't fully auditated.

(45:47):
You have to be in there doing things right. But
what I like is that every campaign has its own number.
When you call, that number of leads being created. So
if you're driving down the road and you take that call,
it's being recorded for one so you can go back
in and listen to it. Or personally, personally, I'm kind
of lazy, I'd like to have my vas go this
is the number to take those notes.

Speaker 4 (46:08):
The number you called from, Yeah, that's that's one of
my office phone numbers.

Speaker 3 (46:11):
Yep, yeah, so this is my I can just click
right here and I can call David back from right here,
or I can I can click right here and they'll
take me to that specific lead and it tells me
which campaign the lead came from. So it tells me
it came from Radio Ads, Chicago Radio. That's the number
he called. Yeah, yeah, that's the one I gave you.

(46:33):
And it tells me lead created it, and it automatically
assigned task for somebody in my team. So like if
a lead came in, if it's a miss call, yeah,
so it would assign one set of tasks. If it's
if I had answered the call, it would assign completely
different set of tasks. Now I can go ahead. So
it's we have fully two way Google Calendar integration, so

(46:57):
I can go ahead right here. Yeah, it's two way now,
so I can go right here.

Speaker 4 (47:01):
Any unavailabilities exactly, so lack of a.

Speaker 5 (47:05):
Time that's available, and I'm always exactly on this calendar
because I personally use Google Calendar.

Speaker 4 (47:10):
I don't use the Boudio calendar and it just sucks.

Speaker 3 (47:14):
This is awesome.

Speaker 4 (47:15):
So this is like a eleven thing fingers here today, guys.

Speaker 3 (47:18):
Yeah, so this this would essentially replace your calendar for example,
So so like we were so like it shows that
I have no time available on Sunday, but if I
go on Thursday, and then it would show me like,
you know, whatever times I'm available for an appointment on Sunday,
and if I have a doctor's appointment, let's on Thursday,
it would automatically block my availability right here. It'll just

(47:39):
show It'll show up on your recently calendar as I
think personal appointment or something. Sorry, it's just it's a
little bit there's a little bit of a lag in
the stream, so it would show up as a personal appointment,
meaning that this is an appointment I booked on my
personal Google calendar. So nobody in your team sees you
have a doctor's appointment or vacation, so you would just

(48:01):
block the time here that not available. They'd want it. Yeah,
And then if you're going to be out of town,
you can just go here and you can say, okay,
I'm not going to be available on Monday, Tuesday, Wednesday, Thursday,
for example. And then if when somebody's signed to book
an appointment for you, it won't let you book an appointment.
It won't let somebody book an appointment for you for
those days that you're not available. So if I go

(48:22):
here and if I'm trying to book an appointment, it
won't show me available. It will show me available on Fridays.
That's the only day, Friday or Saturday, the only day
I've shown as available, and then as your book any
on your Google positions guys, yeah everybody, yes exactly, Yeah, yeah, exactly.
So everybody manages their own calendar, so this is just

(48:45):
my availability. So my team member would go and set
their owner This is just for me. I can say
I'm in Eastern time zone, my business is in Central
time zone, so they will set their own availability based
on whatever time zone they're in, and it would automatically
update the availability based on whatever you are setting an appointment.
But I can see somebody else's calendar also, if I

(49:06):
want to see somebody on my team their calendar, I
can see what other appointments they have on their calendar.
For example, I love.

Speaker 4 (49:13):
The two way. That's really really cool.

Speaker 3 (49:15):
Yeah yeah, that was something we made a couple of
weeks ago. Actually, yeah, it's a two ways. So anytime
I book an appointent on Google, it automatically blocks up
my recently calendar.

Speaker 4 (49:25):
So right now, everybody on my team has a calendar.
League we just use the free calendary gives you one option.
We choose the sixty minute option. For appointments, right, but
I got to go find all these calendarly links and
I'm on the phone. Now I'm going to be able
to just pull up a calendar, select a name, see
if somebody is available morning at ten am, and if

(49:49):
they're not, then I'll make myself be at that appointment, right.

Speaker 3 (49:52):
Exactly, Yeah, very exactly. So we work with you know,
Brian Darcy at Callport a lot. So that was that
was an idea that from him that you know a
lot of his clients and students are using like web
form in recently where they want to set up a
calendar and they were using calend Lee. So you know,
we decided just we'll do two way integration. Then they

(50:14):
don't have to use calendar anymore. Like they can just
in the webform link that they said send out, they
can book an appointment through the web form. So I
can send a web form link out to you, Gavin
and say and you can see whatever my availability is,
so you don't have to lock into my account. And
a couple of other things we've done again like based
on the you guys can still see my screen or

(50:36):
now okay, so a couple.

Speaker 5 (50:39):
Of other things we can go ahead and shared again
though when I can add an airport.

Speaker 3 (50:43):
Okay, here, let me know when it's visible. Okay. So
a couple of other things were done, which, yeah, which
I am using it. My acquisition manager loves it because
it's hard to get acquisition manager in the system and
update it because they're just if they're good sale, those people,
they're not going to be in the system updating it.
So what we've done is so if I go into that,

(51:05):
this is fully like replacing Google. Right, So I can
say this, I can create a folder and I can
call it pictures, and I can now send it to
anybody outside of recently, and I can say, hey, just
like if I send it to David on his phone,
he can upload any pictures from his phone or his

(51:29):
computer and it will automatically get singed up.

Speaker 2 (51:31):
Here.

Speaker 3 (51:31):
I don't have to do anything. So it's like if
my acquisition manager is an appointment, she has three appointments,
what my lead manager would do is she would create
multiple links for each property and send it to her
and say, hey, once you're done with the appointment, upload
all the pictures and videos in that link. That's it.
That's all she has to do, Righteah, so once you're yeah,
so once you upload pictures, then it would automatically get

(51:55):
synd up right here with this system for that specific
folded and so that's what we do in our business.
Just send the links and then I can share this
with anybody. So I can share this link with anybody.
Sometimes it may take yeah, so right here.

Speaker 5 (52:10):
Because sometimes the seller, Yeah, so he uploaded right now,
it's like, take a picture.

Speaker 4 (52:18):
There, that's so cool.

Speaker 3 (52:19):
So it's just a random phone exactly. Yep. So yeah,
this is this is what David uploaded. And it's like
he cannot he cannot go back and edit anything because
I only gave him access to view and add. But
my actisition manager, I would give access to view, ad
and release. Sometimes if she uploads the wrong picture in
the wrong folder, but but to a spell it, I

(52:40):
would just give option to view and add files. Now
the same folder. Let's i'm selling this property to I
want to send it to my biases. I'm just going
to change the access to view only and send it
to my bias list. Yeah, so my bias list, they
will get this and they can just view the pictures.

Speaker 2 (52:56):
Now.

Speaker 3 (52:57):
That's it. Like it's the same link and I can
move these to a different forda if I don't want
to share this, So this is good.

Speaker 4 (53:04):
Check this out. Guys on the right side.

Speaker 5 (53:06):
If you are proteo users, which I think most of
us on this call are, you have your same activity
in notes on the right side. But what's added in
here is the phone calls, so the inbounds, the outpounds,
and probably texts too, right, yeah.

Speaker 3 (53:23):
Yeah, you can text. You can call, so I can
text from right here. I mean I don't have a
phone number added, but I can text from right here.
I can call from right here, I can RVM, I
can email. Yeah, I can manage all of that from
within the system. So this is the lead that David
called me on. Sorry, if I want you know this,
it tells me that this is a wipe number that

(53:44):
he called me from. I can just click right here,
and if I have a template saved up, I can
just do this and send this message so it's sent
out so he'll get a message, and then all communication
log would be right.

Speaker 4 (53:55):
Hey, first name, just reminding you about our appointment at Yes.

Speaker 3 (54:00):
So this was just a yeah, right exactly. And then
we added the basic couple of calculators, also basic and
advanced so you can like go through all your calculation
and advanced is you know you can you.

Speaker 5 (54:16):
Thing I could essentially get rid of one more quick
question for you before we wrap up this little demo
here today. And again, thank you so much for coming on.
Yeah absolutely, man John mentioned earlier about or go back
to the screen share just for a second. So let's
say a new call comes in here, we'll just take
that off here for a new call comes in and

(54:38):
you know, we got a new guy that's on the
team and I want him to get a task. So
basically the back end right like like if I was
using Podio and Globe Flow, I would go in and
I would say when when X happens, I want why
to happen? Right, So you have a very very simple
way of creating these automations without having to have a
third party software.

Speaker 6 (55:00):
Right right here.

Speaker 3 (55:02):
So I can say as long as you know, as
soon as my appointment is set, I can say, run
the comps, and I can add some details make sure
you check within a quarter of a mile, and I
can assign it to based on the role. So I
can assign it to let's say acquisition manager, and I
can say this is due in two hours after the

(55:24):
appointment is set. So I can do based on different triggers,
and I can say as soon as the task is set,
send an email, SMS or both, and then I can
set up a reminder. Now, every time any lead goes
into appointments set, this task will be completely automated, so
I don't have to go in and do it every
day any exactly.

Speaker 5 (55:48):
The lead goes from no contact to contact contact to
appointment set. I mean, you name it.

Speaker 4 (55:54):
If something changes, you can.

Speaker 5 (55:55):
Create a why actually creates why right, and that's the
cool park. Damn Gavin, thank you for sharing.

Speaker 4 (56:03):
Shrod.

Speaker 5 (56:03):
How much time and money have you spent on Globe
flow and third party people to do these things in
your business? I mean personally, I probably spent fifteen or
twenty brand.

Speaker 2 (56:15):
I got rid of a nion years ago because there you.
So I got rid of it. We went down to
well yeah, because it was frustrating. Everything a break and
then that and then the button. Everything would lie with me,
so I was being dragged in right' I don't want
to do it. So I got rid of all of
it and we went to literally using podio from status,

(56:38):
task and comments in each league. That's how we'd operate.

Speaker 4 (56:41):
We'd operate just it's all manual.

Speaker 2 (56:44):
It's all manual. That's what we went to because I
couldn't handle all this story and breaking.

Speaker 3 (56:51):
And next week or in a couple of weeks update,
we're rolling out. So if you get let's say, David
call me right now, I didn't pick up the call,
So in two weeks update, he would ought to get
put on a drip campaign automatically, so I won't even
have to do anything, right, Yeah, that you could say,
So you could set up your drip campaign, and you
can say, if a call comes in from radio station,
put them on drisscrip campaign. If I answered it, put

(57:13):
them on this. If I don't answer, put them on this.
If it's a manually added lead, put them on this
strip campaign. If it comes from my website, put them
on this strip campaign. So there's a lot of automations
you'll be able to do. So that's coming out in
a couple of weeks, so I won't even have to
like call that lead back. I miss a call, he
just starts getting text messages from me like instantly. So

(57:33):
that's that's something old and coming in a couple of weeks. Yeah, Shrad.

Speaker 5 (57:36):
I want to respect your time. It's twelve o'clock Central.
We start this at eleven, so it's been an hour.
Do you have like five more minutes or.

Speaker 4 (57:43):
Do you have to run?

Speaker 3 (57:45):
No, I can go for five more minutes.

Speaker 4 (57:46):
Yeah, we got over twenty people watching right now.

Speaker 5 (57:49):
So guys, if you have questions for Shrad, again, I
want to respect this time, so I don't want to
keep them here for a really long time. But just
he agreed to give us about five more minutes if
you have specific questions. This is for giving it down
to you guys, obviously, But if you have specific questions
about ore E simply or the system or Sharad, now's
the time to ask Shard. I have a question, I'll

(58:13):
lead this right here. Right So I have I don't
have fifty thousand leads like Don. I inspire to be
more like him every day, but I have about six
thousand because I don't add all my prospects leads six leads,
six leads, but I have about six thousand. Now, prospecting
is a whole different ballpark for me. We do that

(58:34):
outside of Podio currently. We add those leads in when
they become a lead, and not just a prospect, right,
you can if you can do all those leads over,
what's the process looks like?

Speaker 3 (58:49):
So you just send us your file and we upload
it for you, like, uh, yeah, we we upload everything.
It goes into the right campaign. So when you log in,
all your KPI is there. And then if using list tacking,
let's say in recently, you could say, and then let's
see you doing your prospecting. You can say, okay, I
want to look at all the ones that are not
a lead, so it will only show you. So this

(59:11):
is nine three and eighty two records that are not
a lead. If I want to see only the ones
that are a lead, then I can just fitter for that.
So this is in my list tacking, fully integrated with
my CRM. So then if as I'm marketing to these,
you know, I know exactly, then I'm not marketing anybody
that's not a lead for me. So I'm only marketing

(59:32):
people that are not a lead, and then I can
do a bunch of other fiatures, you know, whether it's
a vacant, how many lists they're on and whatnot. Yeah,
but yeah, you would send us the list the leads.

Speaker 4 (59:43):
In is pretty easy. It's not you have to go
one by one.

Speaker 3 (59:47):
No no, no, no, no no, you just send us
an entire file. Yeah, whatever data you can get out
of your previous system, we can import into the system.

Speaker 5 (59:55):
Thomas Asco says as well, I think I'm saying that right,
please sounds great, man at tom as I agree. I
think it's gonna be awesome for my business. It's gonna eleven, twelve,
thirteen different things. Super excited, not only because it's gonna
help my business, but I love helping other people, and
I think it's to be able to be a really
really great solution to get them in and they're gonna

(01:00:19):
be able to hit the ground running versus them trying
to spend hours an hour. So Joe, who was just
sitting next to me, you know, one of the things
he always says is show me an expert at potio
and I'll show you a broken investor.

Speaker 4 (01:00:31):
And I love it because if.

Speaker 5 (01:00:33):
You spend all your time in your CRM, you're not
doing And I'm gonna quoke Gavan again the things that matter.
Marketing makes run appointments boom right there. Yeah, but you
got to t shirt all Yeah, absolutely, very very cool.

Speaker 4 (01:00:50):
You guys got any questions.

Speaker 2 (01:00:51):
Repp up, I'm I'm good. I mean I asked, I
probably drilled him. I'll thing, but it's good, good, good stuff, awesome.

Speaker 5 (01:01:04):
Well shand thank you so much for your time. Thank
you much much appreciated. Looking forward to to moving my
stuff over and uh just super grateful that you were
able to come on today and share and educate all
of us on how awesome this system is. Simply right simple,

(01:01:24):
that's what we're looking for, guys. That's what everyone's that's
what everyone always wants.

Speaker 4 (01:01:27):
You want simple.

Speaker 5 (01:01:28):
You don't need all these bells and whistles, however, you've
got a lot of really cool ones built in there.
But the ability for anybody to get this and start
working their business and working in their business, you know,
with this system within a matter of minutes is possible,
which is really really sweet. I love it, very very cool.

Speaker 3 (01:01:47):
I appreciate it.

Speaker 5 (01:01:48):
Thanks guys, absolutely absolutely, guys. Don't forget We do these
every single week. This is a weekly live and if
you are looking for additional resources, go ahead on over
to Coffee with Closers live dot com. We have sales contracts,
assignment contracts, we have free trial offers to different marketing solutions.

Speaker 4 (01:02:11):
We are here to help.

Speaker 5 (01:02:12):
We love doing these, we love giving back, we love
educating ourselves, and we love obviously providing a.

Speaker 4 (01:02:17):
Little bit of value with everybody along the way. Guys,
thanks again for watching