303: How to Track and Organize Real Estate Leads

What actually happens when you get a lead? Where do they go?

This week we’re pulling back the curtain on one of the most common (and overlooked) questions in real estate: what do you do with a lead after you get it?

Whether they came from an open house, a sign call, a referral, or your kid’s holiday party, every lead needs a place to live, and it’s your job to keep track of them so they don’t fall through the cracks.

In this episode, we walk you through exactly what we do with our leads and the systems we use to stay organized. From Katy’s one-sheet paper planner to Alissa’s Trello board, we share real-life examples and offer simple, do-able ideas you can start using immediately.

NEW TRELLO VIDEO!!!

You’ll hear about:

• The difference between an email list, a prospect list, and your database

• How to decide who goes where

• How Alissa uses Trello to track leads from pre-approved to ghosted (C is for Crickets!)

• Katy’s buyer lead sheets and weekly activity sheet

• Why you don’t need a fancy CRM to keep up with your leads

• The one question to ask yourself before adding someone to your database

• Easy email ideas to stay in touch with cold leads

• How to track social media connections without being creepy

This episode is your friendly reminder that you don’t need a perfect system—you just need a system. We’ll help you figure out the one that actually works for you.

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💬 Key Quotes/Takeaways

“C is for Crickets. These are the ghosties. But I’m not giving up on them.” —Alissa

“Done is better than perfect. If your system is paper and it works—great.” —Katy

“Your database is for relationships. Your email list is for exposure.” —Katy

“If you don’t get your leads out of your head and onto paper, they’re going to disappear.” —Alissa

“You don’t need to email every month. Just show up when you have something valuable to say.” —Alissa

Products, People & Previous Episodes Mentioned:

• Trello (free project management tool): www.trello.com

• MailChimp (email marketing): www.mailchimp.com

• BYOB (Build Your Own Business 101 Course): hustlehumblypodcast.com/byob

• Katy’s Weekly Activity Sheet: included in Agent Systems 101

Buyer and Seller Lead Sheets: included in Agent Systems 101 hustlehumblypodcast.com/courses

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