Client projects and results
One change can be the one thing that changes everything.
A few of the projects I've implemented: CRM automation that brought back past clients, a brokerage acquisition that doubled agent count, and recruiter coaching that filled calendars.
Based in Chicago, working with clients anywhere.
Client experiences
Projects I’ve implemented
CRM Optimization
Put your CRM to work for you
Import contacts. Write custom campaigns to last five years or more, for every stage of the contact journey.
A client experience: she turned on a sphere email and text campaign on Monday. Wednesday morning, a new listing lead was in her inbox from a past client: “I got your email. Reminded me you are a realtor. We have to sell my mom’s house. Can you come over Friday and we can go over the details?”
Automated organic lead gen just takes some strategy and setup.
Let's talkChange Management
A brokerage that doubled in size
A brokerage of about 50 agents doubled in size by acquiring another brokerage of 50 agents.
How do I help? I support expectations on all sides and do the activities needed for change and growth: transition support, new tech rollouts, onboarding and acclimation for all new agents, refresher training and coaching for existing agents, and business and marketing strategy and implementation. And that is just the beginning.
M&A onboarding
Recruiting and Retention
Knowing what to say changes everything
Campaigns, automated outreach, and coaching your recruiter with talk tracks and activity management.
A client experience: after coaching and talk track ideas, the recruiter made 51 calls, had 19 conversations and booked 3 appointments in one day, then ended the week with 7 appointments, one M&A meeting and 4 hires.
Once you feel confident in the conversation, making the calls becomes less of an obstacle.
Grow hereHow you’ll feel
Supported, checking boxes, more confident and clearheaded because progress is happening.
Q&A
Questions about projects
What happens when I automate sphere outreach in a CRM?
Leads you'd forgotten come back. One agent turned on her sphere email and text campaign on a Monday. Wednesday morning, a new listing lead was in her inbox from a past client: “I got your email. Reminded me you are a realtor. We have to sell my mom's house.”
How do I manage a brokerage transition after an acquisition?
By supporting expectations on every side and doing the change work itself. A brokerage of about 50 agents doubled in size by acquiring another brokerage of about 50 agents. I handled transition support, new technology rollouts, onboarding and acclimation for every incoming agent, refresher training and coaching for existing agents, and business and marketing strategy through the change.
Can recruiting coaching really change results?
Yes, because knowing what to say is the hardest part. After coaching and talk track work, one recruiter made 51 calls in a day, had 19 conversations and booked 3 appointments, then ended the week with 7 recruiting appointments, one M&A meeting and four hires.
What happens on a Q&A call?
We talk through your story, your goals, what you need from me and how we'd implement it. The call is free.
