Real Estate Contact Management Software Coaching/Training

Real Estate CRM Productivity Systems Coaching/Training

 

 

Online or in-person coaching/training

 

Did you just get your Contact Manager/CRM and now you're sitting there staring at it wondering what to do next?

OR...

Have you had your CRM for a while, done nothing with it, and now you're still sitting there staring at it?

 

There are a LOT of people who do not like reading training documentation, watching videos, or participating in user groups.

They learn faster and easier if a coach walks them through it one-on-one. That's what you get here!

  • Spend a half hour or two with Gary as your coach, learning the basics of your CRM. Learn how to get started getting your contacts set up and categorized properly and/or maybe learn the basics of activity plans - OR

  • Meet weekly to learn more, and allow yourself to be pushed, through accountability, to make your CRM a habit - OR

  • Meet weekly for an hour or two until you are done mastering your CRM and developing a full compliment of Prospecting, Listing, Closing, and post Closing follow-up plans.

  • $100/hour

  1. Everyone has different needs. I am frequently asked by people who are about to purchase a Contact Management Productivity System, "So how do I get started". Many licensees are purchasing CRM Software because they have to. They realize they need to get themselves better organized, so they are forcing themselves to do it with a Real Estate CRM. Then they sit there staring at it wondering where to start. I can help with that! If that's all you need, I'm here for you!

  2. Another kind of agent is the one who is excited about implementing a Contact Management/CRM software product, but they can never seem to get the time to do anywhere near what they wanted to do with it. When you have a weekly hour long appointment made with another person, a coach, then you are forced to do it. You commit to that time, and THAT works! Accountability works! Coaching provides accountability.

  3. Ultimately, if you have a powerful CRM and if you truly want to take advantage of its capabilities, we can start by learning the software if that is necessary, or we can jump straight into implement a system that will make your business life so much easier you will not believe it. If you want to implement prospecting, listing, closing, and post closing plans, you may want to purchase Trans-Plans, & Dave Beson's Letterwriter. It would cost more in my time to create it all from scratch than it would if you purchased them. Trans-Plans will install automatically in Top Producer, Agent Office, Active Agent for Outlook, or AdvantageXi. Dave Beson's products will install into even more programs. If you have a different CRM, we will just key them in one by one, together, or as "homework".

If #2 is what you're looking for, that would be something like:

  • We make two lists of what you already know you want accomplish, short term and/or long term

  • We make two lists of what I think you should add you your lists

  • We add what you want from my list to your list

  • We meet when you need to, for as long as you need to

If #3 is the direction you want to go, then what follows is a sample of some of what you can accomplish. You choose!

  • The ability to walk in in the morning to an automatically generated list of to-do's, calls, and mailings, insuring that no routine detail with any listing or closing, falls through the cracks.

  • This allows for quicker and easier training of assistants, and no-one being irreplaceable.  Do you have an in-office Conveyancer, or other people that do some of the work for you ala carte?  What happens when they leave, or something happens to them?  Using your own system ensures that the fate of your business will not be in your head, or anyone else's.  Your entire operation will run what you do, and monitor what others do for you. This is the only way you can have complete control of your business!

  • This helps to establish your business as a turn-key operation for anyone wanting to purchase it in the future.

  • Print all the form letter follow-ups and thank you's due out that day, with one click of a button

  • E-mail all your listing and closing communications with one click

  • Automatically generate reports detailing your efforts to all of your clients with a few clicks.

  • Generate a report for your listing appointments and initial buyer consultations that shows your prospective clients exactly what it is that you will be doing for them, and give them the comfort of showing them proof positive of your organization, and professionalism.

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Why use Gary?

  • Gary has trained agents and teams on CRM online and on-site all over the US and Canada for over a decade

  • RE CRM companies hire Gary for his expertise to help them develop their products

  • Gary has spent over 200 hours with the CEO's of almost all of the 40 Real Estate CRM vendors over the last two years, compiling the Real Estate CRM Comparison Matrix

  • Gary has a Real Estate sales background beginning in 1987. He speaks your language.

  • Gary sold 43 homes in his last year of residential resale, then went on to round out his knowledge of the industry by being a community sales manager for new construction, and then a mortgage loan originator. He knows this industry from being in it!

  • Gary's experience with Real Estate Specific Contact Management and CRM products begins with Howard & Friends (DOS), Real Estate Specialist (DOS), and Top Producer (DOS) in 1989.

  • Gary was the roving technology consultant for over 100 offices and 1,800 agents in the RE/MAX SEPA & DE Region

  • Prior to that Gary was a computer technician and then a computer operations manager

  • Gary was the ONLY person authorized by Top Producer® to sell both their product, and AgentOffice®, their primary competitor, until 2008 Why? Gary is trusted to be fair & objective by the two leading RE CRM companies, because he has earned that reputation in Real Estate technology internationally since 1998.

  • Gary has been using, helping with and learning about RE CRM since 1989 online, on list-servs and forums, in e-mail, on Blogs, on the phone, and on his Web site.

  • Gary has had literally thousands of conversations with groups of agents and individual agents discussing their experiences with many Real Estate CRM products over the years

  • Gary's Bio

 

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Following is a detailed accounting of what is included in Trans-Plans:

 

 

This is not about installing software. This is about making decisions about how and what you want to do to process your prospects, listings and closings, and post closing follow-up. How long it will take depends upon how detailed you want to to get, how quickly you move along, or how quickly you allow me to move you along. I have worked all over the country with very decisive people and everything moves along quickly. I have also worked with people who have a tendency to want to put a lot of thought into each activity. If you are like that, it's OK. You are likely a very detail oriented person and that is good to an extent. I will do my best to keep us moving at a desirable pace.

 

We can do it all together, or we can spend that hour learning how to do what you are expected to accomplish in the coming week. Homework! 

 

Activity Plans:

          

Together using Trans-Plans as a template we will create plans that fit the way you do business.  Trans-Plans are a compilation of all the plans from all the people I have worked with around the country. We will pick and choose the activities that apply to your way of doing business, and incorporate the two to create five plans: 

  • Residential Listing – launched from the listing date

  • Listing Price Adjustment

  • Closing when you are on the sellers side of the transaction

  • Closing when you are on the buyers side of the transaction

  • Closing when you have both sides of the transaction

 

Letters:

 

Install the following letters:

 

Residential Listing Plan:

 

Thank You for The Listing Letter

MLS Copy Cover Letter

Monthly Utility & Insurance Cost Form

Marketing Recommendation Checklist Letter

Thank You to an Unlicensed Person for the Referral Letter

Thank You To An Agent for the Referral Letter

Property Brochure/Fact Sheet Template

 

Listing Price Adjustment:

 

Price Adjustment Letter

 

Sellers side:

 

Closing Information Form

Seller After Contract Letter

Thank You to Agent for Referring Someone Letter

Thank You to an Unlicensed Person for a Seller Referral Letter

Seller Preparation for Closing Letter

Closing Inspection Explanation Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Agent Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Seller Address & Birthday Information Form

Seller after Closing Letter

Thank You to a an Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Hope All is Well Letter (if seller did not buy right away)

Thank You to Co-op Letter

Evaluation Questionnaire Letter

 

Buyers side:

 

Buyer After Contract Letter

Thank You to Agent for Referring Someone

Thank You to an Unlicensed Person for a Referral

Buyer Preparation for Settlement Letter

Closing Inspection Explanation for Your Client Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Buyer Address & Birthday Information Form

Buyer After Closing Letter

Thank You to a Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Thank You to Co-op Letter

Evaluation Questionnaire Letter

 

Both Sides:

 

The same letters are used in this plan, as are in the above "Sellers side and Buyers side plans.

 

Success Stories

 

"…it was nice learning from someone that does not treat you like an idiot for not knowing something"

Lisa Phillips - Assistant to Bonnie Eschelman

 

Gary, I can't thank you enough for helping me understand the role technology would play in increasing my sales and systems. The time that you spent pulling all the loose ends together for me, and explaining and simplifying it all has proven to be invaluable. I have gone from throwing internet leads in the trash, to being the first one to respond. The familiarity that you have with the products real estate professional's use, helps what was once overwhelming become fun and exciting. Thanks again.


Leslie McDonnell - RE/MAX Suburban, #1 RE/MAX Agent in Illinois - 2004

 

"The online training was fantastic.  The online format really worked out well.  I appreciate that you kept it at our pace and answered all our questions.  I'll be back for more training - for sure!  It was just what I needed!"

 

Ann Braunagel - Keller Williams Realty

 

 

"Clear, concise, "How-to" advice.  To steal a phrase from the home handyman, Gary makes sense of data basing!"

 

Merrill Allen - Keller Williams

I'm not so sure about learning 100% on your own.  I think a combination of self learning AND expert training is best.  I played around with AO for many many hours, and learned some things, before hiring Gary.  With Gary Hall's online training, I learned 10 times more than I did on my own, in a quarter of the time, and learned many tricks right then and there that would have taken me a long time to find searching manuals, listserv archives etc.. 

Manuals, archives, DVD's and learning on your own all do work, but for me, having a hands on expert/coach worked better, and much faster. 

Tony Schimek - Prudential Carolina Real Estate

 

...My experience of your training of Agent Office is that you are thorough, totally competent, patient (which is essential), maintain a sense of humor, add value from your own data base of real estate documents and personal real estate experience, and a valuable asset in the essential dialogue of setting up a real estate office contact/day to day business management program. You are also generous with your time and have a lot of stamina to get the job/goals accomplished. As to the use of PC anywhere (I use GoToMeeting now - much better and easier), it is quite simply about 99% as good as being in the same room with you; no drawback or diminished effectiveness whatsoever. I appreciate all your effort.

Robbie Dein, C21 Royal Maui Properties

 

A Real Talk Post:

 

Gary Hall first came to my attention through Real Talk. His regular posts, generosity of knowledge and accurate observations led me into his website www.GaryDavidHall.com. For anyone who has not yet bookmarked this site, I strongly suggest a visit. You will find it a labyrinth of excellent real estate resources.

 

My first contact with Gary was a personal consultation. Gary was on the phone and in my computer via "GoToMeeting" to import my contacts into my newly acquired Agent Office software. From this point on, my business was operating on a new level and Gary was a permanent part of my Team. I have attended his classes and look forward to his help in the future to expand my business.

 

I strongly recommend Gary's services to all Real Estate professionals. Gary has helped me to sharpen my edge over the competition, and has showed me many ways to optimize my time. Thanks Gary.

 

Kevin McCallum e-Pro, Beacham Walsh Properties Inc.

 

Hi Gary, I wanted to follow up with you regarding the success of our Agent Office software and especially the "Activity Plans" that you helped us to implement.

 

As you know, we have for some time been operating with extensive manual "check lists". The check lists we designed were created with two main objectives. First to enable us to work as a complete team, and second as a complete management tool for our client's entire real estate process.

 

With your help, we were able to fully automate our own 432 step process into the Agent Office system. Having used the system now for over a year, I can attest to you the success it has had on our business. Being able to launch plans (not check lists) has made our operation much more efficient and complete. Those in the office responsible for managing client files no longer need to improvise and second guess the process. Each step is automatically set up on their desktop w/ step by step procedures as a reference if they need it.

 

Our office manager has been able to alter the plans as needed, enhancing our ability to customize a particular client's process or to simply edit a plan for efficiency. Our entire business model's servicing process is in Agent Office and is the tool of choice in our company. I want to thank you for your expertise and guidance in helping us to automate our servicing process.

 

It has made a world of difference to all of us and most importantly helped our client's receive a thorough and completely managed real estate process.

 

If fully servicing a client is important, I recommend the real estate professional automate their process. No more hand written notes, no more "to do's" falling through the cracks, no more embarrassing phone calls of what was forgotten, no more sleepless nights wondering what was done or left undone. It is all there, in the system, documented and professionally managed.

 

Bill Luke, Luke Real Estate - Delaware

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The cost:

 

$100/hr. using an online meeting service, working on your computer together.

Invoiced as we go via e-mail.

 

Like to ask some questions or get started? Click here and let me know!

 

 

 

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