Real Estate Virtual Assistant
CRM Cleanup for a Real Estate Team
Cleaned 1,200 messy contacts and built a follow-up system that raised replies from 8% to 21%.
A real estate team in Australia had 1,200 contacts in their CRM, but many were duplicates or had missing phone numbers, so good leads were going cold.
What I did
- Merged 340 duplicate contacts and filled in missing names and numbers
- Tagged every contact by stage: New lead, Interested, Viewing booked, Closed
- Created a weekly follow-up task list for each agent
- Wrote 5 short follow-up templates they could send in one click
Result: replies went from 8% to 21% in two months, and the team booked 18 more viewings than the quarter before.
