
Step by Step What to Do When You Get A New Client | Real Estate Client Onboarding Sequence
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Let’s take a deep dive into your real estate business and create a clear, actionable plan to help you:
→ Build simple, effective lead generation strategies that work for YOU
→ Deliver a client experience that gets you referrals and repeat business
→ Master time management to create more balance in your life
Get my Free CRM Guide here: https://stefanielugo.com/crm-freebie
Struggling to onboard new clients without dropping the ball? In this video, I’m sharing the exact 5-step onboarding system I use in my real estate business to go from scattered sticky notes to smooth, repeatable processes. Whether you're just starting out or looking to tighten up your systems, these steps will help you wow your clients, stay organized, and build a referral-driven business with confidence. Let’s stop scrambling and start scaling—together.
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📕 TABLE OF CONTENTS 📕
00:00 – Intro
00:51 – That “OMG they said yes” moment
01:40 – Step 1: The Welcome Moment
03:12 – Step 2: Post-Consult Summary
04:10 – Step 3: Client Commitment Steps
05:23 – Step 4: Internal Setup Tasks
06:13 – Step 5: The Personal Touch
07:19 – Free CRM checklist + next steps
SHOP MY ESSENTIAL REAL ESTATE SYSTEMS:
Get my schedules and routines for realtors in my Time Management Guide: https://bit.ly/3PFCl7B
5x your referrals with my marketing plans and scripts in my Referral Mastery Guide: https://bit.ly/49aJGTG
Get my Follow Up Scripts and CRM campaigns in my No-Fail Follow Up Guide: https://bit.ly/49blJf7
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Feeling stuck in your business? Take this FREE Quiz to get your free tailored action plan: https://stefanielugo.com/quiz
Free CRM Guide (Updated 2024): https://stefanielugo.com/crm-freebie
Free 5x Your Referrals Guide (New in 2024): https://stefanielugo.com/referral-freebie
Grab my FREE Weekly Planner for Realtors (New in 2024): https://stefanielugo.com/time-freebie
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Wanna work with me? Check out my coaching program, the Market Authority Academy: https://stefanielugo.com/coaching
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