The Market Authority Show with Stefanie Lugo podcast

CRM Secrets Every Real Estate Agent Should Know

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Schedule Your Free Real Estate Business Strategy Session NOW: http://bit.ly/4g7kvWi

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

→ How to simplify and organize your CRM without overwhelm

→ The secret to consistent follow-up that feels natural, not forced

👉 Free CRM Guide (Updated 2025): https://stefanielugo.com/crm-freebie


If your CRM feels like chaos, you’re not alone — most real estate agents were never taught how to actually organize and use it. In this video, I’m sharing my proven CRM secrets to help you clean up your database, focus on the right contacts, and finally create a simple follow-up system that converts. By the end, you’ll know exactly who belongs in your CRM, who doesn’t, and how to turn relationships into real closings.



🚨 FREE CLASS!! The 3-Systems to Master Your Real Estate Business (WITHOUT Burning Out, paying for leads, or Losing Your Sanity!) Get it here 👉 https://bit.ly/4dOyAXK



📕 TABLE OF CONTENTS 📕

00:00 – Intro: Why Your CRM Feels Overwhelming

00:46 – The Real Problem With Most CRMs

02:10 – Who Actually Belongs in Your CRM

04:20 – Who Doesn’t Belong in Your CRM

06:00 – The “Gut Check” Rule for Contacts

07:10 – Simple 3-Bucket CRM System

09:00 – How I Use My CRM Daily

11:00 – Consistency Beats Complexity

12:00 – Free CRM Startup Checklist

13:00 – Final Thoughts & Next Steps



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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 2025): https://stefanielugo.com/crm-freebie


Free 5x Your Referrals Guide (New in 2025): https://stefanielugo.com/referral-freebie


Grab my FREE Weekly Planner for Realtors (New in 2025): 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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// ABOUT ME


I'm Stefanie Lugo, your real estate business coach!

I'm the OG Systems Gal, or rather, the real estate agent & founder behind the Market Authority. I've learned a bit after ten years in real estate—right in the action and guiding folks like you. My tried-and-tested methods have helped agents double their deals (or more!) and find that sweet spot of work-life balance they never...

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