Podcast Description:
In this episode of Real Talk with Andres & Heather, we pull back the curtain on the power of workflows, automations, and systems that keep your business running—even when you’re not working. Heather (Head in the Clouds) and Andres (Charlas Sencillas) share real examples of how they use CRMs, workflows, and community automations to save time, follow up consistently, and keep clients engaged without burning out.

You’ll discover:
✔️ How to set up workflows that automatically handle leads and follow-ups
✔️ Why systems—not goals—are the foundation of long-term success
✔️ How tags, pipelines, and automations keep your business organized
✔️ Ways to use communities and gamification to drive engagement
✔️ How small details in automation can save hours every week

Whether you’re an agent, entrepreneur, or business owner, this episode shows you how to automate the “busy work” so you can focus on growth, clients, and creating freedom.

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Chapters

• (00:00:01) - Real Talk With Heather and Andres
• (00:00:22) - Tech to User: Week 1
• (00:04:13) - Workflows & How They Work in Your Business
• (00:12:51) - How Business Intelligence (AI) Creates Workflows
• (00:14:05) - How to set up a workflow in Spanish on Shopify
• (00:16:44) - How to Invite Agents to Be a Guest on My Podcast
• (00:22:42) - Real Estate Lead Management: The Pipeline
• (00:28:05) - How to Manage Miss Opportunity in Real Estate
• (00:31:22) - Automation Workflows
• (00:38:21) - How to Manage a Real Estate Business with a Digital Workflow
• (00:43:22) - How to Tag Clients in your Email
• (00:45:11) - How To Monitor the Guest Appointment Pipeline
• (00:52:20) - Cloud Connect Communities: Workflow Automation
• (00:58:31) - How to Spend Money on Personal Growth
• (01:03:39) - December Live Transfer Contest Winner!
• (01:06:26) - Undersea Realtor