Navigated to Step by Step What to Do When You Get A New Client | Real Estate Client Onboarding Sequence

Step by Step What to Do When You Get A New Client | Real Estate Client Onboarding Sequence

July 3
7 mins

Episode Description

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

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.



🚨 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

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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// 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 thought possible.


This Academy is me handing over the keys to the kingdom, those same strategies that worked wonders for me and many others. It's about more than just getting by in real estate; it's about owning it. Ready to step up with the pros and make your mark?




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