The New Agent CRM Setup Map is a step-by-step guide to turn your CRM into your business command center, so you’re not “running your business from your brain” and accidentally losing leads. It walks you through choosing a CRM, setting up contact buckets, building stages + tags, creating simple follow-up workflows, and even using AI to write and organize as you go (no techy vibes required).
The CRM Follow-up Scripts (Day 1–30) gives you a ready-to-use 30-day follow-up rhythm with copy-paste scripts for email, text, and DMs, so you stop getting crickets and start nurturing leads like a pro (without sounding pushy or robotic). It includes guidance on how to load the touches into your CRM and customize the wording by lead type (online, open house, referral, social) for buyers or sellers.
The Lead Tagging & Automation Planner helps you turn your CRM from a digital junk drawer into a simple system you’ll actually use, so you know exactly who’s who, who needs attention now, and what follow-up should happen next. It walks you through a clean tagging framework (source, status, type, timeline) and a starter set of automations for buyers, sellers, nurture leads, and your sphere, plus AI prompts to build and refine it fast.
Never Miss a Lead Again is your anti-ghosting playbook for capturing, responding to, and tracking every lead, without relying on memory, sticky notes, or “I’ll do it later” optimism. It walks you through a simple 3-step system (Capture → Respond → Schedule), plus daily and weekly checklists, proven quick-response scripts, and AI prompts for those “my brain is fried” moments.
