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It dawned on me that my referral process had room for improvement, and the missing piece was an efficient intake form.

Throughout my journey, I've realized that identifying small gaps in your systems can lead to significant improvements. For years, I relied heavily on networking and direct interactions to get referrals, but when COVID hit, everything changed. I had to find new ways to keep my business moving and realized the power of streamlining our intake process using forms.

In today's episode, I share how a simple intake form has revolutionized my referral system, eliminating the back-and-forth and making our process smoother. This isn't just about creating a form; it's about continuously refining it to meet evolving needs. From capturing key information to automating client outreach, I'll walk you through the entire journey and the impact it's had on my team and me.

Curious about how this could work for you? Join us as we explore practical steps to streamline your processes and make your work more efficient. The little tweaks can make a big difference, and I’m excited to share what I’ve learned.

As always, I'd love to hear your thoughts and experiences. Join our ongoing discussion in the Business Systems for Realtors Facebook group, and let’s keep optimizing together!

Business Systems for Realtors Facebook group: https://facebook.com/groups/bizsystems.
7-Day Funnel Challenge: https://orbit.realestate/cnfin7days
Explore how you can team up with us at eXp: https://alexarosario.com/exp.