Join Jennifer Stats on the Life and Listings podcast as she dives deep into one of the most crucial tools in real estate—your CRM (Customer Relationship Management) system! Whether you're a seasoned pro or just getting started, this episode is packed with must-know tips on organizing your contacts, optimizing your database, and setting yourself up for long-term success—without the dreaded rework. If you’ve ever struggled to keep your leads, clients, and business data in check, this episode is for you! Listen in and take your real estate game to the next level! 

“Most people have way too many custom fields and tags that they're utilizing in their system. So think about segmentation. Segmentation is something that we want to be able to put a chunk of people in. If a tag only is going to apply to one person, it's not a tag or custom field, it's a note. If it's something that you want to segment, so it's all of your buyers, all of your sellers, all of your SLI, all of I don't know some other group of people that you want to be able to segment everyone that's interested in a specific city that is a tag or a custom field.”

Key takeaways:

• Understanding CRMs and Their Importance – Explanation of what a Customer Relationship Management (CRM) system is and why it's essential in real estate.

• Notes vs. Tags for Organization – Clarification on the difference between notes and tags, how to properly use them for segmentation.

• Consistency in CRM Usage – The importance of fully committing to a CRM, ensuring all contact details are correctly recorded.

• Updating CRM Information Regularly – Steps to keep contact details up to date, including adding new addresses after transactions.

• CRM Playbook Announcement – Introduction of the monthly playbooks, with a focus on the CRM Playbook.

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

Are you overwhelmed by the idea of setting up Standard Operating Procedures (SOPs) for your business? Don’t worry—this episode of Life and Listings is here to change that! Join us as we sit down with Jen Davis, the Training and Tech Coordinator at Staat Solutions, who shares practical, easy-to-implement strategies for creating SOPs that actually work. Whether you're a solopreneur, a team leader, or simply looking to streamline your processes, Jen’s insights will help you save time, increase efficiency, and set your business up for success. Listen now and take control of your workflow!

“As you start to streamline these things, you'll also see where you're wasting time. Where can I get back some time? Because before I had all of these things scattered around, and they weren't organized, and I wasn't doing them in a systematic way, things become sort of a little chaotic. So you can actually gain back more time by keeping things in a very consistent, repeatable process.” - Jen Davis

Let’s talk about:

• The Importance of SOPs – Why having Standard Operating Procedures (SOPs) is crucial for business efficiency, consistency, and scalability.

• Starting Small with SOPs – How businesses can begin with simple checklists and templates instead of overwhelming, complex documentation.

• Time-Saving Benefits – How SOPs help streamline tasks, eliminate repetitive work, and free up time for more important business activities.

• Tools for Creating SOPs – Discussion of easy-to-use tools like Loom, Tango, Asana, and Google Docs to simplify the process.

• Continuous Improvement of SOPs – The idea that SOPs should be living documents that evolve with business needs, helping refine processes over time.

Download the playbook 

About Jen Davis:

Jen brings her 30+ years of business experience in administrative assistance, project management, and operations management to the Staats Team. Along with her technical acumen in business systems, she also has a background in Graphic Design, Web Design, Photography, and Video Production. When not on the computer she enjoys getting out in nature with her camera, spending a day in the kitchen cooking and baking, creating stained glass art, and just about anything “Creative”

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

What if the key to scaling your business isn’t just working harder—but working smarter with the right systems, strategies, and partnerships?

Don’t miss this insightful episode of Life & Listings Podcast! Join us as Tarasa Hurley and her husband, Brian, share their journey of growing a thriving real estate business while balancing entrepreneurship and family life. From lead generation strategies to the power of mentorship and automation, they reveal the key lessons that have fueled their success. We covered key mindset shifts, the early challenges of entrepreneurship, and strategies for navigating the competitive real estate market. From setting up systems for success to overcoming setbacks, that laid the groundwork for the insights shared today. Tune in now and take your business to the next level!

“We started out with 30 names in my database, and we've grown to over 15,000 and it is very important, when you have a database that large, to have very good systems and procedures and automations to help you be the agent you need to be, because you can't remember that many people, and it's very hard to keep track of them, so the systems are very important.” Tarasa

Gain insights on:

• Entrepreneurship and Business Growth 

• Real Estate Lead Generation and Automation

• Work-Life Balance and Sacrifices 

• The Importance of Relationships in Real Estate 

• Leveraging Technology in Real Estate 

About the Tarasa and Brian Hurley:

Tarasa Hurley is the co-owner of River Point Realty, an independent brokerage in Pittsburgh, where she leads a high-performing real estate team while actively helping buyers and sellers every day. She started her career in new construction, selling homes before they even had walls—an experience that taught her how to help clients see the potential in every opportunity. With a background in psychology, Tarasa focuses on the deeper "why" behind each move, building long-term relationships rather than just closing transactions. As a leader, she is dedicated to creating systems and processes that hold her agents accountable, ensuring they don’t just sell homes but establish trust and consistency that drive long-term success. Since starting in real estate in 2020, she has grown her business to serve around 100 families per year with a team of five licensed agents and additional support staff.

Brian Hurley is a senior software engineer at Google, a problem-solver, and a builder at heart. His career began in military aviation, where he specialized in reverse engineering and hacking, eventually leading him to work on advanced aerospace projects and large-scale cloud infrastructure at Google. His passion for tech and learning naturally led him to real estate marketing and automation, where he now helps real estate professionals run smarter, more effective campaigns. To support Tarasa’s growing business, Brian became an expert in Google Ads, SEO, and system automation, developing custom ad technologies that drive real results. His focus is always on solving complex problems, building better systems, and staying ahead of the curve.

Together, Tarasa and Brian live in Wexford, PA, a northern suburb of Pittsburgh, with their three children—two boys (14 and 12) and a girl (9)—along with their two dogs. Married for nearly 18 years, they combine their expertise in real estate, technology, and business strategy to create a powerhouse duo, each bringing a unique skill set that fuels their success.

Connect with Tarasa and Brian:

Website: https://www.tarasa.com

Facebook: https://www.facebook.com/TarasaRealtor

Instagram: https://www.instagram.com/tarasah

Linkedin: https://www.linkedin.com/in/tarasa-h-112a2014

Youtube: https://www.youtube.com/channel/UCCQCe3XhdRgNzHymX2uQG1Q

X: https://x.com/TarasaHurley

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

What’s the secret to an 18-year career in real estate? Misty Maki, a Utah-based realtor, shares her inspiring journey from hairstylist to real estate success. You’ll hear how she transformed her business by embracing self-improvement, setting SMART goals, and mastering time management with tools like color-coded calendars.

Misty dives into strategies that drive her success, from hosting client events and maintaining high communication to leveraging social media and agent referrals. She also shares her ambitious plan to grow her brokerage by adding four agents in 2025, along with a hilarious story about an unexpected tumble into a water meter hole during a showing.

If you’re looking for actionable tips and a dose of humor, Misty’s journey will leave you inspired to elevate your own career!

"I could see real estate as our future. It is sustainable. It gives us good income. It gives us a way to better ourselves– better our community." –Misty Maki

Hear more about:

• Transitioning to Real Estate

• Building a Long-Term Business

• Mentorship and Foundational Support

• Implementing Systems and Scheduling

About Misty Maki:

Misty began her real estate career in 2005 and quickly discovered her passion for helping people find more than just a house—they find a home. This passion led her to establish Maki Real Estate, a brokerage built on the belief that a home is more than a place to live—it’s where life happens.

Beyond her work in real estate, she is dedicated to uplifting others, especially women in business. She values time with her grown children, her husband of 28 years, and their two loyal mastiffs. Whether at home or out exploring Utah’s stunning outdoors, Misty brings warmth and purpose to everything she does.

Connect with Misty:

Website: www.makirealestate.com

Facebook: https://www.facebook.com/misty.maki.9

Instagram: https://www.instagram.com/misty_maki

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

Are you a real estate or mortgage professional struggling to turn social media followers into real clients? In this episode, Jen sits down with Michelle Berman, founder of Berman Media, to break down the power of social media prospecting. Michelle shares game-changing strategies on leveraging your unique passions and skills to stand out in a crowded market—without obsessing over vanity metrics. She’ll walk you through how to create content that actually converts, build meaningful relationships, and use social media as a tool for real business growth. Plus, she gives a sneak peek into her new group coaching program and a free workbook to help you take action right away!

Don’t just post—connect, convert, and grow. Hit play now and start using social media the right way! 

“I am a social media prospecting coach, not a social media coach. They're different. And so I think it's sort of the illusion of influence of more followers means I'm going to make more money. That's the opposite of true. And honestly, it's misleading, because it's really counterproductive. You're telling people go try to get viral. But virality doesn't equate to money. “ - Michelle

Gain insight into:

• Michelle Berman’s Journey & Background – Michelle shares her transition from corporate America to entrepreneurship, her passion for fitness, and how her experiences shaped her approach to business.

• The Power of Social Media Prospecting – Michelle explains why traditional social media marketing (focused on likes and followers) is ineffective and emphasizes prospecting strategies that create meaningful client connections.

• Content Creation & Personal Branding – She discusses how real estate and mortgage professionals can leverage their unique skills, passions, and personal interests to differentiate themselves online and attract clients organically.

• The Engagement Tracker & Structured Outreach – Michelle introduces a five-day engagement strategy that helps professionals use social media intentionally to build and nurture relationships with potential clients.

• The Handshake Concept & Primary Skill Identification – She shares the importance of crafting a strong introduction (or "handshake") that sparks curiosity, helps control the narrative, and creates opportunities for deeper conversations and business growth.

About Michelle Berman-Mikel:

Michelle is a former Division 1 swimmer, turned competitive cross-fitter, turned female entrepreneur and now Instagram expert. Michelle is also a certified speaker, teacher, Writer and coach as part of her creation: the Beyond The Method™️ course. This program has allowed Michelle to introduce an approach with Realtors *& Lo’s using Instagram unlike anything you’ve seen before. She prides herself on making things seem simple enough that “anyone” can do it and her passion keeps everyone interested and excited to learn. She puts the emphasis on the power of psychology to truly tap into the power of Active prospecting and the potential lead opportunities Instagram provides. She has also been married to her retired special forces husband (Dave) for almost 5 years and has one incredible 3 year old son, Knox!

Connect with Michelle:

Instagram: @bermanmediasocial

Website: https://michelle-berman.mykajabi.com

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

If you’re not using social media and SEO to grow your real estate brand, you’re leaving money on the table.

Norman Kinsey III, aka Mr. Liftoff, breaks down how to niche down, create valuable content, and turn your online presence into a lead-generating machine.

From starting Liftoff Agent in a garage to helping agents scale their businesses, Norman shares the tools and strategies that actually work—like Hotjar, VideoAsk, and Warmly. Plus, he dives into the power of YouTube, passive prospecting, and why giving back is key to long-term success.

Ready to take your brand to the next level? Let’s go.

“Sometimes in life, you just have to, roll the punches, and you have just to pivot quick. And that's what I did.”-Norman Kinsey III

Hear more about:

• Growing the Business Online and Helping Agents

• The Power of YouTube and Passive Prospecting

• Challenges and Opportunities in the Digital Space

• Giving Back and Future Goals

About Norman Kinsey III:

Norman grew up in Pleasanton, California, and graduated from Foothill High School in 2005. After dabbling in several industries including nightclub promotion and outsourced personal assistant work, he started his entrepreneurial journey at 23 years old. Being so close to Silicon Valley, he wanted to serve and support an industry online but didn't have a clear direction. Then by chance, he stumbled upon J Rockcliff Realtors in the East Bay. It's here he started calling 350 of their agents to understand their real estate businesses and digital marketing pain points, and to see how he could support and serve them with amazing real estate marketing.

Fast forward to 10 years later, 16,000 agents met, 5,000 agents, serviced, and now has hundreds of agents with Liftoff Agent monthly programs in 17 different states and Canada, and a team of 20 stretched over the globe! We are growing rapidly and building innovative custom positioning programs that drive individual agents, teams, and brokerage results. Norman is here to give you the tools to expand and scale your real estate business!

Connect with Norman Kinsey III:

Website: http://www.liftoffagent.com

Instagram: https://www.instagram.com/misterliftoff

Linkedin: https://www.linkedin.com/in/nlkiii/

Facebook: https://www.facebook.com/profile.php?id=100078008437027

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

How do you balance ambition with life’s challenges? John Tiller’s 25-year journey in real estate offers a blueprint for integrating personal and professional success. From a career pivot out of banking to navigating personal tragedy, John’s story is one of resilience and purpose.

Now focused on coaching and mentorship, John shares his philosophy on whole life coaching, financial stability, and long-term impact. With tools like his health score resource and podcast, he equips real estate professionals to align their goals with their values.

Ready to lead with intention and build a life that works as hard as you do? This episode is your guide.

“There's a lie out there that you can't have it all, and the truth is that if you're intentional about it, you can have it all.”-John Tiller

Hear more about:

• Return to Real Estate and Coaching

• Whole Life Coaching and Business Strategy

• Integration of Personal and Professional Life

• The Role of Coaching in Personal and Professional Growth

About John Tiller:

John Tiller is a Real Estate Broker, Investor and Leadership Coach.

John and his teams have SOLD over $1 Billion of real estate during his 25-year career; including everything from starter homes to multi-million dollar developments; property management and real estate fund management.  John is also an active investor buying dozens of properties per year and he currently leads his team F4 Realty @ REAL Broker. 

In 2024, John launched the MegaTeam Mastermind podcast where he interviews top MegaTeam leaders and the people who support them.  He also launched MegaTeam Mentor coaching for team leaders who want to scale their business, get their time back, and love their business again.

He has coached hundreds of agents, brokers and team leaders across multiple brands with a focus on living a full life and leaving a legacy that makes an impact, without sacrificing family.

John is a speaker and trainer at international real estate industry conferences and has been featured on radio, television and podcasts for his ability to simplify the complex world of real estate into useful, bite-sized pieces of information easily digested by agents, investors and consumers.

He also travels with his family sharing their faith-based inspirational story of Hope after Tragedy. 

Connect with John Tiller:

Website: http://johntiller.com

Social Media Links: http://johntiller.me

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

Love, business, and family—can you really have it all?

David and Jennifer get real about the highs and lows of marriage and entrepreneurship. From managing hectic schedules to prioritizing family time, they share the strategies that keep their relationship strong.

You’ll hear how open communication, flexibility, and a simple yet powerful piece of advice—giving more than you receive—help them navigate the demands of career and family life. They also discuss the importance of setting an example for their children and staying grounded through self-reflection.

If you’re balancing love and ambition, this episode offers real talk and real solutions.

“If both people go into the relationship and they're expecting to give 50% of their effort and then get 50% in return. It's bound to fail. But if both people go into it and they're expecting to give more than they receive, it works better that way.” -David Staats

Hear more about:

• Balancing Careers and Family Life

• Keeping the Relationship Strong Despite Busy Schedules

• Impact of Owning a Business on Their Relationship

• Understanding Each Other's Jobs

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

What’s the secret to standing out in real estate? It’s all about blending the old with the new. In this episode, you’ll hear how Hannah Dubin turned a canceled finance internship during COVID-19 into a thriving real estate career by mastering both digital marketing and traditional strategies.

Hannah shares her journey of starting with homemade cooking videos before hiring a videographer to level up her content game. Her advice? Dive in with self-shot videos and stay consistent. Paired with market expertise and open houses, her approach proves that success lies in being well-rounded and authentic.

Ready to transform your real estate marketing? This episode is packed with inspiration and actionable tips.

“I think it's important to be well-rounded and not just have one lead source. And I see people fall into that trap these days. They only want to be about Instagram, Tiktok and YouTube, but you do have to be well rounded.” -Hannah Dubyne

Hear more about:

• Connecting with Clients Through Video

• Digital Marketing and Social Media Presence

• Early Business Strategy and Market Knowledge

• Content Creation and Consistency

About Hannah Dubyne:

Hannah has been serving clients since 2020. She serves about 60 clients a year in Vancouver/Camas WA area and loves digital marketing and video strategies.

Connect with Hannah Dubyne:

Website: http://dubynerealtygroup.com

Instagram: https://www.instagram.com/hannahdubyne/

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/

Success starts with the heart.

Christine McCoy, owner of the Real McCoy Group at Coldwell Banker in Bethany Beach, Delaware, shares how her passion for community and a commitment to excellence drive her business. From sponsoring events for children to leading a team of top-tier agents, Christine emphasizes the importance of giving back and cultivating a supportive, values-driven culture.

You’ll explore her approach to building a "Navy SEAL team" of agents through life and real estate coaching, one-on-one meetings, and a focus on professionalism and responsiveness. Christine also offers insights into managing challenging situations and learning from mistakes, all while maintaining clear communication and a client-first mindset.

Ready to learn how heart and hustle can transform a business? Visit therealmccoygroup.com to connect with Christine and her team.

“I want people who are going to make it that far to believe in themselves, believe in the process, and be willing to put in the work. Really, it's not a magic bullet. You have to do the work, and you have to put in the hours, or you're not going to get there.” -Christine McCoy

Hear more about:

• Community Involvement and Personal Philosophy

• Building a Close-Knit Team

• Handling Mistakes and Maintaining Professionalism

• Challenges and Mistakes in Building a Team

About Christine McCoy:

With over 20 years in business, sales, and marketing, Christine brings a passion for excellence in service to every transaction.

As the founder and leader of The Real McCoy Group, she is an award-winning agent and has grown her team of top producers in the Delaware and Maryland Coastal area, consistently ranking in the Top 5 Large teams for Coldwell Banker Realty of the Mid-Atlantic.

Sellers come to The Real McCoy team with confidence and trust in the research, real time market data, and knowledge to price their home correctly, to reach a balance of maximizing the selling price, price and minimizing the time on market.

Buyers can be assured that The Real McCoy team will work tirelessly to find the home of their dreams and negotiate the best possible price for their purchase with ease and expertise. Christine McCoy truly does love what she does. When Christine began her real estate career, she wanted it to be truly rewarding, and she has found that and more. Driven with a passion for her work, she is focused and leads by example as an Agent that achieves success while yielding the best results for her clients.

Connect with Christine:

Website:http://therealmccoygroup.com

Facebook: https://www.facebook.com/therealmccoygroup

Instagram: https://www.instagram.com/therealmccoygroup

Connect with Jennifer Staats:

Website: staatssolutions.com

Staats Solution Instagram: https://www.instagram.com/staatssolutions/

Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor

LinkedIn: https://www.linkedin.com/company/staatssolutions/