The Market Authority Show with Stefanie Lugo

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


Listen Later

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


------------------------------------------


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


---------------------------------------­------



Wanna work with me? Check out my coaching program, the Market Authority Academy: https://stefanielugo.com/coaching


// FOLLOW ME ON INSTAGRAM 👉🏻 https://www.instagram.com/bryceandstefanie/


// SOME OF MY FAVES:

*some of these are affiliate links, which means if you make a purchase on the site after clicking these links, I could earn a commission. thanks for supporting the channel!


MY PREFERRED RESOURCES FOR OUR TOP 1% REAL ESTATE TEAM👇


►Canva - https://partner.canva.com/c/2779009/6...

►PopBys - https://popbyco.com/?ref=thelugos ( LUGO25 for 5% off your first purchase)

►SendOut Cards - https://www.SendOutCards.com/u/brycelugo

►Reva - https://thinkreva.com/marketauthorityacademy/

►Coffee&Contracts - https://bit.ly/3OnTiBh (MAA15 for $15 off of your first charge)

►Farming Mailers - Email me at [email protected] to learn how Corefact can help you become the go-to agent in your neighborhood ►Harold and Homes - http://haroldhome.refr.cc/stefanie ($15 off if you use this link)

►XYZ Media - work with my video editor! Email [email protected]



// 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?




---------------------------------------­------

...more
View all episodesView all episodes
Download on the App Store

The Market Authority Show with Stefanie LugoBy Stefanie Lugo

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

25 ratings


More shows like The Market Authority Show with Stefanie Lugo

View all
Real Estate Rockstars Podcast by Aaron Amuchastegui

Real Estate Rockstars Podcast

878 Listeners

The Tom Ferry Podcast Experience by Tom Ferry

The Tom Ferry Podcast Experience

1,123 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,047 Listeners

Keeping It Real Podcast • Secrets Of Top 1% REALTORS ® • Interviews With Real Estate Brokers & Agents by D.J. Paris

Keeping It Real Podcast • Secrets Of Top 1% REALTORS ® • Interviews With Real Estate Brokers & Agents

275 Listeners

The Dr. Hyman Show by Dr. Mark Hyman

The Dr. Hyman Show

9,290 Listeners

The Bible Recap by Tara-Leigh Cobble

The Bible Recap

35,780 Listeners

Ninja Selling Podcast by Ninja Selling

Ninja Selling Podcast

340 Listeners

Massive Agent Podcast by Dustin Brohm

Massive Agent Podcast

338 Listeners

On Purpose with Jay Shetty by iHeartPodcasts

On Purpose with Jay Shetty

27,660 Listeners

Hustle Humbly Podcast by Alissa Jenkins & Katy Caldwell

Hustle Humbly Podcast

897 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,061 Listeners

The Millionaire Real Estate Agent | The MREA Podcast by Keller Podcast Network

The Millionaire Real Estate Agent | The MREA Podcast

395 Listeners

Good Content with Shannon McKinstrie by Shannon McKinstrie

Good Content with Shannon McKinstrie

125 Listeners

Modern Agent Marketing Girls by Chelsea Petersen & Kayla Fox

Modern Agent Marketing Girls

57 Listeners

The Ultimate Human with Gary Brecka by Gary Brecka

The Ultimate Human with Gary Brecka

3,097 Listeners