The Better Agent Podcast

The CRM Strategy That Changed Everything for This Top Agent - EP 42


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In this episode of The Better Agent Podcast, host Josh Lavik sits down with Terra Beaver, a top-producing agent based in the Castle Rock Lake and New Lisbon area of Wisconsin. Terra shares her unique journey from working as a drug and alcohol counselor to building a thriving real estate business. The conversation dives deep into the turning point of her career at the four-year mark, explaining how getting serious about a CRM and building a consistent follow-up cadence changed everything.

Josh and Terra also explore how to beat automated valuation algorithms with hyper-local market knowledge and how to build a profitable niche right in your own backyard. Finally, learn Terra's brilliant strategy of using preemptive "next steps" videos to calm client emotions during inspections and appraisals, ensuring smoother transactions from accepted offer to closing day.

🎧 Host: Josh Lavik

🎀 Guest: Terra Beaver, Real Estate Professional from New Lisbon, WI

Terra Beaver is a Real Estate Broker and co-founder of the Lakes Region Team at Fathom Realty in New Lisbon, Wisconsin. She specializes in waterfront and vacation properties throughout Central Wisconsin’s Lakes Region, including the Castle Rock Lake and Lake Petenwell areas. Since 2014, Terra has closed more than 200 transactions and was recognized as a 2022 Top Producer by the South Central Wisconsin MLS.Β Β 

πŸ’‘ What You’ll Learn:

βœ”οΈ How skills from a career in counseling perfectly translate into real estate success

βœ”οΈ Why local market expertise will always beat out automated online home values

βœ”οΈ The four-year turning point: How mastering a CRM took Terra's business to the next level

βœ”οΈ How to categorize leads and build a follow-up cadence so you never have to chase business

βœ”οΈ Finding your niche by leaning into the market that is already in your backyard

βœ”οΈ How to use proactive "next steps" videos to manage client emotions during inspections

πŸŽ™ Follow Terra Beaver:

πŸ“· Instagram β†’ https://www.instagram.com/petmommarealtor/

πŸ“˜ Facebook β†’ https://www.facebook.com/leavethehomeworktous/

πŸŽ™ FOLLOW JOSH LAVIK & THE BETTER AGENT PODCAST:

🌎 Website β†’ https://www.joshlavik.com/

πŸ“˜ Facebook β†’ https://www.facebook.com/joshlavikassoc

πŸ“· Instagram β†’ https://www.instagram.com/jla_madison/

πŸ”— LinkedIn β†’ https://www.linkedin.com/in/jlavik
πŸ”– DON’T FORGET TO LIKE, SUBSCRIBE, AND COMMENT BELOW!

⭐ Produced by Icons of Real Estate – iconsofrealestate.com

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The Better Agent PodcastBy Josh Lavik