Lauren and Brooke break down Reside’s practical framework for cleaning up and optimizing any CRM so leads stop slipping through the cracks. They explain why a messy database creates a messy business, how to simplify stages into a clear lifecycle, and how to use tags for context without creating chaos. They also walk through the daily workflow that keeps follow-up consistent, including the must-have smart lists, contact frequency guidelines for each stage, and the difference between action plans and automations so teams can build a system that runs in the background while still driving real human follow-up.

Chapters:

• (00:00:00) Why agents lose money when their CRM is a mess
• (00:03:10) Your CRM reflects your habits: the mindset shift
• (00:06:00) Stages explained: where a lead is in the journey (not what you’re doing)
• (00:08:00) The simple 8-stage framework (10 stages or less)
• (00:11:00) Lead gen vs lead nurture, and why “nurture” is not “ignore”
• (00:15:00) Speed-to-lead: why the first 5 minutes matters
• (00:20:00) How to clean up a bloated “Lead” stage (2-hour audit plan)
• (00:24:00) Tags vs stages: how to tag without creating a mess
• (00:31:00) Smart lists: the daily roadmap and contact frequency by stage
• (00:51:00) Action plans vs automations (and what to automate vs keep personal)

Links and Resources:

• Team Leader Secrets by Suneet Agarwal
• Reside Platform
• Reside Platform Website

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