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Your Real Estate Assistant
can assist you with the following tasks:
Administrative Tasks
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Merging and removing duplicates within your CRM Platform
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Updating CRM with information from social media platforms (birthdays, familial status, anniversaries, etc.)
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Organizing, grouping, and updating contacts
Email organization: unsubscribing, creating filters, labels, and saving contacts from email into your CRM
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Gathering client reviews with a pre-approved template
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Exporting contacts into a spreadsheet to identify information gaps
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Reviewing tagging and grouping conventions
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Organizing files in Dropbox or Google Drive (create folders and upload files)
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Documenting Standard Operating Procedures (SOPs) for all business processes
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Ensuring all past clients are on action plans or drip campaigns
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Creating CMAs for new and past clients
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Inputting home anniversary dates
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Uploading farming spreadsheets provided by your title company to the CRM and ensuring they are tagged appropriately for targeted newsletters
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Property management coordination
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Taking minutes for your meetings
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Managing your vendor list (painters, roofers, plumbers, mortgage lenders, etc.)
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Making travel arrangements (booking hotels and flights)
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Managing personal life and personal errands (purchasing gifts for loved ones/family members online), managing and organizing online files (Google Drive, Dropbox, etc.)
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Schedule management (appointments, showings, inspections, tours, open houses, calls)
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Inputting notes from broker tours into your database
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Managing projects utilizing Asana, Trello, Monday.com, and other project management apps
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Storing and organizing receipts for tax write-offs
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Validating proof of ownership through county appraiser records or tax records
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Inputting listings into MLS
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Setting up MLS notifications for when a user favorites a property
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Scheduling inspections and other service providers
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Tracking feedback from showings
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Building a tracker to monitor all lockbox codes
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Listing appointment packet creation
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Sending appointment notes/gifts/thank-you cards
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Assembling buyer consultation materials (buyer questionnaires, market pamphlets of the neighborhood)
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Daily appointment confirmations/appointment reminders for buyers
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Creating an open house event and open house sign-in form with a QR code
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Emailing weekly seller updates
Marketing Tasks
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Planning a social media calendar (start by planning one week in advance, provide feedback, and build up from there)
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Following contacts on Instagram and joining related Facebook groups
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Creating mailing lists in the CRM for farming (Just Sold and Just Listed)
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Creating agent lists for e-blasts
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Preparing slideshows (PowerPoint or SlideShare presentations)
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Sending out holiday/birthday cards to clients (click2mail, ClickSend, Postable, etc.)
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Managing a brand kit (folder with logos, style guide, copy guidelines, fonts, brand colors, headshots, etc.)
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Refining your brand guidelines with this ChatGPT prompt: Extract the brand tone and voice from [your website or Instagram URL] and create a brand guidelines document to ensure future content follows those guidelines.
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Profile management (updating Facebook Business Page, Instagram, LinkedIn, MLS, Zillow, Realtor.com, Google Business Page, etc.)
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Creating content (posts, stories, captions, infographics, guides, newsletters, etc.)
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Responding to Google reviews, private social media messages, mentions, and comments on posts
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Gathering client reviews for social media, website, Zillow, Realtor.com, and Google Business Page
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Building a Google Business Page strategy to improve SEO ranking by consistently uploading content
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Creating Weekly/Monthly/Quarterly newsletters
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Re-purposing newsletters for social media content and blog posts
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Writing blog posts
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Creating a concise IG bio that highlights a unique selling point and call-to-action
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Optimizing IG link in bio with Linktree
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Maintaining and updating your website/liaising with the company in charge of your website
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Building a buyer persona in a target market (examine past clients: income, life stage, familial status, age, motivation, etc.)
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Expanding sphere of influence by joining Facebook groups
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Designing postcards, flyers, and flipbooks
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Creating market snapshots/market reports
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Monthly market update video blasts
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Photo/video editing with trending audio
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Growing an organic following (engaging with other users and posts)
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Directly reaching out to new followers with a templated message
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Surveying followers individually to gauge what content of yours is helpful
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Uploading podcasts to YouTube and TikTok
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Researching relevant hashtags (niche to general)
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Creating story highlights from archived stories
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Adding keyword tags to your YouTube channel
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Creating marketing materials for new listings
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Creating branded buyer and seller checklists
Services
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