CRE Task Wizard @CRETaskWizard

Awesome turnout to the @DealNav X @CRETaskWizard webinar we put on to highlight ways we personally and some of our mutual customers, are leveraging both platforms together. 45 attendees and 25 questions at the Q&A! If you want a link to the recording - DM me your email!!

Pat Carino (d/b/a Acquisizioni) @PatCarino

3 months ago

Practicing for the webinar Friday! If you want to learn more about how people are using CRE trained virtual assistants and/or Dealnav - sign up below! For those of you asking - yes it will be recorded (if Kevin doesn’t fumble 😏 ) @kevinhanan_

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🔗 Register here: us06web.zoom.us/webinar/regist…

@elijahstout_ @DealNav 🤘🤘

Excited to be co-hosting a live webinar with @DealNav this Friday, March 27 @ Noon EST 🗓️ DealNav is a simple, map-based CRM built for real estate pros. We're @CRETaskWizard, your back office built for deal flow. If you're like most brokers and investors we work with, the pipeline isn't the problem. It's the tasks between you and actually filling it: the research, tracking down contacts, the follow-ups that slip, the CRM that's a step behind. An AI-trained @CRETaskWizard assistant running inside @DealNav changes the equation. They handle list building, contact verification, initial outreach, and logging data so your pipeline stays active without you driving it every day. Three live workflows. Real data. No fluff. Link to register in the comments below ⬇️ We'll see you there.

I think there is a used case for this as well as a supercharged version with a VA . having a VA who can do this (which many are trained to do like the ones at @CRETaskWizard ) PLUS do the things only humans can do like make calls on your behalf to verify phone numbers and set up appointments with other humans and call you to get updates on how you’re in person meetings went so they can be updated in your CRM etc.

@patcarino @DealNav 🤘🤘

I’ve personally worked with a CRE-trained virtual assistant from @CRETaskWizard and love it. (Hi Bella from Estonia if you’re reading this! 👋🏽) The guys at CRETW have a @DealNav account they use for part of their business. We then found out several customers use both projects together! So we decided to host a webinar to highlight a few use cases 👨‍🏫👨‍🏫 Join us this Friday the 27th at 12 p.m. EST! (Link below)

The guys who run @CRETaskWizard are hustlers. They’re in Mexico, days away from one of their weddings (not to each other) and just zoomed with me to talk thru a webinar we’re putting together on how to leverage a CRM + virtual assistants. If this sounds interesting to you DM me & I’ll add you to the email list when it goes out!

Yesterday I received a cold call from a VA in the Philippines asking if we needed help. He was so good I didn’t even ask the name of the company, I told him to set the meeting. Next thing I know I get a calendar invite with @kevinhanan_ from Task Wizards. Little did the VA know I already work with @CRETaskWizard! And I’d recommend them to anyone. If you need a VA who’s good on the phones - @kevinhanan_ has your people!

This week has been an eye opening one for me as a broker. I’ve spent 8 years cultivating relationships, make hundred of thousands of calls, millions of emails, and hours honing my messaging and processes. And over the last week I’ve received 5 inbound listing opportunities from one thing… my podcast! When I started it, I wanted to believe it would allow me to reach those owners who I knew I could help, but if I’m being honest it was something I enjoyed and love learning from the guests I have on. My one year anniversary of the podcast is coming up next week, and all I can think is 45 episodes down, 1000 more to go! Love you all and appreciative of the trust in me to execute on your hard earned dollars. Cheers!

If you want to change a life & your CRE biz 📥

Kevin Hanan @kevinhanan_

10 months ago

When @elijahstout_ and I started a company we did it for ourselves God forces you to realize it is for other people, not us There is no greater gift from entrepreneurship than getting a message like this This is THE BEGINNING! Mark from the Philippines runs our recruiting

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@kevinhanan_ @elijahstout_ There’s a 0% chance that North Star would exist as it does today without you guys too. The feeling is mutual!

@HunkyDoryTX @RErookieGuy happy to help brother - dms open

here's a screenshot of what her 'warm' leads look like. these convert into deals when you stack them up for months on end If you want to hear the VAs call recordings, reach out to @CRETaskWizard in the DMs

Just spoke to a broker whose been a client for 11 months He’s got $300k+ of fees under contract from leads generated by his VA from @CRETaskWizard Since he owns his own shop that’s a ~25x ROI on his investment Feels fucking amazing

little thursday pm vibe-code sesh at the @CRETaskWizard HQ 🪄 with @itsjustelijah

“I could use an assistant… I’m just not sure I have enough for them to do.” I have heard this from CRE brokers for years. Why? Often times, they're only thinking of 1-off tasks: “Update this flyer” “Pull ownership info” “Send this email” Those are fine AND they’re missing the compounding momentum an assistant can build for you with time. The key is setting up a Default Task — an ongoing system your assistant owns when nothing urgent is happening. 🔁 Default Tasks - Maintain and improve a database of every CRE owner in my market - Assign me 20 of the best prospecting calls I can make each day - Track every inbound inquiry we receive on our listings and make sure we follow up 🎯 Priority Tasks - Research a new lead from today’s call - Prep an OM - draft this LOI The best brokers treat their assistant like a system AND a task-executor.

If email was running my life here’s exactly what I’d do: (Ranked in order of what you’re most likely to actually do) 1) Get Superhuman. It’s $40/ month but it will literally cut your email time in half. Keyboard shortcuts means your hands never leave your keyboard, doesn’t sound like it’d save time but it really does. Set reminders (with a keystroke) so that things you don’t need now but need later get out of your inbox and come back. Those 2 things alone will save you way more than $40/mo in time But if you’re write your emails with ChatGPT, you can do that in superhuman. Stop wasting time copy and pasting between platforms and deleting emdashes 😉 If you value your time, get superhuman (I’ve linked it in the comments) 2. Keep 2 lists. Things you have to do and things you’re waiting for. If an email comes in and requires you to do something, and it’ll take less than 2 minutes, just do it. If not, get it out of your email and on to your to do list. If you ASK someone to do something and you don’t want to forget to follow up - Add it to your waiting for list. Get things you’re waiting for and things you have to do out of your inbox, it’s meant for correspondence, not tasks and things you’ve delegated. 3. Get a VA, give them access to your email. It took me a long time to do this, which is why I think it’s the least likely of these things that you’ll do. But you should do it, it’ll change your life. You don’t have to have them answering your email to save you time. Start small, show them what they can archive. Next step, show them examples of what they can add to your to do list and check your sent folder for things you can add to your waiting for list (or just cc them) Next, have them monitor your email while you’re doing headdown work or something where you can’t check your email and send roundups via slack, teams or WhatsApp of your emails or highlight urgent emails or emails from specific people. This is how you can slowly find examples of what they can respond to while you’re doing other projects. They can send you the proposed response in the same slack channel for you to approve of. Once they are in your email, you’ll start to surface other kinds of tasks they can knock out for you that are triggered by email, saving even more time. If you’ve read this far and are considering a VA, I’d highly recommend you reach out to @kevinhanan_ at @CRETaskWizard. They have folks who specialize in this for the CRE industry.

Daniel Herrold @DanielHerrold

11 months ago

My goal is to get my e-mail to ZERO by end of day. My e-mail is absolutely eating my lunch. Currently sitting at 736. I need some tactics/ideas - anyone?

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One of the cool things about employing hundreds of people in 23+ countries is that they are a good referral network for side-projects I personally have tons of 'app ideas'. Sent this note to our team of ~200 VAs Curious to see what kind of engineers we meet