Real estate agent.
Operations leader for a real estate team.
Partner in a real estate brokerage.
Real estate tech consultant.

These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry.

He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, implements, and manages your team’s Follow Up Boss leads and systems.

We invited him into this Techtember episode to help you assess and audit your real estate tech in general and your real estate CRM in particular.

And many of the insights are simpler and more analog than you’d expect.

Watch or listen to this Techtember episode to learn:

- The fundamental and often overlooked importance of a plan

- How he went from touring musician in a band to real estate tech consultant

- The two most common problems he encounters when assessing the tech stack of a team or brokerage (with a nod to the “I didn’t know it could do that” problem)

- Specific questions to help you find and implement new tech effectively

- Using a pencil and a piece of paper for your business plan, operations manual, or tech stack

- Why to click through all the Admin tabs of your CRM

- Setting, forgetting, and benefitting from the Follow Up Boss pixel

- Why to set all your reporting to the same time frame

- Knowing who to talk to, getting to Smart List Zero, then getting out to connect with people and earn commissions

- Where to get hours of in-account, on-screen, show-and-tell training on Follow Up Boss

At the end, learn how a rock band is like a real estate team, how fast $9.95/month racks up, and how to help your team unplug.

Follow Up Boss resources:
- https://www.youtube.com/playlist?list=PLDmR8fGtgojAuhaYlB6n8xn8yJwkPCLPU
- https://www.facebook.com/groups/followupbosscommunity

Amplified Solutions:
- https://AmplifiedSolutions.com
- https://www.instagram.com/amplifiedsolutions/

Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos
- https://www.instagram.com/realestateteamos/

When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs.

But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessary cost and frustration.

For advice on turning this around and to kick off Techtember, we bring you this incredibly helpful conversation with Justin Benson, Founder and CEO of Bara Agency and of Shilo.ai.

Before starting Bara, a fraction Chief Technology Officer agency, he helped build Gluch Group, helped expand it to three states, sold hundreds of homes himself, and created their tech stack.

Justin shares the three pieces of tech every team needs, ways to think about your tech budget, the most important question to ask when evaluating new and existing tech, and much more!

Listen to this Techtember episode with Justin Benson to learn:

- Why great salespeople are the bedrock of your team

- His path from med school to tech startups to real estate agent and team leader operating in 3 states to fractional Chief Technology Officer

- Where many ops leaders get stuck or reach their limit with technology

- The most important question to ask as you’re evaluating your tech

- How to plan your tech budget

- The three key elements of every tech stack, no matter your size

- Avoiding the danger of changing too much tech too quickly

- Specific ways to increase agent adoption of new tech

- The promise of AI while it’s still in its infancy

- How to find the right person to lead your tech initiatives

- Places he goes to keep up on tech trends and announcements

At the end, learn about the enduring value of underdogs, chartering a jet, struggling to relax, and predicting the future based on the past.

Connect with Justin Benson:

- https://baraagency.com

- https://shilo.ai

- https://www.instagram.com/justinbenson

Connect with Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals.

You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience.

So how do you build a customer-centric culture, then sustain and protect it for years to come?

Go inside the company and culture that brings Real Estate Team OS to life every week!

Get warmed up for the Techtember series that kicks off next week!

Learn about tech, teams, customer centricity, and customer-led education with Follow Up Boss Co-Founder and CEO Dan Corkill!

Watch or listen to Ep 040 with Dan Corkill for insights into:

- Attracting agents, staff, and consumers alike to your experience by being thoughtful and intentional

- The self-enforcing dynamics of a strong company culture

- Ways to decide - as your business is growing - who to hire and when (in short: look for where the pain or bottleneck is)

- How Dan decided to focus and niche down to serve the real estate community

- How the puzzle of online leads became an opportunity for teams and a problem to solve

- The big difference between AI and automation (and how both are useful)

- A quick preview of who and what is ahead in the Techtember series of this show

- Staying focused on your customer, not your product, by investing in customer-led education

For Dan’s responses to our three pairs of closing questions, check out this Fireside Chat at FUBCON 2023: https://youtu.be/ad-_sgeko6s?feature=shared&t=2315

Follow Up Boss:

- https://followupboss.com

Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/