Hubspot for Real Estate Teams — Here’s How We Simplified The Lester Group’s Operations & Helped Them Grow

When our client, Chelsea, owner of The Lester Group in Houston, needed help adopting tech tools to automate business processes for her team, she was starting almost completely from scratch.

But at Day to Day Assist, we love to tackle a tech challenge. Our team studied Chelsea’s workflows and unique business needs and determined that using Hubspot for her real estate team would provide the tailored operational solutions necessary to boost efficiency, create a better client experience, and ensure that new leads would never fall through the cracks.

Here’s how we took Chelsea from outdated to future-forward by implementing automated business systems. (They booked our Done-for-You Systems service)

"Jennifer helped me find a CRM to house everything in one place from emails to docs to email sequences! I have so much more time now to focus on my client experience because my systems and flows are clear! Working with Jennifer was amazing she took everything out of my brain and placed it in a system. I am beyond grateful!"

— Chelsea L. | Founder of The Lester Group

From Zero Tech to Automated Business Systems

When we started working with Chelsea, her team had no processes in place to automate their workdays and with very few tech tools, their communication was all over the place. For example, whenever a client moved to a new stage in the home buying or selling process, someone from Chelsea’s team needed to manually send an email informing them of the update. Needless to say, team members were spending a lot of time drafting messages—time better spent focusing on providing a first-rate customer experience and closing deals.

Real estate also involves a lot of paperwork. Chelsea and her team were spending too much time searching for the documents they needed and scanning email threads to find missing information.

That’s where Day to Day Assist came in. We studied The Lester Group’s workflows, identified their pain points, and leveraged our expertise to find the right tools for addressing bottlenecks in their operations — Hubspot & Zapier.

Here are the Ways We Simplified The Lester Group’s Workday:

Hubspot Set Up, Zapier Integration, Operations manual creation, Team Training Tutorials, and more!

Keep reading for a detailed walkthrough of everything we did for The Lester Group:

We set up the following business systems for The Lester Group, then provided support and training for the whole team as they adopted the new tech tools.

• Hubspot Sequences: We used Hubspot Sequences to automate follow-up for new leads who expressed interest in working with the company.

• Hubspot Pipelines: This tool automatically tracks sales for all the commercial and residential deals made by Chelsea’s team. The pipeline helps Chelsea see where clients are in the timeline of their real estate transactions, giving her at-a-glance updates on which clients are waiting for appraisals, inspections, etc.

• Hubspot Workflows: When deal stages update, Workflows automatically create new tasks and delegate them to the right team member, ensuring everyone on Chelsea’s team has a clear timeline for their tasks and that no communications fall through the cracks.

• Hubspot Marketing: The tools offered by Hubspot make it easy to stay in touch, allowing for personalized emails to leads and clients at exactly the right time in their journey.

• Hubspot Scheduling: Managing the calendars of the entire team is simple with automated scheduling, which allows team members to book consultations with clients and add them directly to the team CRM platform.

• Zapier Integration: Zapier, another excellent workflow automation tool, completes the communication loop by sending automatic email updates to clients whenever their deal stage is updated in the pipeline. This helps smooth the transaction management process and keeps clients informed throughout the entire process.

Bring Order to Your Chaotic Back-End in No Time…

Just 2 months after starting her work with Day to Day Assist, Chelsea’s entire team was equipped to close more deals without overwhelm and boost their bottom line. Clients now receive regular updates throughout their home buying and selling process, and Chelsea is able to delegate administrative tasks to her team so she can focus on winning new leads for her business.

Are you looking to bring order to your workday?

Our Done-For-You Systems Service is perfect for busy real estate teams and brokerages that want to operate easily and efficiently. We’ll analyze your current systems and provide personalized solutions to streamline your processes, simplifying everything from onboarding to marketing to task delegation with the help of.

Worried about the time commitment of adopting new systems? Don’t be. We’ll choose the tech tools, set them up, train your team to use them, and provide ongoing support as your team grows.

Ready to get started? Book a clarity call with us now!