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EP 128: Simplify Your Lead Management Systems To Gain Time Freedom w/ Dan Schwartz of InvestorFuse

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Simplify Your Lead Management Systems To Gain Time Freedom w/ Dan Schwartz of InvestorFuse

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Your brand whether you think you won or not is the one thing that no one can copy. I think your website is the best channel for you to showcase that brand and the best way to do that is just to put up as many testimonials as possible. Dan Schwartz

Hopefully, you’re gearing up for the end of this year, and really starting next year with momentum. I’ve got a series coming up for you, over the next several months to help you plan for the next year, to really help you figure out what is on the horizon as a real estate investor, real estate agent, that I should be paying attention to.

On this episode of the CarrotCast. I dive in with my guest, Dan Schwartz to talk about automation, we’re gonna be talking about how do you really gain freedom and flexibility and time-freedom from your business and with your business.

And really, how to leverage systems better to close more deals, because you need to refine your systems in 2019 to get that edge, to get that advantage. If you have leads slipping through the cracks, and you’re not closing deals that you should be closing, you are going to be struggling in 2019. We want to help you crush it in 2019.

All right, so without further ado, I want to welcome on Dan Schwartz.  He owns InvestorFuse. We probably have three, four, five hundred of our member using InvestorFuse as their CRM.

It’s an amazing company, an amazing product. And they’re actually coming out with a completely revamped version of it, but in this call, we talk about time-freedom, how to really gain time-freedom.

A little bit about how to build a team, and also, diving into systems and specific systems.

Ask yourself…

“Hey, what would you do on a follow-up to really gain an advantage in 2019? What would you do with your systems to gain time and really build that team so they’ll actually to use the systems?”

All right, enjoy this conversation with Dan Schwartz and have an amazing day!

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Simplify Your Lead Management Systems To Gain Time Freedom

2:00 – From living in an entrepreneur co-work space in San Diego to attend conferences… Where Dan has been working from recently.
5:05 – Dan’s backstory and what his business looks like right now.
8:30 – Team + Automation = Time Freedom… What does this mean?
11:00 – Adding “vision” to the equation and why real estate investors can struggle with communicating “vision” with their team.
13:00 – What type of deal volume has he seen in the past 6 to 8 months and what type of marketing is working the best right now.
17:50 – Online marketing gives you the chance to differentiate yourself from the competition. Here’s why.
20:00 – Marketing cycle predictions for 2019.
21:40 – What should you be automating on the backend when a lead comes into your system.
25:25 – Creating a drip sequence to follow up with cold leads.
30:55 – What Dan found to be the struggle between Podio and InvestorFuse integration and why they’ve started to build a new platform.
36:55 – Learn more about InvestorFuse.
38:45 – Check out Dan’s new podcast, Real Estate Time Freedom.


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Trevor Mauch

Trevor is the CEO of Carrot and knows a thing or two about inbound marketing and generating leads online in the real estate industry. As an investor himself, he's generated tens of thousands of real estate leads and is a leading expert in inbound marketing for investors and agents. In addition, his true passion is helping entrepreneurs grow businesses that truly help you live a life of purpose.

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