Hey, it’s Jordan Samuel Fleming — welcome back to That Real Estate Tech Guy! Today, I’m thrilled to sit down with Trevor Mauch, founder and CEO of Carrot, one of the most influential lead-generation platforms in real estate. If you’re an investor, agent, or home-services pro, you’ve almost certainly used (or competed against) a Carrot site.

This episode goes far beyond lead gen. Trevor walks through how inbound marketing has evolved, how AI is reshaping online search, and why consistency beats speed every time. But where he really shines is in breaking down how to scale a business intentionally — from your first deal to seven figures. He shares his Entrepreneur Freedom Formula, the “pain lines” every business hits, and the identity shifts required to break through each revenue ceiling.

Episode Timeline & Highlights

[0:00] – Introducing Trevor Mauch and Carrot’s role in powering high-performing investor and agent websites.

[1:03] – Carrot’s growth, acquisition of InvestorFuse, and launch of Carrot CRM.

[1:57] – Why inbound leads produce the highest motivation, best margins, and fastest conversions.

[3:37] – How AI search is shifting consumer behavior — and what investors must adapt to.

[6:29] – The importance of marketing diversification once an investor begins scaling.

[8:25] – The power of integrated data: knowing which leads become deals and why.

[9:50] – How Carrot’s dataset fuels smarter AI, smarter targeting, and smarter follow-up.

[10:55] – Why tracking touchpoints per channel allows investors to spend more intelligently.

[13:57] – The future: humans handle the highest-value conversations; AI handles the rest.

[15:53] – The transformative impact of AI on staffing, hiring, and skill development.

[17:35] – Why resisting AI is the modern equivalent of resisting the internet in the ’90s.

[24:29] – The two journeys: start-up vs scale-up — and why each demands different thinking.

[26:09] – Trevor’s Entrepreneur Freedom Formula and why every cycle takes 2–4 years.

[27:32] – Purpose → Consistent Profits → Time & Energy → Renewed Vision.

[33:55] – When to begin evergreen marketing: SEO, credibility, content.

[34:46] – When to add your first CRM — and why you shouldn’t do it too early.

[36:17] – The 300k–1M phase: delegation, VA support, dialing in marketing, mastering your market.

[37:23] – The identity shift from performer to builder required to break seven figures.

5 Key Takeaways

1. Inbound is the foundation, but combining inbound + outbound produces true scale.
2. Unique data layered on AI is where the biggest wins will come — not AI alone.
3. Hyper-human content wins online as search shifts to reward authenticity over automation.
4. Every business hits “pain lines.” Breaking through requires a mindset shift and new systems.
5. What gets you to $750k won’t get you to $1M. You must transition from performer to builder.

Links & Resources

• Carrot / Carrot CRM – High-performing websites + CRM for investors and agents.
• Entrepreneur Freedom Formula – Download Trevor’s framework at TrevorMauch.com/freedom.
• SmrtPhone – Claim 5,000 free minutes, the phone system built for real estate investors.
• ThatRealEstateTechGuy.com – Explore every episode + exclusive tech discounts.

Closing

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