Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe

If you’re looking for ways to leverage AI, automations, and technology without losing sight of what matters most - relationships, culture, and client goals, then you’re in the right place!

• Best practices for AI voice and texting, including when and how to hand off to humans.
• Three things to set up for success in Follow Up Boss.
• A few under-used, high-value features of Follow Up Boss.
• Specific automations to increase lead engagement and conversion.
• A framework for better AI prompts and other prompting tips.
• Two Custom GPTs to save massive amounts of time

This is just some of what you’ll get with Matt Croteau, team leader with The Fernandez Group in Orange, California.

Get tech tips that honor the human touch and your client’s goals and that make AI your assistant, not your replacement. Learn Custom GPTs for on-the-fly coaching and real-time scripting. Hear automations that drive lead engagement and save time.

Watch or listen for Matt’s insights into:
- Ways to sustain a healthy culture even when agents aren’t in the office
- The path from loan officer to real estate agent to team leader
- Foundational pieces needed to start a productive partnership
- The importance of staying focused on client goals
- The role of AI and automation vs the role of the real estate agent
- Best practices for AI voice and texting, including seamless handoffs to humans
- Three specific ways to set up for success in Follow Up Boss
- Specific automations to set up to improve lead engagement and lead conversion
- The RELIC framework for better AI prompts and specific prompting tips for better output
- The basics and benefits of Custom GPTs - with two time-saving examples
- One way the Comet browser from Perplexity saves him time
- What’s stayed the same and what’s changed for lead conversion over the past several years
- Who to hire in-house and what to hire out to virtual assistants

At the end, learn about a disappointing baseball season, overpriced robots, open skies, and quieter trails.

Mentioned in this episode:
→ Techtember on Real Estate Team OS https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX
→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity

Connect with Matt Croteau:
→ Email: Matt at MattSellsOC dot com

Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/

Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe

After earning two degrees in architecture and starting your career with a design firm, you get into real estate operations.

Your first task: turn a real estate team into an independent brokerage. Overnight, if possible.
Your second task: expand and renovate the office to prepare for growth.
Meanwhile: you need to get the systems and processes out of people’s heads, merge them together, get it documented, redesign onboarding, and teach it to agents.

That’s just some of what you’ll get in this conversation with Matteo Zingales, Director of Operations at Team Zingales Realty, a family-owned, independent teamerage.

How to create the role from scratch.
Why to put observation before innovation.
How to set up the tech stack for scale.
Which three questions to ask to get constructive criticism from your business partners.

Four years into his journey, Matteo shares these details and more!

Watch or listen for insights into:

• The balance of clarity, alignment, and accountability
• The path from a degree and career in architecture to a Director of Operations role
• Transitioning from real estate team to independent, family-owned brokerage
• How the Director of Operations role was shaped from scratch and what it brought to the team
• A prioritized list of projects and SOPs to set up the business to scale successfully
• The vital role of constructive criticism and three questions to ask every staff member and agent to help draw it out
• The specific pieces of their tech stack
• How they carved out distinct, aligned roles between Director of Operations, Team Founder and Partner, and Broker Owner and Partner
• Specific recruiting tactics as they look to double agent count in the year ahead
• How to find your own Director of Operations

At the end, learn how Gillette Group, Wemert Group Realty, and SERHANT. Real Estate fuse brand, systems and performance, how luxury items can commemorate milestones, and which books have helped this Director of Operations.

Mentioned in this episode:
→ Camila Rivera https://www.realestateteamos.com/episode/team-leader-guide-making-your-first-operations-hire-camila-rivera
→ Jenny Wemert https://www.realestateteamos.com/episode/jenny-wemert-group-realty-independent
→ Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage
→ 10X is Easier Than 2X https://10xeasierbook.com/
→ Rocket Fuel https://rocketfueluniversity.com/rocket-fuel-book/

Connect with Matteo Zingales:
→ https://www.instagram.com/matteoonops/
→ https://www.linkedin.com/in/mzingales/
→ https://www.tiktok.com/@team.zingales.realty
→ https://teamzingales.com/team-zingales-difference/meet-our-team/

Connect with Real Estate Team OS:

→ https://www.realestateteamos.com

→ https://linktr.ee/realestateteamos

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

Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe

What if your biggest mistakes became the blueprint for your next business?

That’s exactly what Marissa Canario is doing with Apex Realty Group, which she’s building from Milwaukee, Wisconsin.

After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa’s now taking lessons learned to build again - with deeper obsession and a clearer value prop.

She shares the key to improving both agent experience and client experience. She details her segmented approach to onboarding (and re-onboarding) agents. She explains the pitfalls to avoid in market expansion and when to know if you’re ready. And she shares a vision of teams getting larger and larger in the years ahead through mergers and acquisitions.

Watch or listen for Marissa’s insights into:

• Why obsession with agent experience and client experience drives success
• What was required and what was learned by opening 168 markets in a real estate team expansion
• How to improve communication and get more done by meeting people where they are
• How to turn past mistakes into a tighter, more focused model with a clearer value proposition
• How Marissa’s segmenting and improving “one of the most important factors of your entire foundation and one of the most difficult to get correct” … agent onboarding
• Why to celebrate more (and more specific) agent milestones
• AI and ISAs as new leverage points for real estate teams
• Ways to make technology amplify rather than replace real estate agents (and what that means they should focus on)
• How self-awareness, network strength, and sufficient capital set you up for market expansion success
• Why mergers and acquisitions will drive larger teams and what your participation in that growth might look like

At the end, learn about the value of integrity, the ends of toilet paper rolls, the bottoms of shampoo and ketchup bottles, and fewer business books.

Episodes mentioned:
→ AI Voice and Texting with Kyle Draper and Tiffany Gelzinis
→ Redefining the Role of the Real Estate Team Leader with Keith Anderson
→The Roll-Up Strategy for Business Growth with Sam Khorramian

Connect with Marissa Canario:
→ https://www.instagram.com/marissacanario/

Connect with Real Estate Team OS:

→ https://www.realestateteamos.com

→ https://linktr.ee/realestateteamos

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