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Case Study
✅ CRM IMPLEMENTATION
✅ SOP CREATION
✅ TRAINING
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LISA SINOPOLI
BROKER | REMAX HALLMARK REALTY, LTD
What She Does:
Lisa Sinopoli is a Broker and Realtor specializing in helping seniors and their families make the right move at the right time. She is located in Vaughan and serves the GTA. Lisa recently celebrated having her realtor license for 30 years.
The Project:
Lisa has been a client for many years, and we helped her with several projects as her business grew and adapted. As with most realtors, keeping track of contacts and ensuring you have an automated way to reach out to them is incredibly important.
Lisa was struggling with keeping track of all of her contacts in an effective way and ensuring her marketing processes were streamlined and were reaching the right people.
The Result:
All About Systems worked with Lisa, her admin team and her marketing team to coordinate efforts, document process flows and create SOPs for her recurring tasks. Once that was complete, we worked with Lisa to select the right Customer Relationship Management (CRM) system to meet her needs and her goals. We worked with external vendors to implement the CRM and then provided training and documentation to get her team operational.
Lisa was also looking to create a custom lead magnet to help her clients looking to invest in real estate in the GTA. We helped her design a custom Real Estate Investment Calculator to help her clients make better informed investment decisions.
Examples of Process Flow Map, SOPs and Custom Real Estate Investment Calculator
A key player on the team
Sandra has done a variety of different things to help my business for over ten years. Everything from managing and implementing my CRM, web and marketing projects to training me and my admin staff. Sandra has been very instrumental in helping me streamline all of my systems, selecting the right ones and using my vendors and service providers effectively. Her honesty, patience and especially her knowledge have been exactly what I required to get me to where I am today. I plan on keeping Sandra on board so that I can keep up to date with all things digital. She is definitely an asset to have! Thanks Sandra.