New Leads Added to CRM

 The Real Sign Your Business Is Growing: 

Adding New Leads to Your CRM Every Week

In real estate, we talk a lot about activity — calls, showings, closings — but there’s one quiet metric that tells you whether your business is truly growing:

➡️ Is your CRM growing?

If you’re not adding new leads, new conversations, or new connections to your database every single week, then your business is standing still. It doesn’t matter how busy you feel — if no one new is entering your world, then no new business is really being created.

That’s why you need to make it a habit:

 Every week, ask yourself: Who did I meet? Who did I talk to? Who should I be following up with?

And then — add them to your CRM.

Even if they’re not ready today, tomorrow, or even this year… having them in your system means you can stay in touch, stay relevant, and stay remembered.

Because follow-up is only possible if you actually captured the lead in the first place.

So starting now — every week, without fail:

✅ Add someone new.

✅ Organize their info.

✅ Set a reminder to follow up.

That’s how you build a pipeline that never runs dry.

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 The Three CRM Buckets Every Real Estate Agent Should Have

How to Simplify Your Follow-Up & Stay Focused on What Really Matters

Let’s cut through the noise.

As a real estate agent, you’ve probably heard a thousand different opinions about CRMs—fancy platforms, smart automation, drip campaigns, reminders, integrations, AI, and more. It’s easy to get overwhelmed or spend hundreds of dollars each month trying to stay “modern.”

But here’s the truth:

**A CRM has one job—**to make sure you never drop the ball on a client, a lead, or a relationship. That’s it.

You don’t need the most expensive CRM system.

You just need three clear CRM buckets that serve a specific purpose—and you need to work them consistently.

Bucket #1: The General CRM

(Your Website or Subscription CRM)

This is the CRM that comes built into your real estate website—platforms like Lofty, RealScout, or whatever IDX site you’re subscribed to.

These CRMs are mostly automated.

They send out:

• New listings
• Price drops
• Market updates
• Home value reports

They’re useful… to a point.

But let’s be honest: How often do you open the same templated email twice?

Your clients do the same. They stop engaging with repetitive content.

This CRM is a passive drip. It keeps you barely visible, but it won’t build trust or generate strong referrals on its own.

✅ Purpose: Light automated touches to stay in the inbox

✅ Tool Examples: Your real estate website CRM

✅ Priority: Low maintenance, low conversion—but better than nothing

Bucket #2: The Sphere CRM

(Friends, Family, & People Who Know You)

This is where referrals are born.

Think about your family, friends, old coworkers, classmates, church members, or people you grew up with—anyone who already knows you and trusts you.

This is not about automation. This is about authentic relationships.

You’re not selling to these people. You’re staying in touch with them:

Sending birthday or holiday cards

Inviting them to a BBQ or a client appreciation picnic

Celebrating their life events

Checking in a few times a year with genuine warmth

You keep this list simple but intentional—a Google Doc or spreadsheet with:

• Name
• Phone
• Email
• A short note ("College friend," "Neighbor," etc.)

✅ Purpose: Stay top-of-mind with your warmest network

✅ Tool Examples: Google Doc, Spreadsheet, Sphere-focused CRM

✅ Priority: High—because most referrals will come from here

Bucket #3: The Top 10 CRM

(Your Active, Money-Making Pipeline)

This is your daily priority list.

I call it the Top 10 List—and it should live with you every day.

These are your hottest clients:

• The buyers actively looking
• The sellers getting ready to list
• The people closest to putting money in your bank account

You update this constantly. Someone moves up. Someone drops off. Someone new gets added.

You stay in front of them with:

• Calls
• Texts
• Follow-ups
• Reminders
• Encouragement

These are the people you DO NOT forget.

✅ Purpose: Your most immediate deals

✅ Tool Examples: Google Doc, CRM “Hot List,” simple note system

✅ Priority: Daily focus. Highest urgency. Where your paycheck lives.

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 Summary: Know Your Buckets—Work Them Daily