
How We Organize Contacts & Grow a Real Estate Business | From Surviving to Thriving
If you’re in real estate, mortgages, or any sales-based business, your database is your business. But here’s the problem: your contacts are scattered across your phone, Google Contacts, CRM, LinkedIn, Facebook, Instagram—even random apps.
In this video, we break down how to take control of your sphere of influence by:
Exporting your contacts from iPhone, Google, and your CRM into one clean CSV file
Organizing and de-duplicating your list into a simple, master spreadsheet
Building a real audience you can market to consistently
Understanding why you’re in the marketing business, not just the sales business
Creating habits and systems that move you from surviving → thriving
👉 Whether you have 50 contacts or 5,000, this step-by-step strategy will help you simplify your process, stay in touch, and never lose another deal because you weren’t “top of mind.”
✅ Perfect for:
Real estate agents
Loan officers
Small business owners in sales and service
Remember: It’s okay to suck. It’s not okay to skip. Consistency in marketing yourself and nurturing your database is the #1 key to long-term success.
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