Real Estate Team OS

Ethan Beute | Follow Up Boss
  • 5.0 (21)
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Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.

  1. The Team Leader's Guide to Making Your First Operations Hire with Camila Rivera | Ep 082

    10M AGO

    The Team Leader's Guide to Making Your First Operations Hire with Camila Rivera | Ep 082

    A common question among real estate team leaders: How do I find my first operations person? Every visionary needs an integrator. Every people person needs a process person. Every team leader, at some point, needs an assistant or operations manager to continue growing their business efficiently and sustainably. When is that point? Where do I look? What should I look for in terms of skills or characteristics? How should I pay them? Can’t I just use an overseas VA instead? For answers to these questions and more, we're honored to bring you Camila Rivera, COO of Laurie Finkelstein Reader Real Estate. She has a decade of tenure there and started as a part-time, do-anything assistant. She also coaches operations for teams across North America. When you find the right person and invest in them properly, they could be the Chief Operating Officer you'll need! Watch or listen for Camila’s insights into: The practical value of positivity and optimismHow someone studying to become a special education teacher joined the real estate teamWhy stuffing backpacks is the best day of the year for an 80-agent team pacing to close 700 transactionsThe most important factor in finding your first operations personOther steps to take to be ready when the right person emergesTips to train up an operations person even though you’re not an operations person (“I can’t teach you what I don’t know”)Places to look for your operations person (with this caution: “don’t hire who you can’t fire”)Ways to think about fixed and variable compensation for your operations hireHiring an on-site, in-person role vs bringing on a VAWhy titles like executive assistant, operations manager, and director of operations matterWays to retain that great operations leader you’ve invested in and helped developAt the end, learn the value of five siblings, five-star hotels, movement as medicine, and mental endurance. Connect with Camila Rivera:→ Instagram https://www.instagram.com/camila_rivera/→ Facebook https://www.facebook.com/camila.rivera.967→ LinkedIn https://www.linkedin.com/in/camila-rivera-817903113/ Meet us at Unlock:→ Unlock https://www.unlockconference.com/→ Use promo code TEAMOS for 20% off the current price Related episodes:→ Camila Rivera and Julia O’Buckley https://www.realestateteamos.com/episode/agent-success-tech-crm-camila-rivera-and-julia-obuckley→ Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits→ COO Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage→ Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss Connect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    47 min
  2. Why Agents Leave and What Agents Want with Chris Giannos | Ep 081

    OCT 7

    Why Agents Leave and What Agents Want with Chris Giannos | Ep 081

    Right now, Q4, is the most common time for real estate agents to leave their real estate team or brokerage and join another one. But why do agents leave? And what are agents looking for? For answers to those questions and more, watch or listen to this conversation with Chris Giannos. He’s personally recruited hundreds of agents - at time at a pace of 10-15 agents every two weeks. And the company he leads, Humaniz, has a 2024 recruiting data set informed by more than 30,000 agents. Improve your recruiting process and results based this data and experience. Get insights from whether you’re even ready to recruit through screening and interviewing. Watch or listen to Episode 081 with Chris Giannos insights into: Caring about the person more than the numberWhat you need before you start recruitingThe top 3 reasons agents leave their teams and brokerages (based on data from tens of thousands of agents)What to look for before you look for avatar fit (the 3 Cs)A great example of why you might prioritize other customer service or sales experience ahead of real estate experienceWhy Q4 is BY FAR the biggest time period for agent movement and a key advantage you can give yourselfWhy two conversations is the max before making an offerDetails of a successful 15-minute screening call (but don’t call it a screening call)The ONE question that tells you most of what you need to know and the two things you’re listening for in their responseDetails of a 45-minute interview callHow to handle the conversation about splits and accountabilityStandard conversion rates to expect within your recruiting funnelAt the end, learn about winning with Tenacious Z, eating “total trash” with no shame, and using AI “without losing (yourself)”. Connect with Chris Giannos:→ https://www.instagram.com/chris.giannos/ Connect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos → https://www.instagram.com/realestateteamos/

    53 min
  3. AI and Human Relationships with Tristan Ahumada and Nick Baldwin | Techtember | Ep 080

    SEP 30

    AI and Human Relationships with Tristan Ahumada and Nick Baldwin | Techtember | Ep 080

    In our fifth and final Techtember episode this year, Real Estate Team OS brings you the co-founders of Lab Coat Agents in conversations at the intersection of AI and relationships. In just 20 minutes, Tristan Ahumada recommends top tech tools for today’s environment, why agents who use AI won’t replace agents who don’t, the right way to differentiate through tech, and a simple process to keep up with the latest trends. Then, in under 20 minutes, Nick Baldwin breaks down the marketing challenge of meeting client expectations, how to get better results from ChatGPT, and how he’s blending in-person and tech-enabled experiences as he heads back into production as an agent. TRISTAN AHUMADABefore he founded Lab Coat Agents, Tristan Ahumada built a tech-forward reputation in his first real estate office and then in his local real estate market. Over the past 20 years, he’s remained a “10 out of 10” in his passion for new tools and tech to empower agents, teams, and brokerages. He returns to Real Estate Team OS to talk about AI, attention and relationships and brings both trends and counter-trends to the conversation. Tristan recommends specific tools and challenges common hype. Watch or listen for Tristan Ahumada's insights into: The first three tools/tech he’d buy if he were a new agent todayWhy agents who don’t use AI or social media won’t get “replaced”Why the value of in-person experiences and human-to-human communication will increase in the futureThe right way to differentiate through technologyA simple process to keep up with tech opportunities and trends NICK BALDWINWhat happens when a self-described “incurable” shiny object syndrome tech junkie returns to real estate sales production? Based on his 20 years in the business, Nick Baldwin shares how he went from manually uploading listings before IDX existed to building a tech stack powered by AI, automation, and a healthy dose of human touch. Along the way, he shares helpful tips to improve your marketing and to get more out of ChatGPT. Watch or listen for Nick Baldwin's insights into: Nick’s “incurable” shiny object syndrome dating back to a time of pre-IDX, manual adding of listings to his team’s websiteA generational gap: why agents struggle with content and what consumers expect nowWhy consumers don’t care about your tech and what they care about insteadHow to talk to ChatGPT for better, more specific resultsThe fine line between helpful and “weird” when using tech to remember client detailsWhy open houses are still a goldmine—and how to maximize them with digital follow-upNick’s picks for CRM, lead gen, and AI tools as he heads back into productionMentioned in this episode:→ First episode with Tristan Ahumada https://www.realestateteamos.com/episode/tristan-ahumada-keys-real-estate-team-success-fubcon→ Tube Buddy https://www.tubebuddy.com/→ CapCut https://www.capcut.com/→ Claude https://claude.ai/→ ChatGPT https://chatgpt.com/→ Lab Coat Agents https://www.facebook.com/groups/labcoatagents/→ Your Daily Real Estate https://www.youtube.com/channel/UCdD80T1OmYdwSLTcH9VNQHw Connect with Tristan Ahumada:→ https://www.instagram.com/tristan.ahumada/→ https://bio.site/tristanahumada Connect with Nick Baldwin:→ Facebook: https://www.facebook.com/NickBaldwin79→ Email: nickbaldwin1979 at gmail dot com→ Icenhower Coaching and Training: https://therealestatetrainer.com/ Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    40 min
  4. Building Your Own Tech with Ryan Young and Brian Hurley | Techtember | Ep 079

    SEP 23

    Building Your Own Tech with Ryan Young and Brian Hurley | Techtember | Ep 079

    In a very basic and very real way, real estate technology comes down to problems and solutions - an iterative journey toward a better result, a better business, and a better life. Here in our fourth Techtember conversation, you’ll learn how two leaders clearly identify  problems and built their own tech solutions. Spend just over 20 minutes with Ryan Young - CEO and Team Leader of the #1 team in Ohio, as well as CEO and Co-Founder of Fello. Then spend just under 24 minutes with Brian Hurley - a Google engineer who also builds marketing and tech solutions for his wife Tarasa, who’s grown from agent to team leader to brokerage co-owner. RYAN YOUNG When you’re building the #1 real estate team in your state, you run into problems. One of the most important: building a moat around your most valuable asset - your database. Ryan Young, CEO and Team Leader of The Young Team in Northeast Ohio, decided to build a solution. And that solution became Fello, where’s Co-Founder and CEO. Learn how he evolved from a post-it-note agent to a tech-obsessed, AI-driven leader. Learn how Fello continues to iterate on its solutions as problems, opportunities, and capabilities continue to evolve. And get tips to turn your database from “glorified spreadsheet” to dividend-paying asset. Watch or listen for insights into: Growing from a post-it-note agent to a tech-obsessed, AI-empowered leader of multiple companiesClearly identifying the biggest problem for his real estate business and founding Fello as a solutionValuing your database as your most valuable assetLayering improvement on improvement in Fello to solve problem after problem for The Young TeamEmpowering agents with AILeveling up automations with AIBRIAN HURLEY For more than a decade, Brian Hurley’s served as a Google software engineer. But he’s also built the tech behind a real estate business that’s grown from solo agent to team to brokerage. One big observation: we need to make it about the problem and solution, not about the tech. Brian shares several great examples, shares his approach to experiments, and explains the role of automation vs the role of the agent. Watch or listen for insights into: Why a 10/10 passion for new tech is about solutions, not about techWhy every tech investment is a calculated betWhat the right timeline is for your next experiment - telling you when to double down or pull the plugHow to use AI as a force multiplier rather than a simple shortcutWhich mistake Brian made in setting up the marketing and techHow Brian simplified their systems to support growth and adapt to complexityHow to close the authenticity gap as you automate (personal videos and more conversations)How he built a custom lead accountability system inspired by a past guestHow the Team Bot from Real Estate Team OS helped them find the perfect operations manager for their growing businessMentioned in this episode:→ Fello https://fello.ai/→ Tarasa Hurley https://www.realestateteamos.com/episode/real-estate-leads-tarasa-hurley-river-point-realty→ Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren→ Techtember https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity→ Real Estate Team OS AI Bot https://www.realestateteamos.com/bot Connect with Ryan Young:→ Ryan at Fello dot ai Connect with Brian Hurley:→ https://www.tarasa.com→ https://conrya.com Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    46 min
  5. AI for Marketing with Jimmy Mackin and Jason Pantana | Techtember | Ep 078

    SEP 16

    AI for Marketing with Jimmy Mackin and Jason Pantana | Techtember | Ep 078

    Marketing is being eaten by AI. What’s that mean? And, more importantly, what does that mean for you and your real estate business? For answers, you’ve got two of the top marketing minds in real estate, Jimmy Mackin and Jason Pantana, here in our third Techtember episode. Leveraging generative AI and agentic AI.Balancing quality and efficiency - balancing new tools and tech with the good old human touch.Enhancing efficiency and profit.Evolving past basic automations to improve marketing and operations.You’ve got about 25 minutes Jimmy followed by 24 minutes with Jason - here in our third Techtember episode - on Real Estate Team OS! JIMMY MACKIN “AI is massively under-hyped right now.” “There’s never been a better time to be in real estate." “We’re living through the most interesting revolution of our time.” You’ll hear all three of these statements in just the first three minutes of a philosophical, strategic, and tactical conversation with Jimmy Mackin, who’s on a mission to be the most useful person in the real estate industry. Learn how AI is affecting marketing, customer experience, and automation - and get some tools and next steps to help. Watch or listen for insights into: Why “there’s never been a better time to be in real estate”Why he recommends buying research tools and hiring a research assistantWhy and how marketing is being “eaten by AI”How to balance quality vs efficiencyHow agentic AI is transforming the if/then automations we’ve relied onThree things a real estate professional should do today in light of this conversationJASON PANTANA If you’d benefit from learning processes to audit and automate your operations, segment and personalize your email marketing, leverage AI for content creation, focus on human touch where it matters, and experiment with new AI tools, you’re in the right place. For nearly a decade, Jason Pantana’s served as a coach, trainer, and speaker for Tom Ferry International, where he’s the resident AI expert and creator of the AI Marketing Academy.  In this conversation, he shares a simple, powerful “autonomous driving vehicle” metaphor for AI and your email marketing and a simple, powerful vision for an “army of AI agents” powering your business operations. He also gives you a quick-hit round up of 8 top tech tools and ways to use them, including video and voice cloning. Watch or listen for insights into: Why email marketing is the most underused or misused tech in most real estate businesses and how to improve itWhat agentic AI is and why it’s the “single greatest operational enhancement and advantage ever known to technology and it’s right under your nose right now”A 3-step process to intelligently automate more of your operationsHow to decide where to automate and where to maintain the human touchA quick-hit round up of 8 top tech tools and ways to use themAI-related tools mentioned in this episode: → AI Marketing Academy (use code AIM50OFF) https://aimarketingacademy.ai/ → Endel https://endel.io/ → Perplexity https://www.perplexity.ai/ → Intercom https://www.intercom.com/ → Fyxer https://fyxer.ai → Zapier Agents https://zapier.com/agents → Captions https://www.captions.ai/ → BigVu https://bigvu.tv/ → Descript https://www.descript.com/ → CapCut https://www.capcut.com/ → ElevenLabs https://elevenlabs.io/ → HeyGen https://www.heygen.com/ → Claude https://claude.ai/ → ChatGPT https://chatgpt.com/ Connect with Jimmy Mackin:→ https://www.instagram.com/jimmymackin/ Connect with Jason Pantana:→ https://www.instagram.com/jasonpantana/ Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    51 min
  6. Agent Success with Camila Rivera and Julia O'Buckley | Techtember | Ep 077

    SEP 9

    Agent Success with Camila Rivera and Julia O'Buckley | Techtember | Ep 077

    In order to protect, scale, and optimize a real estate business, you need systems. Tech-powered systems. AI-enhanced systems. In our second Techtember episode, Chief Operating Officer Camila Rivera and Operations Manager Julia O’Buckley give you insights into the evolution of tech stacks that don’t just enhance efficiency - they also drive agent success. CRM transitions. Open APIs. Enhanced visibility. Efficiency gains for agents and teams alike. It’s all here in just under 20 minutes with Camila, then just under 20 minutes with Julia.Enjoy our second Techtember episode … here on Real Estate Team OS! CAMILA RIVERA A 10-year team member and COO of the Laurie Finkelstein Reader Real Estate Team in South Florida, Camila Rivera has overseen significant evolutions in their technology, efficiency, and visibility. Camila breaks down key steps in that evolution, including tips for a successful CRM transition and the one thing that can’t be automated or artificially generated (spoiler: it’s human connection and it shows up in their online reviews). Watch or listen for insights into: Digitizing operations, getting more out of your current tech investments, and improving your sales pipelineSpecific steps and tips for transitioning from one CRM to another (and bringing 100,000+ contacts with you)How open APIs improve data and communication flows, enhance visibility for operations staff and leadership, and deliver efficiency gains to agentsWhen human touch matters most and how tech efficiency supports itJULIA O’BUCKLEYWhen she joined The Laughton Team, Julia O’Buckley wasn’t sure what an API was or how it worked. Today, as Operations Manager, she’s a “full-fledged 10” when it comes to tech knowledge and passion. Julia walks us through the four key elements of a tech stack that supports a +200-agent, 5-office operation and explains how and why she’s re-packaging and re-selling it to agents. She also explains how her efforts add efficiency, improve data integrity, provide transparency, and unlock sales. Watch or listen for insights into: How her familiarity with and passion for tech grew, what tech changes delivered great agent feedback, and a non-real-estate app she opens every dayHow Follow Up Boss, Sisu, Fello, and HouseWhisper help agents and how she would describe that value to agentsWhich tools are the “base” of the operation, the “sexiest” in the stack, and like “Homebot on steroids”How the team humanizes their AI assistant “Nora” and how it brings all the other tools and tech togetherFOLLOW UP AND LEARN MORE Mentioned in this episode:→ First episode with Julia O’Buckley https://www.realestateteamos.com/episode/real-estate-tech-stack-scale-operations-julia-obuckley→ Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kA→ George Laughton and Billy Hobbs https://www.realestateteamos.com/episode/profitability-durability-real-estate-team-george-laughton-billy-hobbs→ Justin McLellan https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity→ Follow Up Boss https://www.followupboss.com/→ Dotloop https://www.dotloop.com/→ Sisu https://sisu.co/→ Fello https://fello.ai/→ HouseWhisper https://www.housewhisper.ai/ Connect with Camila Rivera:→ https://www.instagram.com/camila_rivera/→ https://www.instagram.com/lauriefinkelsteinreaderteam/→ Email: camila at lauriereader dot com Connect with Julia O’Buckley:→ https://www.instagram.com/juliaobuckley/→ https://www.instagram.com/laughtonteam Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    41 min
  7. AI Voice and Texting with Kyle Draper and Tiffany Gelzinis | Techtember | Ep 076

    SEP 2

    AI Voice and Texting with Kyle Draper and Tiffany Gelzinis | Techtember | Ep 076

    AI voice and texting are changing the way we connect with the people in our database and convert new leads.  And it’s changing the real estate agent’s role in the process. Here in our first Techtember conversation, real estate team leaders and returning Team OS guests Kyle Draper and Tiffany Gelzinis share the tools, strategies, and tactics of using AI phone calls, AI text messages, and AI role play to improve agent and team outcomes. Enjoy our first Techtember conversation - 22 minutes with Kyle followed by 22 minutes with Tiffany - on Real Estate Team OS! KYLE DRAPERKyle Draper returns to the show to share how his real estate team is transforming the client journey from first contact to follow-up using the latest in AI voice, texting, and data enrichment. The Team Leader, Lead Agent, and Principal of Serene Team brokered by lpt realty in Los Angeles, Kyle gives you specific tools, use cases, and stories of how he and his team are improving client relationships and accelerating agent productivity with tech that would be “mind blowing” just a few years ago. Watch or listen for Kyle's insights on: When and why Kyle became a tech enthusiast (spoiler: it was a differentiator)How AI voice assistants work in tandem with AI texting assistants to create live transfers to human real estate agentsWays to use AI with every client, no matter their stage or statusTips for AI role play with every agent, whether they’re new to the industry or leading the teamHow to police the database and nudge agents with AI to increase productivity and improve ROISpecific wins with clients and with a homebuilder thanks to AITIFFANY GELZINIS Today, Tiffany Gelzinis is a tech-loving team leader and Realtor in Residence with Follow Up Boss. But just a few years ago, she was a self-described 4 or 5 out of 10 in terms of passion for new tools and tech. Learn how she unlocked that passion and how her team is creating more and better conversations with AI texting and AI calling - and get a couple of detailed, step-by-step processes to use yourself. Watch or listen for Tiffany's insights into: Specific ways to find tools and tech that fit you, your goals, your situation, and your personalityWhy ChatGPT isn’t just for writing and where it’s made the biggest difference in her businessHow to use AI to find high-intent people in your database (step by step)The big difference between automated texting and AI textingWho her team is engaging with AI texting and how the handoff to agents works (in detail)Tips to improve the value of AI calling and live transfers to agentsFOLLOW UP AND LEARN MORE Mentioned in this episode:→ Learn more about Unlock https://www.unlockconference.com/→ First episode with Kyle Draper https://www.realestateteamos.com/episode/growing-real-estate-team-agents-kyle-draper→ First episode with Tiffany Gelzinis https://www.realestateteamos.com/episode/tiffany-gelzinis-on-patience-people-process-profit→ Ylopo and Follow Up Boss https://www.followupboss.com/integrations/ylopo→ MaverickRE https://www.maverickre.com/→ BrokerBlocks https://brokerblocks.com/ Connect with Kyle Draper:→ https://www.instagram.com/thekyledraper/ Connect with Tiffany Gelzinis:→ https://www.instagram.com/tiffany_gelzinis/→ Tiffany at FollowUpBoss dot com Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    46 min
  8. The Winning Playbook for a $100M Goal with Brian Leonhardt | Ep 075

    AUG 26

    The Winning Playbook for a $100M Goal with Brian Leonhardt | Ep 075

    Get Brian's Playbook on discipline, structure, and healthy competition: https://vid.us/229qta Talent alone is never enough. The best in the business focus on fundamentals. It’s as true in real estate as it is in professional football. Brian Leonhardt shares lessons from his journey from professional football player to real estate agent to co-team leader. And he shares key decisions on the four-year journey of the Leonhardt Team, brokered by Coldwell Banker in the Twin Cities area, from initial partnership to 10 agents, 3 staff, and an $80M pace this year. Learn the transferrable skills and habits that helped him find real estate success - both in sales and in leadership. And get the vision and values that have been vital to team growth. Watch or listen to this conversation with Brian for insights into: The basics of team successThe challenges of transitioning from NFL player to real estate agent to co-team leaderThe path from starting at team to 10 agents, 3 staff, and an $80M paceThe way they found, tasked, and invested in their operations leaderThe value of setting a 3- to 5-year visionThe evolution of a value prop, starting from “we’ve got leads” to shared beliefThe benefits of having a co-team leader rather than going it aloneThe transferrable skills and habits from NFL player to real estate professionalThe two top tips for an agent thinking about starting a teamAt the end, learn about the two NFL teams he roots for (even though he rarely watches), two years of rice and beans, and the need for wilderness. Get Brian's Playbook:→ https://vid.us/229qta Connect with Brian Leonhardt:→ https://www.instagram.com/brianleonhardt87/→ https://www.instagram.com/leonhardtteam/→ https://www.tiktok.com/@leonhardtteam→ https://www.facebook.com/LeonhardtTeam/ Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

    43 min
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About

Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.

Information

  • Creator
    Ethan Beute | Follow Up Boss
  • Years Active
    2023 - 2025
  • Episodes
    134
  • Rating
    Clean
  • Copyright
    © 2024 Follow Up Boss
  • Show Website
    Real Estate Team OS

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