From Sticky Notes to Systems: Task Management for Real Estate Agents | Guest: KSA Project Manager, Samantha Haycraft
Real estate agents wear ALL the hats—lead gen, showings, paperwork, and client care. If you’ve ever felt like your brain is one sticky note away from total burnout… you’re not alone! I’m joined by Samantha—former top-producing agent turned KSA Project Manager—who’s spilling all the details on how she used Trello to scale her real estate business and stay organized from contract to close. We’re also giving you a peek inside our brand new Real Estate Trello + Asana Templates, built specifically for agents like you who need a plug-and-play system that actually works!
👋 Meet the Guest - Samantha
- Check out her Bio
- Shop the NEW Real Estate Trello + Asana Templates
➡️ Quick Links For You:
- Not sure if you need an integrator? Take our free quiz: “You Might Need an Integrator If…” today!
- Ready to work with the KS Agency? We'd love to learn more about your digital biz! Click here to apply!
📚 Grab our 2 fave biz books to learn even more about the V/I duo: Traction and Rocket Fuel
➡️ Extra Freebies for you:
- The Visionary / Integrator Guide for Soloprenuers and Small Teams
- Your Marketing Funnel Worksheet
- Trello vs Asana Cheatsheet
- Evergreen Funnel Checklist
- End of Year Review Worksheet
- Ads Cheatsheet
- 7 Essential Sections of a High-Converting Sales Page
Information
- Show
- FrequencyUpdated Weekly
- PublishedApril 8, 2025 at 11:00 AM UTC
- Length26 min
- Season2
- Episode41
- RatingClean
