Free Training: Choosing the Right CRM for Your Business

How Ease of Use is the Most Important Factor

Have you ever had the nagging feeling that you are stuck? Have you plateaued? Have you ever wondered why others seem to be blowing by you?

I’ve been there. For whatever reason, my mind is formatted to think in processes. In other words, I believe there is a way to create a process, or a system, to maximize the efficiency of just about any task. So I’m always looking for better processes to simplify and maximize efficiency.

Free Training-

In my early CRE days, my CRM was a legal pad. That was what my dad did at the time. But I knew there had to be a better way. So I tried using Outlook – because that is what my dad had moved to. Then I tried Goldmine – then ACT!. Then I tried RealHound – and others. Each time I switched, I gained more efficiency. I was becoming more productive.

Then I switched to the cloud, and everything changed.

In tomorrow’s webinar, I’m going to bring on the ClientLook guys so they can demonstrate what a simple and powerful CRM system can do…and how that can lead to more business for you.

This past weekend, I got to spend some time with Michael Griffin and John Dawson in San Diego at the NAR Convention and Expo. What they have coming is so exciting. I am pumped to share it with you.

You will learn:

  • Why simplicity is the most important factor in adoption of a technology
  • Why a cloud-based CRM is so necessary in today’s mobile world
  • How ClientLook can save you from data entry
  • And so much more…

In addition, I’ve worked out a special deal for my readers you can’t get anywhere else.

So if you are frustrated with your current CRM solution – if you long for more power and more simplicity, this webinar is for you. Seats are limited (one of these days I need to increase my GoToWebinar account), so be sure to sign up now.

And I’ll see you tomorrow (Wednesday, Nov 18, at 1:00pm Eastern) on the webinar.

Claim Your Seat!

Free Training Today: Stunning Marketing in a Fraction of the Time

October Buildout Webinar

I have a coaching client I was talking to earlier today. We calculated his hourly worth and it was well over $500/hr. When he is operating in his gifts he kills it.

He still does his own packages and proposals. Ugh.

I asked another client of mine who does his proposals and marketing. He has administrative help which I was glad to hear. But it takes him 2 weeks to get it back. That is brutal slow.



If you can relate to either of these two – either having to do it yourself, or having to wait so long – then today’s Buildout webinar is for you.

Reserve Your Seat Now!

Kris Krisco and I are going to share with you (and actually show you) how stunning marketing at the speed of light is the ultimate competitive advantage.

Bonus: I’ve negotiated a special deal for my readers that you can’t get anywhere else but the webinar. If you have ever wanted to peak behind the curtain and see the magic, then this is for you.

Register for the webinar!

And in case you haven’t heard…my two favorite apps – Buildout and ClientLook – now integrate. I’m doing a happy dance!

[Video] How to Avoid These 10 Platform Killing Rookie Mistakes

Video 2 is Up in the Free Training Series on Creating Digital Presence

Last week I announced the formation of Massimo University. As a launching point for this new venture, I’ve created a free video training series on creating dominating digital presence.

Video two in that series is now live. You can access it by clicking here.

In the first video of the series, I shared with you all the reasons why you need digital presence. In this video, I share with you the 10 platform killing mistakes you must avoid.

I think you are going to love it!

I want to remind you that this video series is only up for another week, so be sure you check them out while you can!

cdp plc 2 landing page screen capture


Take Me To The Video!

There are so many who could benefit from creating dominating digital presence. I’d be so grateful if you would share this post with them. You can use the email button at the top of this post, or share it on your favorite social media platform. Thanks!

Choose a CRM – Day 5 of 30 D2aBB

This is My Rifle...There are Many Like it, but this One is Mine!

One of any Marine’s favorite movies is Full Metal Jacket. If you haven’t seen it, know that it is very R rated. It is also a very accurate picture of what Marine Boot Camp was like.

In one scene, the recruits are reciting the Rifleman’s Creed. I, along with all my fellow recruits, had to memorize and recite this creed when I was in boot camp as well. It is one of the ways the Marine Corps indoctrinates its recruits. You can read it by clicking here.

Day 5 of 30 D2aBB

I’ve taken the liberty of writing the Prospector’s Creed. Instead of a rifle, we have our CRM…

The Prospector’s Creed

This is my CRM. There are many like it, but this one is mine.

My CRM is my best friend. It is my business. I must master it as I must master my life.

My CRM, without me, is useless. Without my CRM, I am useless. I must use my CRM true. I must dial more than my competition who is trying to beat me. I must out dial him before he out dials me. I will…

My CRM and I know that what counts in business is not the calls we make, the noise of our presentations, nor the smoke that we blow. We know that it is the meetings that count. We will have meetings…

My CRM is dynamic and changing, even as I, because it is the foundation of my business. Thus, I will learn it as a brother. I will learn its weaknesses, its strengths, its parts, its features, its functions, and its benefits. I will keep my CRM updated and ready, even as I am poised and ready. We will become part of each other. We will…

Before God, I swear this creed. My CRM and I are the prospectors of my business. We are the masters of our competition. We are the benefactors of my life.

So be it, until the business is mine, and there is no competition, but complacency!

[Free Webinar] How Your Marketing Can Win You Listings

Commercial real estate is changing. The internet has helped in leveling the playing field. Best practices are now easily shared – within companies and without. It is now harder than ever to differentiate yourself from your competition.

This month’s webinar with my friend Kris Krisco of is all about how your marketing should actually win you listings. You can register for the webinar – at 3pm Eastern on August 5th – by clicking here.
by ShadeON via

by ShadeON via

The marketing of your listings is for the purpose of finding the most potential buyers. The more buyers equates to more offers. More offers, if the listing is priced right, can generate a quasi-auction environment. So not only do you find a buyer, but the best buyer – and, get the most out of that buyer.

But you can also use your marketing to win listings.

The One Marketing Tool You Need to Drive Your CRE Business – Free Webinar

I remember the first time I saw a real property package. You know the ones I’m talking about. They are beautiful. Maps. Demographics. Graphs. Comps. All branded beautifully and consistently. I was blown away.

I had been in the business for about a year before I saw one. Our firm was small town CRE. Not only did we have relationships, but we had them going back generations. Business walked in our door. We didn’t have to compete or present (not much, at least).

Businessman having stress in the office

But then I got called into my first dog and pony show. I was one of three brokers who would present to win the business. I knew the other brokers would walk in with these beautiful proposals.

I spent days trying to create the package that would stack up. It was futility. I was beyond frustrated.

How to Capture and Keep the Unicorn Called Inbox-Zero

Email is the bane of my existence. It is the constant interrupter. It knocks me off schedule. It distracts. Yet, it is important. It is one of the major forms of communication I use.

This post has a lot of goodies for you. I have created a cheat sheet for you to download and take with you.

Download Your Email Inbox-Zero Cheat Sheet

Let me make a confession. I had 954 emails in my inbox yesterday. It was like my inbox was 954-lbs – just weighing me down.


I received an email from John Lee Dumas this week that has shifted my paradigm regarding email. I am writing this post to myself as I want to solidify this change in thinking. I also want to execute and solve my email problem once and for all.


Have you ever heard of OPA before? I hadn’t until I read JLD’s email. OPA stands for Other People’s Agenda. That is what the email inbox is. A collection of emails.  All of them are seeking to get you on their agenda. That almost makes me mad. So here is my plan to effectively and efficiently deal with my inbox. To be clear, I am defining daily email success as reaching inbox zero every day.

How You Can Become a Top Producer

So many settle for mediocrity.  I have done it myself.  I despise that place.  You can see others around you excelling at what they do – what you could do.  You may find yourself asking, “Is it even possible for me to have that kind of success?”  Good question.

The Four  Not-So-Secret

I started playing the guitar when I was 14 years old.  I was looking for something that I could be good at.  I had already realized it wasn’t going to be sports.  I took a few months of lessons and then kept playing.  By the time I got to college, I was OK at best.

Then Dave Matthews and Tim Reynolds played a show at my college.  They were incredible.  Two guys with their acoustic guitars on stage playing.  No band.  Just them.