The back-office for independent CRE brokerages | ran by @elijahstout_ + @kevinhanan_
DISCOVERY CALL 👉
Joined October 2022
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Bobbie Mastracci's team at Phoenix West Commercial uses us as their back office.
Surveys, outbound calls, marketing packages, market research, LOIs. One email goes out, and the finished work comes back.
We checked in with the team, and this is what we heard:
"So you guys have nailed it. Having a dependable team handling the work behind the scenes allows us to focus on what we do best."
Onward and upward.
Task Wizard retweeted
The best (and worst) part of being a business owner is that there is no one there telling you what to do next
Task Wizard retweeted
who am I calling this week?
brokers probably ask themselves this once a week, so I made a 30 min routine I'd run
claude or chatgptGPT with web search on, public sources only
every company on the list comes with a link you can open and check
it won't catch every tenant but it'll give you a real list with links that you can call from this week, without any subscriptions
the playbook has three copy-paste requests, a list of which public sources count and which don't, and a tracker you can call from
link in the comments below if you want to run it
Task Wizard retweeted
I keep seeing brokerage owners show off their technology they “custom built” to agents as a way to attract agents to join their firm
Building tech is no longer a moat or differentiator in brokerage.. that era is 100% over
Either you have data no one else has
Or you have an incredible culture
These are the only moats I see that remain
Also.. there was probably never any moat in any brokerage so maybe I’m stupid
Task Wizard retweeted
I’ve been making more of an effort lately to meet with prospective clients in person instead of building the entire relationship over the phone.
And the difference has been pretty significant.
When I’m prospecting over the phone, I’d estimate my success rate in getting new listings is around 35%. When I get an in person meeting, that number jumps to roughly 65%.
There’s something about sitting across from someone, having a conversation, and giving them the opportunity to meet the team they’d potentially be working with.
It builds a level of trust that’s much harder to establish over a phone call.
And I’ve also learned that not every meeting needs to end with a signed listing agreement to be worthwhile.
Sometimes the opportunity isn’t there today, but now they know who you are, what you do, and who to call when the time comes.
That’s a relationship worth building.
Task Wizard retweeted
A few times per week I find myself again surprised at how awesome a profession tenant rep is
And I think it’s excellence will persist through the AI era
Tenant reps get to have 1 foot in the real estate world, and 1 foot in the traditional business world, simultaneously
Plenty of day to day variation, and big checks to be chased
Task Wizard retweeted
Onward
Bobbie Mastracci's team at Phoenix West Commercial uses us as their back office.
Surveys, outbound calls, marketing packages, market research, LOIs. One email goes out, and the finished work comes back.
We checked in with the team, and this is what we heard:
"So you guys have nailed it. Having a dependable team handling the work behind the scenes allows us to focus on what we do best."
Onward and upward.
Task Wizard retweeted
i hope ai doesn't completely and entirely ruin cold outbound
it's still holding on
the thrill of getting a cold lead to turn hot after dozens of attempts is unmatched in my opinion
what does cold outreach look like in 5 yrs?
Task Wizard retweeted
Some feedback we got from a client on one of our recurring calls🤣🤣
@CRETaskWizard
Task Wizard retweeted
I was in a meeting the other day when someone asked who I’d hire in commercial real estate.
Great question.
The key to transactional leadership is a sense of urgency and a willingness to “own it.”
There are 10 people in a deal.
Most people:
Someone will follow up.
Someone will get the signature.
Someone will remember the date.
Someone will own this or that.
A few people: “Nope. I will.”
That’s who I’d hire.
Task Wizard retweeted
Dear matthews brokers
Yalls training & work ethic is unmatched in the industry
Every broker I’ve ever spoken at matthews is relentless at prospecting
I know youre at a great firm, but if you’re open to helping build a startup brokerage with a base pay and a solid day 1 pipeline, please feel free to hmu below
(It’s tenant rep)
Looking to hire a junior broker for the following gig
- will move you to Austin Tx
- base salary or y1 draw of $40-60k
- feed you a pipeline of 30 lukewarm / warm leads per day
- 50/50 splits
- $400/mo gym membership in heart of Austin
- Tesla with full self driving so you can rip cold calls and canvas the market while seeing buildings (s/o @jt_ryder)
Requirements:
- must have done 5 deals
- ideally in CRE brokerage for at least 1 yr
- you like the idea of doing tenant rep & using a ton of AI tokens all day everyday
Must love to prospect. Make 50 calls per day.
In the office from 7am - 7pm daily making calls or touring buildings
Know anyone? DM me and if we hire them we will pay you $5k
Task Wizard retweeted
This could be you
Tour book in hand
Interesting client in the passenger seat
Slam dunking deals
If you're a broker, you need admin support of some kind, but:
1. You spend time and money training people who leave.
2. Managing AI turns into its own full-time job.
3. Every hour on admin is an hour you're not spending winning business.
Hiring, AI tools, or doing it yourself...None fix the problem.
Get the work handled, and you get your time back for prospecting and closing what's in front of you. Or playing more golf. The choice is yours.
Task Wizard retweeted
The kind of feedback you love to hear.
Onward.
We constantly evaluate our service and ask clients for feedback so we can keep improving the customer experience. That matters even more while we're building.
Every client gets a regular check-in call with us where we ask what's working and what isn't, and then we adjust.
This came out of one of those calls with the president of an independent tenant-rep brokerage who's been in the business 20 years. Hearing it is a good reminder of why we do these calls.
If you work with us, we're listening. Keep it coming.
Let's gooo
RT @kevinhanan_: Looking to hire a junior broker for the following gig
- will move you to Austin Tx
- base salary or y1 draw of $40-60k
-…
Task Wizard retweeted
We constantly evaluate our service and ask clients for feedback so we can keep improving the customer experience. That matters even more while we're building.
Every client gets a regular check-in call with us where we ask what's working and what isn't, and then we adjust.
This came out of one of those calls with the president of an independent tenant-rep brokerage who's been in the business 20 years. Hearing it is a good reminder of why we do these calls.
If you work with us, we're listening. Keep it coming.
Let's gooo
We constantly evaluate our service and ask clients for feedback so we can keep improving the customer experience. That matters even more while we're building.
Every client gets a regular check-in call with us where we ask what's working and what isn't, and then we adjust.
This came out of one of those calls with the president of an independent tenant-rep brokerage who's been in the business 20 years. Hearing it is a good reminder of why we do these calls.
If you work with us, we're listening. Keep it coming.
Let's gooo
Task Wizard retweeted
Hiring a junior tenant rep in Austin who doesn’t mind working the phones on 20-30 warm leads per day & doing a bunch of tours
Draw or small base salary + market splits
If you know anyone who’d be interested, shoot me a dm!