Task Wizard

And the biz owners office still looks like this

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.

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.

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 recently hired our first cold caller from Nigeria 🇳🇬 (one of 24 countries our VAs are from). His name is Daniel & it sounds like he's been calling CRE owners in the US for years. Fast forward to today, and our client just signed a listing agreement that they're bringing to market from one of his leads Cold calling is about volume & consistency. And Daniel's life is about to change because he's digging up deals... all the way from Lagos, Nigeria! Congrats Daniel!

“I could use an assistant… I’m just not sure I have enough for them to do.” I have heard this from CRE brokers for years. Why? Often times, they're only thinking of 1-off tasks: “Update this flyer” “Pull ownership info” “Send this email” Those are fine AND they’re missing the compounding momentum an assistant can build for you with time. The key is setting up a Default Task — an ongoing system your assistant owns when nothing urgent is happening. 🔁 Default Tasks - Maintain and improve a database of every CRE owner in my market - Assign me 20 of the best prospecting calls I can make each day - Track every inbound inquiry we receive on our listings and make sure we follow up 🎯 Priority Tasks - Research a new lead from today’s call - Prep an OM - draft this LOI The best brokers treat their assistant like a system AND a task-executor.

Freakin love getting emails like this from clients! Jake's an Industrial broker client of ours His VA (Henry) researches properties and cold calls / cold emails leads who need help with their asset Then Jake follows up and picks up the assignment They've generated over 250k+ SF in deals in 18 months Henry is a father of 3 and this bonus covers a full-time nanny for him for his kids for a month🤝

54 CRE Brokers booked a call with me in January to see how a virtual assistant can give their business super-powers What's the one thing most of them are needing help with? *Data Enhancement & Lead Generation* Time is the most valuable asset you have in this business.

Live from NMHC today @ApartmentWire – at San Diego, CA