CRM SYSTEMS & SECRETS: Convert Leads into Clients

FROM A BILLION-DOLLAR AGENT: NURTURING LEADS TO CONVERT
As a real estate professional, your ability to consistently nurture relationships is what sets you apart. Generating leads is only half the battle. Without a proper CRM system and workflow, all your hard work, time, and money can go to waste.

At REX Coaching, we’ve helped agents scale their businesses using proven CRM tools and strategies that turn leads into clients—and clients into lifelong referrals. This workshop is NOT for the lazy agent. You’ll walk away with actionable frameworks to enhance your processes, win back your time, and close more deals.

✅ The “First, Last, Next” Formula: A simple, effective way to take detailed client notes and plan seamless follow-ups.
✅ The 4 Buckets Framework: Move leads from stranger → acquaintance → friend → partner with precision.
✅ The 1-to-7 CRM Flow: Learn to tag leads by their readiness to transact and tailor communication to drive results.
✅ Systems That Scale: Automate follow-ups, streamline tasks, and grow your pipeline without sacrificing quality.

A CRM (Customer Relationship Management) system isn’t just software—it’s the backbone of your sales business. By implementing a robust CRM strategy, you can:

• Track Lead Interactions: Never miss key details about conversations, preferences, and timelines.
• Streamline Follow-Ups: Automate and schedule tasks so you stay consistent and accountable.
• Segment & Prioritize Leads: Know exactly where each client is in their buying or selling journey.
• Scale Your Business: Manage more leads while maintaining a personal, client-focused approach.

• A clear understanding of how to master your CRM and manage leads efficiently.
• Proven tools and templates you can implement immediately to streamline your business.
• Confidence to nurture relationships with precision, close more deals, and scale sustainably.

BONUS: Receive our exclusive CRM Task Calendar Template to structure and track your daily activities.

“The speed of follow-up determines your success. Master your systems, and you’ll master your results.” — Tyler McLay

About Tyler McLay
Tyler McLay is a billion-dollar producer and founder of REX Coaching. With years of proven success in real estate, Tyler specializes in helping agents master systems, streamline processes, and close more deals. His practical, no-fluff strategies have empowered realtors across North America to scale their businesses and achieve sustainable growth. 🚀

Host or Publisher REX Coaching