Coach Paul's Real Estate Lead Conversion University: Face to Face

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In the digital age, real estate may seem to be moving away from personal relationships and towards technology, data, and artificial intelligence. However, the most successful real estate agents understand that real estate is still ultimately about relationships.

Closed deals happen through relationships, and building strong relationships with clients is the key to success in this field.

Even with all the technological advancements, the most important tool for real estate agents is still the face-to-face meeting. By meeting with clients in person, agents have the opportunity to showcase their expertise, build rapport, and establish credibility.

In-person meetings also allow agents to offer their services as expert advisors and to provide access to homes in the local area, which cannot be replicated through online photos and videos.

At Real Geeks, we work with thousands of real estate agents across the country and help them with online lead generation and follow-up. Our goal is to leverage technology to improve relationships and help agents be more successful.

To that end, we have created a helpful resource for agents to learn how to set face-to-face appointments with leads. While it may be uncomfortable at first, mastering the questions and scripts will make it easier over time.

The process of converting leads into clients is a two-step process: voice-to-voice (making a connection) and face-to-face (setting the appointment). The goal of the initial phone call is to set an appointment for an in-person meeting. The more face-to-face meetings an agent has, the more invested clients will become in the process and in the agent.

Ultimately, it's important to remember that real estate is a relational business, not a transactional one. Without a face-to-face meeting, it is much harder to convert a lead into a client. So make those calls, set those appointments, and get in front of clients. With the right approach, you will be closing more deals in no time.

As the digital world continues to evolve and change, it is essential for real estate agents to stay up-to-date with technology and utilize it to their advantage.

However, it is also crucial to remember that the core of the real estate business is still about relationships and that the most valuable tool an agent has is still the face-to-face meeting.

So while technology can be a powerful tool to generate leads and support the sales process, it should never replace the importance of building strong relationships with clients.

Coach Paul

Published on Feb 5, 2023 under


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Coaching Keeping It Real

Keeping It Real: The Resources To Equip Your Real Estate Team for Success with Sascha Chatman

Keeping It Real: The Resources To Equip Your Real Estate Team for Success



In this episode of Keeping it Real, Sascha Chatman and  Frank Klesitz, CEO of Vyral Marketing, break down how you can equip your real estate team for success.

Learn more about the resources needed to manage your own team of real estate agents. Of course, a capable workforce is one thing for generating leads and obtaining success in the real estate world. However, having the right resources available is one of the critical factors needed to equip your real estate team for success.

Recruiting Presentation 

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Transforming Your Success into Their Success

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Creating a Schedule

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Buying this Year vs Next Year

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Discovery Phase

The discovery phase is meant to determine whether or not the agents being recruited are the right fit for their real estate team while providing the necessary details for the agents to know what their team is about. Sascha first discusses their team goals and strategies to ensure agents know exactly what they're walking into. He also discusses other matters, such as expectations from the agents themselves and their commissions.

The discovery phase may be one of the most important parts of knowing how to equip your real estate team for success. In order to succeed, you need to have a reliable workforce on your side that shares the same goals and is willing to cooperate with the rest of the team to move forward. Having a compatible and efficient team is one of the best resources you can have in real estate, as it can significantly affect your business' productivity.

Ad Educated Buyer is Easier to Work with!

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Agent Utility Belt


This is the highlight of the entire video. Sascha compares his utility belt of resources to Batman's belt of tools and trinkets. This belt essentially exists to store all resources and keep them within reach. Don't get the wrong idea, though. It's not an actual belt. Instead, it is usually a cloud or a compilation of all your valuable resources, such as videos, links, and other agent tools. Having a utility belt that is curated specifically for your team and your needs could help increase the productivity of your workflow because you won't have to scavenge for resources when you need them.

Not only does it make you more productive within your workplace, but it also gives off the sense that you are reliable and organized. When clients ask for something, you will easily have it within reach. 

Clients understandably have many questions before closing the deal, so one of the best ways to answer them is to grab a resource from your utility belt. For example, you're talking to a client about title insurance. Instead of answering their questions yourself, you could take an informative video from your utility belt and ask them to watch it. This makes it easier to understand and relate to.

Having a utility belt is a great way to equip your real estate team for success. It also comes in useful during business transactions. All in all, it's one of the best resources that a real estate team can have.

Having the right resources is essential in equipping your real estate team for success. Create an agent utility belt that caters to your team by signing up for the Real Geeks platform today. We provide valuable resources that you and your team can use to achieve the best possible outcome in every situation. Get started with us today!

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