A 14-broker industrial brokerage I consulted with in Dallas–Fort Worth walked into Q4 2024 staring at $3.8 million in commission they were about to leave on the table. Deals that were already “verbally awarded.” Never made it into a tracked pipeline. Two brokers had the LOIs sitting in their email. One had the tenant rep […]
Last month I sat in a Zoom call with a team leader out of Tampa who’d just dropped $1,184 on a “starter” CRM plan — and still couldn’t figure out why her seller leads were leaking out the bottom. The pricing page said $39 a month. The invoice said something very different. If that story
A 22-CPA tax and advisory firm I advised in suburban Chicago hit Q1 2024 with 341 individual tax returns sitting in “waiting on client documents” purgatory. Nobody on staff could tell the managing partner which clients had been chased, which hadn’t, and which were already 11 days past the IRS-recommended turnaround. The receptionist was juggling
You signed a $14,400/year CRM contract last January. Fast forward twelve months — your team closed maybe four extra deals you can actually trace back to it. Was it worth it? Honest answer? Most brokers I talk to have no clue. The National Association of Realtors’ 2024 Technology Survey put a number on it: 74%
A 14-branch community bank I advised in the Carolinas was bleeding $22.4 million a year in deposit and wealth referrals between divisions. Retail branches were taking high-net-worth referrals and forgetting to hand them to the wealth team. The wealth team was sitting on small-business owners whose commercial lending needs nobody on the C&I side ever
A buddy of mine in Tampa dropped $4,788 last year on a “top-rated” real estate CRM. Fast forward twelve months. He had 91 stale contacts, three closed deals he could honestly trace back to it, and a panic-Slack at 11 p.m. asking if he should cancel. That’s when I sent him the same CRM Software
A 4-hospital regional system I advised in the Midwest was bleeding $38 million a year in outmigration. Orthopedic, cardiology, and oncology patients in their primary service area were driving 45 minutes past their facility to a competitor brand. The CMO knew. The board knew. But the marketing team was running service line campaigns out of
