From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops.

And she’s here to share it with you.

- How to simplify your tech stack for more efficiency and less redundancy.
- A disciplined approach to evaluating the true cost and true benefits of new technology.

- Specific tactics to increase agent understanding, buy-in, and adoption.

It’s all here in one helpful and engaging conversation!

Listen to this Techtember episode with Chelly Herren to learn:

- 3 reasons people join team leaders (not just join teams)

- Her path to COO of The Hyland Group, including helping build a team from 0 to 100 agents in a couple of years and a couple of markets

- The profile and structure of a highly productive team, including a leader closing 100+ transactions per year

- Her two-step process for evaluating the tech the team had in place and redesigning it to reduce redundancy and increase per-agent productivity

- Transparency and efficiency gains from managing transactions inside Follow Up Boss

- The most common tech theme, question, or problem she encounters (consolidation / simplification)

- The 3 main questions she asks when evaluating whether, when, and how to add new tech to their operation

- A caution and question to help you consider the full cost of new tech and weighing it against the benefits

- Specific tactics for better agent buy-in and adoption of new tools and tech (including an SOP library and agent tools website)

- How she keeps up with trends in real estate operations and technology

At the end, learn about Swifties, Zonies, leftovers, designer purses and wallets, information saturation, and pilates vs beaches.

Connect with Chelly Herren:
- https://chellyherren.com/

- https://www.prescottareaproperty.com/

Guests mentioned in this episode:

- Ep 016 with Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage

- Ep 023 Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss

- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-benson

- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokerages

Connect with Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Real estate agent.
Operations leader for a real estate team.
Partner in a real estate brokerage.
Real estate tech consultant.

These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry.

He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, implements, and manages your team’s Follow Up Boss leads and systems.

We invited him into this Techtember episode to help you assess and audit your real estate tech in general and your real estate CRM in particular.

And many of the insights are simpler and more analog than you’d expect.

Watch or listen to this Techtember episode to learn:

- The fundamental and often overlooked importance of a plan

- How he went from touring musician in a band to real estate tech consultant

- The two most common problems he encounters when assessing the tech stack of a team or brokerage (with a nod to the “I didn’t know it could do that” problem)

- Specific questions to help you find and implement new tech effectively

- Using a pencil and a piece of paper for your business plan, operations manual, or tech stack

- Why to click through all the Admin tabs of your CRM

- Setting, forgetting, and benefitting from the Follow Up Boss pixel

- Why to set all your reporting to the same time frame

- Knowing who to talk to, getting to Smart List Zero, then getting out to connect with people and earn commissions

- Where to get hours of in-account, on-screen, show-and-tell training on Follow Up Boss

At the end, learn how a rock band is like a real estate team, how fast $9.95/month racks up, and how to help your team unplug.

Follow Up Boss resources:
- https://www.youtube.com/playlist?list=PLDmR8fGtgojAuhaYlB6n8xn8yJwkPCLPU
- https://www.facebook.com/groups/followupbosscommunity

Amplified Solutions:
- https://AmplifiedSolutions.com
- https://www.instagram.com/amplifiedsolutions/

Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos
- https://www.instagram.com/realestateteamos/

When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs.

But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessary cost and frustration.

For advice on turning this around and to kick off Techtember, we bring you this incredibly helpful conversation with Justin Benson, Founder and CEO of Bara Agency and of Shilo.ai.

Before starting Bara, a fraction Chief Technology Officer agency, he helped build Gluch Group, helped expand it to three states, sold hundreds of homes himself, and created their tech stack.

Justin shares the three pieces of tech every team needs, ways to think about your tech budget, the most important question to ask when evaluating new and existing tech, and much more!

Listen to this Techtember episode with Justin Benson to learn:

- Why great salespeople are the bedrock of your team

- His path from med school to tech startups to real estate agent and team leader operating in 3 states to fractional Chief Technology Officer

- Where many ops leaders get stuck or reach their limit with technology

- The most important question to ask as you’re evaluating your tech

- How to plan your tech budget

- The three key elements of every tech stack, no matter your size

- Avoiding the danger of changing too much tech too quickly

- Specific ways to increase agent adoption of new tech

- The promise of AI while it’s still in its infancy

- How to find the right person to lead your tech initiatives

- Places he goes to keep up on tech trends and announcements

At the end, learn about the enduring value of underdogs, chartering a jet, struggling to relax, and predicting the future based on the past.

Connect with Justin Benson:

- https://baraagency.com

- https://shilo.ai

- https://www.instagram.com/justinbenson

Connect with Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/