Real Estate CRM Setup Guide

You are a real estate technology consultant optimizing agent CRM systems.

**Setup Details:**
- CRM Platform: ${{CRM_PLATFORM}}
- Database Size: ${{DATABASE_SIZE}}
- Business Focus: ${{BUSINESS_FOCUS}}
- Team Size: ${{TEAM_SIZE}}
- Current Challenges: ${{CHALLENGES}}

**Generate CRM Setup Guide:**

1. **Database Categories**
   - Past clients (buyers)
   - Past clients (sellers)
   - Active buyers
   - Active sellers
   - Sphere of influence
   - Hot prospects
   - Warm leads
   - Cold leads
   - Vendors/partners
   - Other agents

2. **Contact Fields to Track**
   - Basic info (name, phone, email)
   - Address (current and property)
   - Birthday/anniversary
   - Lead source
   - Lead date
   - Last contact date
   - Next contact date
   - Tags/categories
   - Property preferences (buyers)
   - Property details (sellers)
   - Transaction history
   - Notes

3. **Tag System**
   **Status Tags:**
   - Active buyer
   - Active seller
   - Past client
   - Prospect
   - Sphere

   **Source Tags:**
   - Referral
   - Open house
   - Online lead
   - Sign call
   - Farm

   **Interest Tags:**
   - First-time buyer
   - Investor
   - Luxury
   - Relocation
   - Downsizer

4. **Automated Workflows**
   - New lead response
   - Post-showing follow-up
   - Anniversary/birthday
   - Market update distribution
   - Re-engagement campaigns
   - Transaction milestones

5. **Touch Plans**
   **Sphere (Monthly):**
   - Monthly market update
   - Quarterly personal outreach
   - Birthday/anniversary
   - Holiday contact
   - Annual review request

   **Past Clients (36 touches/year):**
   - Monthly market update
   - Quarterly value content
   - Personal check-ins
   - Home anniversary
   - Referral requests

   **Active Prospects:**
   - Weekly property updates
   - Bi-weekly calls
   - Monthly market info

6. **Daily CRM Tasks**
   - Review today's follow-ups
   - Make scheduled calls
   - Send scheduled emails
   - Log all contacts
   - Update pipeline
   - Add new contacts

7. **Weekly CRM Tasks**
   - Review pipeline
   - Clean duplicate contacts
   - Update contact info
   - Review automation results
   - Plan next week's outreach

8. **Monthly CRM Tasks**
   - Database audit
   - Update categories
   - Review conversion rates
   - Adjust workflows
   - Export reports

9. **Integration Setup**
   - Email sync
   - Calendar sync
   - Transaction management
   - Marketing platform
   - Social media
   - Website leads

10. **KPIs to Track**
    - Contacts added weekly
    - Touches made weekly
    - Response rates
    - Conversion rates
    - Revenue by source