If you’re a real estate agent who’s juggling showings, listings, paperwork, and marketing… all while trying to not lose your mind—this one’s for you!
I recently had Samantha (our resident real estate guru turned Project Manager) back on the podcast to share her behind-the-scenes experience as an agent… and how Trello + Asana completely changed the game for her business. And YES—this episode is especially for you if you’re a real estate agent who’s tired of sticky notes, chaotic CRMs, and wondering if you forgot something important (again ).
Let’s dive into what we covered—and how you can start organizing your business in a way that actually makes sense.
From Open Houses to Open Loops (and Dropped Balls)
Samantha got her real estate license in 2020 and quickly became one of the top producers in her firm. (Yes, queen. ) She worked primarily with first-time homebuyers and later moved into listings and sellers, so she saw a lot of different transactions in a short amount of time.
But what shocked her most when she got started?
There was NO system.
Everything was reactive. Agents were flying by the seat of their pants, scribbling on sticky notes, storing phone numbers in Notes apps, trying out multiple CRMs, and never really sticking to one tool long-term.
That’s where Trello came in for her—and how she went from surviving the real estate chaos to scaling her business with repeatable systems.
Why Trello or Asana Can Be a Game-Changer for Agents
Real estate isn’t just showing houses and attending closings. There are SO many moving parts—lead gen, contracts, deadlines, vendors, marketing, follow-ups, client care… it’s a lot to manage!
Samantha needed a digital “home” for all the info constantly floating around. And Trello became that home.
With one central place, she could:
✅ Track each client’s journey from first contact to final closing
✅ Store documents, dates, contacts, and communication notes
✅ Automate checklists so no deadline was ever missed
✅ Access everything on the go from her phone
And now? She’s taken everything she wished she had in those early agent days—and turned it into a plug-and-play Trello + Asana template for real estate agents like you!
What’s Inside the Real Estate Template Bundle?
This template bundle is built with real real estate experience (literally!) and includes everything you need to manage clients from contract to close—and beyond.
Here’s what you’ll find inside:
- Boards for Active Buyers, Listings, Marketing Content, Vendor Management, and more
- A robust Contract-to-Close Checklist with every step laid out
- A Content Calendar Board to plan your social media, email marketing, and listing promotions
- Flexible, customizable task lists that you can tweak for your specific workflow
- Walkthrough video from Samantha so you know exactly how to get started
You don’t have to build your system from scratch. You don’t have to spend hours on YouTube trying to figure out what cards, lists, and tags are. We’ve done the hard part for you—and now all you have to do is plug in your clients and get to work!
Ready to Ditch the Sticky Notes?
You don’t need more chaos in your business. You need a system that works for you!
Grab the Real Estate Trello or Asana bundle right from the KSA Shop and let this be the simplest way to upgrade your workflows.
Or if you want the VIP treatment? We now offer a Done-For-You setup service. We’ll customize the system for you, implement it in your account, and even record personalized training videos so you’re ready to go from day one. No stress, no guesswork!
You’re selling homes. Let us help you stay organized while you do it!
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