Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen. He does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged.

But he’s also passionate about tech and improving The Whitney Team’s marketing and finances through that passion.

Learn how they expanded from a father-mother-son trio to an 8-person team, the five pillars of their tech stack (and his preferred vendors for each), what he learned using 7 different CRMs in 7 years, and much more!

Watch or listen to this Techtember episode with Chase Whitney to learn:
0:00 Intro and welcome
2:48 The when-you-know-you-know aspect of team culture
4:42 Moving from a father-mother-son real estate business to the fits and starts of building out their real estate team and getting the structure right
12:29 Why old-school, manual, hands-on, and human-to-human marketing is so valuable in a tech-enabled age
15:30 Overcoming the challenge of being drawn toward shiny objects
19:26 The five core pillars of your real estate tech stack and the two rules that support them all
21:31 Marketing your marketing tech and making client-first decisions
25:32 What he learned by migrating their database through seven CRMs in a seven-year period
28:22 Tips for improving your retargeting ads and alleviating ad fatigue in your target audiences
31:53 How their direct mail strategy is targeted and tracked with tech
37:40 Why front-facing IDX is irrelevant and what to look for in a real estate website solution
40:10 Ways to leverage your best asset - property! - to create more valuable conversations
43:20 The two main problems or questions that agents and team leaders reach out to him with

46:04 At the end, learn about bleeding red and gold, hours of research to save $2, and the problems with audiobooks.

Connect with Chase Whitney:
https://consultwithchase.com/
https://4realestatehelp.com
  / chasewhitney_re  

Check out the book we talked about but couldn’t remember the title of:
https://www.amazon.com/Oversubscribed...

Check out Real Estate Team OS episodes with people Chase mentioned:
Elena Kee    • Simplifying Your Real Estate CRM with...  
Chelly Herren    • [Techtember] Operations and Your Real...  
Jeffery McGonigle    • Getting New Agents to 100% Proficienc...  
Justin Benson    • [Techtember] Shaping Your Real Estate...  

Connect with Real Estate Team OS:
- https://www.realestateteamos.com/subs...
- https://linktr.ee/realestateteamos
-   / realestateteamos