Stay organized during your search

At one point, I was juggling 11 deals. If it weren’t for a solid CRM, I would not have been able to match brokers with deals. Imagine coming to a seller meeting and talking about the wrong business 🥲. I could see that happening to me, so I made sure to keep track of every NDA, CIM, contact, deal, and note in one CRM. If you want to learn more and are interested in organizing your search, feel free to join me tomorrow at 9am PST for a practical webinar on how to use a CRM to power your search. Details are under Upcoming Events!