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Ask us Anything Recap | 2025 - June 15

We explore product updates and proven lead strategies with our guest, Dustin Owens

 

Table of Contents

This month’s Ask Us Anything session was a standout, thanks to special guest Dustin Owens from Mantle Realty. Joined by Chuck from the Real Geeks product team, the conversation blended hands-on product updates with in-the-field expertise from an agent making it all work. Dustin shared tactical strategies to re-engage cold leads, structure follow-ups that convert, and leverage CRM tools to streamline day-to-day operations.

The team also showcased recent updates to the Real Geeks platform and offered live feedback on lead handling, follow-up workflows, and upcoming features like Google One Tap and the new Lead Feed dashboard.

Key Highlights from the Session:

New Lead Feed Dashboard

Chuck walked through the design process behind the new CRM dashboard, built to help agents instantly identify and focus on high-priority leads. Dustin shared how the Lead Feed helps agents cut through the noise and reconnect with hot leads fast.

Pro Tips from Dustin Owens

Dustin offered repeatable methods for personalizing communication, using humor and GIFs in chats to grab attention, tagging contacts meaningfully, and creating customized workflows for different lead types and client scenarios.

Workflow Customization and Tag Strategies

Dustin outlined how Mantle Realty uses workflows tailored by lead type and status—whether investor, primary homeowner, or closed deal follow-ups—to maintain consistent engagement. He emphasized naming conventions and tag cleanup as essential to long-term database organization.

Handling Bad Contact Info

The team discusses how to identify and manage leads with fake or missing information using features like marking bad contact data, tracking lead behavior, and researching alternate contact info when possible.

Advanced Follow-Up Tips

Crystal and Dustin explained how follow-ups can extend beyond pre-sale engagement—nurturing past clients to generate referrals and repeat business. Dustin emphasized the value of workflows that check in with closed buyers and prompt agents for timely outreach.

Upcoming Features

Real Geeks is preparing for a Q3 release of Google One Tap, which will streamline website lead registration and improve email verification rates. Also coming: the click-to-call dialer for CRM users and AI-driven lead summaries to suggest next best actions based on behavior.

Important Links

🤖 Navigating AI Texting with Robin – Learn how Robin automates follow-up and improves lead engagement.

🗂️ Workflow Overview – Set up automated communication sequences tailored to your pipeline.

📞 Handling Fake or Bad Contact Info – Best practices for researching and recovering missing lead data.

📱 Real Geeks CRM Mobile App – Manage your leads on the go with seamless tracking and communication tools.