10 Steps to a CRM for Property.
Step 5: Map out your processes

To quote the infamous Homer Simpson “Every time I learn something new, it pushes some old stuff out of my head”. We’ve all got a lot going on, stuff taking up headspace, and because we can’t remember everything, we usually end up winging it too.

Step 5: Map out your processes

I used to wing it a lot before I got a CRM. We’re all guilty of it – but we should be trying to avoid it instead.


Well, if we stop winging it and invest time in mapping our processes we can:

  1. Free up headspace
  2. Understand what’s working and what’s not. (If you don’t refine, you can’t improve)
  3. Get stuff off your plate – until you’ve identified the ‘stuff’ you can’t begin to delegate or outsource it
  4. Automate some of the ‘stuff’, so you can get it off everybody’s plate.

Think about all of the repetitive tasks you do over and over again. For networking events: the prep work, during and after the event. It’s the same process every time; the only difference is that you don’t stop to look at how you could streamline, improve or make it simpler and easier for yourself. It’s the same with deal sourcing: analysing, viewings, due diligence, offer, secure – the same things need to be done every time.

So, how did we map out our processes? We got them out of our heads and down on ‘paper’.

So, think about the processes you have for:

  • Networking
  • Finding deals
  • Finding money
  • Meeting investors
  • Deal packaging
  • Referrals
  • Generating vendor leads
  • Meeting estate agents

And write them all down.

The important thing is to get it all out of your head. You can go old skool and use a whiteboard, or really old skool with a blackboard. Or like us go digital using mind mapping or flowchart software, like MindNode and Lucidchart.

It doesn’t matter that it’s not perfect or beautifully presented, just get it out of your head.

Because until you do, no-one can do anything with it.

As Nike says, ‘Just do it’!

I’ve mapped my processes – what now?
Read Step 6: Design your pipelines

How can CRM help your property business? Talk it over with us.
Book a free no-obligation Discovery Call with Steven

Steven Lai

About the author

Steven Lai is a property investor, founder of Super Developments and creator of CRM for Property Success. He is a CRM expert with over 12 years commercial experience of managing sales teams.

Join the CRM for Property Success Facebook Group to ask him anything (about CRM, property or 80's trivia!).

Super Developments

© Super Developments Ltd. All rights reserved. Company registered in England & Wales, No. 10470912

© Super Developments Ltd. All rights reserved. Company registered in England & Wales, No. 10470912.