I stay organised by using Salesforce CRM, qualifying every enquiry upfront, maintaining TATs at each stage, and managing a structured sales funnel that keeps client demands aligned and under control.

I prioritize clients based on their specific needs, as some require more detailed attention. I then organize tasks by urgency and set clear deadlines for each property to ensure solutions are delivered efficiently and on time. Consistent communication with clients helps manage expectations and ensures no detail is overlooked. Regularly reviewing and adjusting my workflow allows me to stay flexible, adapt to changing priorities, and maintain control over multiple properties.

Prioritize Tasks: Create a daily or weekly to-do list and prioritize tasks based on urgency and importance. Maintain Clear Communication: Establish clear communication channels with your clients. Use email templates, regular newsletters, and a dedicated phone line to ensure timely and consistent communication. Stay Organized Digitally: Keep digital records of all important documents and communications. Use cloud storage solutions like Google Drive or Dropbox to ensure easy access and backup.

I rely on a project management platform to centralize tasks and deadlines, and I set weekly priorities based on impact and urgency. Clear communication with my team and investors ensures we stay aligned across all properties.

Lean into your CRM to keep track of priorities, schedules, and progress. This allows you to stay organized with clear documentation. To keep communication a priority, time block a weekly slot (or another appropriate frequency) to check in with clients and others who need to stay current. Track calls/communication in your CRM and add any applicable notes.