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Systemizing Your Processes For Future Success with Yonah Weiss

Jul 20, 2022

This is part 2 of my conversation with Yonah Weiss, Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and the host of the top podcast, Weiss Advice.

 

In this episode, Yonah discusses how following up can be difficult for someone looking to improve their follow-up skills. The importance of systems is to make it easier. He says that it is important to practice what you preach and that when it comes to follow up, having an assistant or taking the time to create systems is key. He also mentions that they are working on building out a system in which emails are automatically sent out when certain events occur, such as a fundraising goal being reached.

 

[00:01 - 03:30] Utilizing “Touch Points” To Follow Up With Clients You Haven’t Seen In A While

 

  • Yonah recommends following up with someone you haven’t seen in a while
  • He suggests using “touch points” such as social media, email, or DMs to keep in touch
  • If you’re not good at following up
  • He recommends creating systems to do the follow up for you

 

[03:31 - 22:01] Systemizing Your Processes For Future Success

  • Yonah recommends building a system to track email campaigns so you can see how successful they are
  • He says that, with over 1,000 clients, it’s not difficult to be overwhelmed with remembering who they are and what their needs are
    • He uses VA to help him remember conversations and tasks
  • Systemizing the VA’s work by recording everything the VA does, which takes some of the stress off of him
  • Sharing information and skills is important in order to grow as a businessperson

[22:02 - 26:19] Closing Segment

 

  • Yonah says that he has been working to help others learn how to have conversations and be more comfortable in them over the last year and a half
  • He recommends cost segregation as a way for people to benefit from their property investments
  • He encourages listeners to utilize their connections and relationships for other purposes beyond just fundraising or investment

 

 

Tweetable Quotes:

 

“It's hard to have conversations in your place, but it's very easy to do tasks and things that are not related to direct conversation.” – Yonah Weiss

 

“The truth of the matter is that the reason why setting up the systems is so important is because, maybe you don't really need it right now, but as you grow and as you scale, you will need it, and setting it up properly from the beginning is just going to make things a hundred times easier.” – Yonah Weiss



 

Connect with Yonah through his website, Facebook, LinkedIn, YouTube, Spotify, or email him!

 

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