Hubspot Setup and Marketing Systems for Real Estate Agents

If you already use Hubspot, you do not need another platform. You need a clean system: pipeline, tags, follow-up, and a weekly routine that actually gets executed. RECSC builds and runs the structure so leads stop slipping and marketing stops being random.

Who this is for

  • Solo agents who need consistency

  • Small teams who need process and accountability

  • Agents who have the tool but are not using it fully

What I run weekly (optional, if on retainer)

  • Campaign updates and nurture tweaks

  • Content and CTA alignment with your follow-up

  • Lead follow-up support and “next best action” prompts

  • KPI check: response time, pipeline hygiene, conversions

What I set up (one-time)

  • Pipeline stages and definitions

  • Tags and segmentation

  • Templates for email and text follow-up

  • Lead capture and routing setup (if applicable)

  • Basic dashboard so you can see what matters

What you own

  • You keep the account

  • You keep the lists, templates, workflows

  • You are not locked in, you are set up correctly

Common mistakes I fix

  • Everyone is in one list

  • No clear pipeline stages

  • Follow-up is inconsistent

  • No CTA path from content to CRM

  • Leads are not tagged, so nurture is impossible

FAQs

  • Can you work with my existing setup?

  • Do you need admin access?

  • How long does setup take?

  • What if I have a team?

  • What happens after setup?

Start with a fit call