Real Geeks Setup in 10 Minutes

Jan 5
2 min read

Goal: Be ready to capture, follow up, and track leads—today.

Step 1 (Minute 0–2): Website Request & Profile Photo

☐ Complete this form:👉 https://www.kalehuddle.com/website-request

☐ Upload:

Professional headshot (high resolution, front-facing)
Correct name, email, and phone number

Rule: Your website and CRM can’t be activated correctly without this step.

Non-negotiable: No photo = delayed setup.

Minute 2–3: Log In & Profile Check

☐ Log into Real Geeks

☐ Confirm profile details:

Name
Email
Phone number

☐ Confirm photo is visible (once synced)

Rule: If a lead replies today, they should immediately recognize you.

Minute 3–5: Notification Settings

☐ Turn ON notifications for:

New leads
Lead replies
Tasks due

☐ Choose how you receive alerts:

Email
Text (if enabled)

Rule: Speed to lead beats perfect messaging.

Minute 5–6: Add Your Sphere

☐ Import contacts or manually add 5–10 people:

Friends
Family
Past clients
Warm prospects

☐ Apply tags:

Sphere
Past Client
Warm Lead

Rule: A CRM with no real contacts is just expensive storage.

Minute 6–8: Create 3 Core Tags

Create ONLY these to start:

☐ Hot – Active

☐ Warm – Nurture

☐ Cold – Long Term

(Optional Launch Coach tags)

☐ Open House Lead

☐ Buyer – Pre-Approval Pending

☐ Seller – Future

Rule: Simple tags = faster follow-up.

Minute 8–9: Set 3 Default Tasks

☐ Call new lead within 5 minutes

☐ Day 1 follow-up

☐ Day 3 follow-up

Rule: Tasks tell you what to do when your brain is tired.

Minute 9–10: One Saved Search + Daily Rule

☐ Create one saved search:

Your most common price range
One target area

☐ Block 15–30 minutes daily for CRM follow-up

☐ Commit to this rule:“No new day until yesterday’s tasks are complete.”

You’re Live

By the end of 10 minutes, you should have:

✔ Website request submitted

✔ Photo uploaded

✔ Notifications working

✔ Contacts added

✔ Tags applied

✔ Tasks assigned

✔ One saved search running