Unleashed - How To Thrive As An Independent Professional

Show Notes: Brian Ortiz talks to Will Bachman about their use of various tools and CRM systems to manage their LinkedIn presence which has 70,000 followers.  Brian talks about his history in marketing, his move into real estate investing, his purpose on LinkedIn, and the CRM tools he uses. Brian explains how he manages the actual inflow of messages, especially when dealing with heavy volume. He talks about an interesting system where he can reply quickly by using specific keywords or dates in their replies, and how he uses LinkedIn’s data system which allows them to sort and segment by different criteria.  Brian explains that he initially lost 50-60% of messages in the shuffle, but now he has a system where they can filter and sort messages into as granular groups as possible. He also has assistants who go through the CRM and spreadsheets to maximize the volume and ensure no important messages are lost. Using AI and CRM Tools to Manage Message Flow Brian talks about using AI and what he looks for when investi