Hyper-Local and High-Performing: How Josh Lavik Scales His Team with Sierra Interactive

Success Snapshot

• Real estate team of 6 agents plus admin staff
• Market coverage in Madison, WI
• Sierra Interactive customer since 2017

Josh Lavik of Josh Lavik and Associates, brokered by eXp Realty, has been in real estate for two decades. He’s seen markets rise, fall and everything in between. But the one thing he’s always invested in? Building a business that runs on systems—ones that let him scale without losing his personal touch.

When Josh started growing his team, most of the platforms he looked at weren’t built for growth. They were built for solo agents. What he needed was a tool that could help him recruit, onboard and operate like a well-oiled machine.

That’s when Sierra came in – and it’s been his team’s operating system ever since.

 

The Website: Local Expertise, Front and Center

Josh’s website is more than just a digital business card. It’s a lead engine.

With JoshLavik.com, he’s built out:

• Custom community and neighborhood pages
• Local market insights
• Consistent blog content and video walkthroughs

And because their website serves as their main content hub, Josh’s team can easily embed YouTube content, launch local campaigns and publish SEO-friendly content that gets in front of the right people – right when they’re ready to move. 

“We post a video to YouTube and then add it to the site in minutes. It’s seamless – and it works.”

The site helps his agents start better conversations. It’s a tool for generating new leads and re-engaging existing ones. When a client books a listing appointment or a buyer wants to know how the team works, Josh sends them to a landing page on his Sierra site that breaks it all down. Josh’s content strategy includes a mix of hyper-local content and information for different phases of home buying and selling, which ensures that he regularly drives leads back to his site.

 

The CRM: Built-In Productivity

When a new agent joins Josh’s team, there’s no guesswork. No need to reinvent follow-up plans or figure out what to say to a cold lead. It’s already in the system. In fact, Josh leverages Sierra as a value proposition when recruiting new agents because he has the systems and processes in place to set them up for success and allow them to easily onboard with the team.

Sierra’s CRM handles:

• Automated Action Plans to guide new agents
• Templates for emails, calls and text follow-ups
• Lead tracking and smart lists to keep the pipeline moving

“We’ve built this system over the years, and now agents can just plug in and go.”

And because everything lives in one platform – calls, texts, website visits, lead notes—Josh can see what’s happening across the team. Every day starts with Sierra.

 

“It’s where I log in to start my day. It keeps us focused.”

 

Results That Scale

What Changed	What It Means
✅ Fast agent ramp-up	Agents onboard with proven systems and plans
✅ Stronger local presence	Organic traffic from community-focused hyper-local content
✅ Centralized operations	CRM, website, dialer—all in one place
✅ More time for selling	Less admin work, more lead conversion

 

 

Why It Works

Sierra is more than a website or a CRM. For Josh, it’s the foundation of how his team operates and grows.

• Lead comes in? It’s tracked, nurtured and followed up on.
• Need a page for a new campaign? Built and live in minutes.
• Bringing on a new agent? They’re productive by the end of the week.

 

“It’s a simple system that can grow with you – and we’re still evolving with it.”

As new tools like IntelliSearch roll out, Josh is already looking for ways to get even more out of the platform. Because for teams like his, it’s not about the next shiny object. It’s about systems that deliver, day after day.

 

“If I didn’t have Sierra, I don’t know what I’d do.”

Recruiting. Onboarding. Content. Operations. Josh doesn’t have separate tools for each one. He has Sierra.

 

“If you’re building a team, Sierra should be high on your list.”

 

Build Your Own Success Story

Josh’s story is proof that when your systems are built to scale, your business can too. With Sierra, his team operates from one platform that powers everything—recruiting, onboarding, content, lead follow-up and more. It’s not just a CRM or a website. It’s the engine behind a high-performing team that shows up, stands out and stays focused.

Ready to build a smarter system for your business? Start with Sierra. Schedule a consultation with our team of experts today.