01Day 1
Find the bottlenecks
60-min kickoff and stakeholder interviews. We map where delivery slows, quality drops, and handoffs break.
For Real Estate Teams
Your Deals Move Slowly Because Your Operations Do
Lead follow-up, listing prep, transaction coordination, compliance docs — your agents and coordinators are buried in admin instead of closing. We map the bottlenecks and ship a plan in one week.
No prep needed · 5-day delivery · Fixed price from $2,500
The Problem
Sound familiar?
Lead response time kills conversion
Hot leads go cold because follow-up is manual. Your team responds in hours when competitors respond in minutes.
Listing preparation is fragmented
Property descriptions, photos, MLS uploads, and marketing materials are assembled across multiple tools and people.
Transaction coordination overload
Tracking deadlines, documents, inspections, and contingencies across 10-20 active transactions creates constant firefighting.
Compliance documentation burden
Disclosure forms, addenda, and regulatory paperwork require manual assembly and review for every transaction.
How We Help
What you get in one week
Lead response workflow
Automated lead capture, qualification, and response sequences that ensure every inquiry gets a timely, relevant follow-up.
Listing production plan
Streamlined workflows for property descriptions, marketing collateral, and MLS uploads that cut listing prep time.
Transaction management optimization
Milestone tracking, document management, and deadline monitoring that reduce coordination overhead.
Compliance automation design
Document assembly and review workflows that ensure accuracy while reducing manual preparation time.
Scope
Workflows we commonly assess for real estate teams
- Lead capture and follow-up sequences
- Listing description and marketing prep
- Transaction coordination and milestone tracking
- Disclosure and compliance document assembly
- Comparative market analysis prep
- Client communication and status updates
Pricing
One sprint. Fixed price.
$2,500
Starter — 1 workflow · 5-day delivery
Growth: $5,000 (2 workflows)Enterprise: from $10,000
NDA included5-day deliveryFixed price
- Bottleneck map showing where time and errors come from
- Tool shortlist with recommendation criteria
- 90-day rollout plan with owners, milestones, KPIs
- Handoff walkthrough with your team
Guarantee: Clear next-step plan or full refund — no questions asked.
How It Works
Five days. Three milestones. Zero guesswork.
We handle the heavy lifting. Your team spends about 2 hours total.
02Day 3
Pick the tools
We evaluate options against your stack, budget, and security constraints. No sales pitches — just decision logic.
03Day 5
Ship the plan
45-min handoff walkthrough. You leave with a 90-day rollout plan — owners, milestones, KPIs, and risks.
Your time: ~2 hours total
Why Now
The numbers don't lie
78% of buyers choose the first agent to respond to their inquiry
Transaction coordinators spend 60% of their time on document management
AI-assisted listing descriptions reduce prep time by 40-60%
FAQ
Common questions
Both. Solo agents benefit from automating their biggest time drains. Teams see compounding returns when multiple people adopt the same workflow improvements.
We evaluate your existing tools — whether it's KVCore, Follow Up Boss, or a local MLS — and recommend solutions that connect to your current stack.
A CRM is one tool. We assess your entire operational chain and identify which specific bottlenecks need solving — which may or may not involve your CRM.
Residential, commercial, and property management. Any real estate operation with repeatable transaction processes benefits from workflow optimization.
Next Step
Stop experimenting. Start executing.
Get a clear AI workflow plan for your real estate teams team — delivered in one week for $2,500.
No prep needed · Discovery call available