Built for real estate teams · delivered in 48 hours
Find the manual handoffs slowing down your lead flow—then get a practical plan for where AI and automation deserve a place in your operation.
Scope is reviewed first. Payment follows confirmation. Delivery begins after intake and access are complete.
From first inquiry to signed client.
We locate the gaps between your lead sources, team, CRM, and follow-up—before recommending the right next move.
What we inspect
Portal lead response
Showing scheduling
Lead nurture
Open-house follow-up
CRM hygiene
Referral and review requests
Listing-content repurposing
Named deliverables
You receive a concise view of where your team's lead flow is strong, where it breaks down, and what to address first.
Lead flow map
We document the important transitions from portal inquiry through response, booking, CRM activity, nurture, and post-transaction outreach.
Prioritized by operational fit, not hype.
Each recommendation is framed around the work it changes, the inputs it needs, and the sequence to consider.
A PDF outlining observed gaps, recommended workflows, suggested tool roles, and a practical next-step order.
A private Loom review that gives your owner or operations lead the context behind the roadmap.
Flat-fee audit tiers
Complexity depends on the number of lead sources, team handoffs, CRM workflows, and follow-up paths we need to review. We confirm the right tier before sending payment details.
$497
For small real estate teams tightening one primary lead path.
$997
For established teams with multiple handoffs, channels, or coordinators.
Methodology
You share your team context, CRM, lead volume, and biggest bottleneck. We review the fit and confirm the audit scope before payment.
After scope confirmation, we collect the relevant intake and access details and trace the handoffs that matter.
You receive the roadmap and walkthrough within 48 hours of receiving the agreed intake and access details.
Access and privacy
Use read-only access or screenshots where available. Audit materials are used to complete your review and are not presented as public case studies or client proof.
Common audit findings
Examples, not promises: delayed portal follow-up, missed task ownership, duplicate CRM records, or open-house leads without a timed nurture path.
Start with fit
Share the shape of your lead flow. We'll review it first, confirm scope, then send payment details if there's a fit.