Frequently asked questions
What is Trinity Consulting Associates?
We are a company that helps real estate agents in the Kansas City area use AI to make their jobs easier. Our goal is to help you be more productive, save money, and make more sales.
What kind of services do you offer?
We offer a few different services to help you leverage AI to solve business problems. We can help you craft an AI strategy for your business, find ways to use AI in your business aligned to your business goals, and even set up AI-powered tools to automate processes/tasks.
Who do you work with?
We primarily work with residential real estate brokers / agents in the Kansas City area.
How can AI help me as a real estate broker / agent?
Our AI can act like an assistant for your business. It can help with things like:
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Lead capture / nurturing - Our AI assistants can effortlessly handle lead capture and nurturing tasks such as sending personalized emails and texts to new clients right away while seamlessly integrating with your CRM (ex: HubSpot, Wise Agents, Follow Up Boss) so you don’t miss out on an opportunity.
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Transaction processing optimization - Our AI assistants can help take friction out of the process by
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automating the creation data entry into the purchase agreement,
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executing transaction task management by automating the workflow for each stage of the transaction keeping everyone notified of the next steps
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Workflow automation for marketing / operations - Our AI assistants can automate repetitive tasks like data entry, social media scheduling and posting, and review / testimonial management
How do you charge for your services?
We have a few different options:
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One-time projects: You can hire us for a specific project, like setting up a single AI tool.
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Monthly plans: For ongoing help and support, you can get a monthly subscription. We have different packages that give you access to our "AI team".
Can I Get a Monthly Plan?
Yes! We have different monthly plans depending on what you need. The "Productivity Pro" plan gives you a custom AI strategy and a few automations, plus monthly support.
How long does it take to see results from the AI tools you set up?
You will begin to see immediate results in production efficiencies. Measurable result trends in your sales and lead gen KPIs typically become evident within 3-6 months.
Will your AI tools replace my coordinators / assistants?
Absolutely not. Our AI tools are designed to augment your team, not replace them. We focus on automating the tedious, repetitive, high volume tasks so your staff can focus on more valuable work that requires a human touch.
What CRM systems do you integrate with?
We are CRM agnostic and can integrate with virtually any system you use such as HubSpot, Wise Agent, Follow Up Boss, even custom spreadsheets.
What is the process for a new client getting started with Trinity Consulting Associates?
Our process has four steps:
1. Discovery: A free consultation to understand your current workflows and pain points.
2. Strategy & Proposal: We present a custom AI blueprint and quote.
3. Implementation: We build, test, and deploy the automations within your systems.
4. Support & Optimization: We provide monthly support and continuously refine the tools for peak performance.
Is my client data and transaction information secure with your AI tools?
Yes, security is paramount. We implement tools within your existing, secure environments (like your CRM) and do not store sensitive client or transaction data on our servers. All tools are configured to comply with industry-standard data privacy protocols, ensuring your and your clients' information is protected. .
Ready to Build a More Productive, Profitable Business?
Let's discuss your goals and identify key opportunities to bring powerful automation to your real estate business.
