Jumpstart
Perfect for small businesses or startups looking to kickstart their automation journey.
Variable /per project
Plan includes
- Opportunity Assessments
- 1-2 Core, high-impact automations
- Training
Automation Strategy
Technology is useless without a plan. We start by diving deep into your current business processes to understand your unique challenges and goals. We don’t just look for tasks to automate; we build a strategic roadmap that aligns with your long-term vision.
This includes:
- In-depth Needs Analysis: A thorough assessment of your lead generation, client onboarding, transaction coordination, and post-close follow-up processes.
- Use Case Identification: Pinpointing the highest-impact opportunities for automation that will save you the most time and generate the most revenue.
- Customized Tech Stack Review: Evaluating your current tools (CRM, Transaction Management, etc.) to ensure they are being used to their full potential.
- Scalable Growth Plan: A clear, phased roadmap for implementing automations, ensuring a smooth transition for you and your team.
Custom Workflow Automation
This is where the strategy comes to life. We design, build, and deploy robust automations tailored specifically to the way you do business. Forget one-size-fits-all solutions; we build exactly what you need.
Popular automations include:
- Lead Nurturing & Follow-Up: Instantly respond to new leads, assign them to agents, and trigger intelligent, multi-touch email and SMS campaigns to stay top-of-mind.
- Transaction Management: Automatically create task lists for your TC, send deadline reminders to clients, and update your CRM stages as you hit key contract milestones (e.g., inspection, appraisal, closing).
- Client Onboarding & Servicing: Streamline the process of signing new buyer or seller agreements and deliver consistent, high-touch communication throughout the entire journey.
- Post-Close & Referral Generation: Automate your follow-up for years to come with campaigns for closing anniversaries, birthdays, and requests for reviews and referrals.
Seamless System Integration
Your business runs on multiple platforms—your CRM, MLS, lead sources, transaction software, and marketing tools. When they don't talk to each other, you're stuck with manual data entry and a fragmented view of your business. We build the bridges between your systems.
We can connect:
- Lead Sources (Zillow, Realtor.com, etc.) directly to your CRM for instant lead capture and assignment.
- Your CRM (HubSpot, Follow Up Boss, etc.) to your transaction management platform (like SkySlope, Dotloop, etc.).
- Your Calendar & Showing Services to your communication tools to automate scheduling and confirmations.
- Any tool with an API to create a single, unified source of truth for your business data.