Leads land in a shared inbox and sit until someone happens to look. Transaction coordination runs off a hand-kept checklist. The same client gets re-keyed between the CRM and the MLS. Closing documents get chased at the last minute. The agents are out selling — it's the follow-up and coordination behind them that's leaking deals.
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The agents are closing. The friction is in everything around feeding and coordinating them.
No new CRM to roll out across the whole team — just the specific fixes that stop the leaks.
We spend 45 minutes on how a lead and a deal actually move — how a lead comes in and gets followed up, how a transaction gets coordinated, how the CRM and MLS stay in sync, and where the same information gets typed twice. I listen for the repetitive and the manual, and for the leads that go cold.
A few days later you get a short, plain-English report: what’s costing you time and deals, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the tools you already pay for — instant lead follow-up, transaction checklists that run themselves, CRM and MLS that stay in sync. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: manually following up leads, coordinating each transaction by hand, and re-keying between the CRM and MLS adds up to well over an hour a day — and a lead that sits for hours is a deal you paid for and lost. We work it out from your real numbers on the call — the tools to stop it usually run around $60 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take a 14-agent team. Leads land in a shared inbox and sit until someone notices, transaction coordination is a hand-kept checklist per deal, and client details get re-keyed between the CRM and the MLS. The leads that sit are deals the team already paid for.
→ Instant lead follow-up with clear ownership, transaction checklists that run themselves, and CRM/MLS kept in sync. ~7 hrs/week back, and fewer leads going cold.
Book a time, walk me through how a lead and a deal move through the team, and get back a plan to stop the leaks — whether or not you ever hire me again.
Book the audit — $999