Each service ships as a productized package — fixed scope, fixed price, plain-English handoff. Pick one, pick the stack, or scope a custom build. Same playbook for mortgage, real estate, and small-business operations.
Each service stands alone or stacks with the others. Most LOs start with one or two, then layer in the rest as they get traction.
Multi-channel sequences for every stage of your pipeline — new lead, pre-approval, in-process, post-close, past-client nurture. Triggered automatically, written in your voice.
Salesforce, Jungo, HubSpot, or Monday — configured around how your book actually moves, not the platform's default template. The system gets used because it fits.
Branded monthly performance reports delivered to your top agents. They see deal flow, conversion, and your value — your name stays front-of-mind for the next referral.
Weekly market updates, social posts, and email newsletters generated, drafted, and queued in your voice. You approve, the system sends. Your audience never goes quiet.
For brokerages and teams. M365 environment hardening, SPF/DKIM/DMARC authentication, mailbox setup, SharePoint structure, and inbox-warming for new domains.
High-conversion landing pages for events, applications, partner portals, and full LO sites. Fast, mobile-first, wired into your CRM, hosted on your stack.
No agency layer. No account-manager handoffs. The person scoping the build is the person building it and supporting it.
30-minute working session. We map your current workflow, surface bottlenecks, and confirm scope.
We design the integration map — CRM fields, triggers, data flow, and channels — and approve scope in writing before any build.
2–4 week build window. We configure CRM, write automations, connect channels, and stage in a sandbox.
We migrate to production, train you in plain English, and run monthly tuning so it keeps performing.
Solo for first-system buyers. Operating System for the LO who wants the full stack. Brokerage for teams. Most clients land on Operating System — that's the one most LOs need.
1–2 automations. For a solo LO or realtor putting their first system in place.
All four core systems — follow-ups, CRM, partner reports, and content engine in one stack.
Teams, brokerages, and multi-LO deployments. Built for shared pipelines and shared rooftops.
Same scan, top to bottom. The middle column is what most LOs actually need — it's "Most Popular" because the math works out.
| Solo$1,500 + $497/mo | Operating System$2,500 + $797/mo | BrokerageCustom | |
|---|---|---|---|
| Core automation workflowsLead, follow-up, post-close, anniversary loops | 1–2 | All 4 core systems | All 4 + custom |
| CRM setupSalesforce, Jungo, HubSpot, Monday | Tune-up on existing | Full setup or migration | Multi-LO + team configurations |
| Realtor partner reports | — | Branded + scheduled | Branded + per-team |
| Weekly newsletter + social drafts | — | 4–8 drafts/wk | Per LO, white-label |
| Event package or campaignOne annual workshop / outreach burst | Add-on | 1 / year included | Quarterly |
| M365 + email deliverability | — | — | Included |
| White-label / sub-brand assets | — | — | Included |
| Support response time | ≤24 hrs (email + Telegram) | ≤4 hrs priority | Dedicated build manager + on-call backup |
| Quarterly review with Robert | — | Included | Quarterly executive reporting deck |
| 30-day satisfaction window | Included | Included | Included |
All packages are month-to-month after the initial build. No long-term lock-in.
Need a single deliverable instead of a full package? Each one runs as a standalone build, starting at $150/hr — no monthly commitment required.
Landing page + RSVP form + 3-email pre & 2-email post sequence + day-of SMS + non-attendee nurture. 48-hour turnaround when you need it.
DFW market-update template, generation workflow, approval queue, scheduled send. Looks hand-written. Runs on its own.
Target list audit, 3-touch outreach sequence, partner-fit scoring, calendar integration, 90-day monitoring. Booked-meetings reporting included.
Post-template library + AI drafting workflow + approval queue + weekly cadence. Your voice, queued, on schedule.
Branded one-pager template + auto-pull from your CRM/LOS. Use it for partner reviews, recruiting conversations, or quarterly check-ins. Re-runnable monthly.
Every add-on starts at $150/hr. Operating System and Brokerage clients save 15% on every add-on, automatically.