IMPORTANT NOTE

 Every real estate business runs differently, and some agents may benefit from more or less support depending on their systems, pace, and goals. Recommendations are always tailored to your business, not forced into a box. 

CRM running like Clockwork, Strong Social Media Presence on Autopilot, Staying Top of Mind

• Currently lose money from repeat and referral business due to database follow-up 
• Feel weighed down by admin tasks
• Want their database properly maintained
• Feel the speed of the industry and marketing demands are running away from them. 
• Need a social media presence to keep up, avoid the lead generation valleys
• How many deals are sitting in your CRM beacuse it's not optimized?

• CRM updates, cleanup, and organization (including reaching out to clients to fill gaps)
• Brand specific marketing tool implementation  as needed (contests, giveaways, promos)
• Social media marketing and posting support  across platforms (2 posts created per week)
• Listing Marketing (digital and print assets) i.e feature sheets, door hangers, mail-outs
• Social media profiles created for all platforms needed
• Pro-active reach outs with current strategy and marketing advice to stay top of mind in  your market
• Personal Brand creation consult

*Can be customized to fit your exact needs

Designed for agents who want reliable admin support without committing to a full-time hire.

Structured Retention, Streamlined Deal Flow, and Consistent Execution that Supports Growth without Adding Chaos. 

• Are juggling multiple active clients and file
• Want stronger retention and follow-up systems
• Need consistent execution without managing multiple vendors  

• Core Administrative Support (see bottom of page)
• Proactive database strategy and retention planning 
• Client touchpoint execution (closing gifts, purchase anniversaries etc)
• Custom Website and social media management 
• Workflow and system optimization (deal flow emails, templates)
• 1 client event planned per year
•  File management and compliance assistance 

*Can be customized to fit your exact needs

 Built for agents gaining momentum who need proactive support to protect their time and maintain client follow-up. 

Strategic Operational Leadership that Transforms your Business into a Scalable, Referral-Driven Machine that no longer relies solely on you.

• Want high-trust, low-hand-holding support
• Value discretion, foresight, and structure
• Need someone thinking ahead on their behalf   

• Strategic planning and execution assistance
• Advanced CRM audits and system refinement
• Priority response and flexible task coverage
• Optional in-person support when required 
• 2 Client events per year
• Showing schedule support and booking

*Can be customized to fit your exact needs

An elite, fully customized annual database strategy designed to systematically grow your repeat and referral business. This includes strategic planning and implementation of social touch points, newsletters, client events, pop-bys, B2B outreach, milestone recognition (birthdays, home anniversaries), and closing gift strategy ... executed without you having to generate the ideas or manage the logistics.

 For agents who want to remain fully client-facing while operations run smoothly behind the scenes. 

 For agents who need targeted support, quickly.

• CRM cleanup and reorganization
• Website setup or refresh
• Social media account setup
• Client event planning and coordination
• Admin backlog cleanup 

 Custom service plans are available for agents whose needs don’t fit neatly into a predefined tier. 

• Preparing documents using approved templates
• Creating and maintaining transaction checklists
• Tracking condition dates and critical deadlines
• Submitting completed files to brokerage for compliance
• Organizing transaction documents in shared drives
• Updating deal status in CRM
• Coordinating with lawyers and lenders for status updates

• MLS data entry
• Uploading photos and listing attachments
• Booking photography and staging appointments
• Scheduling showings
• Managing and logging showing feedback

Additional administrative support is available upon request. As your business evolves, scope can be adjusted to accommodate new listings, increased transaction volume, or expanded operational needs. All additional tasks are discussed, defined, and approved in advance to ensure clarity, alignment, and appropriate capacity planning.