You're juggling showings, closings, client calls, and marketing. Meanwhile, leads are slipping through the cracks because you don't have a system to nurture them automatically.

What if your CRM worked FOR you instead of sitting there collecting dust?

Introducing The Realtor CRM Concierge - a completely done-for-you CRM build service that creates custom workflows, automations, and email campaigns tailored to YOUR business so you can focus on what you do best: closing deals.

Does this sound familiar?

❌ You're manually sending follow-up emails (when you remember to)
❌ Leads go cold because you don't have a consistent nurture system
❌ You're spending hours on tasks that should be automated
❌ Your CRM is set up, but you have no idea how to actually USE it
❌ You're losing buyers who aren't mortgage-ready because you don't have a long-term plan for them
❌ You don't have professional email templates, so you're winging it every time
❌ Your database is a mess and you can't find anyone

Here's the truth: The best agents aren't just good at real estate. They have SYSTEMS that work for them 24/7.

And right now? You don't.

Imagine waking up to:

✅ Leads being nurtured automatically while you sleep
✅ Every contact in your database organized and tagged correctly
✅ Professional, on-brand emails going out at the perfect time
✅ Buyers who weren't ready 6 months ago reaching out because you stayed top-of-mind
✅ A CRM that actually helps you close more deals instead of overwhelming you

That's exactly what The Realtor CRM Concierge delivers.

I don't just set up your CRM. I build you a complete conversion system - custom workflows, automations, pipelines, email sequences, and database organization - designed specifically for YOUR business model, YOUR clients, and YOUR specializations.

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Here's What Makes The Realtor CRM Concierge Different:

Custom-Built, Not Cookie-Cutter
Every workflow, pipeline, and email is designed specifically for YOUR business model, YOUR clients, and YOUR specializations. Whether you serve luxury buyers, probate properties, new construction, military families, or move-up buyers - your CRM is architected to convert YOUR specific client types. No generic templates here.

Professional Email Libraries

From first contact through years of post-closing nurture - written in YOUR voice, matching YOUR brand, addressing YOUR client's specific journey. Every email is strategically timed and purpose-built to move leads forward.

Automated Workflows That Actually Work
Complete automation from lead capture through closing and beyond. Your system nurtures leads while you sleep, follows up when you forget, and keeps past clients engaged without you lifting a finger. Set it and forget it.

Database Organization You Can Actually Use
Folders, tags, smart lists, and structure so you know exactly where every lead is and what action to take next. No more hunting through contacts or losing track of where someone is in your pipeline.

Ongoing Support During Your Build
I work WITH you throughout the process, gathering feedback and making adjustments so everything is exactly right before launch. This isn't a template drop - it's a collaborative build.

Specific deliverables vary by tier - see pricing for details

Before The Realtor CRM Concierge:

  • Manually following up with leads (when you remember)

  • Losing buyers who aren't mortgage-ready right now

  • No consistent communication with past clients

  • Spending hours on tasks that could be automated

  • Guessing at what emails to send and when

  • Your database is a graveyard of dead leads

After The Realtor CRM Concierge:

  • Leads are nurtured automatically at every stage

  • Buyers who weren't ready stay engaged until they ARE ready

  • Past clients get regular touchpoints without you lifting a finger

  • Hours of your time freed up every week

  • Professional, strategic communication happening 24/7

  • Your database is an organized, revenue-generating asset

This isn't just a CRM setup. It's a revenue-generating machine.

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WHO THIS IS FOR

✅ Real estate agents who are tired of losing leads because they don't have time to follow up
✅ Agents who have a CRM but don't know how to use it effectively
✅ Busy agents who need systems that work WITHOUT constant manual effort
✅ Agents who want to convert more leads without working more hours
✅ Solo agents or small teams who don't have time to figure this out themselves

✅ Agents with specialized niches (luxury, probate, new construction, military, etc.)

✅ Team leads who need to systematize for multiple agents

WHO THIS IS NOT FOR

❌ Agents looking for a DIY solution (this is done-FOR-you, not done-WITH-you)
❌ Agents who aren't ready to invest in their business systems
❌ Agents who don't want to use a CRM at all

❌ Agents who want to keep manually following up with every lead

Here's how it works:

Step 1: Strategy Session (90 minutes) - $497 - This is Optional. Book This if you are not sure which package is best for you.
We'll analyze your business model, map your ideal workflows, assess your template needs, and recommend the perfect tier for your business. You'll walk away with a custom CRM roadmap (yours to keep). This investment is fully credited toward your build when you book within 30 days.

Step 2: Homework & Information Gathering
You'll provide me with access to your CRM, branding materials, sample emails, and key contacts (lenders, inspectors, TCs, etc.) so I can customize everything to match your business.

Step 3: I Build Your System (Timeline varies by tier)
I'll design your pipelines, build your workflows, write your email templates in your voice, organize your database, and set up automations. Everything is tailored to your specific business model.

Step 4: Review & Approval
I'll present everything to you for review. You'll approve the workflows and email copy before anything goes live. We'll make limited adjustments until it's right.

Step 5: Launch & Training
I'll launch your system, walk you through how everything works, and provide complete documentation so you're confident using it from day one.

Step 6: You Start Converting More Leads
Your CRM is now working FOR you 24/7. You focus on closings while your system nurtures leads, follows up automatically, and keeps your pipeline full.

Choose Your CRM System Build

The Specialist (The Starter Build) - $1997

Perfect for newer agents or single-niche focus

✅ Up to 50 custom email templates
✅ 2-3 core workflows (lead intake, basic nurture, post closing nurture, etc. You Decide or I can help you decide.)
✅ Pipeline setup for your primary transaction type
✅ Database organization & structure
✅ 7-10 Business Day delivery
✅ 1 revision round

The Producer (The "I'm Ready To Scale" Build) -$2997

MOST POPULAR - For established agents with defined specialization

✅ Up to 100 custom email templates
✅ 5-6 comprehensive workflows (full buyer/seller journey + specialized sequences. Ex: New Construction, Probate, Developer, Investor, Etc.)
✅ Multiple pipeline configurations
✅ Advanced automation setup
✅ Post-closing nurture campaigns
✅ Complete workflow documentation
✅ 3-4 weeks delivery

The Icon (Empire) This is The Full Ecosystem -$4997

For team leads, multiple specializations, or complex businesses

✅ Up to 200 custom email templates
✅ Complete workflow library (full client lifecycle coverage)
✅ Multi-pipeline architecture
✅ Advanced automation & integrations
✅ Team member setup & training
✅ Lead routing & distribution systems
✅ 4-6 weeks delivery

Not Sure Which Tier Is Right For You?

**Book a Strategy Session - $497**
(Fully credited toward any tier if booked within 30 days)

45-minute deep-dive where we'll:

  • Analyze your business model & conversion gaps

  • Map your ideal workflows

  • Assess your template needs

  • Recommend the perfect tier for your business

  • Give you a custom CRM roadmap (yours to keep)

FAQ

Q: What CRMs do you work with?
A: I specialize in Lofty, but I can work with Follow Up Boss, KVCore, and other major real estate CRMs. Let's chat to confirm compatibility.

Q: How long does the setup take?
A: The full time depends on your package starting with 7-10 business days from the time I receive all your information.

Q: Do I need to know how to use my CRM first?
A: Nope! That's the whole point. I'll set everything up AND show you how to use it.

Q: Can you customize the workflows for my specific business?
A: Absolutely! Everything is customized based on your client types, lead sources, and business model.

Q: What if I want changes after the build is complete?
A: Minor tweaks and adjustments are included during the initial review process. Larger changes or additions can be handled with ongoing support (available separately).

Q: Will this work if I'm a team vs. a solo agent?
A: Yes! I can set this up for solo agents or teams. We'll discuss your structure during the consultation.

Q: What if I don't have a CRM yet?
A: I can recommend the best CRM for your needs and include setup as part of the service.

Q: How do I know which tier is right for me?
A: Book a Strategy Session! For $497, we'll analyze your business and recommend the perfect tier. That investment is fully credited toward your build if you move forward within 30 days.

Q: What's the difference between the tiers?
A: Starter Build is perfect for newer agents or single-focus businesses. The Producer Build is our most popular option for established agents with clear specializations (think: 100 templates, lifecycle coverage). The Icon Build is for teams, agents with multiple specializations, or complex businesses that need unlimited templates and advanced configurations.

Q: Can I upgrade tiers later?
A: Absolutely! You can start with Foundation and upgrade to Complete or Enterprise as your business grows. We'll credit what you've already paid.

Q: Do you offer payment plans?
A: Yes! We offer 3-month and 6-month payment plans for Complete System and Enterprise Build tiers. Ask about options during your Strategy Session.

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Ready to Stop Losing Leads and Start Converting More Deals?

Click the button below to get started with The Realtor CRM Concierge.

Enroll Now

You're one system away from doubling your conversions without working twice as hard.

Let's build it together.

No Refunds Once Service Is Complete and Delivered