Each one started with the same 30-min audit. Different stacks, different niches, same shape: the part of the week that didn't need the owner anymore — gone.
Inbound leads from Zillow, the website, and open-house QR codes get a personalized first reply before the agent sees them.
GA4, Ads, and CRM data merged into a per-client PDF every Monday at 6am. Slack thread auto-opens for the AE.
Form submission runs a conflict check, scores the matter, and offers the right consult slot. Attorney sees only qualified calls.
Order-in → fraud → 3PL label → tracking SMS, all overnight. Founder gets Sunday back.
Behavior + role auto-segments subs, the weekly send tailors three sections per cluster. Founder writes one draft.
Booking triggers intake forms, two-stage SMS reminders, and a post-visit follow-up. Front desk handles exceptions only.
Book the 30-min call. You'll leave with a 1-page roadmap of what to build first — even if we never speak again.
