Your CRM isn't the problem.
Your system is.
Most agents don't have a CRM problem, they have a system problem. This isn't a template. Isn't a course. Isn't a product. It's a done for you system, built entirely around your business.
See how it works
Here's what actually happens
You signed up for Follow Up Boss, kvCORE, Airtable, or whatever your brokerage handed you. You imported some contacts, and then nothing.
No pipelines. No workflows. No fields set up around how you actually work. So every lead just sits in a list, and you're back to tracking everything in your head, or in a notes app.
But that's not how a CRM is supposed to work. If you're spending real money on it every month, it shouldn't just be storing contacts for you. It's supposed to do more than that, and right now, you're sleeping on it.
And that's not your fault. You're with clients, at showings, running open houses. You have a lot to carry. So of course you're not squeezing extra value out of software on top of all that.
Your CRM should work for you. Not the other way around.
When you're at a showing, it should be nurturing the leads that have gone cold.
When you're busy closing a deal, it should be checking in on your past clients.
When you forget, it should remember. Your CRM should hold the leads you don't have the bandwidth to hold yourself, and show up in exactly the moments you can't be present.
Picture a lead named Jordan
Jordan fills out a form on your website at 9pm, asking about homes in a specific neighborhood.
Jordan's name lands in your inbox. You see it the next morning. You mean to call, get pulled into a showing, and forget. Three days later, you remember, feel awkward about the delay, and never send that call or text. Jordan has probably already called someone else.
Jordan's form submission creates a lead automatically. The follow up starts without you lifting a finger. No delay, no awkwardness, no lead going cold because you were somewhere else doing your job.
I'd rather see an agent using a free CRM consistently than someone paying hundreds a month for software they barely open. It's not about owning better software. It's about having a system you'll actually use, one that works for you even when you're not present.
Every CRM is built around your business, not mine
1. Strategy session
Around 60 minutes. I ask the questions, you talk, I listen. This is where I learn your business, top to bottom.
2. You grant access
Your CRM, and any written material that helps me learn your voice, so the system sounds like you, not like a template.
3. I build
I take everything I've learned and build your CRM around it. Pipelines, workflows, automations, all specific to how you actually work.
4. Delivery and walkthrough
We get on a call, I show you everything, and if anything needs changing, we adjust it together.
What's Included
The Done For You CRM System
Ready to see what's missing in your CRM?
Fill out the form below if you want to work with me. Once you submit it, I'll review your current setup, send you a confirmation email, and reach out to schedule your strategy session if it's a good fit.
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Common questions
How long does the process take?
It depends on your business and what needs to be built. After our strategy session, I'll give you a realistic timeline.
How much does it cost?
The investment is $497 USD.
Which CRM platforms do you work with?
I primarily work with Airtable and Follow Up Boss. If you're using another CRM, we'll discuss it during the strategy session.
Do I need an existing CRM?
No. If you don't have one yet, we'll discuss the best option for your business during our call.
Is this a template or a custom build?
Neither a template nor a course. Everything is built specifically around your business, your clients, and your workflow.
Will I need technical knowledge?
No. I build the system for you and walk you through it once it's complete.
Do you also write the email templates?
Yes. Your CRM includes email templates tailored to your business and client journey.
What happens after I submit the form?
I'll review your application, send you a confirmation email, and reach out to schedule your strategy session if we're a good fit.