Built for agents whose pipeline has outgrown their evenings.

    Most agents past a certain point are closing consistently but still personally entering leads into their CRM at midnight and tracking financing deadlines from memory. Whether or not there's a transaction coordinator on the team, the agent ends up doing the operations work anyway.

    • Established agents and teams of two to eight agents.
    • Agents using Follow Up Boss, kvCORE, Sierra Interactive, Boomtown, or HubSpot.
    • Brokerages where the broker is also the top producer.
    • Anyone whose database has grown faster than their ability to work it.

    Where I start, and where I go from there.

    An inbox full of buyers, sellers, and lenders

    Showing requests, offer updates, and lender documents pile into one inbox. I sort and respond to routine items and flag anything time-sensitive for you directly.

    A calendar packed without room to breathe

    Showings, listing appointments, and client calls get stacked back to back. I manage the calendar so travel time and prep are accounted for.

    Listings that take a full day to launch

    Photos, MLS entry, social posts, and just-listed emails all handled separately each time. I build a repeatable launch process so day one takes an hour or two, not a full day.

    Transaction deadlines tracked from memory

    Inspection windows, financing contingencies, and closing dates live in the agent's head. I set up a tracker so nothing gets missed between contract and close.

    A CRM with thousands of untagged leads

    Old leads, dead leads, and hot leads all mixed together. I audit and segment the database so follow-up reaches people who are ready to move.

    A sphere of past clients that goes quiet

    Referral-ready contacts who haven't heard from the agent in a year. I set up a regular touch schedule so that relationship keeps producing referrals.

    Software I already work in.

    I stay vendor-neutral. If a tool is working against you, I'll tell you directly.

    Follow Up BosskvCORESierra InteractiveBoomtownHubSpotTop ProducerCanvaDotLoopDocuSignSkySlopeZapier

    What I take on for an agent or team.

    Inbox management and daily triage
    Calendar management around showings and closings
    Listing launch coordination
    Transaction deadline tracking and document follow-up
    CRM audit, tagging, and cleanup through my CRM support (/services/crms-automation)
    Lead follow-up schedule setup
    Sphere and past-client touch program
    Social media content scheduling
    Website updates through my website support (/services/web-services) service

    Recent real estate admin and ops work.

    Follow Up Boss cleanup, 4,200 leads

    Merged 600 duplicate contacts, rebuilt the tag structure, and set a recurring hygiene task so the database stayed usable going forward.

    Listing launch playbook

    Documented the full listing launch process into repeatable steps so a launch could ship without the agent in the room.

    Sphere touch program

    Set up a recurring outreach schedule combining a note, a market update, and an event invite for a 380-person sphere of past clients.

    FAQ

    Common questions from real estate agents.

    No, I'm not licensed in any state or province. I support transaction coordination work like deadline tracking and document follow-up, but I don't perform licensed activities. If you need a licensed TC, I make their job easier alongside them.

    I handle the operational side: scheduling, posting, captions, and organizing a content calendar. I'm not a brand strategist or a video editor.

    No, I don't do outbound calling or ISA work. I set up the systems that make sure the calls and follow-ups you or your ISA make land somewhere organized.

    Yes, CRM cleanup and workflow setup is one of my specialties. I work in Follow Up Boss, kvCORE, Sierra Interactive, Boomtown, and HubSpot.

    Pricing depends on the scope of support you need. Details are on the Ways to Work Together (/pricing) page, and I'll recommend a fit once I understand your pipeline.

    I'm based in Canada and work with agents across Canada and the US, in the same or nearby time zones.

    Get your evenings back from the back office.

    Tell me about your business using the form below. I'll follow up to see if it's a fit and how I can support your admin, listings, and transaction workflow.

    Book a free call

    See full pricing