Prepared exclusively for Real Estate Operator

Your Real Estate CRM, Built Right From Day One

A tailored strategy to solve your most critical challenges and unlock growth.

📅 May 4, 2026 👤 Prepared by Jason 🔒 Confidential
The Challenge

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

⏱️

Speed-to-Lead Is the Whole Game in Real Estate

If a Zillow lead waits 30 minutes for a reply, the next agent already called them. Without instant SMS + voice routing the moment a lead lands, you're paying for traffic that converts for someone else.

🌪️

Leads From Five Sources, Landing in Five Places

Zillow, Facebook, Google, IDX, manual entries — most CRMs end up with parallel tracks for the same human. Without tight tag and pipeline architecture, dedupe falls apart and reports lie.

📭

Past Clients Disappear the Moment a Deal Closes

Repeat business and referrals are the cheapest leads in the business — and the easiest to lose. If your CRM doesn't run a structured past-client nurture, you're rebuilding pipeline from scratch every quarter.

The Solution

A Production GHL CRM Built Around How Real Estate Actually Works

I'll build your GoHighLevel CRM from scratch around the patterns that actually move real estate revenue: instant speed-to-lead routing, clean pipeline architecture per source, structured lifecycle automation for buyers, sellers, and past clients, and dashboards that surface speed, conversion, and pipeline velocity by source. No bolted-on shortcuts — pipelines, tags, and automations designed together as one system.

What's Included

Services & Deliverables

Everything you need — built, delivered, and ready to run.

🏗️

ARCHITECT — Pipelines, Tags, Lead Routing

  • Buyer / seller / past client / cold-lead pipeline architecture
  • Source-tagged contacts (Zillow, FB, Google, IDX, manual) with clean dedupe
  • Custom fields for property preferences, budget, motivation, timeline
  • Lead routing rules — round robin, geo-based, or agent-of-record
⚡

SPEED-TO-LEAD — SMS, Voice, Auto-Booking

  • Instant SMS + email reply within 60 seconds of any lead arriving
  • AI voice or live-call routing for high-intent leads (configurable)
  • Calendar integration so qualified leads can self-book showings
  • Escalation paths if a lead goes cold or an agent doesn't respond fast enough
🔁

LIFECYCLE — Drip, Nurture, Past Clients

  • Long-arc drip campaigns for buyers and sellers tuned to their stage
  • Past-client nurture: anniversary, market updates, referral asks
  • Smart tagging so a buyer who later wants to sell flows to the right pipeline
  • Re-engagement sequences for cold leads that re-trigger when they come back
📊

MEASURE — Dashboards Tied to Revenue

  • Speed-to-lead, contact-to-appointment, pipeline velocity by source
  • Lead-source ROI so you know which channels actually pay back
  • Agent activity dashboards — calls, replies, bookings, closes
  • Weekly auto-report so you don't have to log in to know what's happening
Project Timeline

How We Get There

A clear, phased approach so you always know what's next.

1
Discovery + Architecture Week 1

Walk through your current setup (or starting-from-scratch state), map every lead source, lock the pipeline and tagging architecture, and align on the speed-to-lead SLA.

2
Core Build — CRM + Lead Routing Weeks 2–3

Pipelines, tags, custom fields, lead routing, source integrations (Zillow, FB, Google, IDX), and the speed-to-lead SMS/voice layer. Tested against live leads.

3
Lifecycle + Past-Client Nurture Week 4

Buyer / seller / past-client drip campaigns, smart tag-based lifecycle moves, re-engagement sequences, and the calendar-self-booking layer for qualified leads.

4
Dashboards + Handoff Week 5

Revenue-tied dashboards, lead-source ROI, agent activity views, and the weekly auto-report. Documentation, training, and optional rolling retainer for ongoing optimization.

System Architecture

How Your System Works

A visual breakdown of your build — from first touch to close.

Yes No Lead Lands (Zillow / FB / Google / IDX) Source Tag + Pipeline Assignment Instant SMS + Email Within 60s Lead Replies or Engages? Agent Assigned + Self-Book Calendar Long-Arc Drip + Re-Engagement Sequence Closed Deal → Past-Client Nurture
Ready to move forward

Let's Map Your Lead Flow and Quote the Build

I'll quote a fixed-fee BUILD with an optional MANAGE retainer for ongoing optimization as you add agents and lead sources. Send me a few times you're free and we'll get on a 20-minute call.

📧 jason@axislabsai.com