Pick the constraint
We choose the one workflow where missed follow-up, manual checking, or document prep is easiest to prove.
2 pilot slots per month Book the pilot call
The real leak
Most brokerages do not have a CRM problem.
They have a between-tools ops problem. A between-tools ops problem means the failure happens between your CRM, inbox, sheet, document system, and human reviewer.
A lead replies, but the follow-up keeps running. A property row is ready, but the contract still waits on copy-paste. A deal moves stage, but the owner has no clean view of what changed.
What actually happens
This is not a strategy call. It is a 10-day install.
Map the real handoff
I map the trigger, source of truth, stop states, review owner, and output around your current tools.
Install the live workflow
The workflow is built with logs, review gates, and failure states visible enough for an operator to trust.
Use it with real work
We test it against live rows, leads, or records, then decide whether to expand, tighten, or stop.
The mechanism
The pilot installs five controls around one workflow.
1
Source of truth
Decide which record wins when tools disagree.
2
State check
Check inbox, CRM, sheet, and workflow state before action.
3
Next action
Make the exact next step visible to the operator.
4
Review gate
Stop risky sends, contracts, and ambiguous replies for approval.
5
Owner log
Show what ran, what failed, and what needs a person.
Proof from Chec
MLS rows became a follow-up command center.
Chec was running a real estate pipeline across Google Sheets, GoHighLevel, Gmail, GMass, CloseBot, VAPI, Make.com, and PDF.co. The next follow-up date was not enough because reply state and CRM state could disagree.
The system checks each row against CRM and inbox state, routes automation-owned rows into the right GoHighLevel workflow, keeps manual priorities with the team, and supports contract prep through Make.com and PDF.co.
$10k+
client-confirmed commission generated with the system supporting the pipeline.
Read the case studyWhat you get
The value stack for the pilot.
01
Workflow map for the exact leak you choose
02
One live install around the tools your team already uses
03
Reply checks, stop states, and review gates before risky actions
04
Owner-visible queue or log so the next action is easy to inspect
05
Handoff notes showing what runs, what stops, and what still needs a person
06
Expansion plan for the next workflow if the pilot proves useful
Pilot bonuses
The install comes with the assets needed to make the workflow usable after launch day.
Ops leak scorecard
A short audit of the workflow so you know where the delay, duplicate work, and risk actually sit.
Stop-state checklist
The exact conditions where automation should pause for missing data, replies, opt-outs, document risk, or manual review.
Next-workflow map
A ranked list of what to automate after the pilot if the first install is worth expanding.
Choose the first install
Pick the workflow where delay is easiest to see.
Follow-up command center
Every due lead is checked against CRM state, Gmail, GMass, and ownership before anyone touches it.
Contract prep
Approved property or client rows become ready-to-review offer letters, contracts, or document drafts.
CRM trust layer
Stages, tags, and fields get cleaned so your pipeline view matches what is actually happening.
Owner dashboard
Overdue follow-up, stuck deals, manual-review rows, and failed runs sit in one place.
Good fit
This is for brokerages that want one working install before a larger build.
- You already know which workflow wastes time or creates missed follow-up.
- Your team uses tools like GoHighLevel, Gmail, Google Sheets, Make.com, Follow Up Boss, or similar systems.
- You want review gates around client-facing work, contracts, and sensitive messages.
Bad fit
This is a poor fit if the first move is a broad AI agent across the whole brokerage.
- You cannot pick one workflow to start with.
- No one can give access to the tools or data needed for the install.
- You want blind auto-sending for leads or documents without review states.
Why this matters now
The brokerage that sees the next action first wins back speed.
Brokerages are already paying for CRMs, lead tools, document tools, inboxes, and dashboards. The missing part is the operating layer that tells the team what changed, what should happen next, and what must stop.
This pilot is the smallest serious version of that layer. One workflow goes live, the team uses it, and the owner gets proof before committing to a bigger system.
The guarantee
If the agreed workflow is not live and saving operator time within 30 days, I keep working on that workflow free until it is.
The guarantee is about the workflow going live and removing repeated checking. It is not a revenue guarantee, because commissions depend on list quality, offer quality, agents, market timing, and follow-through.
Book the pilot callQuestions
What broker-owners usually ask before booking.
What exactly goes live in 10 days?
One agreed workflow. That can be a follow-up queue, contract-prep workflow, CRM cleanup layer, or owner dashboard. The scope stays narrow enough to ship and prove.
Do we need to switch CRMs?
No. The pilot is built around the tools already in use when access and data quality allow it. Common tools include GoHighLevel, Gmail, Google Sheets, Make.com, PDF.co, and Apps Script.
Will this automatically message leads or send documents?
The default is review-first. Risky outbound steps, contracts, ambiguous replies, missing data, and opt-outs stop for human review.
What if the workflow is not saving time after 30 days?
If the agreed workflow is not live and saving operator time within 30 days, I keep working on that workflow free until it is.
Next step
Bring one workflow that keeps slipping between tools.
On the call, we pick the pilot workflow, define the stop states, and decide whether the 10-day install has a clean enough path to start.
Book the pilot call Results vary. I do not guarantee revenue or commission. The pilot guarantee is limited to the agreed workflow going live and saving operator time.