“We were running the whole business out of a spreadsheet and updating it by hand every day. Looking at where we are now, it’s honestly pretty incredible.”
Tyler, real estate investor
Case studies
A sales team with no view of its own performance. After the build, they closed $2.4M in one month, all of it on one screen.
Sales team
A founder’s in-house team spent 3 months failing to make their AI app deliver. Fixed, and now the business depends on it.
Founder, AI mobile app
Clarity
Open one screen and see every lead, appointment, offer and contract, and where deals drop off. In seconds, not at month end.
New leads
This month
Appointments
32% of leads
Offers made
71% of appointments
Under contract
14% of offers
Unification
Nothing copied by hand. Every deal, its offer and status, in front of acquisitions, dispo and your TC.
Deals
24 open
$182kCall booked
$236kOffer out
$149kPriced
$121kNew
$205kUnder contract
Automation
New sellers hear from you in minutes. The follow‑ups don’t quit, and contracts go out the moment they say yes.
Automations
4 running
AI
Ask how the month is going. It answers from the same numbers your whole team works from, not a guess.
How are we doing this month?
Here’s this month’s funnel:
Leads to appointments: 128 → 41 (32%). Normal drop-off.
Appointments to offers: 41 → 29 (71%). Healthy.
Offers to contracts: 29 → 4 (14%). This is your bottleneck.
Offers go out, then the follow-ups stop. 21 of those 29 sellers haven’t heard from you since. That’s where I’d start digging. Want to get into it?
New leads
This month
Appointments
32% of leads
Offers made
71% of appointments
Under contract
14% of offers
Deals
24 open
| 418 Maple Ave | PPL | $182k | Call booked |
| 27 Birch Ct | SEO | $236k | Offer out |
| 1190 Lake Rd | Meta | $149k | Priced |
| 63 Cedar St | PPC | $121k | New |
| 905 Pine Dr | Direct mail | $205k | Under contract |
Automations
4 running
How are we doing this month?
Here’s this month’s funnel:
Leads to appointments: 128 → 41 (32%). Normal drop-off.
Appointments to offers: 41 → 29 (71%). Healthy.
Offers to contracts: 29 → 4 (14%). This is your bottleneck.
Offers go out, then the follow-ups stop. 21 of those 29 sellers haven’t heard from you since. That’s where I’d start digging. Want to get into it?
How it works
Not off-the-shelf software. A system built around how your business already works.
One call
That’s all we need to start. You walk us through how the business runs, and we listen.
Find and map
We map how the operation really runs, end to end, so you can see what’s holding deals back.
Build it in
Then we automate the busywork, put your numbers on one screen and bring in AI where it fits.
See the results
The spreadsheets go for good, and the difference shows up in your numbers.