THE REALTOR CRM CONCIERGE
Your Business Should Be Working While You're Not.
The Realtor CRM Concierge is a done-for-you CRM build service that architects custom workflows, automated nurture campaigns, and a complete communication system — tailored to your business, your clients, and your specializations.
So you can close more deals without working more hours.
YOU HAVE A CRM.
But You Don't Have A System.
There is a difference between having a CRM and having a CRM that works. Most agents have the tool — the login, the subscription, the good intentions. What they don't have is the architecture behind it: the workflows that move leads forward automatically, the email sequences written in their voice, the pipelines that reflect how they actually do business.
So leads go cold. Follow-ups get forgotten. Past clients drift. And the CRM that was supposed to make life easier becomes one more thing to feel guilty about.
If any of this sounds familiar, you are not behind — you are simply missing the system.
You're manually following up — when you remember to.
There is no automation catching what falls through the cracks. Every lead depends on you remembering, and you are already running at capacity.
Leads who weren't ready went quiet — and you lost them.
A buyer who wasn't mortgage-ready six months ago may be ready today. Without a long-term nurture system, they called someone else.
Your database is a graveyard.
Contacts without tags, leads without stages, no clear picture of who needs what and when. The data is there — the intelligence is not.
You're writing every email from scratch.
No templates, no library, no consistency. Every communication is a blank page, and it shows.
Your CRM is set up. Your business isn't.
A CRM is infrastructure. Without strategy, customization, and automation built on top of it, it is just an expensive contact list.
Imagine A Business That Runs With You — Not Because of You.
When your CRM is built correctly, it becomes the most productive member of your team. It follows up while you're at a showing. It nurtures past clients while you're at your child's recital.
It re-engages cold leads while you sleep. It sends the right message, to the right person, at exactly the right moment — without you lifting a finger.
Imagine a Business That Runs With You — Not Because of You.
When your CRM is built correctly, it becomes the most productive member of your team. It follows up while you're at a showing. It nurtures past clients while you're at your child's recital.
It re-engages cold leads while you sleep. It sends the right message, to the right person, at exactly the right moment — without you lifting a finger.
That is not a fantasy. That is what a properly architected system delivers.
THIS IS NOT A CRM SETUP.
It is A Revenue-Generating Architecture.
The Realtor CRM Concierge is a white-glove, done-for-you build service. I do not hand you a template and wish you luck. I study your business — your client types, your lead sources, your specializations, your voice — and I build a complete conversion system around it.
Every workflow is custom. Every email is written in your voice. Every pipeline reflects how you actually work. When I hand it back to you, it is ready to run.
What Your Build Includes
Custom-Built, Not Cookie-Cutter
Whether you serve luxury buyers, probate sellers, new construction clients, military families, or move-up buyers — your CRM is architected around your specific business model. No generic templates. No one-size-fits-all sequences. Everything is designed for the clients you serve and the way you serve them.
A Complete Email Communication Library
From the first point of contact through years of post-closing nurture — every email is written in your voice, timed strategically, and purpose-built to move leads forward. Your clients will feel the difference. So will your conversion rate.
Automated Workflows That Actually Convert
Lead capture through closing and beyond — fully automated. Your system follows up when you forget, nurtures when you're unavailable, and keeps your pipeline moving without your constant attention. Set it, and let it work.
Database Organization You Can Actually Use
Smart lists, tags, folders, and pipeline stages — structured so you always know exactly where every lead is and what action to take next. No more hunting through contacts. No more guessing.
What Your Build Includes
Custom-Built, Not Cookie-Cutter
Whether you serve luxury buyers, probate sellers, new construction clients, military families, or move-up buyers — your CRM is architected around your specific business model. No generic templates. No one-size-fits-all sequences. Everything is designed for the clients you serve and the way you serve them.
A Complete Email Communication Library
From the first point of contact through years of post-closing nurture — every email is written in your voice, timed strategically, and purpose-built to move leads forward. Your clients will feel the difference. So will your conversion rate.
Automated Workflows That Actually Convert
Lead capture through closing and beyond — fully automated. Your system follows up when you forget, nurtures when you're unavailable, and keeps your pipeline moving without your constant attention. Set it, and let it work.
Database Organization You Can Actually Use
Smart lists, tags, folders, and pipeline stages — structured so you always know exactly where every lead is and what action to take next. No more hunting through contacts. No more guessing.
The Realtor CRM Concierge is built for agents who are ready.
This service is designed for real estate agents who are doing the work — who are producing, who are growing, and who are ready to stop letting their systems (or lack thereof) be the ceiling on their business. The ideal client is an agent who is ready to invest in the infrastructure that will take them to the next level.
You may be a solo agent running a lean, high-performing operation. You may be a team lead who needs systems that scale across multiple agents. You may have a CRM you've never fully used — or one you've outgrown.
What you have in common is this: you are serious about your business, and you are ready for it to run like one.
This is for you if...
You are a producing agent tired of losing leads because you don't have time to follow up consistently. You have a CRM but have never fully built it out. You are ready to invest in systems that work without your constant attention.
You serve a specific niche — luxury, probate, new construction, military, investors — and want a system built around that specialization. You are a team lead who needs infrastructure that supports multiple agents.
This is not for you if...
If you are looking for a DIY solution or a template to figure out yourself.
You are not yet committed to using a CRM consistently.
You are not ready to invest in your business infrastructure at this level.
TESTIMONIALS
The Results Speak for Themselves.
"This is so well put together. Everything mapped out just like we talked about. You truly are the best. The GOAT of real estate. Thank you for believing in me and my business. This hard work you did to put all this together will not go in vain. I’m going to make you proud. You are worth every coin. Your work speaks for itself."
Realtor Erica Cooper
"Karen came in with a clear niche, a growing database, and no system to support either. After her build, she walked away with custom smart plans for expired listings, a fully organized pipeline, and automated sequences that do the follow-up for her — including a campaign that fires the moment a listing expires in her market."
Associate Broker Karen Gray
"Stephanie came in with a database full of leads she hadn't been able to stay in front of. After her build, she had a complete nurture system — buyer, seller, and both — that automatically re-engages cold leads, moves warm ones into active sequences, and keeps her top-of-mind without requiring her to write a single email from scratch."
Realtor Stephanie Hill
From Strategy to Launch - A White Glove Experience.
-
STEP 01
Strategy Session (Optional - $497, fully credited toward your build)
A 60-minute deep-dive into your business model, your client types, your lead sources, your bottlenecks, and your goals. We map your ideal workflows, assess your template needs, and determine the right package for where you are and where you are going. The $497 is fully credited toward any package if you book within 30 days. And either way, you leave with a custom CRM Roadmap that is yours to keep.
-
STEP 02
Homework & Information Gathering
You provide access to your CRM, your branding materials, sample communications, and key vendor contacts. This is where I learn your voice, your business, and your clients — so that everything I build sounds and feels like you.
-
STEP 03
The Build
I design your pipelines, build your workflows, write your email templates, organize your database, and configure your automations. Everything is custom. Nothing is generic. Timeline varies by package.
-
STEP 04
Review & Approval
I present the complete build for your review. You approve every workflow and every piece of email copy before anything goes live. We make adjustments until it is exactly right.
-
STEP 05
Launch & Training
I launch your system, walk you through how everything works, and provide complete documentation so you can use it with confidence from day one.
-
STEP 06
Your Business Runs
Your CRM is live, your automations are active, and your leads are being nurtured — automatically, professionally, and consistently. You focus on closings. Your system handles the rest.
Choose your build.
Three Tiers. One Standard of Excellence.
Strategy Session
Not Sure Where to Start? Or Which One is Right for You?
(Fully credited toward any package if you book within 30 days) A 60-minute private session where we analyze your business, map your ideal workflows, assess your template needs, and recommend the right tier. You leave with a custom roadmap — yours to keep.
$497
The Specialist
Perfect for the solo agent or single-niche specialist who is ready to build a real system around their business.
$1,997
The Producer (Most Popular) The Ready-to-Scale Build
For established agents with defined specializations who are ready to build a complete client lifecycle system.
$2,997
THE ICON
The Empire Build
For team leads, agents with multiple specializatios, or complex businesses that require a full ecosytstem.
$4,997
-
Up to 200 custom email templates
-
Complete workflow library - full client lifecycle coverage
-
Multi-pipeline architecture
-
Advanced automation and integrations setup
-
Team member setup and training
-
Lead routing and distribution systems
-
4-6 Week Delivery
Frequently Asked Question
Everything You Need to Know.
Which CRMs do you work with?
I love Lofty, which I consider the gold standard for real estate CRM architecture. I also build in Follow Up Boss, BoldTrail, LionDesk, HubSpot, Brivity, Pipedrive, RealGeeks, and other major platforms. If you are not sure whether your CRM is compatible, just ask. We will figure it out before we start.
How long does the build take?
It depends on the package. The Starter is the fastest. You are looking at 7 to 10 business days. The Scaler runs about 3 to 4 weeks because we are building out your full buyer and seller lifecycle. And The Icon, because it is a complete ecosystem build with team setup, routing, and advanced automations, that one is typically 4 to 6 weeks. I will give you a clear timeline before we start so you know exactly what to expect.
Do I need to know how to use my CRM before we start?
No. That is actually the whole point. Most of the agents I work with have a CRM they have barely touched, or they have been using it as a glorified contact list for years. I meet you where you are. I will look into your platform, build the system, and then walk you through exactly how to use it. You do not need to be technical. You just need to be ready.
Can you customize everything from my specific business?
Everything is customized. Your workflows, your pipelines, your email templates — all of it is built around your client types, your lead sources, your voice, and your business model. Nothing is generic.
What if I don't have a CRM yet?
I can recommend the right platform for your business and include setup as part of the service. We will find the right fit before we build.
What if I want changes after the build is complete?
Revisions and adjustments are included during the review process. Larger additions or ongoing support after launch are available separately.
Does this work for teams as well as solo agents?
Yes. The Producer and Icon packages are both designed to accommodate teams. We will discuss your structure and build accordingly.
Can I upgrade my package later?
Absolutely. You can start with The Specialist and upgrade as your business grows. What you have already paid will be credited toward the upgrade.
Do you offer payment plans?
Yes. Payment plans are available for ALL packages.
What is the difference between the three packages?
The Specialist is your foundation — ideal for a focused, single-niche business. The Producer is our most popular package, designed for established agents who need full lifecycle coverage across multiple specializations. The Icon is a complete business ecosystem — built for teams, complex operations, and agents who are ready to run at scale.
You are One System Away.
One system away from leads being nurtured while you sleep. One system away from past clients calling you instead of someone else. One system away from a business that produces — even when you can't.
I built mine in the hardest season of my life, and it carried me through. Let me build yours.
© Copyrights by Hearst & Co. All Rights Reserved.