Let's Talk About Your Business. For Real.
A 60-minute strategy session where I look at your CRM, your workflows, and your follow-up systems and tell you exactly what needs to happen next. No guessing. No generic advice. Just a clear roadmap built around your business.
Book Your Strategy Session — $497Fully credited toward any CRM Concierge package if you book within 30 days.
Let Me Tell You What This Actually Is
This is not a discovery call where I ask you twenty questions and then pitch you at the end. Watch this first.
This Call Is for You If...
- You have a CRM but you know it is not doing what it should be doing.
- You are following up manually and things are falling through the cracks.
- You have leads sitting in your database that you have not touched in months.
- You know you need systems but you do not know where to start or what to build first.
- You have tried to set up your CRM yourself and it did not stick.
- You are producing but your business still depends entirely on you showing up every day.
- You want someone to look at your business and tell you the truth about what is and is not working.
- You just want to talk to someone who gets it.
You do not need to have everything figured out before you book. That is literally what this call is for.
Book Your Strategy SessionWhat Happens on the Call
This is not a vague "let's get to know each other" call. It is structured, it is specific, and you will leave knowing exactly where you stand.
01
Before the Call: I Go Into Your CRM
You give me access before we meet. I go in and look at everything. Your pipelines, your tags, your automations, your email templates, your contact organization. I am not asking you to describe your setup. I am looking at it myself. When we get on the call, I already know what I am working with.
02
Your Business, Your Clients, Your Goals
We start by talking about your business. Who do you serve? Where are your leads coming from? What is your actual follow-up process right now? What is working? What is not? I need to understand how you work before I can tell you what to build.
03
Screen Share: The CRM Walkthrough
I share my screen and walk you through what I found. I show you what is set up, what is missing, what is broken, and what is not serving you. This is not theory. You are looking at your own system while I explain what needs to change and why.
04
Your Custom CRM Roadmap
We map out your ideal workflows, assess your template needs, and determine exactly what your CRM should look like when it is built correctly. I recommend the right package if you decide to move forward. Either way, the roadmap is yours. It is a real deliverable, not a sales pitch dressed up as strategy.
What You Walk Away With
Every strategy session ends with a Custom CRM Roadmap. This is not a generic checklist. It is built around your business, your client types, your lead sources, and the CRM platform you are on.
- Assessment of your current CRM setup and what is or is not functioning
- Recommended workflow architecture based on your business model
- Email template strategy mapped to your client types and specializations
- Pipeline and stage recommendations
- Automation priorities: what to build first, second, and third
- Package recommendation if you decide to move forward with a full build
The roadmap is yours to keep. Even if you never book a build. Even if you take it and do the work yourself. Even if you hand it to someone else. It is yours.
Book Your Strategy Session$497
One 60-Minute Strategy Session + Your Custom CRM Roadmap
Book a CRM Concierge package within 30 days and your $497 is fully credited toward the build.
That means if you move forward, the strategy session is essentially free.
Payment plans available. Have questions first? Chat with Althea on WhatsApp.
The CRM Concierge Packages
After your strategy session, if you are ready to move forward with a full CRM build, here is what that looks like. Your $497 is credited toward whichever package you choose.
The Specialist
$1,997
- Up to 50 email templates
- 2–3 core workflows
- Single pipeline
- 7–10 business day delivery
Best for solo agents and single-niche specialists.
Payment plans available.
The Producer
$2,997
- Up to 100 email templates
- 5–6 workflows covering the full client lifecycle
- Multiple pipelines
- 3–4 week delivery
Best for established agents with multiple specializations.
Payment plans available.
The Icon
$4,997
- Up to 200 email templates
- Complete workflow library
- Multi-pipeline architecture
- Team setup and training
- 4–6 week delivery
Best for team leads and complex operations.
Payment plans available.
Real Results. Real Agents.
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. 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.
— Associate Broker Karen Gray
Stephanie came in with a database full of leads she had not been able to stay in front of. After her build, she had a complete nurture system that automatically re-engages cold leads, moves warm ones into active sequences, and keeps her top-of-mind without writing a single email from scratch.
— Realtor Stephanie Hill
Frequently Asked Questions
I specialize in Lofty, which I consider the gold standard for real estate CRM architecture. I also build in Follow Up Boss, BoldTrail, LionDesk, HubSpot, and other major platforms. If you are not sure whether yours is compatible, just ask when you book. We will figure it out.
No. That is actually the whole point. Most of the agents I work with have barely touched their CRM, or they have been using it as a glorified contact list for years. I meet you where you are. You do not need to be technical. You just need to be ready.
That is completely fine. The CRM Roadmap is yours to keep either way. Some agents take it and start implementing on their own. Some come back three months later when they are ready. There is no pressure and no expiration on the roadmap. The only time-sensitive piece is the $497 credit, which applies if you book a package within 30 days.
60 minutes. I do the CRM review before the call so we do not waste any of your time on the call itself watching me navigate your system. We get on the call and go straight to work.
No. This is a strategy session with a real deliverable. I will recommend a package if I think a full build is right for you, because that is part of giving you honest advice. But there is no pitch. No countdown timer. No pressure close. You book if and when you are ready.
Yes. Payment plans are available for the strategy session and for all CRM Concierge packages.
You will receive a confirmation email with instructions for granting me CRM access. I go into your system and do my review before we meet. You will also get a short intake form so I have context on your business, your client types, and your goals before the call. Then we meet, I share my screen, and we get to work.
Yes. We will use the session to recommend the right platform for your business and map out what your system should look like from the start. You will leave with a roadmap and a clear plan for what to build and where.
You Already Know Something Needs to Change.
You are not on this page by accident. Something in your business brought you here. Maybe it is the leads going cold. Maybe it is the follow-up you know you are not doing. Maybe it is the feeling that your CRM should be doing more but you do not know how to make it do more.
That is exactly what this call is for.
Sixty minutes. Your CRM. My eyes on it. A roadmap you can actually use. Let's figure out what your business needs. Together.
$497 | Fully credited toward any CRM Concierge package within 30 days.