Done-for-you systems for team leaders

HandledAutomatically

Your team asks once. Everything gets done.

Book a strategy call See what's handled

by Magali Pattison

Sample
4 things done0 by you
What's handled

Imagine never touching these again:

Give your team all of this, handled automatically. Your agents get it done for them, just for being on your team.

01

Your CRM stays clean.

After every call, the tags, statuses, notes and follow-up tasks are updated for your agents.

02

You know who to call first.

Each agent gets a weekly list of their hottest clients, ready before Monday.

03

Offers are written for you.

Your agents get a ready draft to review and sign.

04

Paperwork is drafted.

That covers listing, purchase, buyer broker and team agreements.

05

Listing media gets booked.

Photos, video and drone are scheduled the moment a listing comes in.

06

Signs go up.

Sign and post installs are ordered for you.

07

Your numbers track themselves.

Goals, activity and pipeline for every agent, without chasing anyone for updates.

08

You see your week's wins.

A results recap lands in your inbox every week.

No admin.No Virtual Assistant.No you.

If none of this landed on your desk again, what would you do with the time?

A look inside

It works in the background.

Sample screens with placeholder names. Your setup is built around your team's tools.

Top Priority ClientsSample
Your week, ranked.
Ready before Monday · Agent:
This week
  1. 01AClient AViewed 3 listings
  2. 02BClient BPre-approved
  3. 03CClient CAsked about schools
  4. 04DClient DPrice drop on saved home
  5. 05EClient EBack on the site this week
Listing flowSample
9:01 · Request inListing request receivedAgent A ·
  1. Listing media booked ✓Photos, video and drone · Tue 10am
    9:02
  2. Sign & post install ordered ✓Goes up the day before go-live
    9:02
  3. CRM updated ✓Status, tags and 4 tasks created
    9:03
  4. Team texted ✓Agent A and the listing coordinator
    9:03
Handled in2 minutes
Your time0 min
Team trackerSample
On trackWeekly goal
CallsAppointments
M
T
W
T
F
S
S
  • AAgent A · Calls
  • BAgent B · Appointments
  • CAgent C · Follow-ups
InboxSample
Handled Automaticallyto you · Friday 5:00 PM
This week's wins

Here's what got done for your team this week.

  • Offers drafted
  • Listings launched with media
  • Follow-ups logged in the CRM
  • Signs installed
How it works

Three steps. Then it runs itself.

  1. 01

    Strategy call

    We start with a strategy call to learn how your team runs today and what you want off your desk first.

  2. 02

    We set it up around your team

    Everything is built around your agents, your tools and the way your team already works.

  3. 03

    It runs in the background

    Your team can use it or just let it work. Either way, things keep getting done.

The life it gives back

What the time is for.

Real moments from Magali's own family.

Two boys walking to soccer practice, one carrying a ball bag
Saturday soccer, not Saturday paperwork.
Magali at dinner with her younger son
Dinner, phone down.
Magali's family on vacation at a theme park
Vacation that's actually vacation.
Pricing

Pick how much comes off your desk.

One plan for your team. Every agent on it gets the benefits.

Focus
from$297/mo
+ $997 one-time setup
Book a strategy call
  • Top Priority Client report
  • Instant team alertsA text to your team the moment a listing request comes in, media is booked, a sign is ordered, or an offer draft is ready.
  • Weekly results recap
  • Monthly group call
Most popular
Accountability
from$497/mo
+ $1,997 one-time setup
Book a strategy call
  • Everything in Focus
  • A metrics tracker for goals, activity and pipeline
  • Automatic CRM updates after calls
  • Quarterly reviews
Full Ops
from$897/mo
+ $3,497 one-time setup
Book a strategy call
  • Everything in Accountability
  • Offers and paperwork drafted for agent review and signature
  • Listing media and signs booked automatically

Pricing by team size. Annual plan: 2 months free.

Add-ons available, like extra texting numbers or more agents. We'll tailor it on your strategy call.

Larger teams and brokerages: let's talk. Solo agent? See the pick-what-you-need menu
For illustration The math is simple: at a typical commission, one extra closing a year covers the fee.

An illustration, not a promise. Commissions vary by market and price point, and results depend on your team. No income or results are guaranteed.

FAQ

Good questions.

Do we have to switch our CRM?

No. It works with the tools you already use. We confirm the details on the strategy call.

Who signs the contracts?

Your licensed agents always review and sign. Nothing is sent without them.

How long does setup take?

It depends on your team and your tools, so we'll map your timeline on the strategy call.

Do I have to change brokerages?

No. This works for any team at any brokerage.

The whole package

Everything your team gets.

All of it, handled automatically. Eight systems, built around your team and running in the background.

Book a strategy call Sample screens · placeholder names

HandledAutomatically

Your team asks once. Everything gets done.

Book a strategy call See what's handled