Service scope · Real estate
Database & listing-pipeline system
Relationships going cold? Get contact-ready with CRM ownership and consultation routing that respects brokerage rules.
Free preliminary technical findings. Team review is separate. No obligation to buy.
Start with the specific work
Choose one permissioned relationship segment and define its next conversation, sender and agent owner. Keep personally held relationships out of automation unless explicitly agreed.
Deliverables to agree in the proposal
The scope below describes possible paid work. Confirm the precise quantity, responsibilities and completion checks before implementation.
- Database readiness review.
- Lead ownership and CRM stages.
- One follow-up journey.
- Consultation routing.
- Pipeline reporting definitions.
A defined contact segment, relationship workflow, agent-routing rules and pipeline definitions with brokerage review where needed.
What this work needs
- An active agent or team.
- Right contact permissions.
- Brokerage review where required.
Acceptance should be observable
Use real operating cases and meaningful exceptions to check the agreed work. A configured tool alone is not a completed handoff.
- Contacts without right permission are excluded from the defined sequence.
- A reply reaches the right agent with relationship context.
- Personally owned relationships and brokerage approvals follow the agreed rules.
- Consultations, signed clients and later outcomes remain distinct.
Success and the evidence behind it
Review attended consultations, signed clients and eligible follow-up coverage without attributing every transaction to the new workflow.
What is scoped separately
- Brokerage or transaction advice.
- Lead purchases and unlimited outbound campaigns.
- CRM licenses and guaranteed clients or closings.
Scoped project proposal. Managed growth proposal.
Every engagement is custom-scoped around your exact business bottleneck and operating capacity. The proposal defines deliverables, responsibilities, acceptance checks and terms. Software, AI or messaging usage, media spend, dedicated labor and expert services are itemized separately where applicable.
Keep exploring
Questions before you start
Do I need a new CRM?
Start by understanding what the current CRM supports. Define the missing ownership or follow-up step before recommending another tool.
Is this included in the free scan?
No. The scan reviews the business question and available information. The implementation deliverables on this page require a separately agreed proposal.
How is this work scoped and priced?
Every scope is agreed in a written proposal detailing exact deliverables, requirements, access dependencies, and milestones. We don't quote speculative estimates; the proposal defines the fixed investment based on your business reality.
Does requesting this offer purchase or activate anything?
No. The request prepares an email for the ROIzilla team. No payment is collected, recurring service is activated or implementation is deployed through this page.
See whether this is the right work for your business.
Choose the scan as a first review, then agree any implementation, managed tasks and third-party costs in a proposal.
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