Lead response
Routing rules, missed-call text-back, and response-time tracking so new leads get a reply fast.
We run missed-call text-back, follow-up, and a simple weekly report inside your CRM so you are not the ops department.
20-minute call. Month to month.
Your office, texted by our teamHi Sam, sorry we missed your call. Still looking at 3 bedrooms in Edmond? Does tomorrow at 10 work for a quick call?
Sam R.Yes, 10 works.
Who it is for
Independent offices · about 15 to 150 agents
What is included
Routing rules, missed-call text-back, and response-time tracking so new leads get a reply fast.
Duplicates, stages, tags, and ownership cleaned up in HighLevel or your current CRM, with rules that keep it clean.
Sequences for new leads and nurture, plus recruiting on higher bands.
Weekly report on lead volume, response time, follow-up done, and appointments set.
How it works
We look at how leads come in, where follow-up breaks, and what one weekly report would help most.
Core, Growth, or Multi-office based on offices, agents, and pipelines. You know the monthly number before anything starts.
Everything runs inside the CRM and tools you already use.
CRM cleanup
Duplicates merged, owners assigned, stages and sources made consistent, and every lead given a next step.
Before
| Contact | Owner | Stage | Source | Last touch |
|---|---|---|---|---|
| jsmith (2 records) | Unassigned | New | zillow, Zillow | No reply |
| Maria L. | Unassigned | New | web form | Missed call |
| D Nguyen | Former agent | Hot??? | (blank) | Unknown |
| Kim + Alex Park | Unassigned | Old lead | open house | No follow-up |
After
| Contact | Owner | Stage | Source | Next step |
|---|---|---|---|---|
| Jane Smith (merged) | Assigned agent | Active buyer | Zillow | Showing Thursday |
| Maria Lopez | Assigned agent | Contacted | Website | Texted back, call set |
| David Nguyen | Reassigned | Nurture | Referral | In nurture sequence |
| Kim and Alex Park | Assigned agent | Seller, warm | Open house | Check-in scheduled |
Sample rows for illustration, not client data.
Pricing
Month to month. Final scope set on the call.
$2.5K/mo
Most offices pick this
$3.5K/mo
$5K/mo
Not included: ad spend, websites, custom software, and legal or compliance advice.
FAQ
No. We work in HighLevel or the CRM you already use, and everything runs inside the tools your office has today.
Our team does. This is done for you: we set up and run lead response, CRM cleanup, follow-up, and reporting. You are not handed software to manage.
No. Every band is month to month, and the final scope is set on the strategy call.
It depends on your offices, agents, and pipelines. Core fits about one office up to around 40 agents, Growth about 40 to 100 agents, and Multi-office about 100 to 150 agents across locations. We confirm the fit on the call.
Lead volume, response time, follow-up done, and appointments set. One simple report, every week.
Ad spend, websites, custom software, and legal or compliance advice.
We look at how leads come in, where follow-up breaks, and what one weekly report would help most. You will leave with a few fixes either way.
20-minute call. We look at your lead flow and tell you straight.
Book a strategy call (opens in a new tab)