System & Process Optimization

Service Description

Tighten up your operations with streamlined checklists, CRM automation, and improved workflows that eliminate repetitive admin work. This service is designed to simplify how you manage listings, clients, and communication — saving hours each week and reducing costly mistakes. Includes: CRM Setup & Optimization – Build or refine your systems in Follow Up Boss, kvCORE, or other platforms to improve lead tracking, automation, and follow-up consistency. Google Drive & Sheets Automation – Custom templates, tracking systems, and automations that reduce manual data entry and keep your files organized. Email & Form Standardization – Professional, consistent templates for client intake, listing setup, and communication to ensure a seamless experience. Transaction Checklist Customization – Tailored checklists built around your process and MLS requirements, keeping you and your assistant aligned from start to finish.