Predictive Pipeline & Conversion Intelligence

Turnkey Tech Stack Included: CRM , Transaction Management software and Real Estate Dashboard access comes standard with every membership.

Why These 5 Metrics Work Best for Your Model

Default View (For All Agents): Displays the 5 Universal KPIs above (GCI, Pipeline Value, Velocity, Stale Leads, Sphere Touches).
Ad-Tier Toggle (For Marketing Add-On Clients): Switching the toggle opens a tab replacing Sphere Touch Rate and Stale Leads with Meta Ad Spend, CPL, and Ad Lead Conversions.

Why Agents Love

Produced GCI keeps you focused on your core financial goal (funding your life and proving your model to recruits).
Ad Spend & CPL protect your cash flow so you don't burn money on poor ad targeting.
Leads & Lead-to-Appt Rate give you instant feedback on whether your follow-up workflows (or your HubSpot automated drips) are working.

Add-on Features:

Turn-Key Setup (One-Time):$295 — We build and configure your entire CRM, lead routing, and AI automation engine.
Ongoing Maintenance (Optional):$99/mo — Ongoing database cleanup, monthly workflow updates, priority AI tech support, and quarterly optimization.
Include standard setups only:
- Included: Launching 1 Meta (Facebook/Instagram) ad per months for a listing or buyer guide, or modifying an existing active campaign (budget, image swap, copy update).
- Excluded: Creating custom video edits, building complex multi-step external landing pages, or managing high-volume ad budgets.
Ad Spend is Paid by the Agent: $99/mo covers management and setup only. The agent pays Meta for their actual daily ad budget (at least $10/day recomened).
À La Carte Workflow Builds(Pay-As-You-Go) $150 – $300 / Custom integrations (e.g., custom AI listing description generator, Meta Ad lead routing to phone, Zapier zaps).

Recommended AI Tech Stack Pricing Structure

OfferingFeeWhat's IncludedWhy It WorksInitial Implementation(One-Time)$495Full HubSpot CRM setup, contact migration, lead-capture forms, 3 automated email/SMS drip sequences, and baseline AI prompt library.Low enough for an agent to say yes instantly; covers 3–4 hours of your initial build time.Tech Maintenance & Tuning(Optional Add-On)$99/monthOngoing database cleanup, monthly workflow updates, priority AI tech support, and quarterly optimization calls.Gives you predictable recurring revenue without forcing it on budget-conscious agents.À La Carte Workflow Builds(Pay-As-You-Go)$150 – $300 / projectCustom integrations (e.g., custom AI listing description generator, Meta Ad lead routing to phone, Zapier zaps).Keeps your time protected so you get paid fairly whenever an agent wants specialized customization.

Add on Feature ($150 per month)

We provide a fully integrated AI Tech Stack designed to eliminate your tech headaches. We don't just give you the tools; we handle the integrations for you, delivering a 'Business-in-a-Box' that transforms your local presence into a lead-generating machine

Upgraded CRM & Automation: Use email + chat . AI tools that keep following up (automated drip campaigns) for fast responses and higher lead conversion for both organic social media content and paid ads.

Facebook Ads & Ads Manager:

We create, manage, and optimize ads that generate quality real estate leads and increase visibility in your local market. Select links below:

2. Automated lead Engine for paid ads

3. FB Ad Lead Optimization and automation

TierMonthly PriceWhat's IncludedTier 1: Growth Tech Suite$149 / moSoftware, AI CRM, automated follow-up drips, self-serve ad blueprints, and Canva template vault.Tier 2: Done-For-You Marketing & Ads$499 – $699 / mo(+ agent ad spend)Tier 1 + custom marketing design requests + dedicated Facebook ad management, optimization, and monthly reporting.

Revised $150/mo Copy:
AI Tech & Growth Suite ($150/mo)
Upgraded AI CRM & Automation: Multi-channel email/SMS follow-up campaigns, automated lead routing, and speed-to-lead AI chat.
Turnkey Canva Marketing Vault: Plug-and-play templates for open houses, social graphics, and sign riders.
Automated Facebook Ad Templates: Pre-built lead form campaign blueprints and automated lead-ingestion workflows.

Option B: Keep the Features — Split into Two Tiers

If you actually want to offer done-for-you ad management and custom graphic requests, split the offer into two distinct tiers so you get paid for your time:

The Core Platform — $100 / month (+ $250 per transaction)

Positioning:"The Plug-and-Play Real Estate Infrastructure"

Sponsorship & Compliance: Fast-track CDA approvals, TREC license hosting, and sub-2-hour contract support SLA.
Custom CRM Included ($100/yr value — Free for you): Multi-channel contact management, lead tracking, and pipeline management.
Self-Serve Marketing Vault: Turnkey Canva templates (open houses, sign riders, social posts) and pre-built ad copy.
Day 1 Onboarding & Setup Hub: License transfer checklists, MLS/Supra integrations, and new construction blueprints.

2. Done-For-You Growth Add-On — $299 to $499 / month (Optional)

Positioning:"We Run Your Marketing & Ads For You"

Active Facebook/Instagram lead campaign setup and management.
Custom marketing requests (flyers, social media graphics).
Advanced AI auto-responder & drip campaign optimization.

Key Takeaway

$150/mo is a great price point for software tools and templates. It becomes dangerous when you bundle custom human labor into a low monthly fee. Shift the language to software automation at $150, or charge $499+ for done-for-you agency management.

👉 Browse the video library below to start your next session.

Ready to Block Out Your Next Live Session?

Sometimes you don't just need information—you need live interaction, real-time feedback, and tactical execution. Our Live Training Sessions give you direct access to ask questions. Pick a time on the calendar that works for your schedule, bring your specific questions or goals, and let's build your execution plan together.

(Or click here: Book Your Live Session via Calendly)

2) AI Tech Stack - The Done-For-You Real Estate Growth Engine

100% Free CRM Software. Pay Only for AI Integrations & Optional Ads.

A. One-Time AI & Pipeline Setup — $299(Optional One-Time Fee )

Custom Integration: We build your pipelines, connect your domain, wire up the AI auto-responders, and customize your follow-up workflows so your marketing runs on autopilot.
Turnkey Onboarding: We hand you a ready-to-use system tuned specifically for local real estate lead conversion.

B. Optional: Per-Listing Facebook Ad Launch — $99 / launch(Pay-As-You-Go)

Zero Monthly Retainers: No locked-in agency contracts or monthly management fees.
Full Campaign Creation: We write the copy, design the creative, build the Facebook Lead Form, and target your local DFW market.
Instant Automation: Every lead generated from your ad is automatically pushed straight into your included CRM for instant AI follow-up.

(Note: Ad spend is paid directly to Facebook. Ad management is 100% optional per listing.)