AI & Business Systems Strategist

Join our top Arizona real estate advisory firm to redesign business systems and optimize operations. We seek a strategist to enhance our relationship-driven approach, leveraging AI and business systems to improve client engagement and operational efficiency. This role involves analyzing current processes, implementing new strategies, and ensuring seamless integration with existing systems. Bonus if you have experience in real estate, professional services, wealth advisory, referral-based businesses, or relationship-driven organizations. AI & Business Systems Strategist Needed to Design a Relationship Intelligence Operating System for a Top Arizona Real Estate Advisory Firm Overview I am the Founder of Arizona Real Estate Consultants, a relationship-driven real estate advisory firm serving Scottsdale, Phoenix, and surrounding Arizona communities. I am redesigning my business for the next decade. I am NOT looking for: A chatbot developer A social media manager A virtual assistant A CRM salesperson Someone who simply builds Zapier, Make, or N8N automations I am seeking a strategic thinker who understands AI, business systems, workflow design, relationship-based businesses, CRM architecture, database activation, content ecosystems, and operational scalability. The goal is not to automate tasks. The goal is to create a Relationship Intelligence Operating System that helps a small team identify opportunities, strengthen relationships, improve client experience, increase conversions, and operate more efficiently. Technology should support the business strategy—not define it. About the Business My company is built primarily through: Existing database relationships Past clients Referral agents Facebook communities and groups Professional relationships CPAs Financial advisors Attorneys Business-to-business relationships Social media visibility Relocation opportunities Global referral connections I am known as a trusted advisor who helps clients make confident real estate decisions, protect assets, build wealth through real estate, and connect with trusted professionals locally and globally. Current Technology Stack Lone Wolf CRM Google Workspace (Gmail, Calendar, Drive) Dotloop Jotform Homebot Mailchimp Website Google Voice Zoom Loom Canva Facebook Facebook Groups Instagram LinkedIn Google Business Profile WhatsApp Keller Williams Command (limited use) Database Overview Approximately 5,000 contacts including: VIP clients Past clients Homeowners Investors Prospects Referral agents Professional partners CPAs Financial advisors Attorneys B2B relationships Current Team Structure Laura (Advisor, Consultations, Negotiations, Relationship Building) Rose (Workflow Management and Operations) Showing Director Transaction Coordinator Desired future workflow: AI → Rose → Laura Laura should become involved when advisor-level expertise, strategic guidance, consultation, or negotiation is required. Business Goals Within the next 12 months: Increase annual closings from approximately 33 to 50 Increase average sales price to $950,000+ Achieve 12+ luxury transactions annually Generate at least 2 closed agent referrals per month Convert 6% of the database into transactions annually Reduce time spent showing homes through a showing director model Build toward a 20-hour work week focused primarily on consultations, negotiations, strategy, and relationship development Increase referral income and create scalable relationship-based growth What We Need I am looking for someone to evaluate, design, and document a complete business operating system before recommending implementation. Areas to evaluate include: Relationship Intelligence System Design a system that gathers and prioritizes signals from: Gmail Lone Wolf CRM Homebot Facebook Groups Facebook Instagram LinkedIn Mailchimp Website inquiries Jotforms Referral introductions Professional partner relationships The goal is to identify opportunities, prioritize contacts, and surface meaningful actions. Daily Opportunity Dashboard Design dashboards for: Laura: VIP opportunities Referral opportunities Consultation opportunities Luxury opportunities Strategic relationships Rose: Follow-up tasks Lead routing Workflow management Nurture opportunities Lead Qualification & Routing Design an AI-assisted intake process that captures: Who What Where When Why Referral source Property ownership Future real estate goals Global referral opportunities Then intelligently routes opportunities to the appropriate workflow. Database Activation Strategy Design a system that activates and nurtures relationships using: Personalized email Text Video AI-assisted communication Segmentation Relationship scoring The objective is to create meaningful engagement without relying on large volumes of outbound phone calls. Content Operating System Design a process where one weekly recording session can be transformed into: Email newsletters Blog content Social media content Google Business Profile content Community content FAQ content Referral partner content Referral & Partner Ecosystem Design systems for: Referral agents CPAs Financial advisors Attorneys Professional partners Relocation opportunities Global referral opportunities Technology Evaluation Evaluate whether existing systems should remain in place, be optimized, integrated, or replaced. I am open to recommendations but am not seeking an immediate CRM migration. The goal is to determine the best future architecture for the business. First Deliverables Requested Before implementation, I expect: Business workflow map Relationship intelligence architecture Technology audit Data-source audit Lead scoring framework Content operating system framework Referral ecosystem strategy Dashboard recommendations 90-day implementation roadmap Technology recommendations Estimated implementation budget and priorities When Applying Please provide: Examples of similar business architecture projects. Experience designing AI-powered business systems. Experience with CRM architecture and workflow design. Experience supporting relationship-driven businesses. Your proposed discovery process. Timeline and budget for the discovery phase. Your perspective on how AI will impact relationship-based businesses over the next 5 years. Important Please begin your proposal with the words: "Relationship Intelligence" so I know you have read the entire project description. This engagement is focused on discovery, architecture, and roadmap creation. If the fit is right, there may be additional implementation and strategic consulting opportunities after the discovery phase.