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Build real estate CRM systems that turn leads into appointments and appointments into closed deals Most real estate teams don't have a lead problem, they have a system problem. Leads come in, but there's no structured follow-up. Pipelines exist, but they don't get worked. Automation is set up, but it's disconnected. That's where I come in. I help real estate agents, teams, brokers, and ISAs design and implement complete CRM systems, combining pipeline strategy, automation, and SMS compliance to drive consistent closings. WHAT I HELP YOU ACHIEVE ✅ Turn new leads into booked appointments ✅ Increase repeat and referral business with smart automation ✅ Improve response times, follow-up rates, and conversions ✅ Build a structured, scalable CRM system ✅ Save time with fully automated workflows ▸ CRM SETUP & PIPELINE STRATEGY Your pipeline shouldn't just exist, it should get worked. I plan and execute: ✅ Pipeline strategy and stage mapping ✅ Buyer, seller, and referral pipeline builds ✅ Lead intake forms and tagging structure ✅ Smart lists, filters, and lead segmentation ✅ CRM cleanup and optimization ▸ LEAD ROUTING & FOLLOW-UP AUTOMATION This is where deals are actually won, in the backend. You'll get: ✅ Instant lead response and speed-to-lead workflows ✅ Lead nurturing and long-term drip sequences ✅ Missed-call text-back and reactivation flows ✅ Round-robin routing and ISA handoff systems ✅ Fully connected workflows across your tools Platforms include: Lofty, Follow Up Boss, GoHighLevel, Twilio ▸ SMS COMPLIANCE & CRM INTEGRATION If your texts aren't compliant, they don't get delivered. I set up: ✅ Twilio configuration and A2P 10DLC registration ✅ Opt-in and messaging compliance workflows ✅ CRM-to-Twilio connections for automated follow-up ✅ Webhooks and API integrations ✅ IDX, website, and lead source connections Tools: Twilio, Zapier, Make, Google Sheets 🎯 MY CORE EXPERTISE • Real Estate CRM Strategy and Automation • Lead Generation Systems and Pipelines • CRM Setup and Optimization • SMS Deliverability and A2P 10DLC Compliance • Contact Cleanup and Data Migration • Pipeline Management and Reporting • Team Routing and ISA Workflow Setup • GoHighLevel Automation and Workflow Design • Lead Retention and Referral Systems • Reporting Dashboards and Lead Source Attribution • Missed-Call Text-Back and Reactivation Campaigns 🧰 TOOLS AND PLATFORMS • Lofty CRM, Follow Up Boss • GoHighLevel, Twilio • HubSpot, Zoho CRM, Keap • Zillow Premier Agent • Zapier, Make • Google Sheets for data cleanup • IDX Systems 🏆 PROJECT HIGHLIGHTS 📍 CRM Pipeline Revamp Increased agent response rate significantly using pipeline restructuring and lead routing automation in Follow Up Boss. 📍 Lead Nurture Optimization (GoHighLevel CRM) Improved lead engagement by building a structured CRM automation system in GoHighLevel, including pipeline setup, lead tracking, and behavior-based follow-up. 📍 Team Follow-Up System (GoHighLevel CRM) Generated consistent booked appointments by designing a complete lead nurturing system inside GoHighLevel, combining SMS automation and speed-to-lead workflows., A2P 10DLC 📍 Referral & Retention System Built long-term nurture automation for past clients and referrals in Lofty and Follow Up Boss. 📍 Missed-Call Text-Back Setup Configured automated text-back workflows so missed calls never go unanswered. 💡 WHY CLIENTS CHOOSE ME AS THEIR REAL ESTATE CRM EXPERT ✅ Complete CRM expertise from setup to execution ✅ Proven lead generation and automation systems that increase closings ✅ Strategic focus on SMS compliance and deliverability ✅ Long-term growth through scalable systems ✅ Transparent communication and on-time delivery 🌍 INDUSTRIES AND PROJECT TYPES • Solo Agent CRM Setup and Automation • Team and Brokerage Pipeline Systems • CRM Migration Between Platforms • Lead Nurturing for Buyers and Sellers • ISA and Lead Routing Systems • SMS Compliance and A2P 10DLC Registration • Referral and Past-Client Retention Systems • CRM Cleanup and Optimization 📩 LET'S BUILD YOUR REAL ESTATE CRM SYSTEM Whether you're a solo agent or running a full team, I'll help you design, launch, and scale your CRM and automation systems in Lofty, Follow Up Boss, or GoHighLevel to generate more closings and save time. With the right system, your CRM becomes your 24/7 sales engine, catching leads, nurturing relationships, and converting them into closed deals. Click Invite or Message now, and let's turn your leads into consistent closings through a real estate CRM system built for results. KEYWORDS Real Estate CRM, Lofty, Follow Up Boss, GoHighLevel, Lead Generation, Lead Nurturing, CRM Automation, CRM Cleanup, CRM Migration, Pipeline Setup, SMS Compliance, A2P 10DLC, ISA Workflow, Lead Routing, Real Estate Automation, Zillow Premier Agent, Chime CRM, Speed to Lead, Referral System, Twilio, Zapier, CRM Optimization, Real Estate Marketing Automation

Hi there! I'm Ben, a USAF veteran, two-time entrepreneur, and the managing member of Rare Breed Consultancy, a boutique consulting firm specializing in process management, workflow automation, and digital ecosystem design. I have more than 10 years of experience helping SMBs save time and streamline operations. My custom solutions automate thousands of outreach messages every week, direct workflows, create reminders, generate documents, and track performance, among other things - all to save my clients tens of thousands of man-hours cumulatively every month and equip my REI clients to process over $1B in annual transactions. Let's see what I can do for you! 🌟What sets me apart?🌟 ✔ Process Automation & Workflow Consulting: As a Podio Preferred Partner and certified Zapier Expert, I have extensive experience in identifying inefficiencies and opportunities for automation, mapping business processes and roles, and integrating third-party tools via APIs, webhooks, email parsing, Make/Integromat, or Zapier. ✔AI Integrations & Automation: \ I've been working with platforms like OpenAI and Zapier to create powerful, automated solutions. I can help you leverage AI to improve your operations, whether it's generating/summarizing content dynamically, evaluating job applicants, or conducting market analysis - if you can think of it, then we can probably build it together. ✔Exceptional Communication & Collaboration: Clear communication and collaboration are essential to any project's success. I work closely with my clients to understand their goals, provide updates, and ensure their vision is brought to life. If you haven't already, take a look at the client onboarding diagram attached near the bottom of this page! 🌟Core Skills:🌟 ✔Process Automation & Workflow Consulting: Workflow analysis and identification of inefficiencies Business process and role mapping Scalability and growth planning Identifying opportunities for automation ✔No-code & Low-code Platforms: Podio (Preferred Partner) Zapier (Solution Partnert) Hubspot Zoho Globiflow GoHighLevel (GHL) ProcFu Integromat Automate.io ✔AI & Integration: OpenAI/Chat GPT Retell.ai Simple.ai Zapier integrations with various tools ✔Other Tools & Software: Airtable Bridge MLS API Callrail Calendly Chime Dialpad Domo Figma Formstack Google Calendar Google Drive Google Docs & Sheets Gravity Forms Homelight Hubspot JotForm Klipfolio Launch Control TrackOps Mailchimp Monday.com Mojo Dialer Mural Opcity ReadyMode/Xencall Realvolve REiReply RooR Salesforce Smartsheets SmrtPhone.io StreamlineVR Tableau Twilio WAU Portal ZBuyer Zillow Premier Agent Go High Level Supabase I'm committed to exceeding your expectations and providing a 5-star experience. The secret to how I've maintained my 100% success score comes down to planning and communication. To learn more about my process, check out the attached Client Onboarding document below. ↓ If you're looking for a reliable, knowledgeable, and passionate partner to help you revolutionize your business, don't hesitate to reach out. Let's take your operations to the next level!

I specialize in growth operations for real estate investors, wholesalers, and flippers, helping them eliminate inefficiencies, automate workflows, and scale their deal flow with AI and automation. If you’re spending too much time managing leads, following up, or tracking KPIs manually, I can build a system that does the work for you. I’m new to Upwork and focused on building relationships and earning great reviews. That means I’m flexible on pricing—my priority is delivering real value and proving what I can do. How I Can Help: • CRM Automation & Lead Management – Get your RE Simpli, HighLevel, Airtable, or Podio set up and running on autopilot. • AI-Powered Systems – Automate lead follow-ups, investor communication, and dispo pipelines with AI chatbots and smart workflows. • KPI Dashboards & Performance Tracking – Get real-time insights into your acquisitions, dispo, and marketing performance without the manual work. • Lead Generation Optimization – Improve cold calling, PPC (Google & Facebook Ads), and UGC strategies to bring in more motivated sellers. Why Work With Me? • I get things done. No fluff, no wasted time—just systems that work. • I’ve been in your shoes. I’ve built and scaled my own real estate business, closing over 100 deals, completing flips, acquiring rentals, and generating over $1 million in assignment fees—so I understand what it takes to create real, scalable systems. • You set the price. I’m open to working within your budget as I build my Upwork profile. Why Work With Others If I Have My Own Investing Company? I love building systems, networking, and helping investors grow. Real estate is a relationships-driven business, and working with other investors allows me to stay sharp, exchange ideas, and create solutions that help us all scale faster. I’m actively in the business myself, so everything I build is designed to be practical, efficient, and results-driven—because I use it too. If you want to automate your real estate business, close more deals, and scale faster, let’s connect.

I build B2B cold email and AI-calling systems that book qualified meetings. Most companies struggling with outbound don’t have a messaging problem — they have a system problem, and I build the entire infrastructure that fixes it. $300K+ earned on Upwork. 100 jobs. 82+ campaigns launched. 132 sending domains under management right now. Recent results: 32 qualified meetings booked for a real estate client in 60 days · 4.7% reply rate on a SaaS campaign. Real estate, AI startups, healthcare, and professional services. --- 🔧 What I Build: Full Outbound Infrastructure (Most Popular) ICP definition → list building → Clay enrichment → Instantly cold email setup → AI voice agents (Bland AI / Vapi) → CRM integration. You get a done-for-you outbound system that runs without you. Cold Email Systems Domain setup, DNS configuration (SPF, DKIM, DMARC), inbox warmup, and personalized sequences in Instantly built for deliverability, not just volume. Open rates that actually mean something. AI Voice Agents & AI Cold Calling Configure and deploy AI voice agents and AI receptionists for appointment setting, follow-up, and lead qualification. Integrated with your CRM so every call outcome is tracked automatically. Lead List Building & Enrichment ICP-targeted prospect lists built in Apollo and enriched in Clay with personalized variables. Verified and segmented before a single email or call goes out. CRM Setup & Sales Automation HubSpot, GoHighLevel, and Salesforce configuration — pipelines, workflows, and automations that track every lead from first touch to closed deal. --- 🎯 Who I Work With: ✔️ Real estate investors and brokers scaling deal flow ✔️ Healthcare companies targeting facilities and providers ✔️ AI startups building their first sales pipeline ✔️ Professional services firms replacing referral dependency --- ⚙️ Tools I Work In: Clay · Instantly · Apollo · Bland AI · Vapi · HubSpot · GoHighLevel · Salesforce · Google Workspace --- Three ways to work together: Tier 1 — Cold Email or AI Calling Setup (from $1,500): Full infrastructure build, one channel, one audience Tier 2 — Complete Outbound System (from $3,000): Both channels, ICP + list building, Clay enrichment, AI voice agents Tier 3 — Done-For-You Partner (from $2,500/mo): I run the campaigns, report weekly, optimize monthly Send a message with what you’re selling and who you’re targeting. I’ll tell you exactly what your outbound system needs.

I build client management systems and financial dashboards for small business owners — Dubsado and HoneyBook workflows that run your intake-to-invoice process automatically, Airtable systems that replace scattered spreadsheets, and Google Sheets dashboards that show you where your money is actually going. What I do: CRM & Client Workflows: Dubsado and HoneyBook setups that automate lead intake, proposals, contracts, and invoicing without manual intervention. Operations & Systems: Company hubs, trackers, and workflows in Airtable, Notion, and Zapier built so your team actually uses them. Financial Dashboards: Clean Google Sheets models tracking revenue, expenses, and margins — designed for owners, not data analysts. SOPs & Process Documentation: Translating daily operations out of people's heads into structured, step-by-step documentation anyone can execute. Data Cleanup & Architecture: Turning broken spreadsheets and multi-platform exports into reliable, automated weekly reporting. A recent example: A business owner came to me juggling his numbers across scattered spreadsheets and gut feel. I built him a Google Sheets operations hub with automated calculations and plain-language decision guides built directly into the sheet. It is what he runs his cleaning business on today, and he uses it live on calls with his own consulting clients. His direct feedback is in the testimonials below. How I work: I ask the right operational questions before building anything. I’d rather flag an underlying bottleneck in your data than quietly guess at what you need. I build systems you can easily run and adapt yourself after the project ends — if it falls apart without me, I didn't do my job. About me: I have 12 years of experience across data analytics, systems architecture, and process improvement — modernizing agency reporting, structuring tracking systems, and translating raw data into clear business decisions. Bilingual in English (native) and Spanish (advanced). If your backend operations feel disorganized or you're making decisions without a clear financial picture, send me a message and tell me what you're trying to fix. I'll take a look and give you an honest assessment of how to solve it.

With 12+ years supporting small businesses, I design and implement operational systems that you can rely on. SuiteDash is my recommended platform for building an all-in-one system, supported by key integrations when absolutely necessary. /// What working with me looks like: • 🧭 Free Consultation – I’ll quickly determine if SuiteDash aligns with your needs • 🧠 System Architecture – I map your workflows before anything is built. • ⚙️ Implementation & Automation – I turn your core business functions into one structured, reliable system. • 📄 Documentation – I document everything so your team knows exactly how it works. /// Beyond implementation: • 🎓 Team Training – I walk your team through the system so they can use it with confidence. • 🤝 Ongoing Support – I remain available post-development If you’re serious about setting up SuiteDash the right way, send me a message and we'll chat.