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You will get CRM Systems & Workflow Optimization
Project details
I go beyond basic CRM setup—I build systems that work for you. With experience optimizing tools like Monday.com, Follow Up Boss, and Airtable, I combine clean data practices with real-world workflows that align to your business model. Whether you're migrating data, optimizing automations, or building from scratch, I bring a strategic lens that turns your CRM into a tool that saves time, reduces errors, and drives better follow-through. Each build is customized for how you work—not just what the software can do.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$175
|
Standard
$500
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 3 days | 10 days | 30 days |
Number of Revisions | 0 | 2 | 5 |
Optional add-ons
You can add these on the next page.
Pipeline Stage & Status Buildout
(+ 1 Day)
+$75
Custom Views & Filters
(+ 1 Day)
+$50
Contact Segmentation & Tagging Logic
(+ 1 Day)
+$100Frequently asked questions
About Kailey
Transaction Coordinator | Real Estate Systems & Client Experience
Louisville, United States - 12:08 pm local time
I help real estate agents and investors manage every deal from contract to close — accurately, calmly, and on time.
I specialize in:
✅ Residential + investor transactions (traditional, off-market, and wholesale)
✅ Contract-to-close coordination (offers, contingencies, deadlines, closing docs)
✅ Title + lender communication and milestone tracking
✅ MLS updates, compliance document prep, and client progress updates
✅ Systems setup (CRM, templates, file organization, and automations)
Over the last 3+ years, I’ve built my workflow around clarity, communication, and confidence — so agents stay focused on client relationships while I handle the details that keep deals on track.
What you get when you hire me:
A proactive TC who treats your business like her own
Organized, daily progress tracking in your preferred system (Aframe, Follow Up Boss, Dotloop, etc.)
Clear, professional communication with all parties involved
Peace of mind knowing every deadline is met and nothing falls through the cracks
Whether you need full-time transaction coordination or per-file contract management, I’ve designed flexible options that scale with your volume — from one-off investor files to full agent pipelines.
📅 Let’s talk: Book a free 15-minute intro call to walk through your current process, identify any gaps, and see if my TC services are the right fit for your business.
Steps for completing your project
After purchasing the project, send requirements so Kailey can start the project.
Delivery time starts when Kailey receives requirements from you.
Kailey works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake (1–2 days)
We kick off with a quick intake form and optional kickoff call to understand your workflows, pipeline needs, contact types, and current pain points.
System Audit or Setup Planning (1–3 days)
Depending on your service tier: Audit: I review your current CRM for inefficiencies, gaps, and improvement opportunities. Build: I map out your pipeline stages, segmentation logic, and automation flows.