You will get Real Estate CRM Audit & Lead-Leak Fix (48h Action Plan)
Project details
Your CRM should close deals, not drop them. I’ll audit your existing real-estate CRM (Lofty, FollowUpBoss, KvCore, Brivity, ActiveCampaign, HubSpot, GHL or similar) to uncover data issues, broken automations, inefficient workflows, and follow-up delays. Within 48 hours, you’ll receive a detailed audit report + 5–10 prioritized fixes + a clear action plan so you can start converting leads faster without losing critical data or deals.
What’s included:
Full CRM review (data quality, tags, pipeline setup, workflows)
Identification of duplicates, inactive leads, data gaps, and automation failures
List of recommended improvements: cleanup, tagging strategy, automation fixes, follow-up timing, lead routing
Priority roadmap (quick wins first) + suggestions for migration/upgrade if needed
This is perfect if you want clarity before cleanup or migration.
What’s included:
Full CRM review (data quality, tags, pipeline setup, workflows)
Identification of duplicates, inactive leads, data gaps, and automation failures
List of recommended improvements: cleanup, tagging strategy, automation fixes, follow-up timing, lead routing
Priority roadmap (quick wins first) + suggestions for migration/upgrade if needed
This is perfect if you want clarity before cleanup or migration.
Purpose
BusinessIndustry
Agriculture, Architecture & Interior Design, Arts & Design, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Ecommerce, Engineering, Fashion & Apparel, Government & Public Sector, Hardware & Electronics, Logistics & Supply Chain Management, Manufacturing & Storage, Nonprofit, Real Estate, Retail & Wholesale, Transportation & Automotive, Travel & TourismLanguage
EnglishWhat's included
| Service Tiers |
Starter
$20
|
Standard
$30
|
Advanced
$50
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 3 days |
Number of Revisions | 2 | 2 | 2 |
Number of Hours of Work | 48 | 72 | 72 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | - | ||
Project Management Support | - | - | - |
Travel Planning | - | - |
Frequently asked questions
About Waleeyat Folashade
Real Estate CRM Specialist |Lofty VA, FUB, GHL |IDX/MLS | Automations
Lagos, Nigeria - 11:39 am local time
My core value is ensuring CRMs are clean, structured, responsive, and conversion-driven, eliminating data chaos, broken automations, and slow follow-up systems that cause lead leakage. I build tested email + SMS + task sequences, lead scoring, segmentation rules, pipeline validation, and SOP handoff so agent engagement is faster and predictable.
I thrive in system-heavy roles that combine administration + automation + client communication.
If your CRM needs to drive more closings with less manual work, I can transform it quickly and maintain it consistently.
WHAT I DO BEST:
Real-Estate CRM Management • Contact Uploads • Deduplication • Lead Scoring • SmartPlans • Workflow Automation • Tag Frameworks • Inbox Follow-Up Ops • CRM Migration • Zapier/API Lead Routing
WHO I HELP:
Realtors, Brokers, Teams, and Real-Estate Companies using:
Lofty CRM • Follow Up Boss • Brivity • kvCORE • ActiveCampaign • HubSpot • GoHighLevel (GHL)
TYPICAL 48–90DAY OUTCOMES
✔ Leads contacted faster (Email/SMS/Tasks/WA)
✔ Cleaned + tagged CRM for buyer search intent
✔ Improved lead reply & engagement rates
✔ Higher closings and predictable revenue attribution
✔ Built-to-scale automation + documented SOP handoff
Let me know which CRM you use, I’ll show a targeted audit highlight in my first message
PACKAGES AVAILABLE: Quick CRM Audit, Automation Setup, Full Migration + Handoff, IDX/MLS Integration.
⭐⭐⭐⭐⭐ Client Results & Reviews
“Waleeyat rebuilt our real-estate CRM structure from the ground up. 6,300+ contacts were cleaned, deduplicated, tagged, and scored with perfect data integrity. Our pipeline is finally accurate and searchable. Massive efficiency win” — Porchia M., Lifestyle Realty
“The SmartPlans + automations Waleeyat deployed (email, SMS, tasks, and lead movement triggers) transformed how we handle follow-ups. Zero delays, zero guesswork, fully tested before launch. Our lead response rate doubled in the first month.” — Jenny Carranza
“CRM optimization + automation directly increased closings and boosted team revenue. We went from losing leads to closing them — overall team revenue improved and our monthly ROI tracking finally makes sense. Ember is a rare systems + execution VA. — Kent Redding
Steps for completing your project
After purchasing the project, send requirements so Waleeyat Folashade can start the project.
Delivery time starts when Waleeyat Folashade receives requirements from you.
Waleeyat Folashade works on your project following the steps below.
Revisions may occur after the delivery date.
CRM Access & Requirements
You share CRM access (or screen-share), contact list size, current tags/fields, and your main goals so I can begin the audit with full clarity.
Data & Pipeline Audit
I review your contacts, tags, fields, duplicate patterns, pipelines, automation, routing, and follow-up flows to identify issues and hidden lead leaks.