You will get Real Estate CRM Audit, Cleanup & Pipeline Optimization
Rising Talent
Project details
Most real estate agents don’t have a lead problem — they have a follow-up consistency problem.
Leads come in, conversations start, and then follow-up gets delayed, forgotten, or buried under daily tasks. That’s where my service comes in.
I specialize in cleaning up your pipeline, organizing your CRM, and building a simple, reliable messaging-only follow-up system that keeps leads active and moving toward appointments. No complicated tools, no heavy automations, and no calling — just clean workflow and consistent execution.
Every agent’s process is different, so I review your current lead flow, identify where opportunities are being lost, and rebuild it into a clear structure you can rely on. Whether your CRM is messy, your follow-up timing is inconsistent, or your leads go cold too quickly, I help restore order and momentum.
This project is designed for agents who want better organization, faster responses, and more booked appointments without adding another tool to manage or another task to remember. You get a clean system and a smoother pipeline — so you can focus on clients while your leads stay warm.
Leads come in, conversations start, and then follow-up gets delayed, forgotten, or buried under daily tasks. That’s where my service comes in.
I specialize in cleaning up your pipeline, organizing your CRM, and building a simple, reliable messaging-only follow-up system that keeps leads active and moving toward appointments. No complicated tools, no heavy automations, and no calling — just clean workflow and consistent execution.
Every agent’s process is different, so I review your current lead flow, identify where opportunities are being lost, and rebuild it into a clear structure you can rely on. Whether your CRM is messy, your follow-up timing is inconsistent, or your leads go cold too quickly, I help restore order and momentum.
This project is designed for agents who want better organization, faster responses, and more booked appointments without adding another tool to manage or another task to remember. You get a clean system and a smoother pipeline — so you can focus on clients while your leads stay warm.
Purpose
BusinessIndustry
Data Analytics, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$299
|
Standard
$499
|
Advanced
$799
|
|---|---|---|---|
| Delivery Time | 4 days | 6 days | 8 days |
Optional add-ons
You can add these on the next page.
Custom Comps Analyzer Dashboard
(+ 2 Days)
+$199
Extra Zapier Workflow
(+ 3 Days)
+$299
First Month Ongoing Management
+$699Frequently asked questions
1 review
(1)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
BF
Brian F.
Dec 7, 2025
SEO needed for Facebook Marketplace
Exactly what we needed...thank you!
About Ethan
Real Estate Lead Management Specialist
Las Vegas, United States - 8:20 am local time
They have leads sitting in their CRM right now that will never get followed up with.
That’s missed deals, lost commissions, and opportunities going cold.
I fix that.
I build simple follow up systems inside your CRM so every lead, past client, and open house contact actually gets worked… without you thinking about it.
Steps for completing your project
After purchasing the project, send requirements so Ethan can start the project.
Delivery time starts when Ethan receives requirements from you.
Ethan works on your project following the steps below.
Revisions may occur after the delivery date.
Review Requirements
I review your CRM access, goals, lead types, market, and messaging style.
Lead Flow Audit
I analyze your current pipeline and identify where leads are getting stuck.