Virtual assistant supporting a real estate agent's back office

    Stay on the showings, not in the CRM.

    A senior technical virtual assistant for top-producing real estate agents and small teams: CRM hygiene, listing operations, transaction coordination, and the back office that finally gives weekends back.

    Contact Me

    Built for agents past $200K GCI who are running out of personal hours.

    By this stage, the agent is closing consistently and has a real database, and is still personally entering leads into Follow Up Boss at midnight. There is a transaction coordinator or there is not, but either way the agent is the one doing all the operations work.

    • Top-producing agents ($200K+ GCI) and small teams (2 to 8 agents).
    • Practices on Follow Up Boss, kvCORE, Sierra Interactive, Boomtown, or HubSpot.
    • Brokerages where the broker is also the rainmaker.
    • Anyone whose database has grown faster than their ability to work it.

    What I take off the agent's plate.

    A CRM with 4,000 untagged leads

    Old leads, dead leads, hot leads all mixed together. I audit, tag, and segment so the next nurture campaign actually goes to people who might buy.

    Listings that take a full day to launch

    Photos, MLS entry, social posts, just-listed emails, sign install. I templatise the listing launch so day-one takes 90 minutes, not 9 hours.

    Transactions managed in your head

    Inspection deadlines, financing contingencies, walkthrough dates. I set up a transaction tracker so nothing gets dropped between contract and close.

    Lead follow-up that goes silent at hour 24

    First text goes out fast, then radio silence for two weeks. I build a real 30-60-90 day follow-up schedule that lives inside your CRM.

    Sphere database that hasn't been touched

    Past clients and friends-of-clients that should be generating referrals. I set up a quarterly contact schedule so the sphere actually delivers.

    Social media nobody is running

    New listings, just-solds, market updates that never get posted. I build the content calendar and run the posting.

    Real estate tools I work in.

    Vendor-neutral. If your CRM is fighting your business, I will say so.

    Follow Up BosskvCORESierra InteractiveBoomtownHubSpotLionDeskTop ProducerBoxBrownieCanvaDotLoopDocuSignSkySlopeZapier

    What's included on a retainer

    CRM audit, cleanup, and tagging
    Listing launch workflow
    Transaction coordination support
    Lead follow-up schedule build and operation
    Sphere database quarterly touch program
    Social media content calendar and posting
    Just-listed and just-sold marketing
    Open house operations and follow-up
    Showing feedback collection
    Monthly written work log

    What recent real estate work has looked like.

    Top-producer Follow Up Boss cleanup

    Audited 4,200 leads, dedupe-merged 600 duplicates, rebuilt tag taxonomy, and set up a quarterly hygiene task so the database stays usable.

    Listing launch playbook

    Documented the full listing launch into a 14-step workflow with templates so the agent's coordinator could ship a launch without the agent in the room.

    Sphere quarterly touch program

    Set up a 4x/year automated contact schedule with a handwritten card, market update email, value-add resource, and in-person event invite for a 380-person sphere.

    FAQ

    Common questions from real estate agents.

    Get your weekends back.

    Book a free 20 minute call. Tell me where the practice is bleeding time and I will tell you exactly what I would fix in the first 30 days.

    Contact Me

    See full pricing