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Happy people

DO MORE DEALS.
DITCH THE ROLLERCOASTER.

The system that helps real estate agents increase cash flow, create lifestyle freedom, and develop a client base of raving fans.
GROW YOUR BUSINESS
STOP WASTING TIME
GET YOUR LIFE BACK

The last thing you need is to stay up at night worrying about your to-do list.

(not to mention the tasks you don't even know you forgot to get done...)

You know that overwhelmed and scattered feeling.

 

Your clients keep texting for an update... Your calendar is full... You haven't really spent time with your family in weeks... And somehow you're not making enough money even though you've been working yourself to the bone for months.

You're trying your best, but the truth is you're disorganized and distracted. You're reacting to whatever lands in your email and DM's. And you tell yourself, "That's just the way it is."

 

I call bulls%*t. I know because I've been there and proved it wrong!

The market doesn't need to dictate your business. It's time to get back in the driver's seat.

 

The Confident Agent Task and Client Management system has transformed the businesses (and lives) of agents just like you. 

It will work for you too! 

Testimonial - Marites Kliem

"Systems have helped my team improve efficiency so that no step is missed in our clients' process. They are so much better taken care of AND the team is under way less pressure to remember the countless details involved.

 

Things are so streamlined that I can give my attention to growing the business, knowing that the client experience is more seamless than ever! It's a plug-and-play experience as new team members come in, cutting training time and ensuring our clients have the same high-touch experience no matter who is taking care of them."

Marites Kliem

Founder, Moving Friends Forward Group

IMPLEMENTING YOUR SYSTEM IS EASY

Step #1

Sign up for a system build

Click on the link below and sign up for your build. 

(First come first serve - limited spots are available per month)

Step #2

We'll build your system

We'll create a copy of the system for you, and provide you with a training video covering how to use it, and how to adjust it for your business.

Step #3

Use your system

Once the build is done, log in, watch the video, and get started!

A system that brings it all together:

Solo agent? Running a team? No problem!

Using Capsule CRM, we've created an end-to-end integrated Client Experience and Task Management system that guides you through the entire buying process, selling process, and even lead conversion. 

CONTROL THE CHAOS

Stop wasting time with multiple systems, sticky notes, notebooks, random pieces of paper, notes on your phone, and general disorganization.

Bring your client list, deals, communication, and all the tasks you need to together. Everything lands in one place.

STOP LEADS FROM FALLING THROUGH THE CRACKS

Most agents have great intentions of following up with people. Like that friend you saw at the coffee shop last week that mentioned they might sell next year. But they usually fall by the wayside because you're relying on your brain to remind you. Set it and forget it - add them to the system and voila! A reminder to follow up (which means you serve more people and close more deals!)

SLEEP WELL KNOWING YOU HAVEN'T MISSED ANYTHING

If your business is all in your head, there's no way to grow without dropping the ball. Instead of inconsistent performance, give every client a WOW experience. Over 28 checklists walk you through everything from what happens when meeting a new client, to the tasks that occur when you bring on a listing, to the details that need attention between condition removal and closing, you won't have to wake up at night thinking "I FORGOT" anymore. Hello,good night's rest! 

SALE

$1879    

$1279 

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THERE'S MORE!

UP YOUR EMAIL GAME WITH TEMPLATES FROM THE PROS!

Client communication is one of the most important parts of your business. It's also one of the most time-consuming, which means that writing the same emails over and over and over again is robbing you of time. 

Just imagine how much you could do with that extra time! Find more clients, serve more clients, take more vacations, have a life... The cost is too high to keep paying it. 

When you get The Confident Agent Client Experience and Task Management System, you'll also get 65 EMAIL TEMPLATES that will save you weeks of time, and help you turn your clients into raving fans! 

CREATE AN UNFORGETTABLE CLIENT EXPERIENCE. EVERY. SINGLE. TIME.

YOU CAN RUN A BUSINESS THAT FITS WHO YOU ARE AND THE PRIORITIES IN YOUR LIFE.

Over 10 years building my own real estate business, my team and I created a system that not only managed multiple agents and assistants but also my ADHD scatteredness and forgetfulness. We constantly updated, added, tweaked, changed, reviewed, fixed, adjusted, and improved our system.

The result?  A streamlined client experience, a lower stress level, an ability to scale, and the time to have a life again. 

It doesn't have to take you 10 years to create the efficiency that will allow you to grow your business no matter what market you're in. You get to leapfrog over the learning curve.

We're booking system builds on a first-come first-serve basis, so sign yourself up and we'll get in touch to confirm dates and deets!

(Within 2 business days - we have healthy work-life boundaries... and a sense of humour) 

If you want more of an overview of the system, we can hop on a quick zoom call.  

It's time to take your business out of your brain. 

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A LITTLE BIT MORE DETAIL

For the analytical ones.

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