How We Fix It
How Your Tech Concierge Works
Audit your follow-up, fix what is broken, and stay supported monthly. Three steps. One trusted partner.
Lead Follow-Up Audit
A few business days
We find where warm leads are slipping before you spend more on software or lead spend.
- Review how leads enter your system and who owns them
- Check what follow-up actually happens vs. what you think happens
- Identify old contacts worth re-engaging
- Deliver a Follow-Up Scorecard and 30-Day Fix Plan
Fix & Install
Scoped after the audit
If the gaps are costing you deals, we set up the simple system your team can actually run.
- Set up reminders, daily work lists, and clear ownership rules
- Fix broken automations and overdue follow-up habits
- Sort old contacts into practical recovery segments
- Train the team on what to do each day — without CRM jargon
Tech Concierge
Ongoing monthly support
We stay with you monthly so follow-up keeps working without you managing the tech.
- Tune systems as your team and lead flow change
- Fix what breaks before it costs you a deal
- Update lists, reminders, and processes as needed
- Be the person your team calls when the CRM feels overwhelming
What makes this different
You get a partner who understands both real estate follow-up and the tech behind it.
Not another CRM
We work inside the system you already pay for. No rip-and-replace required.
Not a one-time project
Systems drift. Your Tech Concierge keeps follow-up running after the initial fix.
Not built for tech people
Plain language, practical steps, and support your whole team can understand.
Start with the audit.
The Lead Follow-Up Audit is free. You will see exactly where follow-up is breaking before deciding on implementation or Tech Concierge support.