A summary of everything we discussed — your requests, current tools, identified opportunities, and a proposed roadmap for what's next.
Your Requests
12
from our conversation
Active Tools
8
across 5 categories
Identified Gaps
6
opportunities to address
Proposed Solutions
8
mapped to your needs
Everything you brought up during our discovery session, organized by priority. Click any item to see the details and specific capabilities discussed.
A phased implementation timeline, sequenced by priority and speed-to-value. Each phase maps directly to the requests above.
Weeks 1–3
Deliver the competitive SEO audit immediately. Stand up the generative SEO engine with automated page, blog, and GBP post creation plus GA4 analytics dashboard.
Build the purpose-built comp analysis tool that pulls comparable data, generates value estimates, and produces polished recap emails — replacing manual ChatGPT workflows.
Weeks 4–8
Deploy the Keel Connect adaptation with two-way email/SMS, conversation history, AI-driven outreach, and TCPA-compliant opt-in workflows.
End-to-end automation from Dot Loop form population through marketing plan generation, client notifications, and go-live messaging.
Weeks 9–14
Always-on prospecting engine targeting 3 zip codes in southern Johnson County. Integrates Cole Realty Resource, Vulcan 7, Google Ads, and DNC-compliant email-first outreach.
Custom-built transaction management and pipeline tracking system for Trent's admin, eliminating the Open to Close subscription.
Weeks 15–20
Vendora-style dashboard combining website analytics, lead sources, marketing spend, and sales data with natural-language query interface for ROI analysis.
Personal AI assistant connected to all communications, meetings, and documents. Learns Trent's voice, stores context, and can be queried about any deal or commitment.
Areas in the current operation where there's room for improvement — the spaces between where things are now and where they could be.
Pipeline managed on whiteboard and memory. No centralized contact database, deal tracking, or communication history.
Manual prospecting during slow periods creates feast-or-famine revenue cycles. No always-on lead generation engine.
Comp analysis, admin prep, marketing plans, and client communication all handled manually through ChatGPT and email.
Current SEO provider received a poor audit grade. No AI-optimized search presence. No generative SEO strategy in place.
Marketing spend, lead sources, and sales data exist in silos. No way to calculate ROI or identify top-performing channels.
Nothing is connected. Data doesn't flow between tools. Every task requires manual input across multiple platforms.
The tools and systems we can build to address the gaps above. We'll map these to specific requests and priorities when we walk through together.
Purpose-built comp analysis tool that pulls comparable data, generates value estimates, and produces polished recap emails.
From Dot Loop form population through marketing plan generation, client notifications, and go-live messaging.
Automated page, blog, and GBP post creation with GA4 analytics dashboard and AI search optimization.
Always-on prospecting targeting 3 zip codes with data from Cole Realty Resource, Vulcan 7, and Google Ads.
Two-way email/SMS, conversation history, AI-driven outreach, and TCPA-compliant opt-in workflows.
Custom-built transaction management and pipeline tracking, replacing Open to Close.
Vendora-style dashboard combining all data sources with natural-language query interface for ROI analysis.
Personal AI assistant connected to all communications, meetings, and documents. Learns your voice and stores context.
A snapshot of the tools and services currently in use across your operation.
AI & Productivity
Comps, emails, project management, listing descriptions
$20/mo
Used daily for nearly every written communication and comp analysis. Core dependency.
Marketing
Content creation, paid media management, PR
$3,000/mo
Outsourced team handling all social media and public relations.
Web & SEO
Website management, hosting, and maintenance
$1,500/mo
Current SEO performance graded poorly in audit. Open to redirecting if SEO is handled by new platform.
Prospecting
Prospect data — emails and contacts by zip code
—
Owned by Express Stocks. Pulls entire zip code contact lists.
Prospecting
Expired listing data and lead information
—
Pulls expired data and listing information for prospecting.
Transaction Management
Transaction forms and listing agreements
—
Used for all listing agreements and transaction paperwork.
Transaction Management
Admin back-end and transaction management
Monthly fee
To be replaced with a custom-built admin system.
CRM & Pipeline
Pipeline tracking (no CRM)
—
No CRM in use. Pipeline managed on whiteboard and memory.
Important themes from our conversation that will shape how we approach the work ahead.
Currently selling ~$16M/year in residential real estate plus ~15 flips annually. Target is $25M this year and $35–40M next year. Needs 1–2 listing appointment calls per week from automated prospecting to hit these numbers and eliminate feast-or-famine revenue cycles.
Build for scalability from day one. No hard-coded client-specific details — use variables so the platform can grow with the business. Exclusive rights in Kansas City with a potential partnership for future market expansion.
One platform that handles prospecting, listing prep, client communication, and business intelligence — so the focus stays on selling, not managing tools. Speed, quality, and hands-on execution are the priorities.
Pricing proposal in two formats (per-product and monthly SaaS). NDA to formalize the partnership. SEO audit delivered immediately. From there, we align on priorities and start building.