Give every enquiry a next step
Start by reviewing what your CRM already handles. Connect remaining enquiries to an owner, acknowledgement and follow-up task.
See what is handled and what is waiting.
Estate agents
More attention for clients. More clarity in the office.
While you host a viewing, office work keeps coming. We help you make better use of your CRM, connect process steps and use AI carefully for writing and case administration.
Book an introductionFree introduction · 30 minutes · OnlineKeep follow-up clear after the viewing.
- 01Capture the note
- 02Identify the question and next action
- 03Agent confirms the task
A callback request in your inbox. Viewing notes on your phone. A property description still waiting to be written.
Turn property facts into draft copy
Use verified property details to draft a listing and social posts. The agent checks facts, wording and image use.
One factual source across channels.
Turn notes into follow-up actions
Organise approved viewing notes, prepare callback tasks and flag missing documents. Your team confirms the actions.
A useful handover to your colleague.
In practice
Keep follow-up clear after the viewing.
Valuations, negotiations and decisions about applicants remain with qualified people.
From enquiry to next stepExample
- 1Capture the note
- 2Identify the question and next action
- 3Agent confirms the task
What your team can work with
- Open question
- When was the boiler replaced?
- Action
- Ask the seller
- Callback task
- Friday · first check whether the answer has arrived
The right next step.
The support to make it happen.
Advice, implementation or training. Available separately, or together when that works better for your business.
Know where to start.
We review your processes and existing tools. Together we choose improvements based on value, feasibility and what your team needs.
A clear overview and a suitable first step.
Turn an idea into everyday practice.
We configure the agreed workflow, connect systems where possible and test what happens when something does not go as expected.
A tested solution with a clear handover.
A team ready to take it forward.
Practise property copy, factual checking and handling notes without sharing unnecessary client information.
Practical exercises, templates and working agreements.
One process.
A clear improvement.
Start with one enquiry source or one post-viewing handover. Check what your CRM already offers, then improve the missing step.
Discuss your first stepOur approachStart small.
Start small.
Make it work well.
The first conversation helps us understand where you are. Then we agree what support makes sense and what it will cost.
Book an introduction- 01
An introduction
In 30 minutes we discuss your work, questions and what you want to improve. Free and without obligation.
- 02
A clear agreement
For a deeper AI Clarity Check, pilot or training, you receive a proposal with scope, deliverables and price.
- 03
Put it into practice
We test familiar scenarios, involve the people doing the work and agree how to evaluate the outcome.
- 04
Handover and next steps
You receive guidance and documentation. We agree who is responsible and what ongoing support is included.
Do we need to replace our existing software?
Your property CRM, inbox, website and calendar. Portal integrations depend on supported connections and your subscription.
Can we book advice or training separately?
Yes. Start with advice, practical team training or a defined implementation. You do not need to commit to a full programme.
What does it cost and how long does it take?
The 30-minute introduction is free. After that you receive a proposal with scope, price and timing for the agreed work. This depends on your processes, systems and the support you need.
What do you need for the first conversation?
A description of your business, one recurring task and the tools you use are enough to start. You do not need to provide client files or access to your systems.
How do we stay in control?
We agree what information may be used, what can run automatically and what needs review. Implementation includes testing exceptions and documenting responsibilities.
Let’s meetWhere could your business
Where could your business
work smarter?
Tell us where work gets stuck, which systems you use and what your team needs. Together we explore a suitable first step.
Book an introductionFree & without obligation · 30 minutes · Online