From the first conversation to a fully running operation, here's the exact sequence.
From the first call to a fully running operations team, here's every step, every deliverable, and every decision point along the way.
Five steps from discovery to quarterly strategy, what we deliver, what you decide, and what changes once the machine is running.
Discovery call.
This isn't a sales call. It's a working session. We learn your business, ask the questions that surface what's actually breaking, and give you an honest read from experience across 100+ real estate operations. No pressure. No agenda. Just clarity on where you are and what's possible.
We Bring
- A decade of experience across 100+ real estate operations
- Diagnostic questions that surface what's actually breaking
- An honest assessment, no filter
You Bring
- Your current deal flow, team, and tools
- What's broken and what you've already tried
- Where you want to take the business
Your proposal. Your decision.
Based on everything we learn in the discovery call, we build a tailored operations blueprint for your business, service lines, team composition, KPIs, and onboarding timeline. You receive the full proposal in writing before anything starts. If it's the right direction, you sign and we move. No commitment until you're confident.
What's In The Proposal
- Service lines scoped to your business and goals
- Team composition, senior account lead, and KPI targets
- Retainer tier, onboarding timeline, and first 90-day roadmap
You Decide
- Whether the proposal matches your vision
- Which service lines to activate from day one
- When you want to go live
The machine comes online.
Your dedicated operations team and account manager are introduced. Communication channels open. CRM and systems get configured to scope. KPI trackers go live. And for the first time, everything starts talking to each other. This is where the chaos starts becoming a system.
We Set Up
- Operations team and dedicated account manager introduced
- CRM, tools, and systems configured and connected
- KPI dashboards and tracking live from day one
You Start Seeing
- Pipeline activity from week one
- Systems that finally talk to each other
- Live activity and daily end-of-day reports
Your week, reviewed. Your next week, planned.
Every week your account manager walks you through what happened, what worked, what didn't, and what the team is focused on next. Pipeline health, KPI movement, team performance, all covered in one focused call. You stay informed without being in the weeds.
Every Week We Cover
- Pipeline health and deal flow movement
- KPI performance and what's driving the numbers
- What's working, what's not, and what changes next week
You Always Know
- How your team is performing
- Whether your pipeline is on track with your goals
- That someone is accountable for outcomes, not just activity
Strategy session. Course set for the next 90 days.
Every quarter, the founders sit down with you. Not a progress update, a strategy session. We review the full quarter, the team, the account manager, the market, and the technology landscape. What's changed in the industry. What new tools or approaches should be considered. What's working in the industry and what should be adopted. And most importantly, we hear from you, your experience, your feedback, your vision for what's next. The next 90 days get decided in this room.
We Review
- Full quarter performance against goals and KPI targets
- Team and account manager performance, full transparency
- Market trends, technology shifts, and what should be implemented
You Walk Away With
- A clear operating direction for the next 90 days
- Honest strategic recommendations directly from the founders
- A team and plan reset around what's next for your business
You dream it. You own it. We build it and run it.
Your business stays yours, every system, every process, every account we build is yours to keep. We're not a vendor you depend on. We're the team that builds what you own.
The vision and the business.
- The vision, the goals, and the direction
- Every system, CRM, and process we build for you
- Final decisions on deals, markets, and growth
- The relationships, with sellers, buyers, and your network
- Strategic direction and where the business goes next
The build and the run.
- Building the systems and processes that run your vision
- Daily operations across every service line in scope
- Team management, training, quality, and accountability
- KPI tracking, reporting, and performance transparency
- Every operational decision so you never have to make them
A cadence you can plan your business around.
Trained specialists working active queues. AI updating CRM in real time. Pipeline moving. End-of-day report in your inbox every night.
Account manager walks you through pipeline movement, KPI deltas, team performance, and priorities for the week ahead.
Complete month performance review, what worked, what didn't, channel mix, ops adjustments, and what changes next month.
Full quarter review with the Real VA founders. Market trends, technology, team performance, and the operating plan for the next 90 days.