A GTA heating-and-cooling company with about 3,500 existing customers
Three manual processes replaced; one program instead of six vendors.
At go-live
- The problem
- Every sale by phone, referral, or builder; three manual back-office processes.
Realtors compete on response time and lose on admin. The Sunday lead answered Tuesday, the three hours per listing, the past-client database nobody has time to call. We map where the week goes, fix the process, and add technology and AI only where it pays, with RECO advertising rules kept in view.
A buyer inquires Sunday afternoon. You respond Tuesday. By Friday they have toured with someone else. Speed and consistency win clients, and both are hard to keep up by hand.
Description, photo prep, MLS entry, social posts, email blast. Every listing costs an afternoon, and the afternoon comes out of showing time.
Past clients should hear from you at the right moments. Nobody has time to do that personally for four hundred people, so the referrals go to whoever stayed in touch.
A Bearings Report follows a lead from first inquiry to signed representation, times the gaps, and puts a dollar figure on the ones that go cold. That report is where the first fix gets chosen.
An AI receptionist and a follow-up sequence reply to new inquiries immediately, capture pre-approval status and timeline, and book the showing into your calendar. They hand off to you when the buyer is ready to talk.
Photos and property data go in once. A draft description in your voice, the social captions, and the email blast come out, ready for your review before anything is published.
Past clients tagged by neighbourhood and timing, check-ins drafted on schedule, approved by you in one tap. Behind it, a site and search presence that bring the right buyers to you.
Response time on every new inquiry, weekends included.
From listing data to published, with everything drafted for you.
Per agent per week for showings and client work instead of admin.
Three manual processes replaced; one program instead of six vendors.
At go-live
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.