Her CRM, Lofty, set up and connected to her website, so every form, from home sellers to investors to mentoring, arrives on its own, tagged by what the person asked for.
What we did
The CRM set up and running
Every website form and lead page sent straight into it
Each lead tagged by where it came from
“You did all that stuff to get that CRM up and running … You’ve built it. It works well. It’s good.”Erika K. Page, founder
One post, three places
Instagram
Facebook
LinkedIn
Case study
Social media, from one screen
Post once, publish everywhere.
A content planner inside her own website: write a post once and it goes to Instagram, Facebook and LinkedIn together, with the numbers on the next screen.
What we did
One post to Instagram, Facebook and LinkedIn at once
Analytics: followers by city, age and gender, reach, interactions
Instagram automations: comment a word, get a DM, leave an email
Case study
An app
From an idea to a private beta.
Escalate, at escalate.cloud: in its own words, “a private AI-powered personal growth experience that turns your goals into personalized stories you can read and listen to.”
What we did
Designed and built
Stories you can read or hear aloud, daily cards, a gratitude journal
In private beta, by invitation
Case study
Investor packages
One page per property.
For each investment property: a package with the numbers and the photos, and a page that hands it over after a short form.
What we did
The investor package designed for each property
A page that collects the investor’s details first
Every investor lead in the CRM, marked as an investor
After every meeting
Tasks
Questions still open
Dates to keep
The day’s update
Case study
A command center
Every meeting, turned into a list.
A private dashboard: each meeting becomes tasks, questions and dates, and each day’s work is ticked off there and sent as one short update.
What we did
Tasks, questions and dates from every meeting
The daily update, built from what was ticked
A switch that hides the private details on a shared screen
“We started our relationship related to real estate, but now, with your help and your vision and your support, I’m running the gamut of all things, including having an agency of virtual assistants that has nothing to do with real estate. You’ve helped me create an app. You’ve helped me create a YouTube channel … You’ve helped me with my database, like all these different things.”
Erika K. PageFounder, and a client of our team every day
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Every task a VA can take off your plate, as a checklist