Services
What I can set up for you.
Three things, all built from how I run my own deals. Every one starts with a free 30-minute call, where we figure out what fits your business.
01 Custom workflow integration
Describe what’s slowing you down. I’ll tell you plainly whether a tool, a connection between the tools you have, or a better process is the fix, and then I’ll build it.
- Who it’s for
- Operators with a step that eats hours every week: lists you clean by hand, leads that sit in an inbox, a buyers list in your phone, or tools that don’t talk to each other.
- What’s included
- A conversation about how you work today and where the time goes.
- A short written plan you approve before anything gets built: what it does, what it won’t do, and how we’ll know it works.
- The build: an integration, an automation, a small tool or a website, tested on your real work.
- Plain-language notes on how it works, so you aren’t stuck calling me for every change.
- How it starts
- Book a call and tell me what’s slowing you down. If software isn’t the answer, I’ll say so.
It isn’t only real estate. Before Keystone, I took a clinic from paper sign-ups to a website, a CRM, online booking and telehealth.
02 Your own CRM and buyer matching, set up for your business
The CRM I run my deals on, set up with your stages, your fee and your buyers, with buyer matching that tells you who fits a deal and why.
- Who it’s for
- Wholesalers and small investor teams juggling leads in a spreadsheet, a CRM built for some other industry, and buy boxes that live in their head.
- What’s included
- Today, Pipeline, Buyers and Deals: who to call today, where every lead stands, and every deal with its matched buyers.
- Your vocabulary and defaults, like stage names, labels and your assignment fee, kept in your own settings rather than in the code.
- Your buyers and their buy boxes entered, so a new deal shows confirmed fits, possible fits and buyers missing information, each with the reason.
- Your records kept separate from anyone else’s.
- How it starts
- Book a call. I’ll show you how I run a deal on it and we’ll talk through how you work.
03 Wholesaler’s Toolkit
In pilotThe deal side of the system on your phone: address in, comps and a value range, photos to a repair estimate, an offer range and a buyer shortlist. In pilot, and not for sale yet.
- Who it’s for
- Wholesalers who size up deals in the field and want the numbers and the buyers in one place.
- Where it stands
- Built and tested on my own deals first.
- Join the list and I’ll let you know when there’s room in the pilot.
- How it starts
- Join the list by email, or ask about it on a call.
Let’s talk.
Have a deal, a process that’s slowing you down or a question? I’d like to hear it.