You're paying for Salesforce. I make it pay you back.

Yes — exclusively. Real estate is the only industry I serve. That means speed-to-lead routing, property acquisition pipelines, transaction coordination, and ROI dashboards built for how brokerages and property firms actually operate.

Yes. I hold 4 Salesforce certifications — Administrator (Mar 2023), Platform App Builder (Apr 2023), Associate (Nov 2023), and AI Associate (Nov 2023) — and I am a Trailhead Double Star Ranger with 20 superbadges, 210+ badges, and 130,000+ points.

Yes, fully remote with US and international clients, working US Eastern and Central hours so we overlap your business day.

Discovery happens in week one with a free 30-minute call, the audit and roadmap follow in weeks one to two, and the build typically begins in week three. Quick wins are usually visible within the first two weeks.

Both. I build the system and then train your agents until adoption sticks. I spent years as an Adobe Certified Instructor teaching 8,000+ students at a 4.9/5 rating — that teaching DNA is why my implementations actually get used.

The CRM Audit & Roadmap is a fixed fee, full implementation is project-based, and ongoing management is a monthly retainer that costs far less than a full-time admin — with no long-term contract, so you can pause or cancel any month. The 30-minute discovery call is free.

Three: a one-time CRM Audit & Roadmap, a full implementation project, or ongoing fractional CRM management on a monthly retainer. Most clients start with an audit and move to a build or retainer from there.

At Central City Solutions (OH): +30% pipeline visibility, 20+ hours saved per week, and +25% Salesforce user adoption. At Pezon Properties (PA): +15% faster property acquisition, +20% lead assignment efficiency, and a 25% reduction in operational inefficiencies. I also migrated 30+ Zapier automations to native Flows and built RingCentral call-log sync that eliminated manual logging.

Yes. I work with UK estate agents, letting agencies, property developers, and PropTech companies. UK afternoon hours align with my schedule for real-time collaboration. I bring the same real estate CRM expertise — speed-to-lead, pipeline automation, adoption training — adapted for UK property workflows.

Yes. Canadian brokerages, REALTOR teams, and property investment companies can engage me on the same terms as US clients. Canadian Eastern and Central time zones align perfectly with my working hours, and I'm familiar with MLS data flows and Canadian real estate deal stages.

My monthly retainer typically costs 50–70% less than a full-time Salesforce admin salary in the US, UK, or Canada — with no recruitment cost, no benefits overhead, and senior real-estate-specialist expertise from day one. Most growing companies don't need a full-time admin; they need the right expert fractionally.

The fastest method is a record-triggered Flow that fires the moment a Lead is created — it evaluates lead source, geography, and property type, assigns the record to the right agent or queue, and fires an instant task and SMS notification. Combined with a speed-to-lead report, this typically drives response time under five minutes — the threshold where contact rates are 80–100× higher than responding at 30 minutes.

Yes — via REST API (if your MLS provider offers one), a Zapier/Make middleware layer, or an AppExchange connector. I build the ingestion to fire a Salesforce Flow when a new listing arrives, enriching the lead or opportunity record with property details automatically — eliminating the copy-paste step that wastes agent time.

Follow Up Boss is faster to deploy and simpler for agent-facing lead management. Salesforce wins when you have complex operations: multiple offices, acquisition pipelines, custom transaction coordination, campaign ROI dashboards, or integrations with more than two external tools. Rule of thumb: under 20 agents with straightforward lead routing, Follow Up Boss is fine. Custom process, multiple data sources, or leadership dashboards you can trust — Salesforce.

Typically 6–12 weeks. Weeks 1–2: audit and architecture. Weeks 3–6: core build — lead routing, pipeline stages, automations, integrations. Weeks 7–10: reporting, dashboards, and adoption training. Complex builds with custom Apex or transaction coordination apps take longer and are scoped upfront. Quick wins are usually live within the first two weeks.

Adoption problems are almost always a design problem. Agents resist CRMs that are slower than their current habit. The fix: mobile-optimized layouts that match how agents actually work, call logging that happens automatically via RingCentral sync rather than manual entry, and task queues that surface the right follow-up without searching. Once Salesforce saves time instead of costing it, adoption follows naturally — I've seen +25% adoption gains in six months through design alone, before a single training session.

Yes — acquisition is my deepest specialty. I've built full acquisition pipelines: inbound lead routing from direct mail and PPC, qualification gates, automated follow-up sequences, missed-call-to-callback reporting, seller negotiation tracking, and transaction coordination with DocuSign integration. Plus campaign ROI dashboards showing cost-per-gross-lead, cost-per-closed-deal, and net profit per unit — the financial visibility acquisition companies need to allocate marketing spend correctly.

Partners charge $200–$400/hour and route your project through a PM to a consultant who may never have worked in real estate. I am the person who answers your Slack, writes the Apex, and runs the training. My pricing is typically 60–80% less than an agency for the same scope, with faster delivery because there's no handoff chain. The honest tradeoff: I'm one specialist, not a 10-person team. For companies that need deep real estate expertise and direct access, that's the right trade.