AI and business systems · Marketing operations
Most businesses aren’t broken. They’re just leaking: through disconnected systems, manual processes, invisible bottlenecks and tools that don’t talk to each other. We walk in, see exactly where the gaps are, and build the infrastructure that closes them.
$172M pipeline supported$3.9M recovered in 6 months12+ years in marketing ops153+ signed units, 2026 YTD
What makes this different
There are people who can use technology. There are people who can manage technology. And then there’s a very small group of people who can walk into any business, in any industry, and within minutes understand exactly how it’s wired: where data flows, where it doesn’t, where the money is moving and where it’s stalling.
That’s not something you can train. It’s a pattern-recognition ability that comes from building systems across thousands of businesses, platforms and use cases over 12+ years. I can look at your tech stack and see the gaps before you finish the sentence describing your problem.
I can look at a business and understand how it is wired and connected internally. That’s the difference between someone who manages your tools and someone who transforms how your business operates.
Any CRM, any automation platform, any BI tool. The learning curve is measured in minutes. You don’t wait months for someone to get up to speed.
Before we’ve finished the first call, I know where your pipeline is leaking, why leads aren’t converting and what’s causing the reporting to be wrong.
I see how your CRM, your marketing tools, your analytics and your operations should talk to each other, and what it costs you every day that they don’t.
How we see your business
The numbers
Built at eXp Luxury, one of the most tech-forward real estate companies in the world. The same systems thinking applies to any business that’s ready to stop guessing and start scaling.
AI-integrated CRM, lifecycle automation and attribution reporting systems built from the ground up, generating $172M in net-new sales pipeline.
Within the first 6 months of engagement$3.9M in buyer closings that would have been missed without the systems infrastructure built to catch, route and follow up on every opportunity.
Money that would have fallen through the cracks2026 signed units already past the full-year 2023 benchmark, with 819 appointments set and $2.29M+ in closed GCI pacing ahead of prior years.
Already past the 2023 full-year markThe platform context
eXp Realty operates as a fully cloud-based brokerage: no physical offices, distributed teams, and everything running through integrated technology platforms. Building systems that work at this scale, with this level of complexity, and producing these results is proof that the approach works for any business serious about operational excellence.
Platforms and tools
What we build
From the CRM that routes every lead to the dashboard that shows the CEO exactly where revenue is coming from, we build the operational infrastructure that makes everything else work.
Stop managing by gut feeling. We build executive-facing dashboards that replace subjective updates with real pipeline visibility, campaign performance data, risk flags and prescriptive next steps. You see exactly what’s happening, why it’s happening and what to do about it, in real time.
Most CRMs are a mess: wrong stages, no automation, leads falling through the cracks, and nobody using it consistently. We architect CRMs that actually work with your sales team, not against them. Lead routing, segmentation, scoring, lifecycle sequences and attribution, all built for how your business actually operates.
We use AI, Claude, ChatGPT and Zapier, to build workflows that eliminate manual work across your entire operation. Campaign launches, listing promotions, follow-up sequences, SOP creation, reporting and content generation, all automated, consistent and running without anyone having to think about them.
Most businesses are paying for 3–5× more SaaS subscriptions than they need: overlapping tools, zombie licenses and platforms nobody uses. We audit your entire cloud stack, identify what can be consolidated or eliminated, and build native alternatives where the savings justify it. Most clients save $500–$2,000 a month without losing a single capability.
Who this is for
You don’t have to know what the problem is. You just have to know the business isn’t operating at its potential. We handle the diagnosis.
You’re running the business but flying blind. Reporting is inconsistent, decisions are reactive, and you have no clean view of where revenue is actually coming from.
You have leads coming in from multiple sources, agents using different tools, and no unified system to track what’s working, who’s following up and where deals are dying.
You’ve grown faster than your systems. What worked at 5 people is breaking at 20. Marketing, sales and ops are running on different tools that don’t connect, and nothing is trackable end to end.
You’ve accumulated tools over the years and the monthly SaaS bill has quietly grown to something embarrassing. Half of it you don’t need. The other half you’re not using correctly.
Engagement options
Every engagement starts with a systems audit. We won’t propose a solution until we’ve seen the full picture. All plans include a free discovery call.
One-time project
A comprehensive audit of your entire business technology stack: CRM, automation, analytics, cloud tools and operational workflows. You get a full diagnosis and a prioritized roadmap.
Starts with a free discovery call.
Project-based
We don’t just tell you what’s wrong. We fix it. Full system build, CRM configuration, AI workflow deployment, dashboard creation and team training included.
Scoped after the audit. Starts with a free discovery call.
Ongoing partnership
We become your ongoing marketing operations and systems partner. Monthly optimization, new builds, reporting and strategic oversight: your outsourced VP of Marketing Ops.
Starts with a free discovery call.
Questions about systems work we always hear
Honest answers, from someone who has been inside enough businesses to know what actually works and what sounds good in a pitch deck.
Free discovery call
Book a free 30-minute discovery call. Bring your biggest operational headache. We’ll tell you what we see, what it’s costing you and exactly what we’d do to fix it. No jargon. No pitch deck. Just a real conversation about your business.